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Power BI - Mastering DAX for Power BI

Name: Power BI - Mastering DAX for Power BI
Rating: 4.3 (308 reviews)

Demystifying DAX for Advanced Power BI Reporting

Created byAhmed Oyelowo

Last updated 8/2022

English

What you'll learn

Understand how the DAX engine works
Understand Calculated Tables, Columns, Measures and when to use what
Simplified understanding of DAX Evaluation Context, Row, Filter and Context Transition
Understand the most used DAX functions
Write Time Intelligence formulas
Understand when to use Iterator functions

Course content

6 sections • 61 lectures • 3h 50m total length

Introduction1:09
Demystify DAX for advanced Power BI reporting by learning how the DAX engine works and how to author your own formulas to solve complex data analysis problems in Power BI.
Pre-requisites and Outline1:42
Quick Overview of DAX2:53
Explore DAX, a functional language used in Power BI, Excel, Power Pivot, and SSAS, with Excel-like functions and operators and tools such as DAX Studio and Tabular Editor.
Importance of DAX in Power BI2:14
Learn how DAX creates calculated columns and tables, builds calendar tables for time intelligence, writes measures, and enables row level security to enhance Power BI reports.
Understanding the Case Study Data2:46
Explore creating calculated columns, calculated tables, measures, and row-level security on the Sample Super Store data, including orders, customers, shipments, and product categories.
Understanding the Case Study Data Model3:00
Quiz 1
Introduction to Calculated Columns3:46
Create a calculated column in Power BI by deriving costs from sales minus profits in the orders table. Use table-qualified syntax and recognize calculated columns as derived, not imported data.
Introduction to Calculated Tables4:29
Introduction to Measures4:20
Master Power BI DAX measures by creating a revenue measure that sums orders sales, shows results in visuals, and demonstrates the portability of measures and their independence across tables.
Introduction to Row Level Security (RLS)5:14
Quiz 2
Test your understanding of Intro to DAX

Pillars of DAX2:16
Understanding Model Cardinality5:45
Understanding Cross Filtering Direction5:55
Introduction to DAX Functions3:42
Using the IF() function6:25
Using the SWITCH() Function4:40
Fetching columns from another table with RELATED() Function3:29
Introduction to ALL() and ALLEXCEPT() Functions6:40
Explore how all and allexcept control tables in DAX to return all rows or a unique list of values, and contrast table functions with scalar functions.
Introduction to VALUES() and DISTINCT() Functions2:09
Quiz 3
Test your understanding of IF and SWITCH

Introduction to Evaluation Context2:35
Understanding Filter Context6:54
Create a revenue measure in DAX and explore how filter context shapes its results in visuals, breaking revenue down by region, category, and customer segment.
How DAX work behind the scenes1:46
Introduction to Aggregators and Iterators3:03
Learn how aggregators and iterators in DAX work, from sum and count to sumx and averagex, and why iterators offer row by row calculations for powerful measures.
Understanding Iterators with SUMX4:22
Learn how sum works on a column and why sumx enables row context calculations for columns and measures, using orders table to compute revenue and costs from sales minus profit.
Aggregating on a Filtered Table5:55
How DAX computes Filtered aggregates (part 1)2:18
How DAX computes Filtered aggregates (part 2)4:49
Explore how DAX computes filtered aggregates by combining segment and region filters within the filters context, and distinguish external versus internal filters, using slicers, tables, and the filter function.
How to expand filters with ALL() Function3:20
Quiz 4
Test your understanding of SUMX, FILTER and RELATED

Introduction to CALCULATE() function1:38
Master the DAX calculate function, the only tool that can completely alter the filter context, by exploring row context, filter context, and context transition with related data.
Introduction to Context Transition4:06
Understanding Row Context within a Measure4:41
Understanding Context Transition within a Measure6:50
Learn how DAX handles context transition with SUMX across regions, showing row context evaluation and how CALCULATE shifts to filter context to compute revenue.
Introduction to CALCULATE() function in Measures3:34
Using CALCULATE() to filter multiple columns2:40
Learn how to use the DAX CALCULATE function to filter revenue by multiple columns, such as region and product category, and understand how to apply different filters across columns.
Using OR Operator to filter multiple values from the same column2:44
Use the or operator (double pipe) to filter the location region for south or west and sum the revenue in the calculate context, with the option to include east.
Using the IN Operator as an alternative to OR to filter values matching lists1:50
Understanding the four types of Filtering2:54
Using ALL() as a filter argument in CALCULATE() expression5:40
Understanding how ALL() filters columns in a DAX Measure (part 1)2:53
Understanding how ALL() filters columns in a DAX Measure (part 2)2:03
Understanding Variables6:09
Learn how to use variables in dax to pre calculate values within a formula, using var and return, and the if function to halve revenue over 100k by city.
Activating Filters between tables using CALCULATE() and CROSSFILTER Functions6:19
Test your understanding of CALCULATE

