Data Analysis with Microsoft Power Bi Brian Larson
Data Analysis with Microsoft Power Bi Brian Larson
Data Analysis with Microsoft Power Bi Brian Larson
Data Analysis with Microsoft Power Bi Brian Larson
1. Data Analysis with Microsoft Power Bi Brian Larson
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6. Contents
1. Cover
2. Title Page
3. Copyright Page
4. Dedication
5. Contents at a Glance
6. Contents
7. Acknowledgments
8. Part I Understanding Business Intelligence and Power BI
1. Chapter 1 How to Use This Book
1. The Tool Chest Called Power BI
1. The BI Process
2. Power BI Parts and Pieces
2. The Right Tool(s) for the Job
1. Consuming Power BI Reports
2. Power BI as a Data Visualization Tool
3. Power BI as a Modeling Tool
4. Power BI as a Data Warehouse/Data Mart
3. Where to Find What You Need
1. Obtaining Power BI Desktop Software
2. Sample Code and Supporting Materials
3. Information on Power BI New Features and
Enhancements
4. How to Succeed at Self-Service Analytics
7. 2. Chapter 2 Successful Self-Service Analytics
1. What Is Business Intelligence?
1. Defining KPIs
2. Is Your Organization Ready for BI?
1. Desire
2. Realistic Expectations
3. Ongoing Care and Feeding
4. Well-Defined KPIs
5. Actionable KPIs
6. Reliable Sources of Data
3. Implementation: Best Practices
1. Take an Iterative Implementation Approach
2. Utilize a Data Warehouse/Data Mart
3. Cleanse and Validate During Data Gathering
4. Create User-Friendly Data Models
5. Publish Latency
6. Provide Training and Support
7. Use the Right Tool for the Job
8. Establish Standards and Limits
4. Successfully Using Power BI
9. Part II Interacting with Power BI
1. Chapter 3 Power BI Architecture
1. The Power BI Architecture
1. Power BI Desktop
2. The Power BI Service
3. The Power BI Report Server
4. The Power BI Mobile App
8. 2. Power BI Desktop Optimizations
3. Power BI Updates
4. Microsoft On-premises Data Gateway
5. What Does the Data Have to Say?
2. Chapter 4 Using Power BI Visualizations
1. Power BI Desktop
1. Obtaining What You Need
2. Opening the Report/Preparing the Environment
2. Interacting with a Power BI Report
1. Working with a Single Report Item
2. Interacting with Multiple Report Items
3. Changing the Data with Slicers and Filters
1. Slicers
2. Filters
4. Navigating Power BI Reports
1. Drill Down and Drillthrough
2. Buttons
3. Bookmarks
4. Additional Data Interactions
5. A Cloudy Forecast
3. Chapter 5 Using the Power BI Service (PowerBI.com)
1. PowerBI.com
1. The Organization of PowerBI.com
2. Connecting to PowerBI.com
3. The Navigation Pane
9. 2. Workspaces
1. Reports
2. Dashboards
3. Workbooks
4. Datasets
5. Dataflows
3. Additional Areas and Items Within PowerBI.com
1. Additional Navigation Pane Items
2. Additional Buttons
4. How It All Gets Made
10. Part III Creating Visualizations
1. Chapter 6 Basic Data Visualizations
1. Learn By Doing
1. Starting Point
2. Basic Visualizations
1. Maximum Miniatures Manufacturing
2. Our First Report Page
3. Text-based Visualizations
4. Graphical Visualizations
3. Interactivity
1. Slicers
2. Filters
3. Drillthrough
4. Geographic Visualizations
10. 1. Bing Map Visualizations
2. Shape Map Visualizations
3. GIS Map Visualizations
5. Other Visual Elements
1. Text Boxes, Images, and Shapes
6. Fancy Formatting
2. Chapter 7 Visualization Formatting
1. The Visualization Format Tab
1. Report Page
2. All Items
3. Charts
4. Additional Chart Functional Groups
5. Table and Matrix
6. Card and Multi-row Card
7. Pie Chart, Donut Chart, Treemap, and Maps
8. Funnel
9. Gauge
10. KPI
11. Slicer
12. Button, Shape, and Image
2. Advanced Formatting Dialog Boxes
1. Conditional Formatting Advanced Controls
Dialog Box
2. Data Bars Advanced Controls Dialog Box
3. The Visualization Analytics Tab
1. Types of Analytics Lines
2. Controls for Editing Analytics Lines
11. 4. Themes
5. New Ways to Interact and Visualize
3. Chapter 8 Advanced Interactivity and Custom Visualizations
1. Controlling Interactivity
1. Controlling Interactions
2. Synchronizing Slicers
2. Creating Interactivity
1. Custom Tooltips
2. Bookmarks
3. Selection Pane
4. Buttons
3. Customizing Visualizations
1. Custom Visualizations from the Marketplace
2. Custom Visualizations from R and Python
3. Creating a Custom Shape Map
4. Moving on to Modeling
11. Part IV Building Data Models
1. Chapter 9 Loading Data with Power BI
1. Gathering Data
1. Get Data
2. Power BI Connection Types
2. Transforming Data During the Data Import
1. The Power BI Query Editor
2. A New Sample: World Population
12. 3. Repeating and Changing the Data Import
1. Refreshing Data in Power BI Desktop
2. Modifying Queries
3. The Advanced Editor and the Power Query
Formula Language
4. Data Source Permissions
4. Relationships and Intermediate Tables
1. Creating an Intermediate Table from a Data
Source
2. Manually Creating Intermediate Tables
5. Parameters
1. Putting Parameters to Use
6. Transformers
2. Chapter 10 Power BI Transformation Reference
1. Transformation Reference
1. Informational-Only Transformations
2. Transformations on the Query Editor Home
Tab
