Power BI DAX Simplified: DAX and calculation language of Power BI demystified by practical examples
DAX is the language of data analysis in Microsoft Power BI, Azure Analysis Services, and Excel Power Pivot. DAX is a powerful language that can quickly empower you to analyze year-over-year or rolling 12 months calculations. It is rare to find an analytics solution using Microsoft technologies (especially Power BI) that doesn’t require some calculations to be written by DAX.
As a Power BI (or Microsoft BI) developer, it is essential to learn this language and master it. Learning a language is not just learning the structure and functions. It is learning how, where, and when to use it so that you can solve real-world problems with it.
In my training and consulting experience on Power BI, I realized that DAX is the weak point for many Power BI users. DAX itself is not a complex language. It is merely a language of expression. The complexity of learning DAX is not the formula or the functions. It is how to use it in real-world scenarios and how it performs on a dataset or visual.
I have been writing many blogs about DAX for many years. My blog articles are all coming from my experience working with Power BI. I found it helpful to compile them all in a book. Because my blog articles practically explain things, I thought it better to title it as a practical way of learning DAX by examples.
Indeed, there are books, articles, and Microsoft documentation on how each function works where and how. However, learning these through an example would bring a new way of understanding it.
A good analytics solution is a combined outcome of a good data model, good data preparation, and good analytics and calculations. I have written another book about the Basics of modeling in Power BI. This book is covering the calculation and DAX aspects of it.
This book is for you if you are building a Power BI solution. Even if you are just visualizing the data, calculations are an essential part of analytics. You do need to have the calculation ready before visualizing it.
This is not a book to explain every single function in DAX. The approach in this book is to have practical examples. Every chapter is based on real-world examples of using a combination of functions to solve a challenge. You can start from any chapter and finish at any chapter. The order of chapters suggested in this book is just a guideline to help you have a smooth flow of topics. Each chapter can be read without needing other chapters. Examples of this book are designed in a way that you can use the learning straight away in your Power BI file.
Agenda About the Author Introduction: from the author Part 1: Fundamentals Chapter 1: Basics of DAX Expression in Power BI Chapter 2: M or DAX? That is the Question! Chapter 3: Scenarios of Using Calculated Tables in Power BI Chapter 4: Measure vs. Calculated Column: The Mysterious Question? Not! Chapter 5: Power BI DAX Back to Basics: Scalar Vs. Tabular Functions Chapter 6: DAX Variables: Better Readability, Consistency, and Performance in Power BI Calculations Chapter 7: Caution When Using Variables in DAX and Power BI Part 2: Aggregation and Iterators Chapter 8: SUM vs. SUMX; What is the difference between the two DAX Functions in Power BI? Chapter 9: Calculate Totals in Power BI: Using Iterators in DAX Chapter 10: Showing Ranking in a Visual in Power BI using RANKX DAX function Chapter 11: Generating Row Number in Power BI Visualization Using DAX Part 3: Filter Chapter 12: FILTER Function in DAX and Power BI: Apply Custom Filter to Calculations Chapter 13: Now You See Me! Use cases of the ALL DAX Function in Power BI Chapter 14: How to Use the ALL in a DAX Expression in Power BI Chapter 15: Removing the Total Value for a Column in the Table Visual of Power BI Using ISFILTERED Chapter 16: Find The Data Value using LookupValue DAX Function in Power BI; Simple and Useful Chapter 17: The IF and Filter are Different! Be Careful (DAX) Chapter 18: Overwrite Interaction of Power BI with DAX Part 4: Relationship Functions Chapter 19: Get a field value from a related table in Power BI: DAX RELATED Function Explained Chapter 20: Power BI DAX RelatedTable Function: Get the subtable related to the current row Chapter 21: UseRelationship or Role-Playing Dimension; Dealing with Inactive Relationships in Power BI Chapter 22: DAX CrossFilter Function in Power BI: Write the Formula both-directional, but keep the relationship single-directiona Part 5: Logical Functions Chapter 23: Write Conditional Statement Using SWITCH in DAX and Power BI Chapter 24: Stop DAX Cumulative Total Calculation in Power BI Chapter 25: DAX and Conditional Formatting Better Together: Find The Biggest and Smallest Numbers in the Column Part 6: Time Intelligence Chapter 26: Power BI Date Dimension; Default or Custom? Is It Confusing? Chapter 27: Creating Calendar Table in Power BI using DAX Functions Chapter 28: All in One: Script to Create Calendar Table or Date Dimension using DAX in Power BI Chapter 29: Day of Year and Day of Quarter – DAX calculations for Power BI Chapter 30: Get the Day of the Week Name and Number in Power BI Using DAX Chapter 31: Some Methods for Calculating Quarter in DAX for Power BI Chapter 32: Basics of Time Intelligence in DAX for Power BI; Year to Date, Quarter to Date, Month to Date Chapter 33: Month over Month Calculation in Power BI using DAX Chapter 34: DatesInPeriod vs. DatesBetween; DAX Time Intelligence for Power BI Chapter 35: DateAdd vs ParallelPeriod vs SamePeriodLastYear; DAX Time Intelligence Question Chapter 36: Same Period Last Year to Date DAX Calculation in Power BI Chapter 37: Week to Date Calculation in Power BI with DAX Chapter 38: Calculate Duration in Days Hours Minutes and Seconds Dynamically in Power BI using DAX Chapter 39: Previous Dynamic Period DAX Calculation Part 7: Table manipulation functions Chapter 40: Creating a Table in Power BI Using DAX Table Constructor Chapter 41: Using DataTable DAX Function for Creating Structured Table in Power BI Chapter 42: Some Simple Ways to Debug Your DAX Measure Code in Power BI: Debugging Virtual Tables Chapter 43: How to use AddColumns function in DAX and Power BI Chapter 44: Create a subset of the table in Power BI and add calculations using SELECTCOLUMNS DAX Function Chapter 45: TOPN DAX Function: How it works in Power BI? Comparison against the top group Chapter 46: Building a Virtual Relationship in Power BI – Basics of TREATAS DAX Function Chapter 47: Creating Relationship Based on Multiple Fields in Power BI Using TREATAS DAX Function Chapter 48: Age Banding in Power BI Using TREATAS DAX Function – Relationship Based on Between Chapter 49: Aggregated Table in Power BI with Extra Options – Summarize Function in DAX Chapter 50: Aggregated Table in Power BI – Using GroupBy Function in DAX Chapter 51: Combining Tables in Power BI: Union, Except, and Intersect in DAX Chapter 52: Creating a List of Numbers or Dates in Power BI using GenerateSeries Function in DAX Chapter 53: Create a Table with A to Z Character Values in Power BI Using DAX Part 8: Text functions Chapter 54: Substring in DAX: How to get Part of String Field in Power BI Using DAX Expression Chapter 55: Find a Text Term in a Field in Power BI Using DAX Functions Chapter 56: Search in Power BI Table Visual Using a Slicer For Contains Character Criteria Chapter 57: Search for All the Texts in Power BI Table Visual with the First Three Characters Selected in the Slicer Part 9: Parameter Table Chapter 58: Power BI What If Parameter for Getting the Sales of X months ago: Use Case Scenario Chapter 59: Dynamically change the format of values in Power BI Part 10: Parent-Child Functions Book wrap up Other books from Reza Rad
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