Power BI Desktop - Beginners to Advanced level

Build a calendar table in Power BI using calendar auto and min/max dates from sales data, remove date hierarchies, and relate it to the fact table to optimize the model.

Validate your numbers in Power BI by counting customers, products, and regions across dimension and fact tables, using count rows and distinct count, and organize checks under a measures folder.

Learn to use related to bring product cost, freight, tax, and selling price from products table into the sales fact table, and why calculated columns inflate the data model size.

Create calculated columns for tax, freight, and product cost to derive product line cost, total cost, total sales, and total profit, then replace with measures to reduce model size.

Create measures for total cost, total sales, and total profit in Power BI using sumx and related. Use variables and sumx with related to compute totals across sales and products.

Explore context transition in Power BI by showing how CALCULATE converts row context into filter context for an iterator like SUMX, producing per-customer costs.

Explore iterator functions in Power BI Desktop to build a date hierarchy and compute max, min, and average sales using maxx, minx, and sumx with related tables.

Validate DAX measures by exporting a Power BI table to Excel, create sales and profit columns, and use group by and pivot tables to check max profit and max sales.

Explore using the rank X function in Power BI to rank total profit by subcategory and category, using all and is in scope for cross-table and filtered contexts.

Learn to build virtual tables with the summarize function by grouping by subcategory or customer, compare with visuals, and apply a calculate filter for high-profit categories.

Learn how to use the add columns function with summarize to create computed columns in Power BI, trigger context transition with calculate, and verify distinct counts across subcategories.

Rank items across a three-level Power BI hierarchy using summarize, add columns, and rankX; convert to a scalar with sumx and display rankings at country, subcategory, and product name levels.

Explore visual calculations in Power BI Desktop, including versus previous, next, first, and last across the date hierarchy, with slicers, total sales insights, and conditional formatting.

Learn to create running sums and moving averages with visual calculations in Power BI Desktop, compare same period last year, and build line charts with date tables and slicers.

Learn to calculate current year sales in Power BI Desktop by building a CY sales measure using maxX, removing filters with all, and applying calculate with keep filters for 2024.

Calculate customer ages from birth dates using date difference in DAX, then create age bands with switch to analyze sales by retirees, mid-aged, and other groups in Power BI Desktop.

Explore how to create and customize a Power BI scatter plot to analyze age and total sales, including axes, legend, slicers for year, country filters, and category breakdown.

Explore how the intersect function returns the row intersection of two tables, retaining duplicates, to identify products sold in both this month and last month.

Explore how the except function filters rows between tables in Power BI, comparing this month and last month, using intersect, calculated columns, and visuals to reveal nonmatching products.

Explore how the cross filter function enables bidirectional filtering to count products by country within the year 2024 and July, using sales, products, and customer tables in Power BI.

Learn to calculate repeat purchases in Power BI using DAX, employing summarize, add columns, calculate, and filter to count customers who buy a product more than once, with validation.

Explore parallel period time intelligence in DAX, using calculate to shift dates forward or backward, apply to year, quarter, and month, and optimize with variables, switch, and is in scope.

Discover how the date add function shifts filter context through time in Power BI Desktop, with day, month, quarter, or year granularity, and compare it to parallel period.

Learn to use Power BI's built-in time intelligence functions—MTD, QTD, and YTD—with a date hierarchy and slicer context to calculate and validate total profit across month, quarter, and year.

Explore how to compute the previous month to date, previous quarter to date, and previous year to date in Power BI by using calculate, previous month, and date add.

Calculate the current week total profit in Power BI using a dates table, week number, and year slicer, with dynamic measures and filter context adjustments.

Improve DAX formulas in Power BI Desktop to calculate total profits for working days by filtering year, month, and week and excluding Sunday.

Compute fiscal year and fiscal month in Power BI using a calendar table and fiscal year end month; implement a DAX if statement with concatenation and FY formatting.

Create a fiscal month column using a switch function to map month numbers to names, then sort visuals by a fiscal month sort and validate with a slicer.

Organize Power BI measures by creating folders and subfolders, then drag time related functions, such as YTD, QTD, MTD, and date add, into their folders, including others.