3. Transformations on the Query Editor
Transform Tab
4. Transformations on the Query Editor Add
Column Tab
2. Model Building
3. Chapter 11 Creating a Tabular Model in Power BI
1. Relationships
13. 1. Creating Relationships
2. User-Friendly Models
1. Hiding Columns from the End User
2. Column Names and Descriptions
3. Formatting and Categories
1. One Final Relationship
2. Data Categories
3. Hierarchies, Groups, and Bins
4. Measuring Up
4. Chapter 12 Measures and Calculated Columns
1. Calculated Columns
1. Creating a Calculated Column
2. The Context for Calculated Columns
2. Measures
1. Default Summarization
2. Explicit Measures
3. Measures and Context
4. Defining Context Within a Measure
5. Time Analytics
6. Row-by-Row Calculations
7. The FILTER() Function
3. DAX Variables
1. Declaring DAX Variables and Assigning a
Value
2. Using a DAX Variable
3. Using Return in a Measure
14. 4. Everything DAX
5. Chapter 13 DAX Language Reference
1. DAX Operators
1. Comparison Operators
2. Arithmetic Operators
3. Text Operator
4. Logical Operators
2. DAX Functions
1. Modifying Context
2. Table-Valued Functions
3. Aggregate Functions
4. DAX Functions for Time Analytics
5. Parent/Child Relationships
6. Additional DAX Functions
3. Additional Modeling
6. Chapter 14 Additional Power BI Desktop Features
1. Additional Power BI Data Model Features
1. Synonyms
2. Linguistic Schemas
3. Display Folder
4. What-If Parameters
5. Roles
2. Performance Analyzer
1. Capturing Performance Information
2. Viewing the DAX Query
3. Import and Export
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16. 1. Excel Workbook Content
2. Power BI Templates
4. Spreading the Word
12. Part V Sharing Content
1. Chapter 15 Sharing Content on the Power BI Service
(PowerBI.com)
1. The Power BI Service and Data Refresh
1. The On-premises Data Gateway
2. The On-premises Data Gateway Architecture
3. Installing the On-premises Data Gateway
4. Managing the On-premises Data Gateway
5. Managing the On-premises Data Gateway
(personal mode)
6. Setting a Dataset for Scheduled Refresh
2. The Power BI Service and Sharing
1. Using Share
2. Using Content Packs
3. Using Apps
3. The Power BI Service and Row-Level Security
1. Assigning Users to a Custom Security Role
4. Another Way to Share
2. Chapter 16 Saving to the Power BI Report Server
1. Power BI Service and Power BI Report Server
Comparison
1. Versions
17. 2. Power BI Desktop Optimizations
2. Installing Power BI Report Server
1. The Power BI Report Server Installation
Executable
2. The Report Server Configuration Manager
3. The Report Catalog
1. Folders
2. The Web Portal
3. Saving a Report to the Power BI Report Server
4. Security
1. Folder and Report Security
2. Row-Level Security
5. Branding the Power BI Report Server
1. Modifying the Site Name
2. Creating a Brand Package
6. Powered Up and Ready to Go
13. Index
Guide
1. Cover
2. Title Page
3. Data Analysis with Microsoft Power BI
18. Page List
1. i
2. ii
3. iii
4. iv
5. v
6. vi
7. vii
8. viii
9. ix
10. x
11. xi
12. xii
13. xiii
14. xiv
15. xv
16. xvi
17. 1
18. 2
19. 3
20. 4
21. 5
22. 6
23. 7
24. 8
25. 9
26. 10
27. 11
28. 12
29. 13
30. 14
31. 15
32. 16
33. 17
34. 18
35. 19
36. 20
37. 21
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36. Coryphænoides carapinus, showing leptocercal tail 540
Cælorhynchus carminatus, Grenadier 541
Steindachnerella argentea 541
Lophius litulon, Anko or Fishing-frog 545
Cryptopsaras couesi 547
Ceratias holbolli, Deep-sea Angler 548
Caulophryne jordani 548
Pterophryne tumida, Sargassum-fish, one of the Anglers 549
Antennarius nox, Fishing-frog 550
Shoulder-girdle of a Batfish, Ogcocephalus radiatus 551
Antennarius scaber, Frogfish 551
Ogcocephalus vespertilio 552
Ogcocephalus vespertilio, Batfish 553
Ogcocephalus vespertilio, Batfish 553
37. ERRATA[1]
Vol. II
Page xviii, line 7, for Ophicæphalus read Ophicephalus
xviii, " 37, for Mononactylus read Monodactylus
xix, " 33, for Trachicephales read
Trachicephalus
xx, " 37, for Regaleaus glesneacsanius read
Regalecus russelli
xxi, " 2, for Etopus read Etropus
xxi, " 35, for Zoacres read Zoarces
1, " 7, for jaws read jaw
14, " 9, for hetercoercal read heterocercal
136, " 3, for Evermannellus read Evermannella
170, " 11, for the fin read the dorsal fin
171, " 10, for have read has
303, legend, for Lacepède read Lacépède
307, line 14, for vertebrate read vertebral
311, " 12, not clearly stated. The air-bladder is
least developed in those species
which cling closest to the bottom
of the stream
350, legend, for Apomotes read Apomotis
355, line 18, for ours read our
357, " 14, for chætodon read Chætodon
358, " 17, for Scriænidæ read Sciænidæ
38. 360, " 14, for Percesoces read Percesoces
409, " 16, for naseus read Naseus
419, " 23, for of the generic of this group read
separating the group into genera
440, " 17, for Chinnook read Chinook
459, " 24, for but the most read but most
459, " 25, for thme read them
467, " 14, for Typhogobius read Typhlogobius
472, lines 34,
35,
omit "but never in the United
States". Specimens of Regalecus
have been taken at Anclote Key,
Florida, and at the Tortugas.
