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POWER BI DAX KICKSTART
Overview and Mechanics of Data Analysis eXpressions
• Introductions
• Introducing Data Analysis eXpressions
(DAX)
• Vehicles of delivery: calculation types
– Calculated columns
– Measures
• Functions: groups and examples
• Summary
• Additional resources
• Q&A
Agenda
©2019 Senturus, Inc. All rights reserved.
Presenters
©2019 Senturus, Inc. All rights reserved.
Michael Weinhauer
Practice Area Director
Solutions Architect
Senturus, Inc.
Bill Pearson
Microsoft Business
Intelligence Architect
Senturus, Inc.
Hundreds of Free Resources
©2018 Senturus, Inc. All rights reserved. 4
www.senturus.com/resources/
This slide deck is from the webinar:
Power BI DAX Kickstart
To view the FREE video recording with demos and
download this deck, go to:
https://senturus.com/resources/power-bi-dax-
kickstart/
Like What You See?
©2018 Senturus, Inc. All rights reserved. 5
INTRODUCING DATA ANALYSIS
EXPRESSIONS
• DAX serves as the language of:
– Power BI
– Excel Power Pivot
– SQL Server Analysis Services Tabular
• Initially seems simple, but the learning curve can
increase dramatically – and at the worst possible times
• DAX comprises programming concepts that will be
unfamiliar to many who have worked with SQL and
other query languages
• We’ll discuss tips in easing the effort required to get to
know DAX from the first glimpse
Data Analysis eXpressions Language
7
• Function calls drive execution
• Elements of DAX are derived from:
– Excel functions
– SQL
– MDX
• Example of a simple formula
UniqueCustomerCount =
COUNT(Customer[CustomerKey])
DAX Is an Expression Language
8
• The general format
– ‘TableName’[ColumnName]
• Quotes can be omitted
– If TableName does not contain spaces
– BEST PRACTICE: Don’t use spaces
• TableName can be omitted
– Current table is searched for ColumnName
– BEST PRACTICE: Always use complete TableName /
ColumnName to avoid ambiguity
• Brackets for column name cannot be omitted
DAX Syntax for Columns
9
DAX can be employed in Power BI through a couple of
mechanisms:
• Calculated columns
• Measures
Primary Vehicles for DAX: Calculation types
10
Example: Calculated column in the Product table that
computes the “Gross Profit Margin” for each product
Intro_CalCol_Product_Margin =
'Product'[ListPrice]-'Product'[StandardCost]
Calculated Column Creation
11
DEMO: Create Calculated Column
12
Example: Measure in the Product table that computes the
Total Quantity (based on Order Quantity in the related
Internet Sales table)
Intro_Measure_Product_TotalQty =
SUM(InternetSales[OrderQuantity])
Measures Creation
13
DEMO: Create Measure
14
• Calculated columns are best when we need to
– Slice or filter on the value
• Measures are best when we need to
– Calculate percentages
– Calculate ratios
– Perform complex aggregations
– Fully take advantage of filter context
• Space and CPU utilization
– Columns consume memory
– Measures consume CPU
Calculated Columns vs. Measures
15
A great way to think of DAX functions (approx. 200 as of
4-2019) are as members of working groups. This is my
take on those “primary groups:”
DAX Functions: Primary Groups with Examples
16
Primary Group Examples
Text LEFT(), CONCATENATE(), VALUE()
Aggregate AVERAGE(), COUNT(), MAX()
Math / Trig CEILING(), INT(), ROUND()
Date and Time DATE(), DATEVALUE(), YEAR()
Time Intelligence TOTALQTD(), TOTALYTD(), DATESBETWEEN()
Foundation CALCULATE(), ALL(), RELATED(), FILTER()
Let’s Take a Look …
Demo / Walkthrough
Power BI Design Stages: Where Does DAX Fit In?
18
Get Data Visualize
&
Analyze
ModelTransform Publish
&
Collaborate
- Connect
- Import
- Refresh
- Stream
- Shape
- Cleanse
- Rename
- Merge
- Filter
- Relate
- Calculate
- Hide
- Format
- Sort
- Filter
- Slice
- Interact
- Drill
- Configure
- Pin
- Collaborate
- Embed
- Export
- AnalyzeDAX
• Don’t try to memorize DAX functions
• Keep working DAX samples in a reference .pbix
• Name calculations intuitively
• Maintain “support” environments
– Development
– Testing
– Learning (especially samples .pbix file)
• Collect articles and references
As You Learn DAX, a Few Pointers …
19
Introducing Data Analysis eXpressions
(DAX)
Vehicles of delivery: Calculation
types
Calculated columns
Measures
Functions: Groups and examples
Summary
Enjoy the Full Webinar Presentation
21©2018 Senturus, Inc. All rights reserved.
