+
+Once connected to the instance of Analysis Services, an external tool can obtain information about the model metadata, execute DAX or MDX queries against the data model, an even apply changes to the model metadata through [Microsoft-provided client libraries](https://docs.microsoft.com/en-us/analysis-services/client-libraries?view=asallproducts-allversions). In this regard, the Analysis Services instance managed by Power BI Desktop is no different from any other type of Analysis Services instance.
+
+## Supported Modeling Operations
+
+As of the June 2025 Power BI Desktop update, there are no longer any unsupported write operations. In other words, third party tools can now freely modify any aspect of the semantic model hosted in Power BI Desktop, including adding and removing tables and columns, changing data types, etc. However, if you're using a version of Power BI Desktop prior to the June 2025 update, please view the limitations in the [Desktop Limitations](xref: desktop-limitations) article.
+
+More information in [the official blog post](https://powerbi.microsoft.com/en-us/blog/open-and-edit-any-semantic-model-with-power-bi-tools/).
diff --git a/content/te3/azure-marketplace.md b/content/getting-started/azure-marketplace.md
similarity index 100%
rename from content/te3/azure-marketplace.md
rename to content/getting-started/azure-marketplace.md
diff --git a/content/onboarding/boosting-productivity-te3.md b/content/getting-started/boosting-productivity-te3.md
similarity index 89%
rename from content/onboarding/boosting-productivity-te3.md
rename to content/getting-started/boosting-productivity-te3.md
index 4a7bce6..01306b7 100644
--- a/content/onboarding/boosting-productivity-te3.md
+++ b/content/getting-started/boosting-productivity-te3.md
@@ -3,12 +3,24 @@ uid: boosting-productivity-te3
title: Boosting productivity with Tabular Editor 3
author: Daniel Otykier
updated: 2021-09-30
+applies_to:
+ products:
+ - product: Tabular Editor 2
+ none: true
+ - product: Tabular Editor 3
+ editions:
+ - edition: Desktop
+ full: true
+ - edition: Business
+ full: true
+ - edition: Enterprise
+ full: true
---
# Boosting productivity with Tabular Editor 3
-
+
This section contains a number of articles that will let you quickly become familiar with Tabular Editor 3 and its main features, with an emphasis on how to get stuff done in the most productive way possible.
Below is an overview of the articles and what you will learn in each:
diff --git a/content/onboarding/bpa.md b/content/getting-started/bpa.md
similarity index 97%
rename from content/onboarding/bpa.md
rename to content/getting-started/bpa.md
index 28500ec..1cfbe94 100644
--- a/content/onboarding/bpa.md
+++ b/content/getting-started/bpa.md
@@ -3,6 +3,18 @@ uid: bpa
title: Improve code quality with the Best Practice Analyzer
author: Daniel Otykier
updated: 2021-11-02
+applies_to:
+ products:
+ - product: Tabular Editor 2
+ full: true
+ - product: Tabular Editor 3
+ editions:
+ - edition: Desktop
+ full: true
+ - edition: Business
+ full: true
+ - edition: Enterprise
+ full: true
---
# Improve code quality with the Best Practice Analyzer
diff --git a/content/onboarding/creating-and-testing-dax.md b/content/getting-started/creating-and-testing-dax.md
similarity index 97%
rename from content/onboarding/creating-and-testing-dax.md
rename to content/getting-started/creating-and-testing-dax.md
index 4a1d8a0..4f4a2e4 100644
--- a/content/onboarding/creating-and-testing-dax.md
+++ b/content/getting-started/creating-and-testing-dax.md
@@ -4,10 +4,17 @@ title: Adding measures and other calculated objects
author: Daniel Otykier
updated: 2021-10-08
applies_to:
- editions:
- - edition: Desktop
- - edition: Business
- - edition: Enterprise
+ products:
+ - product: Tabular Editor 2
+ none: true
+ - product: Tabular Editor 3
+ editions:
+ - edition: Desktop
+ full: true
+ - edition: Business
+ full: true
+ - edition: Enterprise
+ full: true
---
# Adding measures and other calculated objects
diff --git a/content/onboarding/cs-scripts-and-macros.md b/content/getting-started/cs-scripts-and-macros.md
similarity index 100%
rename from content/onboarding/cs-scripts-and-macros.md
rename to content/getting-started/cs-scripts-and-macros.md
diff --git a/content/onboarding/dax-script-introduction.md b/content/getting-started/dax-script-introduction.md
similarity index 97%
rename from content/onboarding/dax-script-introduction.md
rename to content/getting-started/dax-script-introduction.md
index 645a8c0..16bb426 100644
--- a/content/onboarding/dax-script-introduction.md
+++ b/content/getting-started/dax-script-introduction.md
@@ -4,10 +4,17 @@ title: Using the DAX Scripting feature
author: Daniel Otykier
updated: 2021-10-08
applies_to:
- editions:
- - edition: Desktop
- - edition: Business
- - edition: Enterprise
+ products:
+ - product: Tabular Editor 2
+ none: true
+ - product: Tabular Editor 3
+ editions:
+ - edition: Desktop
+ full: true
+ - edition: Business
+ full: true
+ - edition: Enterprise
+ full: true
---
# Using the DAX Scripting feature
diff --git a/content/common/desktop-limitations.md b/content/getting-started/desktop-limitations.md
similarity index 90%
rename from content/common/desktop-limitations.md
rename to content/getting-started/desktop-limitations.md
index fcfe9d2..50f936c 100644
--- a/content/common/desktop-limitations.md
+++ b/content/getting-started/desktop-limitations.md
@@ -1,20 +1,24 @@
---
uid: desktop-limitations
-title: Power BI Desktop Limitations
+title: Power BI Desktop Limitations (Outdated)
author: Morten Lønskov
updated: 2023-08-21
applies_to:
- versions:
- - version: 2.x
- - version: 3.x
- editions:
- - edition: Desktop
- - edition: Business
- - edition: Enterprise
+ products:
+ - product: Tabular Editor 2
+ full: true
+ - product: Tabular Editor 3
+ editions:
+ - edition: Desktop
+ full: true
+ - edition: Business
+ full: true
+ - edition: Enterprise
+ full: true
---
-
# Power BI Desktop limitations
+
When using Tabular Editor (any edition) as an [external tool for Power BI Desktop](https://docs.microsoft.com/en-us/power-bi/transform-model/desktop-external-tools), there are a few limitations to be aware about.
The limitations mentioned in this article apply to Tabular Editor 2.x as well.
@@ -27,14 +31,15 @@ More information in [the official blog post](https://powerbi.microsoft.com/en-us
## Power BI file types
-When using Power BI, you will encounter two different file types commonly used:
+When using Power BI, you will encounter three different file types commonly used:
- **.pbix** (Power BI Report)
- **.pbit** (Power BI Template)
+- **.pbip** (Power BI Project)
Both these files can be opened in Power BI Desktop and essentially defines everything related to a Power BI report: Data sources, Power Query transformations, the tabular data model, report pages, visuals, bookmarks, etc.
-The main difference between the two, is that the **.pbix file contains model data**, where as the **.pbit file contains no data**. In addition, it turns out that the latter of the two contains model **metadata** in the JSON-based [Tabular Object Model (TOM)](https://docs.microsoft.com/en-us/analysis-services/tom/introduction-to-the-tabular-object-model-tom-in-analysis-services-amo?view=asallproducts-allversions) format, which can be loaded by Tabular Editor. A .pbix file on the other hand, does not contain the model metadata in this format, and therefore, **a .pbix file cannot be loaded directly in Tabular Editor** in any way. Instead, you will have to rely on the External Tools integration, which requires you to load the .pbix file in Power BI Desktop, as described below.
+The main difference between, is that the **.pbix and .pbip file contains model data**, where as the **.pbit file contains no data**. In addition, a **.pbix** file does not contain the model metadata in this format, and therefore, **a .pbix file cannot be loaded directly in Tabular Editor** in any way. Instead, you will have to rely on the External Tools integration, which requires you to load the .pbix file in Power BI Desktop, as described below.
> [!WARNING]
> Even though it is technically possible to load and save model metadata to and from a .pbit file, this approach is unsupported by Power BI Desktop. As such, there is always a risk of making changes to the .pbit file which would cause the file to become unloadable in Power BI Desktop, or cause stability issues once loaded. In this case, Microsoft support will be unable to assist you.
diff --git a/content/te3/editions.md b/content/getting-started/editions.md
similarity index 98%
rename from content/te3/editions.md
rename to content/getting-started/editions.md
index 026c3b3..88d37eb 100644
--- a/content/te3/editions.md
+++ b/content/getting-started/editions.md
@@ -3,6 +3,12 @@ uid: editions
title: Compare editions
author: Søren Toft Joensen
updated: 2025-02-07
+applies_to:
+ products:
+ - product: Tabular Editor 2
+ none: true
+ - product: Tabular Editor 3
+ full: true
---
# Tabular Editor 3 Editions
diff --git a/content/onboarding/general-introduction.md b/content/getting-started/general-introduction.md
similarity index 98%
rename from content/onboarding/general-introduction.md
rename to content/getting-started/general-introduction.md
index 61d32ff..bee4249 100644
--- a/content/onboarding/general-introduction.md
+++ b/content/getting-started/general-introduction.md
@@ -3,6 +3,12 @@ uid: general-introduction
title: General introduction and architecture
author: Daniel Otykier
updated: 2021-09-30
+applies_to:
+ products:
+ - product: Tabular Editor 2
+ full: true
+ - product: Tabular Editor 3
+ full: true
---
# General introduction and architecture
diff --git a/content/te3/getting-started.md b/content/getting-started/getting-started.md
similarity index 90%
rename from content/te3/getting-started.md
rename to content/getting-started/getting-started.md
index bfe21c6..664ec18 100644
--- a/content/te3/getting-started.md
+++ b/content/getting-started/getting-started.md
@@ -1,8 +1,20 @@
---
uid: getting-started
-title: Getting Started
+title: Installation and Activation
author: Morten Lønskov
updated: 2025-09-23
+applies_to:
+ products:
+ - product: Tabular Editor 2
+ none: true
+ - product: Tabular Editor 3
+ editions:
+ - edition: Desktop
+ full: true
+ - edition: Business
+ full: true
+ - edition: Enterprise
+ full: true
---
# Getting Started
@@ -28,13 +40,13 @@ Tabular Editor 3 is commercial software. Visit our [home page](https://tabulared
The first time you launch Tabular Editor 3 on a new machine, you are prompted to activate the product.
-
+
### Activating using an existing license key
Once you purchase a license for Tabular Editor 3, you should receive an e-mail with a 25-character string which is your license key. When prompted, enter the license key and hit "Next >" to activate the product.
-
+
> [!NOTE]
> For multi-user license types, you will need to enter your e-mail address in addition to the license key. Tabular Editor 3 will prompt you to do so, if the license key you enter represents a multi-user license.
@@ -52,7 +64,7 @@ If you haven't used Tabular Editor 3 before, you are eligible to a free 30-day t
When Tabular Editor 3 is activated, you may change your license key in the Help menu by choosing "About Tabular Editor".
-
+
In the dialog, select "Change license key". Note that this option is only available if no model is loaded in Tabular Editor. If you already loaded a model you can close it under File > Close model. Once you click "Change license key", Tabular Editor will prompt you whether you want to remove the current license:
@@ -77,7 +89,7 @@ You can also use `regedit.exe` (Windows Registry Editor) and navigate to `HKEY_C
A system administrator may also proactively assign Tabular Editor 3 licenses to a machine by specifying the **LicenseKey** and **User** values under each user’s `SOFTWARE\Kapacity\Tabular Editor 3` registry key.
-
+
### Changing a license key through the registry
@@ -129,6 +141,4 @@ For details on available MSI command-line options, please refer to the official
## Next steps
-- [Overview of Tabular Editor 3's user interface](xref:user-interface)
-- [What's new in Tabular Editor 3](whats-new.md)
-- [Tabular Editor 3 Onboarding Guide](xref:onboarding-te3)
\ No newline at end of file
+- [Overview of Tabular Editor 3's user interface](xref:user-interface)
\ No newline at end of file
diff --git a/content/onboarding/importing-tables-data-modeling.md b/content/getting-started/importing-tables-data-modeling.md
similarity index 92%
rename from content/onboarding/importing-tables-data-modeling.md
rename to content/getting-started/importing-tables-data-modeling.md
index 0c582e9..ff7e3d3 100644
--- a/content/onboarding/importing-tables-data-modeling.md
+++ b/content/getting-started/importing-tables-data-modeling.md
@@ -4,11 +4,17 @@ title: Importing tables and data modeling
author: Daniel Otykier
updated: 2021-10-08
applies_to:
- editions:
- - edition: Desktop
- partial: TE3 Desktop Edition includes this feature. External tools adding/editing tables, columns and relationships against a Power BI Desktop model is not supported by Microsoft, however.
- - edition: Business
- - edition: Enterprise
+ products:
+ - product: Tabular Editor 2
+ none: true
+ - product: Tabular Editor 3
+ editions:
+ - edition: Desktop
+ full: true
+ - edition: Business
+ full: true
+ - edition: Enterprise
+ full: true
---
# Importing tables and data modeling
@@ -16,7 +22,7 @@ This article describes how to use the [Table Import Wizard](#table-import-wizard
## Table Import Wizard
-[!include[importing-tables1](~/content/te3/import-tables.partial.md)]
+[!include[importing-tables1](../features/import-tables.partial.md)]
# Working with diagrams
diff --git a/content/onboarding/index.md b/content/getting-started/index.md
similarity index 75%
rename from content/onboarding/index.md
rename to content/getting-started/index.md
index f369454..e6abb1a 100644
--- a/content/onboarding/index.md
+++ b/content/getting-started/index.md
@@ -5,13 +5,14 @@ author: Daniel Otykier
---
# Welcome
+
**Thank you for choosing Tabular Editor 3!**
-To help you get the most out of the tool, we have collected all of our onboarding material in this onboarding guide, that we hope you will enjoy. We recommend all new users of Tabular Editor 3 to read through this guide, skipping any topics that they are already familiar with.