580, col. 3, line 17, for 165 read 105
The adoption of the Code of the International Congress of Zoology
necessitates a few changes in generic names used in this book.
Thus Amia (ganoid) becomes Amiatus
Apogon becomes Amia
Scarus becomes Callyodon
Teuthis becomes Hepatus
Acanthurus becomes Monoceros
Paramia becomes Cheilodipterus
Centropomus (Oxylabrax) remains Centropomus
Lucioperca (Centropomus) becomes Sander
Pomatomus (Cheilodipterus) remains Pomatomus
Nomeus (Gobiomorus) remains Nomeus
Galeus (Galeorhinus) remains Galeus
Carcharias (Carcharhinus) remains Carcharias
1. For most of this list of errata I am indebted to the kindly interest of Dr. B. W.
Evermann.
39. CHAPTER I
THE GANOIDS
ubclass Actinopteri.—In our glance over the taxonomy
of the earlier Chordates, or fish-like vertebrates, we
have detached from the main stem one after another a
long series of archaic or primitive types. We have first
set off those with rudimentary notochord, then those
with retrogressive development who lose the notochord, then those
without skull or brain, then those without limbs or lower jaw. The
residue assume the fish-like form of body, but still show great
differences among themselves. We have then detached those
without membrane-bones, or trace of lung or air-bladder. We next
part company with those having the air-bladder a veritable lung, and
those with an ancient type of paired fins, a jointed axis fringed with
rays, and those having the palate still forming the upper jaw. We
have finally left only those having fish-jaws, fish-fins, and in general
the structure of the modern fish. For all these in all their variety, as a
class or subclass, the name Actinopteri, or Actinopterygii, suggested
by Professor Cope, is now generally adopted. The shorter form,
Actinopteri, being equally correct is certainly preferable. This term
(ακτίς, ray; πτερόν or πτερύξ, fin) refers to the structure of the
paired fins. In all these fishes the bones supporting the fin-rays are
highly specialized and at the same time concealed by the general
integument of the body. In general two bones connect the pectoral
fin with the shoulder-girdle. The hypercoracoid is a flat square bone,
usually perforated by a foramen. Lying below it and parallel with it is
the irregularly formed hypocoracoid. Attached to them is a row of
bones, the actinosts, or pterygials, short, often hour-glass-shaped,
40. which actually support the fin-rays. In the more specialized forms, or
Teleosts, the actinosts are few (four to six) in number, but in the
more primitive types, or Ganoids, they may remain numerous, a
reminiscence of the condition seen in the Crossopterygians, and
especially in Polypterus. Other variations may occur; the two
coracoids sometimes are imperfect or specially modified, the upper
sometimes without a foramen, and the actinosts may be distorted in
form or position.
41. Fig. 1.—Shoulder-girdle of a Flounder,
Paralichthys californicus (Ayres).
The Series Ganoidei.—Among the lower Actinopteri many archaic
traits still persist, and in its earlier representatives the group
approaches closely to the Crossopterygii, although no forms actually
intermediate are known either living or fossil. The great group of
Actinopteri may be divided into two series or subclasses, the
Ganoidei, or Chrondrostei, containing those forms, mostly extinct,
which retain archaic traits of one sort or another, and the Teleostei,
or bony fishes, in which most of the primitive characters have
disappeared. Doubtless all of the Teleostei are descended from a
ganoid ancestry.
Even among the Ganoidei, as the term is here restricted, there
remains a very great variety of form and structure. The fossil and
existing forms do not form continuous series, but represent the tips
and remains of many diverging branches perhaps from some
Crossopterygian central stock. The group constitutes at least three
distinct orders and, as a whole, does not admit of perfect definition.
In most but not all of the species the tail is distinctly and obviously
heterocercal, the lack of symmetry of the tail in some Teleosts being
confined to the bones and not evident without dissection. Most of
the Ganoids have the skeleton still cartilaginous, and in some it
remains in a very primitive condition. Usually the Ganoids have an
armature of bony plates, diamond-shaped, with an enamel like that
developed on the teeth. In all of them the pectoral fin has numerous
basal bones or actinosts. All of them have the air-bladder highly
developed, usually cellular and functional as a lung, but connecting
with the dorsal side of the gullet, not with the ventral side as in the
Dipnoans. In all living forms there is a more or less perfect optic
chiasma. These ancient forms retain also the many valves of the
arterial bulb and the spiral valve of the intestines found in the more
archaic types of fishes. But traces of some or all of these structures
are found in some bony fishes, and their presence in the Ganoids by
42. no means justifies the union of the Ganoids with the sharks,
Dipnoans, and Crossopterygians to form a great primary class,
Palæichthyes, as proposed by Dr. Günther. Almost every form of
body may be found among the Ganoids. In the Mesozoic seas these
fishes were scarcely less varied and perhaps scarcely less abundant
than the Teleosts in the seas of to-day. They far exceed the
Crossopterygians in number and variety of forms. Transitional forms
connecting the two groups are thus far not recognized. So far as
fossils show, the characteristic actinopterous fin with its reduced and
altered basal bones appeared at once without intervening
gradations.
The name Ganoidei (γάνος, brightness; εἶδος, resemblance), alluding
to the enameled plates, was first given by Agassiz to those forms,
mostly extinct, which were covered with bony scales or hard plates
of one sort or another. As the term was originally defined, mailed
catfishes, sea-horses, Agonidæ, Arthrodires, Ostracophores, and
other wholly unrelated types were included with the garpikes and
sturgeons as Ganoids. Most of these intruding forms among living
fishes were eliminated by Johannes Müller, who recognized the
various archaic characters common to the existing forms after the
removal of the mailed Teleosts. Still later Huxley separated the
Crossopterygians as a distinct group, while others have shown that
the Ostracophori and Arthrodira should be placed far from the
garpike in systematic classification. Cope, Woodward, Hay, and
others have dropped the name Ganoid altogether as productive of
confusion through the many meanings attached to it. Others have
kept it as a convenient group name for the orders of archaic
Actinopteri. For these varied and more or less divergent forms it
seems convenient to retain it. As an adjective "ganoid" is sometimes
used as descriptive of bony plates or enameled scales, some-in the
sense of archaic, as applied to fishes.
Are the Ganoids a Natural Group?—Several writers have urged
that the Ganoidei, even as thus restricted, should not be considered
as a natural group, whether subclass, order, or group of orders. The
reasons for this view in brief are the following:
43. 1. The group is heterogeneous. The Amiidæ differ more from the
other Ganoids than they do from the herring-like Teleosts. The
garpikes, sturgeons, paddle-fishes likewise diverge widely from each
other and from the Palæoniscidæ and the Platysomidæ. Each of the
living families represents the residue or culmination of a long series,
in some cases advancing, as in the case of the bowfin, sometimes
perhaps degenerating, as in the case of the sturgeons.
2. Of the traits possessed in common by these forms, several (the
cellular air-bladder, the many valves in the heart, the spiral valve in
the intestine, the heterocercal tail) are all possessed in greater or
less degree by certain Isospondyli or allies of the herring. All these
characters are still better developed in Crossoptergyii and Dipneusti,
and each one disappears by degrees. Of the characters drawn from
the soft parts we can know nothing so far as the extinct Ganoids are
concerned.
3. The optic chiasma, thus far characteristic of Ganoids as distinct
from Teleosts, may have no great value. It is urged that in closely
related species of lizards some have the optic chiasma and others do
not. This, however, proves nothing as to the value of the same
character among fishes.
4. The transition from Ganoids to Teleosts is of much the same
character as the transition from spiny-rayed to soft-rayed fishes, or
that from fishes with a duct to the air-bladder to those without such
duct.
Admitting all this, it is nevertheless natural and convenient to retain
the Ganoidei (or Chrondrostei if the older name be discarded on
account of the many meanings attached to it) as a group equivalent
to that of Teleostei within the class or subclass of Actinopteri. It
comprises the transitional forms between the Crossopterygii and the
bony fishes, and its members are especially characteristic of the
Mesozoic age, ranging from the Devonian to the present era.
Of the extensive discussion relating to this important question we
may quote two arguments for the retention of the subclass of
44. Ganoids, the first by Francis M. Balfour and William Kitchen Parker,
the second from the pen of Theodore Gill.
Balfour and Parker ("Structure and Development of Lepidosteus," pp.
430-433) thus discuss the
Systematic Position of Lepidosteus.—"Alexander Agassiz
concludes his memoir on the development of Lepidosteus by
pointing out that in spite of certain affinities in other directions this
form is 'not so far removed from the bony fishes as has been
supposed.' Our own observations go far to confirm Agassiz's opinion.
"Apart from the complete segmentation, the general development of
Lepidosteus is strikingly Teleostean. In addition to the general
Teleostean features of the embryo and larva, which can only be
appreciated by those who have had an opportunity of practically
working at the subject, we may point to the following developmental
features[2]
as indicative of Teleostean affinities:
"(1) The formation of the nervous system as a solid keel of the
epiblast.
"(2) The division of the epiblast into a nervous and epidermic
stratum.
"(3) The mode of development of the gut.
"(4) The mode of development of the pronephros; though the
pronephros of Lepidosteus has primitive characters not retained by
Teleostei.
"(5) The early stages in the development of the vertebral column.
2. The features enumerated above are not in all cases confined to Lepidosteus
and Teleostei, but are always eminently characteristic of the latter.
"In addition to these, so to speak, purely embryonic characters there
are not a few important adult characters:
"(1) The continuity of the oviducts with the genital glands.
"(2) The small size of the pancreas, and the presence of numerous
so-called pancreatic cæca.
45. "(3) The somewhat coiled small intestine.
