Getting Started

Daniel Otykier edited this page Apr 23, 2018 · 8 revisions

Installation

Simply download the .zip or .msi file from the Release page. Unpack the .zip file into a folder of your choice or run the .msi installation.

Prerequisites

Tabular Editor uses the Tabular Object Model to load and save metadata to and from Model.bim files or existing databases. For this reason, make sure you have the latest AMO libraries available before installing Tabular Editor. They can be downloaded from the Azure Analysis Services Client Libraries page (Click "AMO" version 15.0.2 or newer).

Working with Tabular Editor

The recommended workflow is to set up the tables and relationships using SSDT as normal, and then use Tabular Editor to do the rest. That is: Create calculated columns, measures, hierarchies, perspectives, translations, display folders, and every other kind of fine-tuning you can think of.

Load a Model.bim file by choosing the Open > From File... option in the File menu (CTRL+O), or open an existing database from an instance of Analysis Services by choosing the Open > From DB... option. In the latter case, you will be prompted for a server name and optional credentials:

Connecting to an already deployed Tabular Model

This also works with the new Azure Analysis Services PaaS. The "Local Instance" dropdown, may be used to browse and connect to any running instances of Power BI Desktop or Visual Studio Integrated Workspaces. Note that although Tabular Editor can make changes to a Power BI model through the TOM, this is not supported by Microsoft and may corrupt your .pbix file. Proceed at your own risk!

After clicking "OK", you will be presented with a list of databases on the server.

This is how the UI looks after a model has been loaded into Tabular Editor:

The main UI of Tabular Editor

The tree on the left side of the screen, displays all tables in the Tabular Model. Expanding a table will show all columns, measures and hierarchies within the table, grouped by their Display Folders. Use the buttons just above the tree, to toggle display folders, hidden objects, certain types of objects, or filter out objects by names. Right-clicking anywhere in the tree, will bring up a context menu with common actions, such as adding new measures, making an object hidden, duplicating objects, deleting objects, etc. Hit F2 to rename the currently selected object or multiselect and right-click to batch rename multiple objects.

Batch Renaming lets you rename multiple objects simultaneously

On the top right side of the main UI, you see the DAX Editor, which may be used to edit the DAX expression of any measure or calculated column in the model. Click the "DAX Formatter" button to automatically format the code through www.daxformatter.com.

Use the property grid in the lower right corner, to examine and set properties of objects, such as Format String, Description along with translations and perspective memberships. You can also set the Display Folder property here, but it's easier to simply drag and drop objects within the tree to update their Display Folder (try selecting multiple objects using CTRL or SHIFT).

To edit perspectives or translations (cultures), select the "Model" object in the tree, and locate the "Model Perspectives" or "Model Cultures" properties, in the property grid. Click the small elipsis button to open a collection editor for adding/removing/editing perspectives/cultures.

Editing perspectives - click the elipsis button to the right

To save your changes back to the Model.bim file, click the save button or hit CTRL+S. If you opened an existing Tabular Database, the changes are saved directly back to the database. You will be prompted if the database was changed since you loaded it into Tabular Editor. You can always undo your changes by pressing CTRL+Z.

If you want to deploy your model to another location, go to the "Model" menu and choose "Deploy".

Deployment

Tabular Editor comes with a deployment wizard that provides a few benefits compared to deploying from SSDT - especially when deploying to an existing database. After choosing a server and a database to deploy to, you have the following options for the deployment at hand:

Deployment Wizard

Leaving the "Deploy Connections" box unchecked, will make sure that all the data sources on the target database stay untouched. You will get an error if your model contains one or more tables with a data source, that does not already exist in the target database.

Similarly, leaving out "Deploy Table Partitions", will make sure that existing partitions on your tables are not changed, leaving the data in the partitions intact.

When the "Deploy Roles" box is checked, the roles in the target database will be updated to reflect what you have in the loaded model, however if the "Deploy Role Members" is unchecked, the members of each role will be unchanged in the target database.

Command Line usage

You can use the command line for automated deployment. All deployment options that are available through the GUI, are also available through the command line.

Deployment Examples

TabularEditor.exe c:\Projects\Model.bim

Opens the Tabular Editor GUI and loads the specified Model.bim file (without deploying anything).

TabularEditor.exe c:\Projects\Model.bim -deploy localhost AdventureWorks

Deploys the specified Model.bim file to the SSAS instance running on localhost, overwriting or creating the AdventureWorks database. The GUI will not be loaded.

By default, partitions, data sources and roles will not be overwritten in the target database. This behaviour can be changed by adding one or more of the following switches to the command above:

  • -P Overwrite partitions
  • -C Overwrite connections (data sources)
  • -R Overwrite roles
  • -M Overwrite role members

More information on command-line options can be found here.

Note

Since TabularEditor.exe is a Windows Forms application, running it from the command line will execute the application in a different thread, returning control to the caller immediately. This may cause issues when running deployments as part of a batch job where you need to await succesful deployment before proceeding with the job. If you experience these issues, use start /wait to let TabularEditor finish its job before returning control to the caller:

start /wait TabularEditor.exe c:\Projects\Model.bim -deploy localhost AdventureWorks

Advanced Scripting

Tabular Editor lets you use C# to script changes to the loaded model. This is practical when you want to apply several changes to many objects at once. The Advanced Script editor has access to two objects:

  • Selected which represents all objects that are currently selected in the explorer tree.
  • Model which represents the entire Tabular Object Model tree.

The Advanced Script editor has some limited IntelliSense functionality to get you started:

IntelliSense helps you create scripts for Tabular Editor

More documentation and examples on Advanced Scripting, can be found here.

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