Up and Running with DAX for Power BI

A Concise Guide for Non-Technical Users

Alison Box

• Publisher: Apress
• Year: 2022
• Print ISBN: 9781484281871
• eBook ISBN: 9781484281888
• Topic: Computer Science
• Subtopic: Databases
• Index: Computer Science

Take a concise approach to learning how DAX, the function language of Power BI and PowerPivot, works. This book focuses on explaining the core concepts of DAX so that ordinary folks can gain the skills required to tackle complex data analysis problems. But make no mistake, this is in no way an introductory book on DAX. A number of the topics you will learn, such as the concepts of context transition and table expansion, are considered advanced and challenging areas of DAX.

While there are numerous resources on DAX, most are written with developers in mind, making learning DAX appear an overwhelming challenge, especially for those who are coming from an Excel background or with limited coding experience. The reality is, to hit the ground running with DAX, it's not necessary to wade through copious pages on rarified DAX functions and the technical aspects of the language. There are just a few mandatory concepts that must be fully understood before DAX can be mastered. Knowledge of everything else in DAX is built on top of these mandatory aspects. 

Author Alison Box has been teaching and working with DAX for over eight years, starting with DAX for PowerPivot, the Excel add-in, before moving into the Power BI platform. The guide you hold in your hands is an outcome of these years of experience explaining difficult concepts in a way that people can understand. Over the years she has refined her approach, distilling down the truth of DAX which is "you can take people through as many functions as you like, but it's to no avail if they don't truly understand how it all works."

You will learn to use DAX to gain powerful insights into your data by generating complex and challenging business intelligence calculations including, but not limited to:

• Calculations to control the filtering of information to gain better insight into the data that matters to you
• Calculations across dates such as comparing data for thesame period last year or the previous period
• Finding rolling averages and rolling totals
• Comparing data against targets and KPIs or against average and maximum values
• Using basket analysis, such as "of customers who bought product X who also bought product Y"
• Using "what if" analysis and scenarios
• Finding "like for like" sales
• Dynamically showing TopN/BottomN percent of customers or products by sales
• Finding new and returning customers or sales regions in each month or each year

Who This Book Is For

Excel users and non-technical users of varying levels of ability or anyone who wants to learn DAX for Power BI but lacks the confidence to do so

Table of contents

• Cover
• Front Matter
• 1. Show Me the Data
• 2. DAX Objects, Syntax, and Formatting
• 3. Calculated Columns and Measures
• 4. Evaluation Context
• 5. Iterators
• 6. The CALCULATE Function
• 7. DAX Table Functions
• 8. The ALL Function and All Its Variations
• 9. Calculations on Dates: Using DAX Time Intelligence
• 10. Empty Values vs. Zero
• 11. Using Variables: Making Our Code More Readable
• 12. Returning Values in the Current Filter
• 13. Controlling the Direction of Filter Propagation
• 14. Working with Multiple Relationships Between Tables
• 15. Understanding Context Transition
• 16. Leveraging Context Transition
• 17. Virtual Relationships: The LOOKUPVALUE and TREATAS Functions
• 18. Table Expansion
• 19. The CALCULATETABLE Function
• Back Matter