Overview of Time Intelligence in DAX1:14
Creating a Date Table with CALENDARAUTO() Function3:14
Extracting Year column from a date with FORMAT() or YEAR() Functions3:22
Creating and Sorting a Month Column using FORMAT() and MONTH() Functions4:36
Create month and quarter columns in Power BI using FORMAT() and MONTH(), apply Q1–Q4 prefixes, sort by month number, and link the calendar table to the fact table for reporting.
Setting up table to test Time Intelligence Calculations2:22
Calculating Previous Month Values with CALCULATE() and PREVIOUSMONTH() Functions3:35
Expanding PREVIOUSMONTH() Function with VALUES() and DATEADD() Functions6:11
Explore how to expand the previous month DAX function by using selected year and month, variables, and an all calendar filter to calculate the prior month revenue.
Expanding PREVIOUSMONTH() Function with VALUES() and DATEADD() Functions (part2)5:58
Calculating Year to Date Values with CALCULATE() and DATESYTD()2:54
Expanding DATESYTD Function with FILTER, DATEADD and DATESBETWEEN7:34
Expand the dates ytd function by using dates between to define a date range from first day of selected year to last day in selection to compute revenue.
Using TOTALYTD() to calculate Year to Date Values2:14
Learn how to calculate year to date revenue using the total ytd function, which avoids calculate and dates ytd while using a calendar date table.
Calculating values for the same period in a previous year3:33
Expanding the SAMEPERIODLASTYEAR() Function with VALUES() and DATEADD()4:44
Create a custom same period last year using values and dateadd to map selected dates to the previous year. Filter the calendar table to these dates and calculate revenue.
Test your understanding of Time Intelligence Functions

Understanding RANKX() Function8:22
Learn how to rank sales reps with the DAX rankx iterator, using sum of sales and calculate to convert row context to filter context for accurate ranking.
Creating Top N Visuals using the Filters Pane1:27
How to TOPN() function works2:21
Calculating Top N Measures with CALCULATE() and TOPN() Functions2:51
Learn to create a top five states measure using calculate and topN to show the highest revenue states in a bar chart.
Adding a Parameter Table to make Top N Measure dynamic2:36
Test your understanding of TOPN and RANKX functions
Bonus Lectures0:05

Requirements

Students should be familiar with Power BI reporting already.
Some Excel formulas knowledge is an advantage but not necessary.
Students should have the latest version of Power BI for practice

Description

Background

DAX is the formula language of Power BI, Excel Power Pivot and SSAS Tabular. The formula language simply unlocks advanced capabilities for reporting in Power BI.

However, DAX is not an easy language to learn. Mastering it requires a proper understanding of the rudiments and a lot of constant practice.

In this course, I have used a very explanatory approach to ensure that you will understand, learn and master DAX faster than most courses where formulas ae being copied from a text editor without proper explanation of what is happening behind it.

As a Microsoft Most Valuable Professional for the Data Platform and a Microsoft Certified Trainer, I will be able to answer your DAX questions as you continue to develop your skills after this course.

What you will learn.

This course is suitable for all levels of Power BI users. You will learn from the introductory concepts to build a solid background. By the time you complete the course, you should have a better understanding of:

1. DAX usage in Power BI (Calculated Columns, Calculated Tables, Measures and Row Level Security)

2. The most important and used DAX functions

3. How the DAX Engine works behind the scenes

4. The CALCULATE function in DAX

5. Row Context, Filter Context and Context Transition

6. Time Intelligence functions and calculations

7. Other important DAX functions like RANKX and TOPN

Assignments.

Because DAX is about doing , and beyond looking, I am sorry to say that I included assignments for you. Don't worry if you stumble here and there while completing the assignments, it's completely normal. You will just have to watch the parts of the videos again till you are able to complete them. It's all for good.

The more DAX you write, the better you get over time. So this is a good opportunity to write a lot of them.

Who this course is for:

Intermediate to Advanced Power BI Users

Power BI - Mastering DAX for Power BI

What you'll learn

Explore related topics

Course content

Introduction & Overview of DAX10 lectures • 32min

Understanding DAX Pillars and Functions9 lectures • 41min

Understanding how the DAX Engine works9 lectures • 35min

Manipulating Filters Context with CALCULATE() Function14 lectures • 54min

Time Intelligence Calculations in DAX13 lectures • 52min

Other DAX Calculations6 lectures • 18min

Requirements

Description

Who this course is for: