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Power BI Masterclass - How to use CALCULATE in DAX
Rating: 4.6 out of 5(206 ratings)
945 students

Power BI Masterclass - How to use CALCULATE in DAX

How to use CALCULATE function in DAX , understanding the CALCULATE function in POWER BI for beginners , Learn DAX fast
Created byDan We
Last updated 3/2025
English
English [Auto],

What you'll learn

  • You will better understand how the CALCULATE function in DAX works
  • You will learn about Row Context and Filter Context as well as Context transition
  • You will improve your knowledge about the most powerful function in DAX
  • You will improve your Power BI DAX skills
  • You will add to your knowlege from the other Power BI Masterclass courses on udemy

Course content

1 section23 lectures2h 54m total length
  • One important thing before you start0:24
  • 1 Introduction Power BI Masterclass - How the CALCULATE function really works in1:01

    Explore how the CALCULATE function in DAX changes row context and filter context, enabling context transitions in Power BI.

  • Download latest course files0:02
  • 1 Introduction to the CALCULATE function starting from scratch8:02

    Explore how the calculate function changes filter context in Power BI, from importing Excel data and linking product and sales tables to creating measures that reflect accurate total sales.

  • 2 Filter Contexts Row Context and Context Transition in Power BI explained19:17

    Explore how Power BI uses internal and external filter contexts, row context, and context transition with CALCULATE in DAX, and how CALCULATETABLE differs for tables.

  • 3 Combine Calculate with ALL and VALUES14:15

    Explore calculate with all and values to control internal and external filter contexts. Use divide for percent of sales and has one value check with Red Bull.

  • 4 Excourse dynamic selection with CALCULATE10:36

    Explore dynamic selection with calculate by building a unique product names table with values, using a slicer and the selected value function to drive total sales values.

  • 5 How to apply multiple criteria filter with CALCULATE in Power BI6:29

    Apply the CALCULATE function in Power BI using DAX to create a measure that filters total sales between 15 and 25 with multiple criteria, using the ampersand and end function.

  • 6 How to use multiple Filtercriteria with CALCULATE in Power BI OR7:00

    Use CALCULATE with multiple filter criteria in Power BI, leveraging boolean expressions and the filter function to implement or conditions for sales below 15 or above 25.

  • 7 CALCULATE with multiple criteria from different columns in Power BI8:55

    Learn to use calculate with multiple criteria from different tables in Power BI, filtering sales above 15 while matching the monster energy product, and manage table context.

  • 8 Salesclassification using CALCULATE14:01

    Classify sales as low, medium, or high using CALCULATE with FILTER and a thresholds table, applying context to count sales and display per product in Power BI.

  • 9 Cleaning up and quickly set up the new model11:04

    Clean and set up a new Power BI model by creating a measures table, moving measures with drag-and-drop, importing data with transforms, and creating a dates table.

  • 10 Applying ALL and ALLSELECTED with CALCULATE in Power BI14:02

    Explore how calculate works with all and allselected in Power BI to control filter context, build total sales measures, and calculate percent of total across external visuals.

  • 11 CALCULATe with the Keepfilters modifier8:22

    Explore how the keep filters modifier works in DAX, comparing it with calculate, filter, all, and values to control external and internal filter contexts using a cheese category example.

  • 12 Modify model relationships with CALCULATE9:58

    Explore how calculate acts as a modifier to activate an inactive ship date relationship with use relationship, enabling shipping date analysis and comparing shipping sales to total sales.

  • 13 Using Context Transition with CALCULATE to evaluate the maximum sales on a da11:32

    Demonstrate context transition with calculate to compute the maximum daily sales within a month using maxx over the dates table.

  • 14 Visual understanding of the expanded table concept11:23

    Explore the visual understanding of the expanded table concept in Power BI, showing how the calculate function and the all function control context across employees, dates, and orders.

  • 15 CALCULATE modifiers remove all filters except one8:05

    Practice using calculate modifiers in Power BI to remove filters by targeting the oldest table with all, then use all except to preserve the category filter while ignoring others.

  • 16 Using CALCULATE with Timeintelligence Expressions7:11

    Master how to apply calculate with time intelligence in DAX to compute prior year sales using same period last year and create a moving annual total with a dates table.

  • NEW - A free resource for bonus videos tips and tricks0:04
  • DAX Motivation Never give up keep going1:02

    Stay motivated while learning DAX in Power BI; start small, dissect your code, embrace repetition, and never give up to keep going.

  • Congratulations, thanks a lot and one favor to ask0:21
  • Additional learning possibilites1:00

Requirements

  • I highly recommend to take the Power BI Masterclass - beginners to advanced course first
  • You should have worked with Power BI DAX and the Calculate function before
  • We start from the basics with Calculate and work our way up
  • Power BI Desktop installation (download for free on windows)

Description

Microsoft Power BI Masterclass - How to use CALCULATE in DAX

Business Intelligence / Business Analytics is in high demand. Companies are constantly searching for ways to make better and faster and smarter decisions. Therefore they rely heavily on data. Small company or Multinational -  data driven decision making is the key to success for any business in the world of tomorrow.

Because of that companies are drastically increasing to step up their efforts to find skilled employees and freelancers with the necessary capabilities to help with analyzing data and creating valuable highly profitable insights. 

Since there is way more demand than supply it is a "War for talent". And the competition will increase further. This environment is a bless for anyone who acquires the necessary capabilities and positions herself/himself


MS Power BI is an advanced yet easy to get started self service business analytics / business intelligence solution provided by Microsoft which is currently in very hot demand. From my personal experience I can tell you that companies will actively searching for you if you master Power BI. Diving into data & analytics can not only immensely improve your career opportunities but also your job satisfaction!

Power BI is also a great tool for data science too. A lot of data scientists like to use it for visualizing and presenting the findings. Therefore learning to use this tool can also be a valuable skill for data science jobs.


This course is inspired by students and extends my Power BI Masterclass series on udemy. This course is not a visual course like the other parts of the series. This time it's all about the most powerful as well as most difficult to understand function in Power BI - CALCULATE.

Understanding this function will drastically help us to improve our DAX knowledge and our overall Power BI DAX calculation skills!


Update: The complete Power BI Masterclass Series on udemy

Update: The complete Power BI Masterclass Series on udemy (I have aggregated some classes together to provide more content value per class for you. I really hope that serves you better!


1. Power BI Masterclass - beginners to advanced

2. Microsoft Power BI Masterclass - Expand Excellence

3.Power BI Masterclass - DAX, Excel And More

4. The Power BI Masterclass - Additional Tips and Tricks

5. Power BI Desktop - Data Prep Challenges

6. Power BI Masterclass - DAX, R and Gateways

7. Power BI Masterclass - Python Finance and Advanced DAX

8. Power BI Masterclass - the next level

9. Power BI DAX Fundamentals Mastering the Key Concepts

10. Power BI Masterclass Calculation Groups with Tabular Editor

11. The Power BI Service Masterclass

12. How to build a profit and loss statement in Power BI Desktop


We got a lot to do so let's get into it!

Who this course is for:

  • Power BI User
  • Data Analysts
  • Every Power BI Desktop user who wants to use and understand advanced DAX calculations
  • Students interested in Data analytics and Data science
  • Everybody who wants to visualize data with Power BI Desktop
  • Data Scientists
  • You want to switch career path and become a data analyst