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Power BI DAX Kickstart

  • 1. POWER BI DAX KICKSTART Overview and Mechanics of Data Analysis eXpressions
  • 2. • Introductions • Introducing Data Analysis eXpressions (DAX) • Vehicles of delivery: calculation types – Calculated columns – Measures • Functions: groups and examples • Summary • Additional resources • Q&A Agenda ©2019 Senturus, Inc. All rights reserved.
  • 3. Presenters ©2019 Senturus, Inc. All rights reserved. Michael Weinhauer Practice Area Director Solutions Architect Senturus, Inc. Bill Pearson Microsoft Business Intelligence Architect Senturus, Inc.
  • 4. Hundreds of Free Resources ©2018 Senturus, Inc. All rights reserved. 4 www.senturus.com/resources/
  • 5. This slide deck is from the webinar: Power BI DAX Kickstart To view the FREE video recording with demos and download this deck, go to: https://senturus.com/resources/power-bi-dax- kickstart/ Like What You See? ©2018 Senturus, Inc. All rights reserved. 5
  • 7. • DAX serves as the language of: – Power BI – Excel Power Pivot – SQL Server Analysis Services Tabular • Initially seems simple, but the learning curve can increase dramatically – and at the worst possible times • DAX comprises programming concepts that will be unfamiliar to many who have worked with SQL and other query languages • We’ll discuss tips in easing the effort required to get to know DAX from the first glimpse Data Analysis eXpressions Language 7
  • 8. • Function calls drive execution • Elements of DAX are derived from: – Excel functions – SQL – MDX • Example of a simple formula UniqueCustomerCount = COUNT(Customer[CustomerKey]) DAX Is an Expression Language 8
  • 9. • The general format – ‘TableName’[ColumnName] • Quotes can be omitted – If TableName does not contain spaces – BEST PRACTICE: Don’t use spaces • TableName can be omitted – Current table is searched for ColumnName – BEST PRACTICE: Always use complete TableName / ColumnName to avoid ambiguity • Brackets for column name cannot be omitted DAX Syntax for Columns 9
  • 10. DAX can be employed in Power BI through a couple of mechanisms: • Calculated columns • Measures Primary Vehicles for DAX: Calculation types 10
  • 11. Example: Calculated column in the Product table that computes the “Gross Profit Margin” for each product Intro_CalCol_Product_Margin = 'Product'[ListPrice]-'Product'[StandardCost] Calculated Column Creation 11
  • 13. Example: Measure in the Product table that computes the Total Quantity (based on Order Quantity in the related Internet Sales table) Intro_Measure_Product_TotalQty = SUM(InternetSales[OrderQuantity]) Measures Creation 13
  • 15. • Calculated columns are best when we need to – Slice or filter on the value • Measures are best when we need to – Calculate percentages – Calculate ratios – Perform complex aggregations – Fully take advantage of filter context • Space and CPU utilization – Columns consume memory – Measures consume CPU Calculated Columns vs. Measures 15
  • 16. A great way to think of DAX functions (approx. 200 as of 4-2019) are as members of working groups. This is my take on those “primary groups:” DAX Functions: Primary Groups with Examples 16 Primary Group Examples Text LEFT(), CONCATENATE(), VALUE() Aggregate AVERAGE(), COUNT(), MAX() Math / Trig CEILING(), INT(), ROUND() Date and Time DATE(), DATEVALUE(), YEAR() Time Intelligence TOTALQTD(), TOTALYTD(), DATESBETWEEN() Foundation CALCULATE(), ALL(), RELATED(), FILTER()
  • 17. Let’s Take a Look … Demo / Walkthrough
  • 18. Power BI Design Stages: Where Does DAX Fit In? 18 Get Data Visualize & Analyze ModelTransform Publish & Collaborate - Connect - Import - Refresh - Stream - Shape - Cleanse - Rename - Merge - Filter - Relate - Calculate - Hide - Format - Sort - Filter - Slice - Interact - Drill - Configure - Pin - Collaborate - Embed - Export - AnalyzeDAX
  • 19. • Don’t try to memorize DAX functions • Keep working DAX samples in a reference .pbix • Name calculations intuitively • Maintain “support” environments – Development – Testing – Learning (especially samples .pbix file) • Collect articles and references As You Learn DAX, a Few Pointers … 19
  • 20. