DAX and Calculations in Power BI
Link to the agenda and sample videos from the course
Length: 4 Hours and 13 Minutes
Reza Rad is a Microsoft Regional Director, an Author, Trainer, Speaker and Consultant. He has a BSc in Computer engineering; he has more than 20 years’ experience in data analysis, BI, databases, programming, and development mostly on Microsoft technologies. He is a Microsoft Data Platform MVP for nine continuous years (from 2011 till now) for his dedication in Microsoft BI. Reza is an active blogger and co-founder of RADACAD. Reza is also co-founder and co-organizer of Difinity conference in New Zealand.
His articles on different aspects of technologies, especially on MS BI, can be found on his blog: https://radacad.com/blog.
He wrote some books on MS SQL BI and also is writing some others, He was also an active member on online technical forums such as MSDN and Experts-Exchange, and was a moderator of MSDN SQL Server forums, and is an MCP, MCSE, and MCITP of BI. He is the leader of the New Zealand Business Intelligence users group. He is also the author of very popular book Power BI from Rookie to Rock Star, which is free with more than 1700 pages of content and the Power BI Pro Architecture published by Apress.
He is an International Speaker in Microsoft Ignite, Microsoft Business Applications Summit, Data Insight Summit, PASS Summit, SQL Saturday and user groups. And He is a Microsoft Certified Trainer.
In this short module, you will learn about the agenda, what the course covers, and what you need to get the sample dataset ready for the rest of the course.
- 0101 Agenda
- 0102 Setup Dataset
Relationships are one of the most important fundamental concepts to understand in a Power BI Model. In this module, you will learn what a relationship is, why we need it in a Power BI Model. You also learn about single vs. both-directional relationships and also active vs. inactive relationships.
- 0201 What is the Relationship?
- 0202 Direction of the Relationship
- 0203 Active or Inactive Relationships
In this module, you will learn some of the basics of modeling which is related to fields and tables configuration. You will learn about formatting fields, creating hierarchies, setting up the default summarization, and some other configuration for your data model.
- 0301 Formatting Fields
- 0302 Sorting a Column by Another Column
- 0303 Hide Columns
- 0304 Hierarchy
- 0305 Auto Summarization
- 0306 Other Configuration on Fields
DAX and Calculations
There are three types of calculations in Power BI. In this module, you will learn about all of the three calculation types, their differences and their scenario of usage. You will also learn an introduction to the DAX language and how the DAX expression can be written.
- 0401 Three Types of Calculation in Power BI
- 0402 Introduction to DAX
- 0403 DAX First Examples
- 0404 Calculated Column Vs. Measure
- 0405 Implicit Vs. Explicit Measures
Common Functions in DAX
There is a set of functions that commonly used in many DAX expressions. These are functions that work as a filter or iterator or even Calculate. In this module, you will learn what is an Iterator and how it can be used in a measure. You will also learn about filter functions such as ALL or Filter and how they can work combined with an iterator function. You will also learn examples of conditional sum implemented using the functions mentioned in this module. at the end of the module, you will also learn about Calculate which is one of the most common and powerful functions used in DAX.
- 0501 Iterator Functions: SUMX
- 0502 ALL Function: Ignoring the Filter Context
- 0503 Filter Function: Customized Filter Table
- 0504 Conditional Sum, using SUMX, Filter, and IF
- 0505 Calculate
Accessing other tables through Relationship
There are two functions that give you access to the data through existing relationships. In this module, you will learn about the Related function to access a value from the other side of the relationship, and also RelatedTable function to get a sub-table based on an existing relationship.
- 0601 Related Function
- 0602 RelatedTable
Any BI system requires date-based analysis, which is what we call as Time Intelligence in Power BI. In this module, you will learn about DAX functions that deal with Time Intelligence. You will learn how to calculate year to date value, quarter to date, and how to make changes to make year to date to work with financial periods. You will learn how to compare this year’s value with last year’s value, or even with last month’s value, or even yesterday’s value. You will learn how to calculate the average rolling period. Functions that you will learn are included but not limited to DatesYTD, DatesQTD, SamePeriodLastYear, ParallelPeriod, DateAdd, DatesInPeriod, etc.
- 0701 Introduction to Time Intelligence
- 0702 Default Vs. Custom Date Table
- 0703 Calendar and CalendarAuto Functions
- 0704 Year to Date Calculation
- 0705 Financial Year to Date
- 0706 Quarter to Date and Month to Date
- 0707 Comparing this Year Vs. Last Year, Growth and Variance
- 0708 Calculating Last Month’s value using ParallelPeriodPreview
- 0709 DateAdd Function
- 0710 Rolling 12 Months Calculation using DatesInPeriod
- 0711 Calculating the Average in the Rolling 12 Months Period
Variables and Parameters
Using variables and parameters can enhance your DAX expression significantly. In this module, you will learn how to use variables, and how they are helpful in better performance and readability of your expression. You will also learn how you can make your expression dynamic using Parameters. Parameters that you can add using GUI, or even build the parameter table yourself.
- 0801 Variables for Better Performance and Readability
- 0802 What-If Parameters in DAX
- 0803 Parameter Table or Disconnected Table
Parsing an organizational hierarchy, or the hierarchy of chart of accounts is not as simple as normal hierarchies. In DAX, we have a set of parent-child functions that are helpful to parse this kind of hierarchies, when the levels of hierarchies are stored in ID, and Parent ID structure. In this module, you will learn how to work with these functions.
- 0901 Parsing Organizational Hierarchy using Parent-Child Functions
There are two functions that can change the behavior of relationships in Power BI. CrossFilter for changing the relationship to become both-directional, and UseRelationship to work with inactive relationships. In this module, you will learn about those functions and use cases of using them.
- 1001 Using CrossFilter to Change the Direction of Relationship
- 1002 UseRelationship to Use an Inactive Relationship
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