The document provides a comprehensive overview of DAX (Data Analysis Expressions) and its functionalities, including DAX levels 1, 2, and 3, along with exercises for practical application. It covers the history of Power Pivot, essential DAX functions, and concepts such as measures and calculated columns. Additionally, the document includes filtering techniques and examples for implementing various DAX formulas to analyze data effectively.

1. DAX Level 1

2. • What version of PowerPivot do I have?
• What is DAX?
• Concepts – Data Model, Measures
• Exercise – Simulate Filtering
• DAX – Level 1
• Exercise – Writing DAX
DAX Level 1

3. History of Power Pivot
2010

4. History of Power Pivot
2010
Version 1
Excel 2010

5. History of Power Pivot
2010
Version 1
Excel 2010
2013
Version 2
Excel 2010 +
2013

6. History of Power Pivot
2010
Version 1
Excel 2010
2013
Version 2
Excel 2010 +
2013
2015
Version 2.x
Power BI
Desktop

7. History of Power Pivot
2010
Version 1
Excel 2010
2013
Version 2
Excel 2010 +
2013
2016
Version 2.x
Excel 2016
2015
Version 2.x
Power BI
Desktop

8. Excel->File->Options

9. File->Options

10. What is DAX?

11. Data Analysis eXpressions

12. DAX is a function language like
Excel.

13. SUM() COUNT() AVERAGE()

14. CALCULATE()

15. Minority Report

17. Minority Report

18. DAX is Minority Report Programing
- Measures that just work.

19. DAX is Minority Report Programing
- Measures that just work.
DEMO

20. DAX allows you to program what a
metric will do when it is dragged
around.

21. The model handles all the
relationships… but you still need to
worry about it.

22. “The hard part is
what you are not specifying.”
-Ken Raetz

23. Data Model

24. Tools & Knowledge Level

25. Week 1
Tools & Knowledge Level

26. Week 1Week 2
Tools & Knowledge Level

27. Week 1Week 2 Week 3
Tools & Knowledge Level

29. DAX Measures

30. DAX Measures

31. Sum()
Total Spend
Total Qty

32. Simulate Filtering

33. #1 - Pick a cell in the pivot

34. #1 - Pick a cell in the pivot

35. #2 - Picture filters reducing data in
the model

36. #3 - After filtering, apply math

37. #3 - After filtering, apply math

38. #3 – After filtering, apply math

40. Simulate Filtering Demo

41. Exercise - Simulate Filtering

42. Count()
Total Vendors
Total Items

43. Countrows()
Total Transactions

44. Distinctcount()
Vendors that Have Transactions
Items Purchased

45. Max(), Min(), Average()
Avg Unit Price
Max Unit Price
Min Unit Price

46. Divide()
Avg Vendor Spend Amt

47. Exercise 1
• Sum()
• Total Spend
• Total Qty
• Count()
• Total Vendors
• Total Items
• Countrows()
• Total Transactions
• Distinctcount()
• Vendors that Have
Transactions
• Items Purchased
• Max(), Min(), Average()
• Avg Unit Price
• Min Unit Price
• Max Unit Price
• Divide()
• Avg Vendor Spend Amt

48. DAX Level 2 & 3

49. • DAX - Level 2
• Concept - Calculated Columns
• DAX - Level 3
• Break
• Exercise - Writing DAX
DAX Level 2 & 3

50. DAX Level 2

52. YTD
March

53. YTD
March

54. YTD
March

55. CALCULATE()

56. Calculate()
On Contract
Off Contract
GPO Coverage
Compliance %

57. CALCULATE([measure], <filter1>, <filter2>, … <filterN>)

58. #1 - Pick a cell in the pivot

59. #1 - Pick a cell in the pivot

60. #2 – Got DAX Filters?
Sales 2016 = CALCULATE([Sales],'Calendar'[Year] = 2016)

62. Sales 2016 = CALCULATE([Sales],'Calendar'[Year] = 2016)

63. Sales 2016 = CALCULATE([Sales],'Calendar'[Year] = 2016)

64. Sales 2016 = CALCULATE([Sales],'Calendar'[Year] = 2016)
2016

65. #3 - Picture filters reducing data in
the model
2016

66. #4 - After filtering, apply math

67. #4 - After filtering, apply math

68. #4 - After filtering, apply math

70. 2 Types of Filters:
Simple Filters & Advanced Filters

71. 2 Types of Filters:
Simple Filters & Advanced Filters
CALCULATE([measure], <filter1>, <filter2>, … <filterN>)

72. 2 Types of Filters:
Simple Filters & Advanced Filters
CALCULATE([measure], <filter1>, <filter2>, … <filterN>)

73. Simple Calculate Filter
Sales 2016 = CALCULATE([Sales],'Calendar'[Year] = 2016)
Fixed value

74. Simple Calculate Filter
Sales Customer BCD = CALCULATE([Sales], 'Customer'[Name] = "BCD")
Fixed value

75. Calculate()
On Contract
Off Contract
Optional
Compliance %

76. DAX Level 3

77. Concept – Calculated Columns

78. Demo Total Spend in the item table.

79. SumX() MaxX() AverageX()
Max Item Total Spend
What If Savings

80. MAXX('table',[measure])

81. What If Off was On Amount :=SUMX ('Item',
IF ([Off Contract Avg Unit Price] > [On Contract Avg Unit Pric
e],[Off Contract Qty] * [On Contract Avg Unit Price])
)
What If Savings :=SUMX ( 'Item', [What If Off was On Amou
nt] - [Off Contract] )

82. Exercise
• Calculate()
• On Contract
• Off Contract
• Optional
• Compliance %
• MaxX()
• Max Item Total Spend