We are pleased to let you know that our DAX and Calculations in Power BI video course is now available. This course, like many other video courses we offer, is part of the Power BI from Rookie to Rock Star training. This is a course to consider if you need to create calculations for adding more analytics power to your Power BI solution.
This training is designed for data modelers, who have the data prepared to be modeled for analysis. Usually, people who take this course need to also take the Power Query video course to learn about the step before the modeling. In this training, you will learn detailed modeling practices of Power BI, and DAX unleashed.In this training, you will learn DAX from zero to hero. You will learn how to design the best model in Power BI with relationships, considering formatting and data types. You will learn about DAX which is the data modeling expression language in Power BI (and SSAS Tabular, and Power Pivot). You will learn from Simple DAX calculations to complex expressions and calculations for solving real-world challenges of a BI solution.The training continues with more focus on DAX; we will talk about the evaluation context in DAX, which defines the mindset and the way of thinking when you are writing DAX expressions. You will learn about DAX function categories such as Aggregation functions, Iterators, Filter functions, parent-child functions, time intelligence functions, functions dealing with relationships, etc. You will learn all scenarios through hands-on examples of real-world data.At the end of this training, you will be able to design the proper data model in Power BI, understand all relationship requirements and implement the right relationship, write complex DAX expressions for your analytics need, and put them all together to build the best model for your data analysis solution using Power BI.
Prerequisite:There is no prerequisite for this course. However, it would be beneficial to watch the Power BI Essentials training video and Power Query video course before this to have familiarity with some concepts.
In this short module, you will learn about the agenda, what the course covers, and what you need to get the sample dataset ready for the rest of the course.
0102 Setup Dataset
Relationships are one of the most important fundamental concepts to understand in a Power BI Model. In this module, you will learn what a relationship is, why we need it in a Power BI Model. You also learn about single vs. both-directional relationships and also active vs. inactive relationships.
0201 What is the Relationship?
0202 Direction of the Relationship
0203 Active or Inactive Relationships
In this module, you will learn some of the basics of modeling which is related to fields and tables configuration. You will learn about formatting fields, creating hierarchies, setting up the default summarization, and some other configuration for your data model.
0301 Formatting Fields
0302 Sorting a Column by Another Column
0303 Hide Columns
0305 Auto Summarization
0306 Other Configuration on Fields
DAX and Calculations
There are three types of calculations in Power BI. In this module, you will learn about all of the three calculation types, their differences and their scenario of usage. You will also learn an introduction to the DAX language and how the DAX expression can be written.
0401 Three Types of Calculation in Power BI
0402 Introduction to DAX
0403 DAX First Examples
0404 Calculated Column Vs. Measure
0405 Implicit Vs. Explicit Measures
Common Functions in DAX
There is a set of functions that commonly used in many DAX expressions. These are functions that work as a filter or iterator or even Calculate. In this module, you will learn what is an Iterator and how it can be used in a measure. You will also learn about filter functions such as ALL or Filter and how they can work combined with an iterator function. You will also learn examples of conditional sum implemented using the functions mentioned in this module. at the end of the module, you will also learn about Calculate which is one of the most common and powerful functions used in DAX.
0501 Iterator Functions: SUMX
0502 ALL Function: Ignoring the Filter Context
0503 Filter Function: Customized Filter Table
0504 Conditional Sum, using SUMX, Filter, and IF
Accessing other tables through Relationship
There are two functions that give you access to the data through existing relationships. In this module, you will learn about the Related function to access a value from the other side of the relationship, and also RelatedTable function to get a sub-table based on an existing relationship.
0601 Related Function
Any BI system requires date-based analysis, which is what we call as Time Intelligence in Power BI. In this module, you will learn about DAX functions that deal with Time Intelligence. You will learn how to calculate year to date value, quarter to date, and how to make changes to make year to date to work with financial periods. You will learn how to compare this year’s value with last year’s value, or even with last month’s value, or even yesterday’s value. You will learn how to calculate the average rolling period. Functions that you will learn are included but not limited to DatesYTD, DatesQTD, SamePeriodLastYear, ParallelPeriod, DateAdd, DatesInPeriod, etc.
0701 Introduction to Time Intelligence
0702 Default Vs. Custom Date Table
0703 Calendar and CalendarAuto Functions
0704 Year to Date Calculation
0705 Financial Year to Date
0706 Quarter to Date and Month to Date
0707 Comparing this Year Vs. Last Year, Growth and Variance
0708 Calculating Last Month’s value using ParallelPeriodPreview
0709 DateAdd Function
0710 Rolling 12 Months Calculation using DatesInPeriod
0711 Calculating the Average in the Rolling 12 Months Period
Variables and Parameters
Using variables and parameters can enhance your DAX expression significantly. In this module, you will learn how to use variables, and how they are helpful in better performance and readability of your expression. You will also learn how you can make your expression dynamic using Parameters. Parameters that you can add using GUI, or even build the parameter table yourself.
0801 Variables for Better Performance and Readability
0802 What-If Parameters in DAX
0803 Parameter Table or Disconnected Table
Parsing an organizational hierarchy, or the hierarchy of chart of accounts is not as simple as normal hierarchies. In DAX, we have a set of parent-child functions that are helpful to parse this kind of hierarchies, when the levels of hierarchies are stored in ID, and Parent ID structure. In this module, you will learn how to work with these functions.
0901 Parsing Organizational Hierarchy using Parent-Child Functions
There are two functions that can change the behavior of relationships in Power BI. CrossFilter for changing the relationship to become both-directional, and UseRelationship to work with inactive relationships. In this module, you will learn about those functions and use cases of using them.
1001 Using CrossFilter to Change the Direction of Relationship
1002 UseRelationship to Use an Inactive Relationship
Reza Rad is a Microsoft Regional Director, an Author, Trainer, Speaker and Consultant. He has a BSc in Computer engineering; he has more than 20 years’ experience in data analysis, BI, databases, programming, and development mostly on Microsoft technologies. He is a Microsoft Data Platform MVP for 12 continuous years (from 2011 till now) for his dedication in Microsoft BI. Reza is an active blogger and co-founder of RADACAD. Reza is also co-founder and co-organizer of Difinity conference in New Zealand, Power BI Summit, and Data Insight Summit.
Reza is author of more than 14 books on Microsoft Business Intelligence, most of these books are published under Power BI category. Among these are books such as Power BI DAX Simplified, Pro Power BI Architecture, Power BI from Rookie to Rock Star, Power Query books series, Row-Level Security in Power BI and etc.
He is an International Speaker in Microsoft Ignite, Microsoft Business Applications Summit, Data Insight Summit, PASS Summit, SQL Saturday and SQL user groups. And He is a Microsoft Certified Trainer.
Reza’s passion is to help you find the best data solution, he is Data enthusiast.
His articles on different aspects of technologies, especially on MS BI, can be found on his blog: https://radacad.com/blog.