+To help you get the most out of the tool, we have collected all of our onboarding material in this getting started section, that we hope you will enjoy. We recommend all new users of Tabular Editor 3 to read through this guide, skipping any topics that they are already familiar with.
-> [!NOTE]
+> [!NOTE]
> Some articles in this guide reference Tabular Editor 2, specifically the Command-Line Interface (CLI), for purposes of automated deployment and testing. A standalone CLI application to accompany Tabular Editor 3 is planned for release at a later time.
As this training material is focused on the Tabular Editor product, we assume that you already have a basic understanding of tabular data modeling (using either Power BI Desktop, Visual Studio or Tabular Editor 2.x). If you are new to tabular data modeling, we highly recommend looking into some of the training material and courses offered by third parties such as [sqlbi.com](https://sqlbi.com).
@@ -23,10 +24,28 @@ As this training material is focused on the Tabular Editor product, we assume th
- @migrate-from-vs
- @migrate-from-desktop
- @migrate-from-te2
+
+- @getting-started
+ - @editions
+ - @training-telearn
+
+- @getting-started-te2
+- @desktop-integration
+ - @desktop-limitations
+
+- @user-interface
+ - @bpa-view
+ - @data-refresh-view
+ - @find-replace
+ - @macros-view
+ - @messages-view
+ - @properties-view
+ - @tom-explorer-view
+ - @diagram-view
+
- @parallel-development
- @optimizing-workflow-workspace-mode
- - @powerbi-cicd
- - @as-cicd
+
- @boosting-productivity-te3
- @importing-tables-data-modeling
- @refresh-preview-query
@@ -39,7 +58,8 @@ As this training material is focused on the Tabular Editor product, we assume th
**Additional resources:**
- [TE3 reference docs](xref:getting-started)
-- @downloads
+- [Download Tabular Editor](https://tabulareditor.com/download)
+- [Tabular Editor Learn](https://tabulareditor.com/learn)
- [Dedicated support (Enterprise Edition customers only)](mailto:support@tabulareditor.com)
- [Community support](https://github.com/TabularEditor/TabularEditor3/issues)
- [Community discussions](https://github.com/TabularEditor/TabularEditor3/discussions)
\ No newline at end of file
diff --git a/content/onboarding/installation.md b/content/getting-started/installation.md
similarity index 81%
rename from content/onboarding/installation.md
rename to content/getting-started/installation.md
index 921413f..316745a 100644
--- a/content/onboarding/installation.md
+++ b/content/getting-started/installation.md
@@ -3,6 +3,18 @@ uid: installation-activation-basic
title: Installation, activation and basic configuration
author: Daniel Otykier
updated: 2021-09-30
+applies_to:
+ products:
+ - product: Tabular Editor 2
+ none: true
+ - product: Tabular Editor 3
+ editions:
+ - edition: Desktop
+ full: true
+ - edition: Business
+ full: true
+ - edition: Enterprise
+ full: true
---
## Installation
@@ -11,19 +23,19 @@ In order to install Tabular Editor 3, download the latest version from our [down
We recommend downloading the MSI 64-bit installer, which is suitable in most scenarios. Once downloaded, doubleclick the MSI file and go through the installation pages.
-
+
## Activating your installation
The first time you launch Tabular Editor 3 on a new machine, you are prompted to activate the product.
-
+
### Activating using an existing license key
Once you purchase a license for Tabular Editor 3, you should receive an e-mail with a 25-character string which is your license key. When prompted, enter the license key and hit "Next >" to activate the product.
-
+
> [!NOTE]
> For multi-user license types, you will need to enter your e-mail address in addition to the license key. Tabular Editor 3 will prompt you to do so, if the license key you enter represents a multi-user license.
@@ -31,19 +43,19 @@ Once you purchase a license for Tabular Editor 3, you should receive an e-mail w
#### Manual Activation (No Internet)
If you do not have access to the internet e.g., due to a proxy Tabular Editor will prompt you to do a manual activation.
-
+
After entering your email, a dialog box appears with a link to an activation key.
Copy the URL and open it in a web-browser that is connected to the internet.
The URL returns a JSON object:
-
+
Copy the full JSON object and paste the full JSON object given into the dialog box.
Your manual activation dialog should end up looking like below.
-
+
Your Tabular Editor 3 license will thereby be verified.
@@ -51,7 +63,7 @@ Your Tabular Editor 3 license will thereby be verified.
When Tabular Editor 3 is activated, you may change your license key in the Help menu by choosing "About Tabular Editor".
-
+
In the dialog, select "Change license key". Note that this option is only available if no model is loaded in Tabular Editor. IF you already loaded a model you can close it under File > Close model.
@@ -72,7 +84,7 @@ By default, whenever Tabular Editor 3 is launched, the tool will check online to
Tabular Editor 3 collects anonymous usage data and telemetry, which helps us improve the product. You can opt out at any time by launching Tabular Editor 3 and navigating to **Tools > Preferences > Updates and Feedback**. Uncheck the **Help improve Tabular Editor by collecting anonymous usage data** checkbox to opt out.
-
+
### Proxy settings
diff --git a/content/onboarding/migrate-from-desktop.md b/content/getting-started/migrate-from-desktop.md
similarity index 98%
rename from content/onboarding/migrate-from-desktop.md
rename to content/getting-started/migrate-from-desktop.md
index a200acf..c3aec21 100644
--- a/content/onboarding/migrate-from-desktop.md
+++ b/content/getting-started/migrate-from-desktop.md
@@ -3,6 +3,18 @@ uid: migrate-from-desktop
title: Migrating from Power BI Desktop
author: Daniel Otykier
updated: 2021-09-30
+applies_to:
+ products:
+ - product: Tabular Editor 2
+ none: true
+ - product: Tabular Editor 3
+ editions:
+ - edition: Desktop
+ full: true
+ - edition: Business
+ full: true
+ - edition: Enterprise
+ full: true
---
# Migrating from Power BI Desktop
@@ -60,7 +72,7 @@ The typical workflow in this scenario, is the following:
4. If using workspace mode, changes should be immediately visible in the Power BI service every time you hit Save (CTRL+S) in Tabular Editor.
5. If not using workspace mode or when done making changes, use Tabular Editor's **Model > Deploy...** option to publish the changes to the Power BI service.
-As the model metadata "source of truth" in this scenario, is the file or folder structure stored on disk, this scenario not only enables parallel development with version control integration, but also continuous integration/continuous deployment (CI/CD) using an automated build server such as Azure DevOps. See 
diff --git a/content/how-tos/formula-fixup-dependencies.md b/content/how-tos/formula-fixup-dependencies.md
new file mode 100644
index 0000000..84a2aaa
--- /dev/null
+++ b/content/how-tos/formula-fixup-dependencies.md
@@ -0,0 +1,17 @@
+---
+uid: formula-fix-up-dependencies
+title: Formula Fix-up and Formula Dependencies
+applies_to:
+ products:
+ - product: Tabular Editor 2
+ full: true
+ - product: Tabular Editor 3
+ full: true
+---
+
+## Formula Fix-up and Formula Dependencies
+Tabular Editor continuously parses the DAX expressions of all measures, calculated columns and calculated tables in your model, to construct a dependency tree of these objects. This dependency tree is used for the Formula Fix-up functionality, which may be enabled under "File" > "Preferences". Formula Fix-up automatically updates the DAX expression of any measure, calculated column or calculated table, whenever an object that was referenced in the expression is renamed.
+
+To visualize the dependency tree, right-click the object in the explorer tree and choose "Show dependencies..."
+
+
\ No newline at end of file
diff --git a/content/how-tos/import-export-translations.md b/content/how-tos/import-export-translations.md
new file mode 100644
index 0000000..d4847c3
--- /dev/null
+++ b/content/how-tos/import-export-translations.md
@@ -0,0 +1,13 @@
+---
+uid: import-export-translations
+title: Import/Export Translations
+applies_to:
+ products:
+ - product: Tabular Editor 2
+ full: true
+ - product: Tabular Editor 3
+ full: true
+---
+
+## Import/Export Translations
+Select one or more cultures in the Explorer Tree, right-click and choose "Export Translations..." to generate a .json file that can be imported later in either Tabular Editor or Visual Studio. Choose "Import Translations..." to import a corresponding .json file. You can choose whether to overwrite existing translations. If you don't, translations defined in the .json file will only be applied to objects that do not already have a translation for the given culture.
\ No newline at end of file
diff --git a/content/te2/importing-tables-from-excel.md b/content/how-tos/importing-tables-from-excel.md
similarity index 100%
rename from content/te2/importing-tables-from-excel.md
rename to content/how-tos/importing-tables-from-excel.md
diff --git a/content/te2/incremental-refresh.md b/content/how-tos/incremental-refresh2-h.md
similarity index 95%
rename from content/te2/incremental-refresh.md
rename to content/how-tos/incremental-refresh2-h.md
index 8f123ce..4a0cefd 100644
--- a/content/te2/incremental-refresh.md
+++ b/content/how-tos/incremental-refresh2-h.md
@@ -3,6 +3,19 @@ uid: incremental-refresh-policy
title: Incremental Refresh
author: Daniel Otykier
updated: 2021-02-15
+applies_to:
+ products:
+ - product: Tabular Editor 2
+ full: true
+ - product: Tabular Editor 3
+ editions:
+ - edition: Desktop
+ none: true
+ - edition: Business
+ partial: true
+ note: "Limited to SQL Server Standard Edition"
+ - edition: Enterprise
+ full: true
---
# Incremental Refresh
diff --git a/content/how-tos/index.md b/content/how-tos/index.md
new file mode 100644
index 0000000..d425078
--- /dev/null
+++ b/content/how-tos/index.md
@@ -0,0 +1,47 @@
+# How-tos
+
+This section contains step-by-step guides for accomplishing specific tasks with Tabular Editor.
+
+## In this section
+
+### Scripting and Automation
+- [Advanced Scripting](Advanced-Scripting.md) - C# scripting for model manipulation and automation
+- [Script Reference Objects](script-reference-objects.md) - Working with object references in scripts
+
+### Model Management and Deployment
+- [Deployment](../features/deployment.md) - Deploy models to Analysis Services databases
+- [Connect to SSAS](connect-ssas.md) - Connect to and work with SSAS Tabular databases
+- [Load and Save](load-save.md) - Loading and saving model files
+- [Folder Serialization](folder-serialization.md) - Save models as folder structures for version control
+- [Master Model Pattern](Master-model-pattern.md) - Managing multiple models with perspectives
+
+### Data Import and Tables
+- [Importing Tables](Importing-Tables.md) - Import tables from various data sources
+- [Importing Tables from Excel](importing-tables-from-excel.md) - Excel-specific import procedures
+- [Replace Tables](replace-tables.md) - Replace existing tables with new data sources
+
+### Model Organization and Structure
+- [Advanced Filtering of Explorer Tree](Advanced-Filtering-of-the-Explorer-Tree.md) - Filter and organize model objects
+- [Drag and Drop](drag-drop.md) - Using drag and drop functionality
+- [Duplicate and Batch Rename](duplicate-batchrename.md) - Efficiently manage object names
+- [Edit Properties](edit-properties.md) - Modify object properties
+
+### Translations and Perspectives
+- [Import/Export Translations](import-export-translations.md) - Manage multi-language support
+- [Perspectives and Translations](perspectives-translations.md) - Working with model perspectives
+
+### Data Security and Roles
+- [Roles and Row-Level Security](roles-rls.md) - Implement data security with RLS
+
+### Connectivity and Integration
+- [XMLA Analysis Services Connectivity](xmla-as-connectivity.md) - Connect via XMLA endpoints
+- [Power BI XMLA PBIX Workaround](powerbi-xmla-pbix-workaround.md) - Work with Power BI through XMLA
+
+### Model Maintenance
+- [Formula Fixup Dependencies](formula-fixup-dependencies.md) - Automatically fix formula references
+- [Metadata Backup](metadata-backup.md) - Backup and restore model metadata
+- [Undo and Redo](undo-redo.md) - Using undo/redo functionality
+
+---
+
+*Navigate using the table of contents to find guides for specific tasks.*
\ No newline at end of file
diff --git a/content/how-tos/load-save.md b/content/how-tos/load-save.md
new file mode 100644
index 0000000..83cb647
--- /dev/null
+++ b/content/how-tos/load-save.md
@@ -0,0 +1,13 @@
+---
+uid: load-save-model
+title: Load/save Model.bim files
+applies_to:
+ products:
+ - product: Tabular Editor 2
+ full: true
+ - product: Tabular Editor 3
+ full: true
+---
+
+## Load/save Model.bim files
+Hitting CTRL+O shows an Open File dialog, which lets you select a Model.bim file to load in Tabular Editor. The file must be of Compatibility Level 1200 or newer (JSON format). CTRL+S saves any changes you make in Tabular Editor back to the file (we recommend backing up your Model.bim files before using Tabular Editor). If you want to deploy the loaded model to an Analysis Services server instance, see [Deployment](../features/deployment.md).
\ No newline at end of file
diff --git a/content/how-tos/metadata-backup.md b/content/how-tos/metadata-backup.md
new file mode 100644
index 0000000..2eeeccf
--- /dev/null
+++ b/content/how-tos/metadata-backup.md
@@ -0,0 +1,18 @@
+---
+uid: metadata-backup
+title: Metadata Backup
+applies_to:
+ products:
+ - product: Tabular Editor 2
+ full: true
+ - product: Tabular Editor 3
+ full: true
+---
+## Metadata Backup
+If you wish, Tabular Editor can automatically save a backup copy of the existing model metadata, prior to each save (when connected to an existing database) or deployment. This is useful if you're not using a version control system, but still need to rollback to a previous version of your model.
