
Introduction and overview to the Data Modeling and DAX Formulas course.
Improve your Power BI master class experience by ensuring high-quality video and sound, using Udemy support for certificates, and adjusting playback speed to match your learning pace.
Step by step instructions to sign up for the Power BI Service and to download the Power BI Desktop.
Introduction to the Data Model and calculations section of the course.
In this lesson we cover how to create calculated columns within the Power BI data model.
In this practical activity you will create three new calculated columns - Sales, Cost and Profit. You will also format these fields.
In this lesson we learn how to create additional time intelligence functions such as Year, Month and Day. These fields are added to your data model.
In this Practical Activity you will create fields for Year, Month and Day
In this lesson we learn how to create Month Names and Week Day Names for our data model. We also learn how to correctly set the Sort By option to make sure the names are displayed in the correct order.
In this activity you will add the Month Name, WeekDay and WeekDay Name to the Data Model.
In this lesson we learn how to add a Date Master to the Date Model and then to create a relationship between the Date field and the master date.
In this practical activity you will load and configure the Date Master file to use it for data analysis.
A quick review of the Calculated Columns section.
In this lesson you will learn how to use the IF function.
Introduction to the section on Measures
In this lesson we learn how to create Measures to calculate Sums, Averages and Distinct Counts.
In this activity you will add a number of Measures to the Data Model.
In this lesson we learn how to use the powerful Calculate formula. The = Calculate formula allows the filtering of an aggregation.
In this practical activity you will practice using the =Calculate formula.
In this lesson we review how to return the entire total for a column and how to ignore the evaluation context.
In this lesson you will learn how to create a datesbetween calculation, trailing number of days, Year to Date, Quarter to Date and Month to Date calculations.
In this lesson we will create Previous Month and Previous Year calculations
Create running totals for year-to-date, quarter-to-date, and month-to-date using total and sum of sales. Learn how master date context and filter context, via year and month slicers, shape these calculations.
In this lesson we cover how to use the X functions - SUMX, COUNTX, AVERAGEX,MAXX and MINX. We also review how to manually enter data.
The conclusion to the Measures section.
In this lesson you will learn how to use the RANKX function to Rank the customer data.
In this lesson you will learn how to do customer segmentation using the SWITCH function.
In this lesson you will learn how to use the What If Parameter.
Explore virtual tables to summarize and aggregate data into smaller, faster tables, and apply calculated columns, measures, and relationships for flexible data modeling.
In this lesson you will learn how to create a Calculated Table. A Calculated Table aggregates detailed data into summary tables.
In this practical activity you will create two calculated tables. The first table summarizes the Model field and the second the Customer information.
Introduction to the Relationship Section
In this lesson you will learn how to create relationships between tables in Power BI.
In this lesson we review how to use relationships between tables to create new calculations.
In this lesson you will create relationships between 2 tables and also add calculations using the relationship.
Introduction to the Key Performance Indicators section.
In this lesson we learn how to use the ScoreCard visualization to analyze Key Performance data.
In this lesson we learn how to use the Gauge visualization to analyze Key Performance data.
Introduction to the Hierarchies section
Explore the DAX query view in Power BI to test DAX queries without altering the data model, using quick queries, evaluate and define, and a data preview with column statistics.
Conclusion to the course.
This course contains the use of artificial intelligence.
Every lesson in this course is written, created and recorded by me. AI is used only to help produce supporting images and written materials around the lessons.
Your report looks right and the numbers are wrong. The total does not match the sum of the rows, the percentage changes when somebody clicks a slicer, and last year's comparison quietly stops working in January.
That is a data model and DAX problem, and this course is about fixing it properly rather than working around it. You will build the model, write the measures, and understand well enough why a number comes out the way it does that you can debug the next one yourself.
COURSE CONTENT AND OUTCOME
Write DAX measures with CALCULATE, ALL and ALLEXCEPT so your numbers respect the filters you intend and ignore the ones you do not
Build time intelligence measures for year-to-date, prior period and year-on-year comparisons
Use the iterator functions - SUMX, MAXX and RANKX - for calculations that work row by row
Create relationships between tables, and use USERELATIONSHIP when one relationship is not enough
Build virtual tables and cross-table calculations for questions a single table cannot answer
Segment customers and build scenario models using SWITCH and What If Parameters
Design a date master table and a star schema so the model stays fast as the data grows
Work through case studies on DirectQuery, Quick Measures, Performance Analyzer and the DAX Query View
A NOTE ON COPILOT AND AI
You may be wondering where Copilot fits in. Copilot in Power BI runs on a Microsoft Fabric capacity, which is something your organisation buys and switches on - not something you can enable yourself. Most people learning Power BI do not have it, and will not have it for a while.
There is a second reason it matters less here than you might think. DAX is where reports go wrong quietly, and a wrong measure does not look wrong - it looks like a number. Whether you write it yourself or something writes it for you, you still have to be able to read it and say whether it is right. That is what this course teaches.
ABOUT THE TRAINER
I have been training business people to work with data since 2008, and publishing on Udemy since 2013. I now have 16 live courses with more than 450,000 students and more than 139,000 reviews, at an average rating of 4.6.
I teach Microsoft Power BI, Microsoft Excel, Copilot in Excel, Looker Studio and Amazon QuickSight. What makes my courses different is that I teach the analysis, not just the tool - every lesson starts with a business question someone actually asks, and shows you how to answer it with software you already have.
WHAT STUDENTS ARE SAYING
This course is great, it revealed to me functions that I never thought existed. I cannot wait to apply these in real time scenarios. Thanks Ian you are doing a great job.
Coming from Spotfire (after company decided PowerbI is cheaper) with its slightly different approach, this course helped to gain some traction with PowerBI
I felt quite comfortable using Power BI, but this course opened my eyes to many more possibilities the tool offers. I really appreciate the straightforward, no-nonsense and easy to follow teaching style from the instructor. Highly recommended to all who have been using Power BI and are ready for the next step.
The training data files, the practical activities and the case studies are all included. Enrol now and by the end you will be writing measures you can explain to somebody who asks where the number came from.