"(4) Certain characters of the brain, e.g., the large size of the
cerebellum; the presence of the so-called lobi inferiores on the
infundibulum, and of tori semi-circulares in the mid-brain.
"In spite of the undoubtedly important list of features to which we
have just called attention, a list containing not less important
characters, both embryological and adult, separating Lepidosteus
from the Teleostei, can be drawn up:
"(1) The character of the truncus arteriosus.
"(2) The fact of the genital ducts joining the ureters.
"(3) The presence of vasa efferentia in the male carrying the semen
from the testes to the kidney, and through the tubules of the latter
into the kidney-duct.
"(4) The presence of a well-developed opercular gill.
"(5) The presence of a spiral valve; though this character may
possibly break down with the extension of our knowledge.
"(6) The typical Ganoid characters of the thalamencephalon and the
cerebral hemispheres.
"(7) The chiasma of the optic nerves.
"(8) The absence of a pecten, and presence of a vascular membrane
between the vitreous humor and the retina.
"(9) The opisthocœlous form of the vertebræ.
"(10) The articulation of the ventral parts of the hæmal arches of the
tail with the processes of the vertebral column.
"(11) The absence of a division of the muscles into dorso-lateral and
ventro-lateral divisions.
"(12) The complete segmentation of the ovum.
"The list just given appears to us sufficient to demonstrate that
Lepidosteus cannot be classed with the Teleostei; and we hold that
46. Müller's view is correct, according to which Lepidosteus is a true
Ganoid.
"The existence of the Ganoids as a distinct group has, however,
recently been challenged by so distinguished an ichthyologist as
Günther, and it may therefore be well to consider how far the group
as defined by Müller is a natural one for living forms, and how far
recent researches enable us to improve upon Müller's definitions. In
his classical memoir the characters of the Ganoids are thus shortly
stated:
"'These fishes are either provided with plate-like angular or rounded
cement-covered scales, or they bear osseous plates, or are quite
naked. The fins are often, but not always, beset with a double or
single row of spinous plates or splints. The caudal fin embraces
occasionally in its upper lobe the end of the vertebral column, which
may be prolonged to the end of the upper lobe. Their double nasal
openings resemble those of Teleostei. The gills are free, and lie in a
branchial cavity under an operculum, like those of Teleostei. Many of
them have an accessory organ of respiration, in the form of an
opercular gill, which is distinct from the pseudobranch, and can be
present together with the latter; many also have spiracles like
Elasmobranchii. They have many valves in the stem of the aorta like
the latter, also a muscular coat in the stem of the aorta. Their ova
are transported from the abdominal cavity by oviducts. Their optic
nerves do not cross each other. The intestine is often provided with
a spiral valve, like Elasmobranchii. They have a swimming-bladder
with a duct, like many Teleostei. Their pelvic fins are abdominal.
"'If we include in a definition only those characters which are
invariable, the Ganoids may be shortly defined as being those fish
with numerous valves to the stem of the aorta, which is also
provided with a muscular coat, with free gills, and an operculum,
and with abdominal pelvic fins.'
"To these distinctive characters he adds, in an appendix to his paper,
the presence of the spiral valve, and the absence of a processus
falciformis and a choroid gland.
47. "To the distinctive set of characters given by Müller we may probably
add the following:
"(1) Oviducts and urinary ducts always unite, and open by a
common urogenital aperture behind the anus.
"(2) Skull hyostylic.
"(3) Segmentation complete in the types so far investigated, though
perhaps Amia may be found to resemble the Teleostei in this
particular.
"(4) A pronephros of the Teleostean type present in the larva.
"(5) Thalamencephalon very large and well developed.
"(6) The ventricle in the posterior part of the cerebrum is not divided
behind into lateral halves, the roof of the undivided part being
extremely thin.
"(7) Abdominal pores always present.
"The great number of characters just given are amply sufficient to
differentiate the Ganoids as a group; but, curiously enough, the only
characters, amongst the whole series which have been given, which
can be regarded as peculiar to the Ganoids are (1) the characters of
the brain, and (2) the fact of the oviducts and kidney-ducts uniting
together and opening by a common pore to the exterior.
"This absence of characters peculiar to the Ganoids is an indication
of how widely separated in organization are the different members
of this great group.
"At the same time, the only group with which existing Ganoids have
close affinities is the Teleostei. The points they have in common with
the Elasmobranchii are merely such as are due to the fact that both
retain numerous primitive vertebrate characters,[3]
and the gulf
which really separates them is very wide.
3. As instances of this we may cite (1) the spiral valve; (2) the frequent
presence of a spiracle; (3) the frequent presence of a communication
between the pericardium and the body-cavity; (4) the heterocercal tail.
48. "There is again no indication of any close affinity between the
Dipnoans and, at any rate, existing Ganoids.
"Like the Ganoids, the Dipnoans are no doubt remnants of a very
primitive stock; but in the conversion of the air-bladder into a true
lung, the highly specialized character of their limbs,[4]
their peculiar
autostylic skulls, the fact of their ventral nasal openings leading
directly into the mouth, their multi-segmented bars (interspinous
bars) directly prolonged from the neural and hæmal and supporting
the fin-rays of the unpaired dorsal and ventral fins, and their well-
developed cerebral hemispheres, very unlike those of Ganoids and
approaching the Amphibian type, they form a very well-defined
group and one very distinctly separated from the Ganoids.
4. Vide F. M. Balfour, "On the Development of the Skeleton of the Paired Fins of
Elasmobranchs," Proc. Zool. Soc., 1881.
"No doubt the Chondrostean Ganoids are nearly as far removed from
the Teleostei as from the Dipnoans, but the links uniting these
Ganoids with the Teleostei have been so fully preserved in the
existing fauna of the globe that the two groups almost run into each
other. If, in fact, we were anxious to make any radical change in the
ordinary classification of fishes, it would be by uniting the Teleostei
and Ganoids, or rather constituting the Teleostei into one of the
subgroups of the Ganoids, equivalent to the Chondrostei. We do not
recommend such an arrangement, which in view of the great
preponderance of the Teleostei amongst living fishes would be highly
inconvenient, but the step from Amia to the Teleostei is certainly not
so great as that from the Chondrostei to Amia, and is undoubtedly
less than that from the Selachii to the Holocephali."
Gill on the Ganoids as a Natural Group.—Dr. Gill observes
("Families of Fishes," 1872): "The name Ganoides (or Ganiolepedoti)
was originally framed by Prof. Agassiz as an ordinal term for fishes
having the scales (when present) angular and covered with enamel;
and in the group so characterized were combined the Ganoids of
subsequent authors as well as the Teleostean orders Plectognathi,
Lophobranchii, and Nematognathi, and (subsequently) the genus
49. Sudis (Arapaima), the last being regarded as a Cœlacanth. The
group has not been accepted with these limits or characters.
"But the researches of Prof. Johannes Müller on the anatomy and
classification of the fishes culminated at length in his celebrated
memoirs on those fishes for which he retained the ordinal name
Ganoidei; those memoirs have left an impression on ichthyology
perhaps more decided than made by any other contributions to
science, and that published in extenso will ever be classical;
numerous as have been the modifications since introduced into the
system, no forms except those recognized by Müller (unless it be
Dipnoi) have been interjected since among the Ganoids.
"It has been objected that the Ganoids do not constitute a natural
group, and that the characters (i.e., chiasma of optic nerves and
multivalvular bulbus arteriosus) alleged by Müller to be peculiar to
the teleostomous forms combined therein are problematical, and
only inferentially supposed to be common to the extinct Ganoids so
called, and, finally, such objections couched in too strong language
have culminated in the assertion that the characters in question are
actually shared by other physostome fishes.
"No demonstration, however, has been presented as yet that any
physostome fishes do really have the optic chiasma and multivalvular
bulbus arteriosus, and the statement to the contrary seems to have
been the result of a venial misapprehension of Prof. Kner's
statements, or the offspring of impressions left on the memory by
his assertions, in forgetfulness of his exact words.
"But Prof. Kner, in respect to the anatomical characters referred to,
merely objects: (1) that they are problematical, are not confirmable
for the extinct types, and were probably not existent in certain forms
that have been referred to the Ganoids; (2) the difference in number
of the valves of the bulbus arteriosus among recent Ganoids is so
great as to show the unreliability of the character; (3) a spiral valve
is developed in the intestine of several osseous fishes ('genera of the
so-called intermediate clupeoid groups'), as well as in Ganoids; and
50. (4) the chiasma of the optic nerves in no wise furnishes a positive
character for the Ganoids.
"It will be noticed that all these objections (save in the case of the
intestinal spiral valve) are hypothetical and vague. The failure of the
intestinal spiral valve, as a diagnostic character, has long been
conceded, and in this case only have the forms that prove the failure
been referred to; in the other cases, where it would be especially
desirable to have indicated the actual types falsifying the universality
or exclusiveness of the characters, they have not been referred to,
and the objections must be met as if they were not known to exist.
"(1) The characters in question are, in the sense used,
problematical, inasmuch as no examination can be made of the soft
parts of extinct forms, but with equal force may it be urged that any
characters that have not been or cannot be directly confirmed are
problematical in the case of all other groups (e.g., mammals), and it
can only be replied that the coordination of parts has been so
invariably verified that all probabilities are in favor of similar
coordination in any given case.
"(2) There is doubtless considerable difference in the number of
valves of the bulbus arteriosus among the various Ganoids, and even
among the species of a single family (e.g., Lepidosteidæ), but the
character of Ganoids lies not in the number, more or less, but in the
greater number and relations (in contradistinction to the opposite
pair of the Teleosts) in conjunction with the development of a bulbus
arteriosus. In no other forms of Teleostomes have similar relations
and structures been yet demonstrated.
"(3) The failure of the spiral intestinal valve has already been
conceded, and no great stress has ever been laid on the character.
"(4) The chiasma of the optic nerves is so common to all the known
Ganoids, and has not been found in those forms (e.g., Arapaima,
Osteoglossum, and Clupeiform types) agreeing with typical
physostome Teleosts in the skeleton, heart, etc., but which at the
same time simulate most certain Ganoids (e.g., Amia) in form.
51. "Therefore, in view of the evidence hitherto obtained, the arguments
against the validity of title, to natural association, of the Ganoids,
have to meet the positive evidence of the coordinations noted; the
value of such characteristics and coordinations can only be affected
or destroyed by the demonstration that in all other respects there is
(1) very close agreement of certain of the constituents of the
subclass with other forms, and (2) inversely proportionate
dissimilarity of those forms from any (not all) other of the Ganoids,
and consequently evidence ubi plurima nitent against the taxonomic
value of the characters employed for distinction.
"And it is true that there is a greater superficial resemblance
between the Hyoganoids (Lepisosteus, Amia, etc.) and ordinary
physostome Teleosts than between the former and the other orders
of Ganoids, but it is equally true that they agree in other respects
than in the brain and heart with the more generalized Ganoids. They
all have, for example, (1) the paraglenal elements undivided (not
disintegrated into hypercoracoid, hypocoracoid, and mesocoracoid);
(2) a humerus (simple or divided, that is, differentiated into
metapterygium and mesopterygium); and (3) those with ossified
skeletons agree in the greater number of elements in the lower jaw.
Therefore, until these coordinates fail, it seems advisable to
recognize the Ganoids as constituents of a natural series; and
especially on account of the superior taxonomic value of
modifications of the brain and heart in other classes of vertebrates,
for the same reason, and to keep prominently before the mind the
characters in question, it appears also advisable to designate the
series, until further discovery, as a subclass.
"But it is quite possible that among some of the generalized Teleosts
at least traces of some of the characters now considered to be
peculiar to the Ganoids may be discovered. In anticipation of such a
possibility, the author had at first discarded the subclass, recognizing
the group only as one of the 'superorders' of the Teleostomes, but
reconsideration convinces him of the propriety of classification
representing known facts and legitimate inferences rather than too
much anticipation.
52. "It is remembered that all characters are liable to fail with increasing
knowledge, and the distinctness of groups are but little more than
the expressions of our want of knowledge of the intermediate forms;
it may in truth be said that ability to segregate a class into well-
defined groups is in ratio to our ignorance of all the terms."
53. CHAPTER II
THE GANOIDS—Continued
lassification of Ganoids.—The subdivision of the series
of Ganoidei into orders offers great difficulty from the
fact of the varying relationships of the members of the
group and the fact that the great majority of the species
are known only from broken skeletons preserved in the
rocks. It is apparently easy to separate those with cartilaginous
skeletons from those with these bones more or less ossified. It is
also easy to separate those with bony scales or plates from those
having the scales cycloid. But the one type of skeleton grades into
the other, and there is a bony basis even to the thinnest of scales
found in this group. Among the multitude of names and divisions
proposed we may recognize six orders, for which the names
Lysopteri, Chondrostei, Selachostomi, Pycnodonti, Lepidostei, and
Halecomorphi are not inappropriate. Each of these seems to
represent a distinct offshoot from the first primitive group.
Order Lysopteri.—In the most primitive order, called Lysopteri
(λυσός, loose; πτερόν, fin) by Cope, Heterocerci by Zittel and
Eastman, and the "ascending series of Chondrostei" by Woodward,
we find the nearest approach to the Chondropterygians. In this order
the arches of the vertebræ are more or less ossified, the body is
more or less short and deep, covered with bony dermal plates. The
opercular apparatus is well developed, with numerous
branchiostegals. Infraclavicles are present, and the fins provided
with fulcra. Dorsal and anal fins are present, with rays more
numerous than their supports; ventral fin with basal supports which
54. are imperfectly ossified; caudal fin mostly heterocercal, the scales
mostly rhombic in form. All the members of this group are now
extinct.
The Palæoniscidæ.—The numerous genera of this order are
referred to three families, the Palæoniscidæ, Platysomidæ, and
Dictyopygidæ; a fourth family, Dorypteridæ, of uncertain relations,
being also tentatively recognized. The family of Palæoniscidæ is the
most primitive, ranging from the Devonian to the Lias, and some of
them seem to have entered fresh waters in the time of the coal-
measures. These fishes have the body elongate and provided with
one short dorsal fin. The tail is heterocercal and the body covered
with rhombic plates. Fulcra or rudimentary spine-like scales are
developed on the upper edge of the caudal fin in most recent
Ganoids, and often the back has a median row of undeveloped
scales. A multitude of species and genera are recorded. A typical
form is the genus Palæoniscum,[5]
with many species represented in
the rocks of various parts of the world. The longest known species is
Palæoniscum frieslebenense from the Permian of Germany and
England. Palæoniscum magnum, sixteen inches long, occurs in the
Permian of Germany. From Canobius, the most primitive genus, to
Coccolepis, the most modern, is a continuous series, the
suspensorium of the lower jaw becoming more oblique, the basal
bones of the dorsal fewer, the dorsal extending farther forward, and
the scales more completely imbricate. Other prominent genera are
Amblypterus, Eurylepis, Cheirolepis, Rhadinichthys, Pygopterus,
Elonichthys, Ærolepis, Gyrolepis, Myriolepis, Oxygnathus,
Centrolepis, and Holurus.
5. This word is usually written Palæoniscus, but Blainville, its author (1818),
chose the neuter form.
55. Fig. 2.—Palæoniscum frieslebenense Blainville. Family
Palæoniscidæ. (After Zittel.)
The Platysomidæ.—The Platysomidæ are different in form, the
body being deep and compressed, often diamond-shaped, with very
long dorsal and anal fins. In other respects they are very similar to
the Palæoniscidæ, the osteology being the same. The Palæoniscidæ
were rapacious fishes with sharp teeth, the Platysomidæ less active,
and, from the blunter teeth, probably feeding on small animals, as
crabs and snails.
The rhombic enameled scales are highly specialized and held
together as a coat of mail by peg-and-socket joints. The most
extreme form is Platysomus, with the body very deep. Platysomus
gibbosus and other species occur in the Permian rocks of Germany.
Cheirodus is similar to Platysomus, but without ventral fins.
Eurynotus, the most primitive genus, is remarkable for its large
pectoral fins. Eurynotus crenatus occurs in the Subcarboniferous of
Scotland. Other genera are Mesolepis, Globulodus, Wardichthys, and
Cheirodopsis.
56. Fig. 3.—Eurynotus crenatus Agassiz, restored. Carboniferous.
Family Platysomidæ. (After Traquair.)
Some of the Platysomidæ have the interneural spines projecting
through the skin before the dorsal fin. This condition is found also in
certain bony fishes allied to the Carangidæ.
The Dorypteridæ.—Dorypterus hoffmani, the type of the singular
Palæozoic family of Dorypteridæ, with thoracic or sub-jugular many-
rayed ventrals, is Stromateus-like to all appearance, with distinct
resemblances to certain Scombroid forms, but with a heterocercal
tail like a ganoid, imperfectly ossified back-bone, and other very
archaic characters. The body is apparently scaleless, unlike the true
Platysomidæ, in which the scales are highly developed. A second
species, Dorypterus althausi, also from the German copper shales,
has been described. This species has lower fins than Dorypterus
hoffmani, but may be the adult of the same type. Dorypterus is
regarded by Woodward as a specialized offshoot from the
Platysomidæ. The many-rayed ventrals and the general form of the
body and fins suggest affinity with the Lampridæ.
57. Fig. 4.—Dorypterus hoffmani Germar, restored.
(After Hancock and Howse.)
Dictyopygidæ.—In the Dictyopygidæ (Catopteridæ), the body is
gracefully elongate, less compressed, the heterocercal tail is short
and abruptly turned upwards, the teeth are sharp and usually
hooked, and the bony plates well developed. Of this group two
genera are recognized, each containing numerous species. In
Redfieldius (= Catopterus Redfield, not of Agassiz) the dorsal is
58. inserted behind the anal, while in Dictyopyge this is not the case.
Redfieldius gracilis and other species are found in the Triassic of the
Connecticut River. Dictyopyge macrura is found in the same region,
and Dictyopyge catoptera and other species in Europe.
Order Chondrostei.—The order Chondrostei (χόνδρος, cartilage;
ὀστέον, bone), as accepted by Woodward, is characterized by the
persistence of the notochord in greater or less degree, the
endoskeleton remaining cartilaginous. In all, the axonosts and
baseosts of the median fins are arranged in simple regular series
and the rays are more numerous than the supporting elements. The
shoulder-girdle has a pair of infraclavicular plates. The pelvic fins
have well-developed baseosts. The branchiostegals are few or
wanting. In the living forms, and probably in all others, a matter
which can never be ascertained, the optic nerves are not
decussating, but form an optic chiasma, and the intestine is provided
with a spiral valve. In all the species there is one dorsal and one anal
fin, separate from the caudal. The teeth are small or wanting, the
body naked or covered with bony plates; the caudal fin is usually
heterocercal, and on the tail are rhombic plates. To this order, as
thus defined, about half of the extinct Ganoids belong, as well as the
modern degenerate forms known as sturgeons and perhaps the
paddle-fishes, which are apparently derived from fishes with rhombic
enameled scales. The species extend from the Upper Carboniferous
to the present time, being most numerous in the Triassic.
At this point in Woodward's system diverges a descending series,
characterized as a whole by imperfect squamation and elongate
form, this leading through the synthetic type of Chondrosteidæ to
the modern sturgeon and paddle-fish, which are regarded as
degenerate types.
The family of Saurorhynchidæ contains pike-like forms, with long
jaws, and long conical teeth set wide apart. The tail is not
heterocercal, but short-diphycercal; the bones of the head are
covered with enamel, and those of the roof of the skull form a
continuous shield. The opercular apparatus is much reduced, and
59. there are no branchiostegals. The fins are all small, without fulcra,
and the skin has isolated longitudinal series of bony scutes, but is
not covered with continuous scales. The principal genus is
Saurorhynchus (= Belonorhynchus; the former being the earlier
name) from the Triassic. Saurorhynchus acutus from the English
Triassic is the best known species.
The family of Chondrosteidæ includes the Triassic precursors of the
sturgeons. The general form is that of the sturgeon, but the body is
scaleless except on the upper caudal lobe, and there are no plates
on the median line of the skull. The opercle and subopercle are
present, the jaws are toothless, and there are a few well-developed
caudal rays. The caudal has large fulcra. The single well-known
species of this group, Chondrosteus acipenseroides, is found in the
Triassic rocks of England and reaches a length of about three feet. It
much resembles a modern sturgeon, though differing in several
technical respects. Chondrosteus pachyurus is based on the tail of a
species of much larger size and Gyrosteus mirabilis, also of the
English Triassic, is known from fragments of fishes which must have
been 18 to 20 feet in length.
Fig. 5.—Chondrosteus acipenseroides Egerton. Family
Chondrosteidæ. (After Woodward.)
The sturgeons constitute the recent family of Acipenseridæ,
characterized by the prolonged snout and toothless jaws and the
presence of four barbels below the snout. In the Acipenseridæ there
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