+
+To enable this setting, go to "File" > "Preferences", enable the checkbox and choose a folder to place the metadata backups:
+
+
+
+If the setting is enabled, a compressed (zipped) version of the existing model metadata will be saved to this location whenever you use the Deployment Wizard, or when you click the "Save" button while connected to a (workspace) database.
\ No newline at end of file
diff --git a/content/how-tos/perspectives-translations.md b/content/how-tos/perspectives-translations.md
new file mode 100644
index 0000000..a76bf67
--- /dev/null
+++ b/content/how-tos/perspectives-translations.md
@@ -0,0 +1,28 @@
+---
+uid: perspectives-translations
+title: Perspectives and Translations
+applies_to:
+ products:
+ - product: Tabular Editor 2
+ full: true
+ - product: Tabular Editor 3
+ full: true
+ note: Includes dedicated Perspective and Translation Editors
+---
+
+## Working with Perspectives and Translations
+You can add/edit existing perspectives and translations (cultures), by clicking the Model node in the Explorer Tree, and locating the relevant properties at the bottom of the property grid. Alternatively, when your Explorer Tree is [showing all object types](../features/hierarchical-display.md), you can view and edit perspectives, cultures and roles directly in the tree.
+
+
+
+You can duplicate an existing perspective, role or translation by opening the right-click menu and choose "Duplicate". This will create an exact copy of the object, which you can then modify to your needs.
+
+To view perspectives and/or translations "in action", use the two dropdown lists in the toolbar near the top of the screen. Choosing a perspective will hide all objects that are not included in that perspective, while choosing a translation will show all objects in the tree using the translated names and display folders. When hitting F2 to change the names of objects/display folders or when dragging objects around in the tree, the changes will only apply to the selected translation.
+
+## Perspectives/Translations within object context
+When one or more objects are selected in the tree, you will find 4 special property collections within the Property Grid:
+
+* **Captions**, **Descriptions** and **Display Folders** shows a list of all cultures in the model, with the translated names, descripions and display folders respectively of the selected objects for each culture.
+* **Perspectives** shows a list of all perspectives in the model, with an indication of whether or nor the selected objects belong to each perspective.
+
+You can use these collections in the Property Grid to change the translations and perspective inclusions for one or more objects at at time.
\ No newline at end of file
diff --git a/content/te3/powerbi-xmla-pbix-workaround.md b/content/how-tos/powerbi-xmla-pbix-workaround.md
similarity index 93%
rename from content/te3/powerbi-xmla-pbix-workaround.md
rename to content/how-tos/powerbi-xmla-pbix-workaround.md
index ef4ee51..5acb1b9 100644
--- a/content/te3/powerbi-xmla-pbix-workaround.md
+++ b/content/how-tos/powerbi-xmla-pbix-workaround.md
@@ -4,12 +4,18 @@ title: Creating PBIX File from XMLA Endpoint.
author: Morten Lønskov
updated: 2023-10-18
applies_to:
- editions:
- - edition: Desktop
- none: x
- - edition: Business
- partial: Tabular Editor 3 Business Edition only allows connecting to the XMLA endpoint of Premium-Per-User (PPU) workspaces.
- - edition: Enterprise
+ products:
+ - product: Tabular Editor 2
+ none: true
+ - product: Tabular Editor 3
+ editions:
+ - edition: Desktop
+ none: true
+ - edition: Business
+ partial: true
+ note: "Only Premium Per User XMLA Endpoints"
+ - edition: Enterprise
+ full: true
---
# Downloading a Power BI dataset to a .pbix using the XMLA endpoint
diff --git a/content/how-tos/replace-tables.md b/content/how-tos/replace-tables.md
new file mode 100644
index 0000000..3516522
--- /dev/null
+++ b/content/how-tos/replace-tables.md
@@ -0,0 +1,16 @@
+---
+uid: replace-tables
+title: Replace tables
+applies_to:
+ products:
+ - product: Tabular Editor 2
+ full: true
+ - product: Tabular Editor 3
+ full: true
+---
+## Replace tables
+You can replace a table simply by copying (CTRL+C) one table - even from another instance of Tabular Editor - and then selecting the table you want to replace, before hitting paste (CTRL+V). A prompt will ask you to confirm whether you really want to replace the table ("Yes"), insert as a new table ("No") or cancel the operation entirely:
+
+
+
+If you choose "Yes", the selected table will be replaced with the table in the clipboard. Furthermore, all relationships pointing to or from that table will be updated to use the new table. For this to work, columns participating in relationships must have the same name and data type in both the original table, and the inserted table.
\ No newline at end of file
diff --git a/content/how-tos/roles-rls.md b/content/how-tos/roles-rls.md
new file mode 100644
index 0000000..19b8912
--- /dev/null
+++ b/content/how-tos/roles-rls.md
@@ -0,0 +1,21 @@
+---
+uid: roles-and-rls
+title: Roles and Row-Level Security
+applies_to:
+ products:
+ - product: Tabular Editor 2
+ full: true
+ - product: Tabular Editor 3
+ full: true
+---
+## Roles and Row-Level Security
+
+Roles are visible in the Explorer Tree. You can right-click the tree to create new roles, delete or duplicate existing roles. You can view and edit the members of each role, by locating the role in the Explorer Tree, and navigating to the "Role Members" property in the Property Grid. Note that when deploying, the [Deployment Wizard](../features/deployment.md) does not deploy role members by default.
+
+The biggest advantage of working with Roles through Tabular Editor, is that each Table object has a "Row Level Filters" property, which lets you view and edit the filters defined on that table, across all roles:
+
+
+
+Of course, you can also view the filters across all tables in one particular role, similar to the UI of SSMS or Visual Studio:
+
+
\ No newline at end of file
diff --git a/content/how-tos/script-reference-objects.md b/content/how-tos/script-reference-objects.md
new file mode 100644
index 0000000..64362b6
--- /dev/null
+++ b/content/how-tos/script-reference-objects.md
@@ -0,0 +1,20 @@
+---
+uid: scripting-referencing-objects
+title: Scripting/referencing objects
+applies_to:
+ products:
+ - product: Tabular Editor 2
+ full: true
+ - product: Tabular Editor 3
+ full: true
+---
+
+## Scripting/referencing objects
+You can use drag-and-drop functionality, to script out objects in the following ways:
+
+* Drag one or more objects to another Windows application (text editor or SSMS)
+JSON code representing the dragged object(s) will be created. When dragging the Model node, a Table, a Role or a Data Source, a "createOrReplace" script is created.
+
+* Dragging an object (measure, column or table) into the DAX expression editor, will insert a fully-qualified DAX-reference to the object in question.
+
+* Dragging an object to the Advanced Script editor, will insert the C# code necessary to access the object through the TOM tree.
\ No newline at end of file
diff --git a/content/how-tos/toc.md b/content/how-tos/toc.md
new file mode 100644
index 0000000..a6d1e68
--- /dev/null
+++ b/content/how-tos/toc.md
@@ -0,0 +1,37 @@
+# Scripting and Automation
+## [Advanced Scripting](Advanced-Scripting.md)
+## [Script Reference Objects](script-reference-objects.md)
+
+# Model Management and Deployment
+## [Deploy Current Model](deploy-current-model.md)
+## [Connect to SSAS](connect-ssas.md)
+## [Load and Save](load-save.md)
+## [Folder Serialization](folder-serialization.md)
+## [Master Model Pattern](Master-model-pattern.md)
+
+# Data Import and Tables
+## [Importing Tables (TE2)](Importing-Tables.md)
+## [Importing Tables from Excel (TE2)](importing-tables-from-excel.md)
+## [Replace Tables](replace-tables.md)
+
+# Model Organization and Structure
+## [Advanced Filtering of Explorer Tree](Advanced-Filtering-of-the-Explorer-Tree.md)
+## [Drag and Drop](drag-drop.md)
+## [Duplicate and Batch Rename](duplicate-batchrename.md)
+## [Edit Properties](edit-properties.md)
+
+# Translations and Perspectives
+## [Import/Export Translations](import-export-translations.md)
+## [Perspectives and Translations](perspectives-translations.md)
+
+# Data Security and Roles
+## [Roles and Row-Level Security](roles-rls.md)
+
+# Connectivity and Integration
+## [XMLA Analysis Services Connectivity](xmla-as-connectivity.md)
+## [Power BI XMLA PBIX Workaround](powerbi-xmla-pbix-workaround.md)
+
+# Model Maintenance
+## [Formula Fixup Dependencies](formula-fixup-dependencies.md)
+## [Metadata Backup](metadata-backup.md)
+## [Undo and Redo](undo-redo.md)
\ No newline at end of file
diff --git a/content/how-tos/undo-redo.md b/content/how-tos/undo-redo.md
new file mode 100644
index 0000000..dd5824b
--- /dev/null
+++ b/content/how-tos/undo-redo.md
@@ -0,0 +1,14 @@
+---
+uid: undo-redo
+title: Undo/Redo support
+applies_to:
+ products:
+ - product: Tabular Editor 2
+ full: true
+ - product: Tabular Editor 3
+ full: true
+---
+## Undo/Redo support
+Any change you make in Tabular Editor can be undone using CTRL+Z and subsequently redone using CTRL+Y. There is no limit to the number of operations that can be undone, but the stack is reset when you open a Model.bim file or load a model from a database.
+
+When deleting objects from the model, all translations, perspectives and relationships that reference the deleted objects are also automatically deleted (where as Visual Studio normally shows an error message that the object cannot be deleted). If you make a mistake, you can use the Undo functionality to restore the deleted object, which will also restore any translations, perspectives or relationships that were deleted. Note that even though Tabular Editor can detect [DAX formula dependencies](), Tabular Editor will not warn you in case you delete a measure or column which is used in the DAX expression of another measure or calculated column.
\ No newline at end of file
diff --git a/content/common/xmla-as-connectivity.md b/content/how-tos/xmla-as-connectivity.md
similarity index 98%
rename from content/common/xmla-as-connectivity.md
rename to content/how-tos/xmla-as-connectivity.md
index 86343aa..95bfb87 100644
--- a/content/common/xmla-as-connectivity.md
+++ b/content/how-tos/xmla-as-connectivity.md
@@ -4,12 +4,18 @@ title: XMLA / Analysis Services connectivity
author: Daniel Otykier
updated: 2024-05-01
applies_to:
- versions:
- - version: 2.x
- - version: 3.x
- editions:
- - edition: Business
- - edition: Enterprise
+ products:
+ - product: Tabular Editor 2
+ full: true
+ - product: Tabular Editor 3
+ editions:
+ - edition: Desktop
+ none: true
+ - edition: Business
+ partial: true
+ note: "Only Premium Per User XMLA Endpoints"
+ - edition: Enterprise
+ full: true
---
# XMLA / Analysis Services connectivity
diff --git a/content/index.md b/content/index.md
index 8ea5703..eae00c0 100644
--- a/content/index.md
+++ b/content/index.md
@@ -23,7 +23,7 @@ Tabular Editor 3 is the evolution of Tabular Editor 2. It has been designed for
### [Tabular Editor 3](#tab/TE3)
Tabular Editor 3 is a more advanced application which offers a premium experience with many convenient features to combine all your data modeling and development needs in one single tool.
-
+
**Tabular Editor 3 main features:**
@@ -42,7 +42,7 @@ Tabular Editor 3 is a more advanced application which offers a premium experienc
Tabular Editor 2.x is a lightweight application for quickly modifying the TOM (Tabular Object Model) of an Analysis Services or Power BI data model. The tool was originally released in 2016 and receives regular updates and bugfixes.
-
+
**Tabular Editor 2.x main features:**
@@ -120,7 +120,7 @@ If you are new to tabular modeling in general, we recommend that you use the sta
## Next steps
-- [Tabular Editor 2.x documentation](te2/Getting-Started.md)
-- [Tabular Editor 3.x documentation](te3/getting-started.md)
+- [Get Started with Tabular Editor 2](xref:getting-started-te2)
+- [Get Started with Tabular Editor 3](xref:getting-started)
- [Tabular Editor 3 roadmap](xref:roadmap)
-- [Common features](common/common-features.md)
+
diff --git a/content/onboarding/optimizing-workflow-workspace-mode.md b/content/onboarding/optimizing-workflow-workspace-mode.md
deleted file mode 100644
index d238a35..0000000
--- a/content/onboarding/optimizing-workflow-workspace-mode.md
+++ /dev/null
@@ -1,21 +0,0 @@
----
-uid: optimizing-workflow-workspace-mode
-title: Optimizing development workflow using Workspace Mode
-author: Daniel Otykier
-updated: 2021-10-05
-applies_to:
- editions:
- - edition: Desktop
- none: x
- - edition: Business
- - edition: Enterprise
----
-
-# Optimizing development workflow using Workspace Mode
-[!include[workspace-mode](~/content/te3/workspace-mode.partial.md)]
-
-# Next steps
-
-- @powerbi-cicd
-- @as-cicd
-- @boosting-productivity-te3
\ No newline at end of file
diff --git a/content/onboarding/toc.md b/content/onboarding/toc.md
deleted file mode 100644
index 004605a..0000000
--- a/content/onboarding/toc.md
+++ /dev/null
@@ -1,18 +0,0 @@
-# [Welcome](index.md)
-# @general-introduction
-## @installation-activation-basic
-## @migrate-from-vs
-## @migrate-from-desktop
-## @migrate-from-te2
-# @parallel-development
-## @optimizing-workflow-workspace-mode
-
-# @boosting-productivity-te3
-## @importing-tables-data-modeling
-## @refresh-preview-query
-## @creating-and-testing-dax
-## @dax-script-introduction
-## @bpa
-## @cs-scripts-and-macros
-## @personalizing-te3
diff --git a/content/te2/FAQ.md b/content/references/FAQ.md
similarity index 84%
rename from content/te2/FAQ.md
rename to content/references/FAQ.md
index f2db681..a52f303 100644
--- a/content/te2/FAQ.md
+++ b/content/references/FAQ.md
@@ -1,12 +1,16 @@
-# Frequently Asked Questions
+---
+uid: faq
+title: Frequently Asked Questions
+---
+# Frequently Asked Questions
## What is Tabular Editor?
Essentially, Tabular Editor provides a UI for editing the metadata making up an Analysis Services Tabular Model. The main difference between using Tabular Editor for editing a model versus using Visual Studio, is that Tabular Editor does not load any _data_ - only _metadata_. This means that no validations or calculations are performed when you create and modify measures, display folders, etc. Validations and calculations are performed only when the user chooses to persist the changes to the database. This provides a better developer experience for medium to large sized models, which tend to be slow to work with in Visual Studio.
-Additionally, Tabular Editor has a lot of [features](Features-at-a-glance.md) that will generally boost your productivity and make certain tasks easier.
+Additionally, Tabular Editor has a lot of [features](../getting-started/boosting-productivity-te3.md) that will generally boost your productivity and make certain tasks easier.
## Why do we need yet another tool for SSAS Tabular?
-Working with Analysis Services Tabular, you may already be familiar with SQL Server Data Tools (Visual Studio), [DAX Editor](https://www.sqlbi.com/tools/dax-editor/), [DAX Studio](https://www.sqlbi.com/tools/dax-studio/), [BISM Normalizer](http://bism-normalizer.com/) and [BIDSHelper](https://bidshelper.codeplex.com/). These are all excellent tools, each with their own purposes. Tabular Editor is not intended to replace any of these tools, but should rather be seen as a supplement to them. Please view the [Features at a glance](Features-at-a-glance.md) article, to see why Tabular Editor is justified.
+Working with Analysis Services Tabular, you may already be familiar with SQL Server Data Tools (Visual Studio), [DAX Editor](https://www.sqlbi.com/tools/dax-editor/), [DAX Studio](https://www.sqlbi.com/tools/dax-studio/), [BISM Normalizer](http://bism-normalizer.com/) and [BIDSHelper](https://bidshelper.codeplex.com/). These are all excellent tools, each with their own purposes. Tabular Editor is not intended to replace any of these tools, but should rather be seen as a supplement to them. Please view the [Why Tabular Editor](https://tabulareditor.com/why-tabular-editor) article, to see why Tabular Editor is justified.
## Why isn't Tabular Editor available as a plug-in for Visual Studio?
While a better user experience for working with Tabular Models inside Visual Studio would definitely be appreciated, a stand-alone tool provides some benefits over a plug-in: First of all, you **don't need a Visual Studio/SSDT installation to use Tabular Editor**. Tabular Editor only requires the AMO libraries, which is quite a small installation compared to VS. Secondly, TabularEditor.exe can be executed with command-line options for deployment, scripting, etc., which would not be possible in a .vsix (plug-in) project.
@@ -14,4 +18,4 @@ While a better user experience for working with Tabular Models inside Visual Stu
Also worth mentioning: Tabular Editor can be downloaded as a [standalone .zip file](https://github.com/TabularEditor/TabularEditor/releases/latest/download/TabularEditor.Portable.zip), meaning you do not need to install anything. In other words, you can run Tabular Editor without having admin rights on your Windows machine. Simply download the zip file, extract it, and run TabularEditor.exe.
## What features are planned for upcoming releases?
-You can view the current roadmap [here](Roadmap.md).
+You can view the current roadmap [here](roadmap.md).
diff --git a/content/te2/FormatDax.md b/content/references/FormatDax.md
similarity index 88%
rename from content/te2/FormatDax.md
rename to content/references/FormatDax.md
index 2e6548c..1f798e6 100644
--- a/content/te2/FormatDax.md
+++ b/content/references/FormatDax.md
@@ -1,6 +1,16 @@
-# FormatDax deprecation
-
-The `FormatDax` method (which is one of the available [helper methods](/Advanced-Scripting.md#helper-methods) in Tabular Editor) has been deprecated with the release of Tabular Editor 2.13.0.
+---
+uid: formatdax
+title: FormatDax deprecation
+applies_to:
+ products:
+ - product: Tabular Editor 2
+ full: true
+ - product: Tabular Editor 3
+ none: true
+---
+# FormatDax deprecation
+
+The `FormatDax` method (which is one of the available [helper methods](xref:advanced-scripting#helper-methods) in Tabular Editor) has been deprecated with the release of Tabular Editor 2.13.0.
The reason for the deprecation is that the web service at https://www.daxformatter.com/ was starting to experience a heavy load of multiple request in quick succession, which were causing issues at their end. This is because the `FormatDax` method performs a web request each time it is called in a script, and many people have been using scripts such as the following:
diff --git a/content/te2/Keyboard-Shortcuts.md b/content/references/Keyboard-Shortcuts2.md
similarity index 88%
rename from content/te2/Keyboard-Shortcuts.md
rename to content/references/Keyboard-Shortcuts2.md
index 2c99434..18406be 100644
--- a/content/te2/Keyboard-Shortcuts.md
+++ b/content/references/Keyboard-Shortcuts2.md
@@ -1,4 +1,14 @@
-# Keyboard Shortcuts
+---
+uid: shortcuts2
+title: Keyboard shortcuts Tabular Editor 2
+applies_to:
+ products:
+ - product: Tabular Editor 2
+ full: true
+ - product: Tabular Editor 3
+ none: true
+---
+# Keyboard Shortcuts
As of version 2.7.3, Tabular Editor now supports the following keyboard shortcuts:
diff --git a/content/te2/Roadmap.md b/content/references/Roadmap2-h.md
similarity index 100%
rename from content/te2/Roadmap.md
rename to content/references/Roadmap2-h.md
diff --git a/content/te2/SQL-Server-2017-support.md b/content/references/SQL-Server-2017-support-h.md
similarity index 100%
rename from content/te2/SQL-Server-2017-support.md
rename to content/references/SQL-Server-2017-support-h.md
diff --git a/content/te2/TabularEditor.TOMWrapper.md b/content/references/TabularEditor.TOMWrapper-h.md
similarity index 100%
rename from content/te2/TabularEditor.TOMWrapper.md
rename to content/references/TabularEditor.TOMWrapper-h.md
diff --git a/content/te3/other/downloads.md b/content/references/downloads.md
similarity index 99%
rename from content/te3/other/downloads.md
rename to content/references/downloads.md
index 6a04597..edef45d 100644
--- a/content/te3/other/downloads.md
+++ b/content/references/downloads.md
@@ -79,4 +79,4 @@ It is not necessary to remove previous installations when upgrading to a newer v
- .NET 6 portable (.zip): [x64](https://cdn.tabulareditor.com/files/TabularEditor.3.20.0.x64.zip), [x86](https://cdn.tabulareditor.com/files/TabularEditor.3.20.0.x86.zip)
- .NET 6 installer (.msi): [x64](https://cdn.tabulareditor.com/files/TabularEditor.3.20.0.x64.msi), [x86](https://cdn.tabulareditor.com/files/TabularEditor.3.20.0.x86.msi)
-For earlier builds, see the [full release history](release-history.md).
+For earlier builds, see the [full release history](release-history.md).
\ No newline at end of file
diff --git a/content/references/index.md b/content/references/index.md
new file mode 100644
index 0000000..fecd5e5
--- /dev/null
+++ b/content/references/index.md
@@ -0,0 +1,29 @@
+# References
+
+This section contains reference materials for Tabular Editor.
+
+## In this section
+
+### Downloads and Releases
+- @downloads - Download links and installation packages for Tabular Editor 3
+- @release-history - Complete version history with download links
+- @whats-new - Latest features and updates
+
+### Technical Reference
+- @faq - Frequently asked questions and answers
+- @preferences - Application settings and configuration options
+- @policies - The use of group policies
+- @shortcuts3 - Keyboard shortcuts reference with Tabular Editor 3
+- @shortcuts2 - Keyboard shortcuts reference with Tabular Editor 2
+- @user-options - Tabular Model User Options (.tmuo) File
+
+### Development and Planning
+- @roadmap - Product roadmap and future plans
+
+### Deprecated Features
+- @formatdax - Information about deprecated DAX formatting functionality
+
+---
+
+*Use this section to find detailed reference information, downloads, and technical documentation.*
+
diff --git a/content/common/policies.md b/content/references/policies.md
similarity index 91%
rename from content/common/policies.md
rename to content/references/policies.md
index 0f44e02..d6bd550 100644
--- a/content/common/policies.md
+++ b/content/references/policies.md
@@ -3,6 +3,18 @@ uid: policies
title: Policies
author: Daniel Otykier
updated: 2024-10-30
+applies_to:
+ products:
+ - product: Tabular Editor 2
+ full: true
+ - product: Tabular Editor 3
+ editions:
+ - edition: Desktop
+ full: true
+ - edition: Business
+ full: true
+ - edition: Enterprise
+ full: true
---
# Policies
@@ -39,4 +51,4 @@ If you want to ensure that Tabular Editor does not perform web requests, specify
## Disabling custom scripts
-If you want to ensure that Tabular Editor does not allow users to execute arbitrary code, specify the `DisableCSharpScripts` and `DisableMacros` policies.
+If you want to ensure that Tabular Editor does not allow users to execute arbitrary code, specify the `DisableCSharpScripts` and `DisableMacros` policies.
\ No newline at end of file
diff --git a/content/te3/features/preferences.md b/content/references/preferences.md
similarity index 96%
rename from content/te3/features/preferences.md
rename to content/references/preferences.md
index 0eded79..93c70aa 100644
--- a/content/te3/features/preferences.md
+++ b/content/references/preferences.md
@@ -3,6 +3,18 @@ uid: preferences
title: Controlling preferences
author: Daniel Otykier
updated: 2021-09-08
+applies_to:
+ products:
+ - product: Tabular Editor 2
+ none: true
+ - product: Tabular Editor 3
+ editions:
+ - edition: Desktop
+ full: true
+ - edition: Business
+ full: true
+ - edition: Enterprise
+ full: true
---
# Tabular Editor 3 Preferences
diff --git a/content/te3/other/release-history.md b/content/references/release-history.md
similarity index 99%
rename from content/te3/other/release-history.md
rename to content/references/release-history.md
index ddb3ce3..b603c3a 100644
--- a/content/te3/other/release-history.md
+++ b/content/references/release-history.md
@@ -1,3 +1,7 @@
+---
+uid: release-history
+title: Full release history
+---
# Full release history
- 2025-11-11 **Tabular Editor 3.24.2** (*[Release notes](release-notes/3_24_2.md)*)
diff --git a/content/te3/other/release-notes/3_0_1.md b/content/references/release-notes/3_0_1.md
similarity index 97%
rename from content/te3/other/release-notes/3_0_1.md
rename to content/references/release-notes/3_0_1.md
index d29b399..eaa08f5 100644
--- a/content/te3/other/release-notes/3_0_1.md
+++ b/content/references/release-notes/3_0_1.md
@@ -1,7 +1,7 @@
# Tabular Editor 3.0.1
> [!IMPORTANT]
-> A newer version of Tabular Editor is available. You can find the latest version [here](~/te3/other/release-notes).
+> A newer version of Tabular Editor is available. You can find the latest version [here](https://docs.tabulareditor.com/references/release-notes).
- Download [Tabular Editor 3.0.1](https://cdn.tabulareditor.com/files/TabularEditor.3.0.1.x86.msi)
- Download [Tabular Editor 3.0.1 (64 bit)](https://cdn.tabulareditor.com/files/TabularEditor.3.0.1.x64.msi)
diff --git a/content/te3/other/release-notes/3_0_10.md b/content/references/release-notes/3_0_10.md
similarity index 97%
rename from content/te3/other/release-notes/3_0_10.md
rename to content/references/release-notes/3_0_10.md
index 295c610..4a09302 100644
--- a/content/te3/other/release-notes/3_0_10.md
+++ b/content/references/release-notes/3_0_10.md
@@ -1,7 +1,7 @@
# Tabular Editor 3.0.10
> [!IMPORTANT]
-> A newer version of Tabular Editor is available. You can find the latest version [here](~/te3/other/release-notes).
+> A newer version of Tabular Editor is available. You can find the latest version [here](https://docs.tabulareditor.com/references/release-notes).
- Download [Tabular Editor 3.0.10 (64 bit)](https://cdn.tabulareditor.com/files/TabularEditor.3.0.10.x64.msi) *(recommended)*
- Download [Tabular Editor 3.0.10](https://cdn.tabulareditor.com/files/TabularEditor.3.0.10.x86.msi)
diff --git a/content/te3/other/release-notes/3_0_2.md b/content/references/release-notes/3_0_2.md
similarity index 97%
rename from content/te3/other/release-notes/3_0_2.md
rename to content/references/release-notes/3_0_2.md
index 3b0857f..640a845 100644
--- a/content/te3/other/release-notes/3_0_2.md
+++ b/content/references/release-notes/3_0_2.md
@@ -1,7 +1,7 @@
# Tabular Editor 3.0.2
> [!IMPORTANT]
-> A newer version of Tabular Editor is available. You can find the latest version [here](~/te3/other/release-notes).
+> A newer version of Tabular Editor is available. You can find the latest version [here](https://docs.tabulareditor.com/references/release-notes).
- Download [Tabular Editor 3.0.2](https://cdn.tabulareditor.com/files/TabularEditor.3.0.2.x86.msi)
- Download [Tabular Editor 3.0.2 (64 bit)](https://cdn.tabulareditor.com/files/TabularEditor.3.0.2.x64.msi)
diff --git a/content/te3/other/release-notes/3_0_3.md b/content/references/release-notes/3_0_3.md
similarity index 97%
rename from content/te3/other/release-notes/3_0_3.md
rename to content/references/release-notes/3_0_3.md
index 774902c..e53733e 100644
--- a/content/te3/other/release-notes/3_0_3.md
+++ b/content/references/release-notes/3_0_3.md
@@ -1,7 +1,7 @@
# Tabular Editor 3.0.3
> [!IMPORTANT]
-> A newer version of Tabular Editor is available. You can find the latest version [here](~/te3/other/release-notes).
+> A newer version of Tabular Editor is available. You can find the latest version [here](https://docs.tabulareditor.com/references/release-notes).
- Download [Tabular Editor 3.0.3](https://cdn.tabulareditor.com/files/TabularEditor.3.0.3.x86.msi)
- Download [Tabular Editor 3.0.3 (64 bit)](https://cdn.tabulareditor.com/files/TabularEditor.3.0.3.x64.msi)
diff --git a/content/te3/other/release-notes/3_0_4.md b/content/references/release-notes/3_0_4.md
similarity index 97%
rename from content/te3/other/release-notes/3_0_4.md
rename to content/references/release-notes/3_0_4.md
index 010c337..c5d3be4 100644
--- a/content/te3/other/release-notes/3_0_4.md
+++ b/content/references/release-notes/3_0_4.md
@@ -1,7 +1,7 @@
# Tabular Editor 3.0.4
> [!IMPORTANT]
-> A newer version of Tabular Editor is available. You can find the latest version [here](~/te3/other/release-notes).
+> A newer version of Tabular Editor is available. You can find the latest version [here](https://docs.tabulareditor.com/references/release-notes).
- Download [Tabular Editor 3.0.4](https://cdn.tabulareditor.com/files/TabularEditor.3.0.4.x86.msi)
- Download [Tabular Editor 3.0.4 (64 bit)](https://cdn.tabulareditor.com/files/TabularEditor.3.0.4.x64.msi)
diff --git a/content/te3/other/release-notes/3_0_5.md b/content/references/release-notes/3_0_5.md
similarity index 94%
rename from content/te3/other/release-notes/3_0_5.md
rename to content/references/release-notes/3_0_5.md
index 8deb4b1..f6d6460 100644
--- a/content/te3/other/release-notes/3_0_5.md
+++ b/content/references/release-notes/3_0_5.md
@@ -1,9 +1,9 @@
# Tabular Editor 3.0.5
> [!IMPORTANT]
-> A newer version of Tabular Editor is available. You can find the latest version [here](~/te3/other/release-notes).
+> A newer version of Tabular Editor is available. You can find the latest version [here](https://docs.tabulareditor.com/references/release-notes).
-- Download [Tabular Editor 3.0.5](https://cdn.tabulareditor.com/files/TabularEditor.3.0.5.x86.msi)
+ Download [Tabular Editor 3.0.5](https://cdn.tabulareditor.com/files/TabularEditor.3.0.5.x86.msi)
- Download [Tabular Editor 3.0.5 (64 bit)](https://cdn.tabulareditor.com/files/TabularEditor.3.0.5.x64.msi)
*If you haven't used Tabular Editor 3 before, you are eligible to a 30 day trial, which can be requested after installation. You can also [purchase a license](https://tabulareditor.com/#licensing).*
diff --git a/content/te3/other/release-notes/3_0_6.md b/content/references/release-notes/3_0_6.md
similarity index 97%
rename from content/te3/other/release-notes/3_0_6.md
rename to content/references/release-notes/3_0_6.md
index 84f360e..fdcd7af 100644
--- a/content/te3/other/release-notes/3_0_6.md
+++ b/content/references/release-notes/3_0_6.md
@@ -1,7 +1,7 @@
# Tabular Editor 3.0.6
> [!IMPORTANT]
-> A newer version of Tabular Editor is available. You can find the latest version [here](~/te3/other/release-notes).
+> A newer version of Tabular Editor is available. You can find the latest version [here](https://docs.tabulareditor.com/references/release-notes).
- Download [Tabular Editor 3.0.6 (64 bit)](https://cdn.tabulareditor.com/files/TabularEditor.3.0.6.x64.msi) *(recommended)*
- Download [Tabular Editor 3.0.6](https://cdn.tabulareditor.com/files/TabularEditor.3.0.6.x86.msi)
@@ -18,7 +18,7 @@
## Improvements in 3.0.6:
-- Support for consultancy licenses. [More details](https://tabulareditor.com/consultancy-edition/).
+- Support for consultancy licenses. [More details](https://tabulareditor.com/license-terms).
- DAX queries now display row counts and timings (see issue [#10](https://github.com/TabularEditor/TabularEditor3/issues/10))
- DAX queries are now limited to 1000 rows by default, to prevent timeouts/memory issues. This limit can be changed in Tools > Preferences > Data Browsing > DAX Query.
- Columns in the DAX query results can now be sorted and filtered (local sorting/filtering only). See issue [#60](https://github.com/TabularEditor/TabularEditor3/issues/60)
diff --git a/content/te3/other/release-notes/3_0_7.md b/content/references/release-notes/3_0_7.md
similarity index 97%
rename from content/te3/other/release-notes/3_0_7.md
rename to content/references/release-notes/3_0_7.md
index cc9d02d..61e8539 100644
--- a/content/te3/other/release-notes/3_0_7.md
+++ b/content/references/release-notes/3_0_7.md
@@ -1,7 +1,7 @@
# Tabular Editor 3.0.7
> [!IMPORTANT]
-> A newer version of Tabular Editor is available. You can find the latest version [here](~/te3/other/release-notes).
+> A newer version of Tabular Editor is available. You can find the latest version [here](https://docs.tabulareditor.com/references/release-notes).
- Download [Tabular Editor 3.0.7 (64 bit)](https://cdn.tabulareditor.com/files/TabularEditor.3.0.7.x64.msi) *(recommended)*
- Download [Tabular Editor 3.0.7](https://cdn.tabulareditor.com/files/TabularEditor.3.0.7.x86.msi)
diff --git a/content/te3/other/release-notes/3_0_8.md b/content/references/release-notes/3_0_8.md
similarity index 98%
rename from content/te3/other/release-notes/3_0_8.md
rename to content/references/release-notes/3_0_8.md
index de8215c..8ac0a6f 100644
--- a/content/te3/other/release-notes/3_0_8.md
+++ b/content/references/release-notes/3_0_8.md
@@ -1,7 +1,7 @@
# Tabular Editor 3.0.8
> [!IMPORTANT]
-> A newer version of Tabular Editor is available. You can find the latest version [here](~/te3/other/release-notes).
+> A newer version of Tabular Editor is available. You can find the latest version [here](https://docs.tabulareditor.com/references/release-notes).
- Download [Tabular Editor 3.0.8 (64 bit)](https://cdn.tabulareditor.com/files/TabularEditor.3.0.8.x64.msi) *(recommended)*
- Download [Tabular Editor 3.0.8](https://cdn.tabulareditor.com/files/TabularEditor.3.0.8.x86.msi)
diff --git a/content/te3/other/release-notes/3_0_9.md b/content/references/release-notes/3_0_9.md
similarity index 98%
rename from content/te3/other/release-notes/3_0_9.md
rename to content/references/release-notes/3_0_9.md
index 416f418..9826f4d 100644
--- a/content/te3/other/release-notes/3_0_9.md
+++ b/content/references/release-notes/3_0_9.md
@@ -1,7 +1,7 @@
# Tabular Editor 3.0.9
> [!IMPORTANT]
-> A newer version of Tabular Editor is available. You can find the latest version [here](~/te3/other/release-notes).
+> A newer version of Tabular Editor is available. You can find the latest version [here](https://docs.tabulareditor.com/references/release-notes).
- Download [Tabular Editor 3.0.9 (64 bit)](https://cdn.tabulareditor.com/files/TabularEditor.3.0.9.x64.msi) *(recommended)*
- Download [Tabular Editor 3.0.9](https://cdn.tabulareditor.com/files/TabularEditor.3.0.9.x86.msi)
diff --git a/content/te3/other/release-notes/3_10_0.md b/content/references/release-notes/3_10_0.md
similarity index 98%
rename from content/te3/other/release-notes/3_10_0.md
rename to content/references/release-notes/3_10_0.md
index 3d3e76e..49f7e93 100644
--- a/content/te3/other/release-notes/3_10_0.md
+++ b/content/references/release-notes/3_10_0.md
@@ -4,7 +4,7 @@ uid: release-3-10-0
# Tabular Editor 3.10.0
> [!IMPORTANT]
-> A newer version of Tabular Editor is available. You can find the latest version [here](~/te3/other/release-notes).
+> A newer version of Tabular Editor is available. You can find the latest version [here](https://docs.tabulareditor.com/references/release-notes).
# [**Downloads**](#tab/downloads)
@@ -78,7 +78,7 @@ Check out our [release blog](https://blog.tabulareditor.com/2023/08/23/tabular-e
---
## Coming from Tabular Editor 2.x?
-Watch [this video](https://www.youtube.com/watch?v=pt3DdcjfImY) to get an idea of the new features in Tabular Editor 3. Also, make sure to check our [onboarding guide](https://docs.tabulareditor.com/onboarding/index.html).
+Watch [this video](https://www.youtube.com/watch?v=pt3DdcjfImY) to get an idea of the new features in Tabular Editor 3. Also, make sure to check our [onboarding guide](https://docs.tabulareditor.com/getting-started/index.html).
**Tabular Editor 3 major features overview:**
- Fully customizable IDE, with multi-monitor, Hi-DPI support and themes
diff --git a/content/te3/other/release-notes/3_10_1.md b/content/references/release-notes/3_10_1.md
similarity index 98%
rename from content/te3/other/release-notes/3_10_1.md
rename to content/references/release-notes/3_10_1.md
index 042b5b1..84dbd6b 100644
--- a/content/te3/other/release-notes/3_10_1.md
+++ b/content/references/release-notes/3_10_1.md
@@ -4,7 +4,7 @@ uid: release-3-10-1
# Tabular Editor 3.10.1
> [!IMPORTANT]
-> A newer version of Tabular Editor is available. You can find the latest version [here](~/te3/other/release-notes).
+> A newer version of Tabular Editor is available. You can find the latest version [here](https://docs.tabulareditor.com/references/release-notes).
# [**Downloads**](#tab/downloads)
@@ -82,7 +82,7 @@ Check out our [release blog](https://blog.tabulareditor.com/2023/08/23/tabular-e
---
## Coming from Tabular Editor 2.x?
-Watch [this video](https://www.youtube.com/watch?v=pt3DdcjfImY) to get an idea of the new features in Tabular Editor 3. Also, make sure to check our [onboarding guide](https://docs.tabulareditor.com/onboarding/index.html).
+Watch [this video](https://www.youtube.com/watch?v=pt3DdcjfImY) to get an idea of the new features in Tabular Editor 3. Also, make sure to check our [onboarding guide](https://docs.tabulareditor.com/getting-started/index.html).
**Tabular Editor 3 major features overview:**
- Fully customizable IDE, with multi-monitor, Hi-DPI support and themes
diff --git a/content/te3/other/release-notes/3_11_0.md b/content/references/release-notes/3_11_0.md
similarity index 98%
rename from content/te3/other/release-notes/3_11_0.md
rename to content/references/release-notes/3_11_0.md
index 60c6b2a..ef56a0c 100644
--- a/content/te3/other/release-notes/3_11_0.md
+++ b/content/references/release-notes/3_11_0.md
@@ -4,7 +4,7 @@ uid: release-3-11-0
# Tabular Editor 3.11.0
> [!IMPORTANT]
-> A newer version of Tabular Editor is available. You can find the latest version [here](~/te3/other/release-notes).
+> A newer version of Tabular Editor is available. You can find the latest version [here](https://docs.tabulareditor.com/references/release-notes).
# [**Downloads**](#tab/downloads)
@@ -66,7 +66,7 @@ Check out our [release blog](https://blog.tabulareditor.com/2023/09/25/september
---
## Coming from Tabular Editor 2.x?
-Watch [this video](https://www.youtube.com/watch?v=pt3DdcjfImY) to get an idea of the new features in Tabular Editor 3. Also, make sure to check our [onboarding guide](https://docs.tabulareditor.com/onboarding/index.html).
+Watch [this video](https://www.youtube.com/watch?v=pt3DdcjfImY) to get an idea of the new features in Tabular Editor 3. Also, make sure to check our [onboarding guide](https://docs.tabulareditor.com/getting-started/index.html).
**Tabular Editor 3 major features overview:**
- Fully customizable IDE, with multi-monitor, Hi-DPI support and themes
diff --git a/content/te3/other/release-notes/3_12_0.md b/content/references/release-notes/3_12_0.md
similarity index 95%
rename from content/te3/other/release-notes/3_12_0.md
rename to content/references/release-notes/3_12_0.md
index 5faefdc..a937ac4 100644
--- a/content/te3/other/release-notes/3_12_0.md
+++ b/content/references/release-notes/3_12_0.md
@@ -4,7 +4,7 @@ uid: release-3-12-0
# Tabular Editor 3.12.0
> [!IMPORTANT]
-> A newer version of Tabular Editor is available. You can find the latest version [here](~/te3/other/release-notes).
+> A newer version of Tabular Editor is available. You can find the latest version [here](https://docs.tabulareditor.com/references/release-notes).
# [**Downloads**](#tab/downloads)
@@ -39,7 +39,7 @@ Tabular Editor 3.3.0 (and newer) uses .NET 6. You may have to install the [.NET
Check out our [release blog](https://blog.tabulareditor.com/2023/11/27/tabular-editor-3-november-2023-release) to get a brief overview of the most important updates in this release.
- Tabular Editor now displays a "What's New" page when the application is updated. The page informs you of new Tabular Editor features, along with community updates and other relevant news for Tabular Editor users. If the page is hidden, you can access it from the **Help > What's New**. You can disable this feature by unchecking **Tools > Preferences > Updates and Feedback > Show "What's New" page on startup**.
-- When prototyping new measures, it is quite common to specify them within the `DEFINE` block of a DAX query. In this update, we've added an easy way to create/update model measures based on measures defined within the DAX query. On the toolbar, through the **Query** menu, and through the right-click context menu of the DAX query editor, you will see 4 new options light up, which work very similarly to the "Apply" actions in [DAX Scripts](https://docs.tabulareditor.com/te3/features/dax-scripts.html#shortcuts), with the exception that only a measures' name and expression is applied (since it's not possible to specify other properties like Description, Display Folder, etc. through a DAX query). More details in the [blog post](https://blog.tabulareditor.com).
+- When prototyping new measures, it is quite common to specify them within the `DEFINE` block of a DAX query. In this update, we've added an easy way to create/update model measures based on measures defined within the DAX query. On the toolbar, through the **Query** menu, and through the right-click context menu of the DAX query editor, you will see 4 new options light up, which work very similarly to the "Apply" actions in [DAX Scripts](https://docs.tabulareditor.com/features/dax-scripts.html#shortcuts), with the exception that only a measures' name and expression is applied (since it's not possible to specify other properties like Description, Display Folder, etc. through a DAX query). More details in the [blog post](https://blog.tabulareditor.com).
- Please be aware that we're now using a new certificate to sign the binaries, in case your IT organization needs to expclitly approve 3rd party code certificates. The new certificate is issued by [GlobalSign GCC](https://www.globalsign.com/en) and the certificate is issued directly to [Tabular Editor ApS](https://tabulareditor.com/contact).
## Improvements in 3.12.0
@@ -77,7 +77,7 @@ Check out our [release blog](https://blog.tabulareditor.com/2023/11/27/tabular-e
---
## Coming from Tabular Editor 2.x?
-Watch [this video](https://www.youtube.com/watch?v=pt3DdcjfImY) to get an idea of the new features in Tabular Editor 3. Also, make sure to check our [onboarding guide](https://docs.tabulareditor.com/onboarding/index.html).
+Watch [this video](https://www.youtube.com/watch?v=pt3DdcjfImY) to get an idea of the new features in Tabular Editor 3. Also, make sure to check our [onboarding guide](https://docs.tabulareditor.com/getting-started/index.html).
**Tabular Editor 3 major features overview:**
- Fully customizable IDE, with multi-monitor, Hi-DPI support and themes
diff --git a/content/te3/other/release-notes/3_12_1.md b/content/references/release-notes/3_12_1.md
similarity index 99%
rename from content/te3/other/release-notes/3_12_1.md
rename to content/references/release-notes/3_12_1.md
index 7ea25ba..5815f8e 100644
--- a/content/te3/other/release-notes/3_12_1.md
+++ b/content/references/release-notes/3_12_1.md
@@ -4,7 +4,7 @@ uid: release-2-12-1
# Tabular Editor 3.12.1
> [!IMPORTANT]
-> A newer version of Tabular Editor is available. You can find the latest version [here](~/te3/other/release-notes).
+> A newer version of Tabular Editor is available. You can find the latest version [here](https://docs.tabulareditor.com/references/release-notes).
# [**Downloads**](#tab/downloads)
diff --git a/content/te3/other/release-notes/3_13_0.md b/content/references/release-notes/3_13_0.md
similarity index 97%
rename from content/te3/other/release-notes/3_13_0.md
rename to content/references/release-notes/3_13_0.md
index 2668277..258c28d 100644
--- a/content/te3/other/release-notes/3_13_0.md
+++ b/content/references/release-notes/3_13_0.md
@@ -1,9 +1,9 @@
# Tabular Editor 3.13.0
> [!IMPORTANT]
-> A newer version of Tabular Editor is available. You can find the latest version [here](~/te3/other/release-notes).
+> A newer version of Tabular Editor is available. You can find the latest version [here](https://docs.tabulareditor.com/references/release-notes).
-# [**Downloads**](#tab/downloads)
+ A newer version of Tabular Editor is available. You can find the latest version [here](https://docs.tabulareditor.com/references/release-notes).
Tabular Editor 3.13.0 downloads:
diff --git a/content/te3/other/release-notes/3_14_0.md b/content/references/release-notes/3_14_0.md
similarity index 99%
rename from content/te3/other/release-notes/3_14_0.md
rename to content/references/release-notes/3_14_0.md
index 99564fa..565a472 100644
--- a/content/te3/other/release-notes/3_14_0.md
+++ b/content/references/release-notes/3_14_0.md
@@ -4,7 +4,7 @@ uid: release-3-14-0
# Tabular Editor 3.14.0
> [!IMPORTANT]
-> A newer version of Tabular Editor is available. You can find the latest version [here](~/te3/other/release-notes).
+> A newer version of Tabular Editor is available. You can find the latest version [here](https://docs.tabulareditor.com/references/release-notes).
# [**Downloads**](#tab/downloads)
diff --git a/content/te3/other/release-notes/3_15_0.md b/content/references/release-notes/3_15_0.md
similarity index 98%
rename from content/te3/other/release-notes/3_15_0.md
rename to content/references/release-notes/3_15_0.md
index a508237..8efb405 100644
--- a/content/te3/other/release-notes/3_15_0.md
+++ b/content/references/release-notes/3_15_0.md
@@ -4,7 +4,7 @@ uid: release-3-15-0
# Tabular Editor 3.15.0
> [!IMPORTANT]
-> A newer version of Tabular Editor is available. You can find the latest version [here](~/te3/other/release-notes).
+> A newer version of Tabular Editor is available. You can find the latest version [here](https://docs.tabulareditor.com/references/release-notes).
# [**Downloads**](#tab/downloads)
@@ -38,7 +38,7 @@ Tabular Editor 3 uses .NET 6. If you're using the portable version, you may have
Check out our [release blog](https://blog.tabulareditor.com/2024/04/24/tabular-editor-3-april-2024-release/) to get a brief overview of the most important updates in this release.
-- We have a new **Preview** feature this month: **DAX Optimizer integration**. If you have a DAX Optimizer account, you can connect to your workspaces, upload VPAX files, and view [DAX Optimizer](https://daxoptimizer.com) results directly in Tabular Editor. [More information](https://docs.tabulareditor.com/te3/features/dax-optimizer-integration).
+- We have a new **Preview** feature this month: **DAX Optimizer integration**. If you have a DAX Optimizer account, you can connect to your workspaces, upload VPAX files, and view [DAX Optimizer](https://daxoptimizer.com) results directly in Tabular Editor. [More information](https://docs.tabulareditor.com/features/dax-optimizer-integration.html).
- We now support adding [Data Coverage Definition expressions](https://learn.microsoft.com/en-us/analysis-services/tom/table-partitions?view=asallproducts-allversions#define-the-data-coverage-of-the-directquery-partition) to partitions in DirectQuery mode.
- Tabular Editor will now add a `__TEdtr` annotation to your model when metadata is saved to disk (either as Model.bim, Database.json or TMDL). This annotation is used by Microsoft for analytics about Tabular Editor usage for semantic models published to a Power BI or Fabric workspace. This annotation may also be required for certain features to work correctly in Power BI / Fabric, when a model was edited using Tabular Editor.
- The **New Model** dialog now has a **Direct Lake** checkbox*, which will configure the model to use the new Direct Lake storage mode in Fabric. [More information](https://docs.tabulareditor.com/common/Datasets/direct-lake-dataset.html). Moreover, you can now explicitly choose the *Compatibility Mode* when entering the *Compatibility Level* manually.
diff --git a/content/te3/other/release-notes/3_16_0.md b/content/references/release-notes/3_16_0.md
similarity index 97%
rename from content/te3/other/release-notes/3_16_0.md
rename to content/references/release-notes/3_16_0.md
index 920463b..3b266e6 100644
--- a/content/te3/other/release-notes/3_16_0.md
+++ b/content/references/release-notes/3_16_0.md
@@ -4,7 +4,7 @@ uid: release-3-16-0
# Tabular Editor 3.16.0
> [!IMPORTANT]
-> A newer version of Tabular Editor is available. You can find the latest version [here](~/te3/other/release-notes).
+> A newer version of Tabular Editor is available. You can find the latest version [here](https://docs.tabulareditor.com/references/release-notes).
## [**Downloads**](#tab/downloads)
@@ -44,7 +44,7 @@ We have substantially overhauled how **Pivot Grids** work in this release. Some
- Hidden objects (measures, columns, hierarchies) can now be used in a Pivot Grid, and object renames should no longer cause the Pivot Grid to lose its layout or clear any filters.
- A new and improved Pivot Grid **Field List**, which is now shown by default, and provides a more familiar experience when adding fields to the Pivot Grid.
- Head on over to the [Pivot Grid documentation](https://docs.tabulareditor.com/te3/features/pivot-grid.html) to learn more about these changes.
+ Head on over to the [Pivot Grid documentation](https://docs.tabulareditor.com/features/pivot-grid.html) to learn more about these changes.
## Improvements in 3.16.0
@@ -63,7 +63,7 @@ We have substantially overhauled how **Pivot Grids** work in this release. Some
- Pressing control-key combinations that do not have any keybinding assigned, should no longer cause special control chars to be inserted in code editors.
- Macros that have been modified and saved, should no longer execute multiple times when invoked through the UI.
- The `.Output()` method should now show the output dialog on subsequent macro executions, even when the **Don't show more outputs** option was checked on a previous execution.
-- Unquoted table name references that also happen to be DAX keywords (such as `Currency`), will no longer be treated as keywords during auto-formatting (i.e. they will not be capitalized). Moreover, certain object properties in DAX scripts can now also be empty. View the updated [DAX Scripts documentation](https://docs.tabulareditor.com/te3/features/dax-scripts.html) for more information.
+- Unquoted table name references that also happen to be DAX keywords (such as `Currency`), will no longer be treated as keywords during auto-formatting (i.e. they will not be capitalized). Moreover, certain object properties in DAX scripts can now also be empty. View the updated [DAX Scripts documentation](https://docs.tabulareditor.com/features/dax-scripts.html) for more information.
- Errors during DAX script execution are now handled gracefully, and the changes made by the script before the error was encountered, are automatically rolled back.
- Fixed a bug where macro buttons assigned to custom toolbars did not persist after restarting the application.
- Fixed a bug that would cause Tabular Editor to crash when using the `ForEachC# script solution
-Model.AllMeasures.Count().Output();Model object represents the root of the TOM tree. It supports most of the properties found in the API documentation with the addition of a number of extra properties and methods, that are only available inside Tabular Editor. The AllMeasures property is one of these extra properties, added for convenience. It simply returns a collection of all measures across all tables in the model. All collections (or more precisely, enumerables) support the powerful .NET LINQ methods. Count() is one such method, which simply returns the number of elements in the collection as an integer. Once we have that, the only thing left is to Output() it.-
Dynamic LINQ solution
-:ObjectType="Measure"ObjectType property is "Measure". The search result count at the bottom of the screen, should then tell you how many measures you have in total.-
C# script solution
-Model.AllMeasures.Where(m => m.Expression.Contains("TODO")).Output();Where(x => y) is another .NET LINQ method, that filters the preceding collection based on a so-called predicate. The predicate is expressed using the special C# Lambda notation x => y. On the left side of the arrow, you declare a variable with a name of your choice. The expression to the right of the arrow will be evaluated for every object in the collection, using the variable on the left to represent individual objects. This expression can be any valid C# expression that evaluates to a boolean value (true or false). Thus, the Where method simply filters the collection to return only those objects where the Lambda expression evaluates to true. So in the example above, we decide to use m as the name of our variable, which will represent the individual measures of our model. But we only want to keep measures whose Expression property Contains the word "TODO". Makes sense?-
Dynamic LINQ solution
-:ObjectType="Measure" and Expression.Contains("TODO")and or or to express complex logic. Notice how the second part of the expression is similar to the C# Lambda expression used above, except that we don't declare a variable to represent the measure. Since Dynamic LINQ is evaluated against every object in the TOM tree, any property or method name we add to the expression will implicitly be evaluated against the current object. Since different types of objects have different properties, no error is produced if the Filter box contains an invalid expression. However, when writing Dynamic LINQ expressions within the Best Practice Analyzer, an error will be shown if you try to access a property or method that doesn't exist on the chosen object types.
-C# script solution
-Selected.Measure.ReferencedBy.Measures.Count().Output();Selected.Measure refers to the currently selected measure in the explorer tree. All objects that can be referenced through DAX (measures, tables, columns, KPIs) have the ReferencedBy property, which is a special collection of objects that directly reference the former. Although we could use the LINQ-method .OfType<Measure>() to filter the collection to measures only, this particular collection contains a set of convenient properties that does this for us. One of them, is Measures.-
Dynamic LINQ solution
-:ObjectType="Measure" and DependsOn.Measures.Any(Name="Reseller Total Sales")C# script solution
-Selected.Measure.ReferencedBy.Deep().OfType<Measure>().Count().Output();Deep() method to recursively traverse the dependency tree, to get a collection of all objects that reference the original measure either directly, or indirectly through other objects. We have to manually filter this collection to objects of type "Measure", to avoid seeing Calculated Columns, RLS Expressions, etc. The only thing left then, is to Count() the number of items in this result and Output() it to the screen.By the way, if we wanted to display a list of these measures instead of just the count, we could write: -
Selected.Measure.ReferencedBy.Deep().OfType().Output(); Dynamic LINQ solution
-:ObjectType="Measure" and DependsOn.Deep().Any(Name="Reseller Total Sales")Deep() method to recursively traverse the dependency tree upwards, to find all objects that have a dependency on an object named "Reseller Total Sales". Strictly speaking, this is not exactly the same as the C# expression above, as we would also get a positive hit on non-measure type objects with the name "Reseller Total Sales". To work around that, we could either explicitly state that we only want to consider measures...
-:DependsOn.Deep().Any(Name="Reseller Total Sales" and ObjectType="Measure")DaxObjectFullName property to check for a hit (column names would be fully qualified, and measures must be uniquely named across the entire model):
-:DependsOn.Deep().Any(DaxObjectFullName="[Reseller Total Sales]")C# script solution
-var t = Model.Tables["Reseller Sales"];
-t.UsedInRelationships.Where(r => r.FromTable == t).Select(r => r.ToTable).Output();t.RelatedTables.Output();, but since the question specifically asked us to output only related dimension tables, we need to consider only those relationships where our given table is on the "From" side. That is the purpose of t.UsedInRelationships.Where(r => r.FromTable == t). If we just wanted the list of outgoing relationships, we'd be done here, but since we want a list of the tables pointed to by those relationships, we need to project this list to get the `ToTable` property of each relationship. That's exactly what .Select(r => r.ToTable) does. Makes sense? Now check out the Dynamic LINQ solution below.Dynamic LINQ solution
-:UsedInRelationships.Any(ToTable=current and FromTable.Name = "Reseller Sales")UsedInRelationships is a list of relationships in which the current object participates. At this point, we've ruled out anything that's not a table or a column object, as these are the only ones that have the UsedInRelationships property. To filter anything that's not a dimension table, we only want to consider relationships pointing to the current object, from the table in question. .Any( ... ) evaluates to true if at least one of the relationships satisfies the condition: ToTable=current and FromTable.Name = "Reseller Total Sales". The special keyword current refers to the current object being evaluated. As we're equating this with the ToTable property of the relationship, we're ruling out columns from the search result, as this property can only be of type Table. FromTable.Name = ... is self-explanatory.
-C# script solution
-Model.AllMeasures.Where(m => System.Text.RegularExpressions.Regex.IsMatch(m.Name, "Total.*Amount")).Output();System.Text.RegularExpressions namespace is not in scope by default, the script is not really that typing-friendly. Check out the Dynamic LINQ solution instead.Dynamic LINQ solution
-:Regex.IsMatch(Name, "Total.*Amount")C# script solution
-Model.AllMeasures.Where(m => System.Text.RegularExpressions.Regex.IsMatch(m.Name, "Total.*Amount", RegexOptions.IgnoreCase)).Output();Dynamic LINQ solution
-:Regex.IsMatch(Name, "Total.*Amount", "IgnoreCase")
+
Four different kinds of properties make up a basic Refresh Policy:
1. __Incremental window__ __properties__: The period window wherein data is _kept up-to-date_.
@@ -128,7 +134,7 @@ Four different kinds of properties make up a basic Refresh Policy:
3. __Source expressions__: Define table schema and Power Query transformations of the table.
4. __Mode__: Whether `Import` or `Hybrid` tables are used.
-
+
---
@@ -136,7 +142,7 @@ Four different kinds of properties make up a basic Refresh Policy:
In Power BI Desktop, these properties are named differently. Below is an overview of how the properties match the Power BI Desktop user interface.
-
+
---
@@ -152,7 +158,7 @@ In the __*[hybrid](https://learn.microsoft.com/en-us
This is configured with the Mode property when set to Hybrid.
-
+
# [Only Refresh Complete Periods](#tab/completeperiods)
In this configuration, the policy range will not include the current period in the rolling window.
@@ -161,7 +167,7 @@ In the standard configuration of Incremental Refresh, the current period is alwa
This is configured with the IncrementalPeriodsOffset property. In the above example, a value of -1 for an IncrementalGranularity of Day will exclude the current date from the incremental window and thus the data scope; only complete days will be refreshed.
-
+
# [Detect Data Changes](#tab/datachanges)
In this configuration, not all records are refreshed in the incremental window. Instead, records are only refreshed if they change. Detect data changes can further optimize refresh performance when using incremental refresh. To identify data changes you use a _Polling Expression_. A Polling Expression is a separate property that expects a valid M Expression to identify a maximum date from a list of dates.
@@ -189,7 +195,7 @@ in
accountForNu11
```
-
+
***
diff --git a/content/te3/tutorials/incremental-refresh/incremental-refresh-modify.md b/content/tutorials/incremental-refresh/incremental-refresh-modify.md
similarity index 89%
rename from content/te3/tutorials/incremental-refresh/incremental-refresh-modify.md
rename to content/tutorials/incremental-refresh/incremental-refresh-modify.md
index 173ff60..0306805 100644
--- a/content/te3/tutorials/incremental-refresh/incremental-refresh-modify.md
+++ b/content/tutorials/incremental-refresh/incremental-refresh-modify.md
@@ -4,16 +4,22 @@ title: Modify an Existing Refresh Policy
author: Kurt Buhler
updated: 2023-01-09
applies_to:
- editions:
- - edition: Desktop
- none: x
- - edition: Business
- - edition: Enterprise
+ products:
+ - product: Tabular Editor 2
+ full: true
+ - product: Tabular Editor 3
+ editions:
+ - edition: Desktop
+ full: true
+ - edition: Business
+ full: true
+ - edition: Enterprise
+ full: true
---
# Modifying Incremental Refresh
-
+
---
@@ -35,17 +41,17 @@ Below is a general description of how you modify an existing Refresh Policy:
2. __Select the Table:__ Select the table already configured for Incremental Refresh.
3. __Find 'Refresh Policy' properties:__ In the _Properties_ window, go to the _Refresh Policy_ section.
-
+
4. __Change the property:__ Change the __Property__ specified in the below sections, depending on what you want to change. For an overview of all Refresh Policy properties and what they do, see [here](xref:incremental-refresh-about#overview-of-all-properties).
5. __Apply Changes:__ Deploy the model changes.
4. __Apply Refresh Policy:__ Right-click the table and select _Apply Refresh Policy_.
- 
+ 
7. __Refresh all partitions:__ Shift-click to select all partitions. Right-click and select _Refresh > Full refresh (partition)_. You can right-click the table and select _'Preview data'_ to see the result.
- 
+ 
---
diff --git a/content/te3/tutorials/incremental-refresh/incremental-refresh-schema.md b/content/tutorials/incremental-refresh/incremental-refresh-schema.md
similarity index 91%
rename from content/te3/tutorials/incremental-refresh/incremental-refresh-schema.md
rename to content/tutorials/incremental-refresh/incremental-refresh-schema.md
index 3619949..2cea45c 100644
--- a/content/te3/tutorials/incremental-refresh/incremental-refresh-schema.md
+++ b/content/tutorials/incremental-refresh/incremental-refresh-schema.md
@@ -4,16 +4,22 @@ title: Add or Remove Columns in a Table that uses Incremental Refresh
author: Kurt Buhler
updated: 2023-01-09
applies_to:
- editions:
- - edition: Desktop
- none: x
- - edition: Business
- - edition: Enterprise
+ products:
+ - product: Tabular Editor 2
+ full: true
+ - product: Tabular Editor 3
+ editions:
+ - edition: Desktop
+ full: true
+ - edition: Business
+ full: true
+ - edition: Enterprise
+ full: true
---
# Modifying Incremental Refresh Table Schemas
-
+
---
@@ -27,17 +33,17 @@ __When adding or removing columns from a table configured with Incremental Refre
1. __Detect schema changes:__ Right-click the table and select _'Update table schema...'_.
- 
+ 
2. __Apply detected schema changes:__ In the _'Apply Schema Changes'_ dialogue, confirm the desired schema changes.
3. __Apply changes:__ Deploy the model changes.
4. __Apply Refresh Policy:__ Right-click the table and select _Apply Refresh Policy_.
-
+
5. __Refresh all partitions:__ Shift-click to select all partitions. Right-click and select _Refresh > Full refresh (partition)_. You can right-click the table and select _'Preview data'_ to see the result.
-
+
---
diff --git a/content/te3/tutorials/incremental-refresh/incremental-refresh-setup.md b/content/tutorials/incremental-refresh/incremental-refresh-setup.md
similarity index 90%
rename from content/te3/tutorials/incremental-refresh/incremental-refresh-setup.md
rename to content/tutorials/incremental-refresh/incremental-refresh-setup.md
index 2d58bc0..f6d8571 100644
--- a/content/te3/tutorials/incremental-refresh/incremental-refresh-setup.md
+++ b/content/tutorials/incremental-refresh/incremental-refresh-setup.md
@@ -4,15 +4,21 @@ title: Set Up a New Refresh Policy
author: Kurt Buhler
updated: 2023-01-09
applies_to:
- editions:
- - edition: Desktop
- none: x
- - edition: Business
- - edition: Enterprise
+ products:
+ - product: Tabular Editor 2
+ full: true
+ - product: Tabular Editor 3
+ editions:
+ - edition: Desktop
+ full: true
+ - edition: Business
+ full: true
+ - edition: Enterprise
+ full: true
---
# Setting up Incremental Refresh
-
+
---
@@ -47,7 +53,7 @@ To set up Incremental Refresh, you must configure a new Refresh Policy for the t
5. __Enable the Table Refresh Policy:__ In the _'Properties'_ window, set the `EnableRefreshPolicy` property on the table to `True`:
-
+
6. __Configure the Table Refresh:__ Next, select the table for which you want to configure incremental refresh. In the **Expression Editor** window, Select __'Source Expression'__ from the dropdown, insert your Power Query M Expression from step 4 and alter the Power Query M Expression such that there is a filter step on the date column for which you will enable incremental refresh.
@@ -81,7 +87,7 @@ To set up Incremental Refresh, you must configure a new Refresh Policy for the t
8. __Apply Model Changes:__ Save your model (Ctrl+S).
9. __Apply Refresh Policy:__ Right-click on the table and choose "Apply Refresh Policy".
-
+
__That's it!__ At this point, you should see that the Power BI service has automatically generated the partitions on your table, based on the policy you specified. All that's left is to refresh all the partitions.
@@ -89,7 +95,7 @@ To set up Incremental Refresh, you must configure a new Refresh Policy for the t
10. __Refresh all partitions:__ Shift-click to select all partitions. Right-click and select _Refresh > Full refresh (partition)_. You can right-click the table and select _'Preview data'_ to see the result.
-
+
Finally, you can configure the scheduled refresh in Power BI Service. Power BI will automatically handle the partitioning of your table. You can always connect to the remote model to view and validate the partitions, i.e. using the VertiPaq Analyzer.
@@ -209,15 +215,15 @@ If you have configured a native query, it may still be possible to configure and
1. __Author and Save the Native Query:__ Write your native query in SQL Server Management Studio or Azure Data Studio. Include a placeholder `WHERE` clause which filters >= a DateTime parameter, and < another DateTime parameter.
- 
+ 
incremental-refresh-native-query-formatted.png
2. __Replace the Native Query String in the Source Expression:__ Copy the query and replace the existing query, which will be full of characters like (lf) (line feed), (cr) (carraige return) and (n) (new line). Doing this makes the query actually readable and editable without resorting to the Native Query user interface of Power BI Desktop.
-
+
Replace the above text in the `Query` parameter to the below, for example:
-
+
3. __Add `RangeStart` and `RangeEnd`:__ Concatenate "RangeStart" and "RangeEnd" inside of the `WHERE` clause, replacing the placeholder fields and converting the parameters to date with `Date.From` and to string data types using `Date.ToText` with the `Format` option set to `"yyyy-MM-dd`. Don't forget to include single quotes `'` on either side of the concatenation. Below is an example of what the final query would look like:
diff --git a/content/te3/tutorials/incremental-refresh/incremental-refresh-workspace-mode.md b/content/tutorials/incremental-refresh/incremental-refresh-workspace-mode.md
similarity index 83%
rename from content/te3/tutorials/incremental-refresh/incremental-refresh-workspace-mode.md
rename to content/tutorials/incremental-refresh/incremental-refresh-workspace-mode.md
index 2b1f694..276d6fc 100644
--- a/content/te3/tutorials/incremental-refresh/incremental-refresh-workspace-mode.md
+++ b/content/tutorials/incremental-refresh/incremental-refresh-workspace-mode.md
@@ -4,14 +4,18 @@ title: Using Workspace Mode on a Model with Incremental Refresh
author: Kurt Buhler
updated: 2023-01-09
applies_to:
- editions:
- - edition: Desktop
- none: x
- - edition: Business
- - edition: Enterprise
- versions:
- - version: 2.X
- - version: 3.4.2 and earlier
+ products:
+ - product: Tabular Editor 2
+ none: true
+ - product: Tabular Editor 3
+ since: 3.4.2 and earlier
+ editions:
+ - edition: Desktop
+ none: true
+ - edition: Business
+ full: true
+ - edition: Enterprise
+ full: true
---
# Workspace mode and incremental refresh
@@ -22,7 +26,7 @@ applies_to:
---
-
+
---
@@ -37,13 +41,14 @@ Incremental Refresh creates new partitions upon the first scheduled refresh in a
### Workspace Mode is not Recommended
The reason is because _Workspace Mode_ will overwrite the remote model metadata with local metadata files; any out-of-sync changes (like to Policy Range partitions) will be lost. When working with _Workspace Mode_ on these models, you would need to _Apply refresh policy_ for tables using incremental refresh before saving changes every day.
- 
+ 
### Recommendation: Develop & Deploy from Local Metadata
__Instead, it is recommended to develop the model from the local metadata files.__ Changes can be deployed excluding partitions governed by a Refresh Policy, so there is no risk of overwriting the policies created by Power BI. A second read/refresh instance of Tabular Editor can be connected to the remote model for testing purposes.
To deploy the model, go _Model > Deploy..._ which opens the Deployment Wizard. Here you can select whether you want to include partitions governed by Incremental Refresh policies:
- 
+ 
+
By deploying the model without these Policy Range partitions, you are mitigating any potential impact due to out-of-sync incremental refresh partitions between the metadata and remote model.
\ No newline at end of file
diff --git a/content/tutorials/index.md b/content/tutorials/index.md
new file mode 100644
index 0000000..eff1a23
--- /dev/null
+++ b/content/tutorials/index.md
@@ -0,0 +1,22 @@
+# Tutorials
+
+This section contains comprehensive tutorials for learning Tabular Editor.
+
+## In this section
+
+- @calendars - Creating and managing calendar tables
+- @connecting-to-azure-databricks - Database connectivity
+- @creating-macros - Automation with macros
+- @direct-lake-guidance - Working with Direct Lake models
+- @powerbi-xmla - Editing through XMLA endpoint
+- @importing-tables - Data import workflows
+- @new-as-model - Creating AS models
+- @new-pbi-model - Creating Power BI models
+- @udfs - Creating custom functions
+- @workspace-mode-wt - Collaborative development
+- @data-security-about - Row-level and object-level security
+- @incremental-refresh-about - Large dataset management
+
+---
+
+*Navigate using the table of contents to find tutorials for your skill level.*
\ No newline at end of file
diff --git a/content/te3/tutorials/new-as-model.md b/content/tutorials/new-as-model.md
similarity index 95%
rename from content/te3/tutorials/new-as-model.md
rename to content/tutorials/new-as-model.md
index c25c8cf..6de11a0 100644
--- a/content/te3/tutorials/new-as-model.md
+++ b/content/tutorials/new-as-model.md
@@ -4,11 +4,18 @@ title: Create an Analysis Services Model
author: Daniel Otykier
updated: 2021-09-06
applies_to:
- editions:
- - edition: Desktop
- none: x
- - edition: Business
- - edition: Enterprise
+ products:
+ - product: Tabular Editor 2
+ none: true
+ - product: Tabular Editor 3
+ editions:
+ - edition: Desktop
+ none: true
+ - edition: Business
+ partial: true
+ note: "Limited to SQL Server Standard Edition"
+ - edition: Enterprise
+ full: true
---
# (Tutorial) Creating your first Analysis Services Model
@@ -27,6 +34,9 @@ This page walks you through the process of creating a new Analysis Services tabu
- 1200 (Works with SQL Server 2016 or newer, and Azure Analysis Services)
- 1400 (Works with SQL Server 2017 or newer, and Azure Analysis Services)
- 1500 (Works with SQL Server 2019 or Azure Analysis Services)
+ - 1600 (Works with SQL Server 2022 or Azure Analysis Services)
+ - 1700 (Works with SQL Server 2025 or Azure Analysis Services)
+
- For the best development experience, check the "Use workspace database" option. This requires that you have an instance of Analysis Services available on which your workspace database will be deployed. This could be a local or a remote instance of SQL Server Analysis Services or it could be an instance of Azure Analysis Services. When you click OK, you will be prompted to enter the connection string for the Analysis Services instance in which you want the workspace database created.
[Learn more about workspace databases](xref:workspace-mode).
diff --git a/content/te3/tutorials/new-pbi-model.md b/content/tutorials/new-pbi-model.md
similarity index 64%
rename from content/te3/tutorials/new-pbi-model.md
rename to content/tutorials/new-pbi-model.md
index cf09cfe..485b4f8 100644
--- a/content/te3/tutorials/new-pbi-model.md
+++ b/content/tutorials/new-pbi-model.md
@@ -4,18 +4,25 @@ title: Create a Power BI Semantic Model
author: Daniel Otykier
updated: 2021-09-06
applies_to:
- editions:
- - edition: Desktop
- none: x
- - edition: Business
- - edition: Enterprise
+ products:
+ - product: Tabular Editor 2
+ none: true
+ - product: Tabular Editor 3
+ editions:
+ - edition: Desktop
+ none: true
+ - edition: Business
+ partial: true
+ note: "Premium Per User XMLA Endpoints Only"
+ - edition: Enterprise
+ full: true
---
# (Tutorial) Creating your first Power BI semantic model
This page walks you through the process of creating a new Power BI semantic model from scratch using Tabular Editor 3.
> [!IMPORTANT]
-> Tabular Editor 3 Business Edition is limited to [Power BI Premium Per User](https://docs.microsoft.com/en-us/power-bi/admin/service-premium-per-user-faq). For Power BI Premium or Embedded capacity, you must upgrade to Tabular Editor 3 Enterprise Edition. In either case, the Power BI workspace in which the semantic model is to be deployed, must have its [XMLA read/write endpoint enabled](https://docs.microsoft.com/en-us/power-bi/admin/service-premium-connect-tools#enable-xmla-read-write).
+> Tabular Editor 3 Business Edition is limited to [Power BI Premium Per User](https://docs.microsoft.com/en-us/power-bi/admin/service-premium-per-user-faq). For Fabric/Power BI Premium or Embedded capacity, you must upgrade to Tabular Editor 3 Enterprise Edition. In either case, the Power BI workspace in which the semantic model is to be deployed, must have its [XMLA read/write endpoint enabled](https://docs.microsoft.com/en-us/power-bi/admin/service-premium-connect-tools#enable-xmla-read-write).
>
> Tabular Editor 3 Desktop Edition does not have any support for Power BI semantic models.
>
@@ -25,7 +32,7 @@ This page walks you through the process of creating a new Power BI semantic mode
1. From the File menu, choose New > Model... or hit `CTRL+N`
-
+
- Provide a name for your model or use the default value. Then, set the compatibility level to "1609 (Power BI / Fabric)".
- For the best development experience, check the "Use workspace database" option. This requires that you have a development workspace available in Power BI, with XMLA read/write enabled. When you click OK, you will be prompted to enter the connection string for the Power BI workspace in which you want the workspace database created.
diff --git a/content/te3/powerbi-xmla.md b/content/tutorials/powerbi-xmla.md
similarity index 83%
rename from content/te3/powerbi-xmla.md
rename to content/tutorials/powerbi-xmla.md
index 9833fb9..038d45f 100644
--- a/content/te3/powerbi-xmla.md
+++ b/content/tutorials/powerbi-xmla.md
@@ -4,12 +4,18 @@ title: Editing through XMLA endpoint
author: Daniel Otykier
updated: 2021-10-01
applies_to:
- editions:
- - edition: Desktop
- none: x
- - edition: Business
- partial: Tabular Editor 3 Business Edition only allows connecting to the XMLA endpoint of Premium-Per-User (PPU) workspaces.
- - edition: Enterprise
+ products:
+ - product: Tabular Editor 2
+ full: true
+ - product: Tabular Editor 3
+ editions:
+ - edition: Desktop
+ none: true
+ - edition: Business
+ partial: true
+ note: Premium Per User XMLA Endpoints Only
+ - edition: Enterprise
+ full: true
---
# Editing a Power BI dataset through the XMLA endpoint
@@ -29,9 +35,6 @@ Tabular Editor requires the XMLA endpoint to allow both read/write access. This
When connecting to a dataset through the XMLA endpoint, all data modeling operations supported by the [Tabular Object Model (TOM)](https://docs.microsoft.com/en-us/analysis-services/tom/introduction-to-the-tabular-object-model-tom-in-analysis-services-amo?view=asallproducts-allversions) are available for editing. In other words, the [Power BI Desktop Limitations](xref:desktop-limitations) do not apply when editing a dataset through the XMLA endpoint of the Power BI Service.
-> [!WARNING]
-> Once a change is made to a Power BI dataset through the XMLA endpoint, it will not be possible to download the dataset as a .pbix file. [More information](https://docs.microsoft.com/en-us/power-bi/admin/service-premium-connect-tools#power-bi-desktop-authored-datasets).
-> Please see [Creating PBIX File from XMLA Endoint](xref:powerbi-xmla-pbix-workaround) for a workaround
## Workflow
diff --git a/content/tutorials/toc.md b/content/tutorials/toc.md
new file mode 100644
index 0000000..5e5849d
--- /dev/null
+++ b/content/tutorials/toc.md
@@ -0,0 +1,33 @@
+# Create a New Model
+## @new-as-model
+## @new-pbi-model
+## @direct-lake-guidance
+
+# Connect to a Model
+## @powerbi-xmla
+## @workspace-mode
+
+# Adding Tables & Data Sources
+## @importing-tables
+## @connecting-to-azure-databricks
+
+# Configuring Data Security
+## @data-security-about
+## @data-security-setup-rls
+## @data-security-setup-ols
+## @data-security-testing
+
+# Incremental Refresh
+## @incremental-refresh-about
+## @incremental-refresh-modify
+## @incremental-refresh-setup
+## @incremental-refresh-schema
+## @incremental-refresh-workspace-mode
+
+# Advanced Modelling
+## @udfs
+## @calendars
+
+# Automation with C# Scripting
+## @creating-macros
+## @csharp-script-library
diff --git a/content/te3/tutorials/udfs.md b/content/tutorials/udfs.md
similarity index 93%
rename from content/te3/tutorials/udfs.md
rename to content/tutorials/udfs.md
index 963d555..1f1002c 100644
--- a/content/te3/tutorials/udfs.md
+++ b/content/tutorials/udfs.md
@@ -4,10 +4,18 @@ title: DAX User-Defined Functions
author: Daniel Otykier
updated: 2025-09-15
applies_to:
- editions:
- - edition: Desktop
- - edition: Business
- - edition: Enterprise
+ products:
+ - product: Tabular Editor 2
+ partial: true
+ - product: Tabular Editor 3
+ since: 3.23.0
+ editions:
+ - edition: Desktop
+ full: true
+ - edition: Business
+ full: true
+ - edition: Enterprise
+ full: true
---
# DAX User-Defined Functions
@@ -39,10 +47,10 @@ First, verify your model's compatibility level is appropriate for UDFs:
1. Open your model in Tabular Editor 3
2. Select the root node ("Model") in the **TOM Explorer**
-2. In the **Properties** panel, expand the **Database** property, then check that the **Compatibility Level** is set to **1702** or higher
-3. If needed, update the compatibility level and save your model
+3. In the **Properties** panel, expand the **Database** property, then check that the **Compatibility Level** is set to **1702** or higher
+4. If needed, update the compatibility level and save your model
-
+
### Step 2: Add a New Function
@@ -51,13 +59,13 @@ First, verify your model's compatibility level is appropriate for UDFs:
3. Select **Create > User-Defined Function**
4. Give your function a descriptive name (spaces and special characters are not allowed; underscores and periods are permitted)
-
+
You can also add a UDFs through the **Model > Add User-Defined Function** menu option.
Alternatively, you can create UDFs directly from the **DEFINE** section of a DAX query, by hitting F7 (Apply) or using the **Query > Apply** menu option. If your query contains multiple query-scoped definitions, you can also select just a subset of them and hit F8 (Apply Selection).
-
+
### Step 3: Define Your Function
@@ -118,7 +126,7 @@ ROW(
Calling the above function with a measure reference for each parameter, e.g. `MyFunction([Some Measure], [Some Measure])`, will yield different results for the `y` parameter depending on the current filter context, as shown in the screenshot below:
-
+
In addition to specifying the evaluation mode, you can also constrain the parameter type by specifying a data type before the evaluation mode, e.g. `x: INT64 VAL` or `y: TABLE EXPR`.
@@ -154,7 +162,7 @@ MEASURE 'Date'[New Measure] = MyFuncRenamed(1,2)
Tabular Editor 3 adds powerful new features for working with UDFs in DAX queries. We already mentioned above how you can "apply" a UDF from the **DEFINE** section of a DAX query, to have it become a permanent part of your model. In addition, if using a UDF inside a DAX query, you can right-click on the function invocation and choose **Define Function** to automatically generate the function definition in the **DEFINE** section of your query:
-
+
As can be seen from the screen above, the following options are available when right-clicking on a UDF invocation:
@@ -180,7 +188,7 @@ When you rename a UDF, Tabular Editor 3 automatically updates all references thr
The **Peek Definition** feature works with UDFs, allowing you to quickly view the function's implementation without navigating away from your current context.
-
+
### Dependencies View
@@ -227,7 +235,7 @@ In Tabular Editor, UDFs also have a "Namespace" *property*, allowing you to cust
Tabular Editor 3 automatically picks up any comments and displays them appropriately in autocomplete suggestions and tooltips.
-
+
## Common Use Cases
diff --git a/content/tutorials/workspace-mode.md b/content/tutorials/workspace-mode.md
new file mode 100644
index 0000000..ec8fad8
--- /dev/null
+++ b/content/tutorials/workspace-mode.md
@@ -0,0 +1,21 @@
+---
+uid: workspace-mode-wt
+title: Workspace Mode
+author: Daniel Otykier
+updated: 2021-09-06
+applies_to:
+ products:
+ - product: Tabular Editor 2
+ none: true
+ - product: Tabular Editor 3
+ editions:
+ - edition: Desktop
+ none: true
+ - edition: Business
+ partial: true
+ note: Premium Per User XMLA Endpoints Only
+ - edition: Enterprise
+ full: true
+---
+# (Walkthrough) Workspace Mode
+[!include[workspace-mode](../features/workspace-mode.partial.md)]
\ No newline at end of file
diff --git a/content/whats-new/index.html b/content/whats-new/index.html
index ea48366..8516fc0 100644
--- a/content/whats-new/index.html
+++ b/content/whats-new/index.html
@@ -138,4 +138,4 @@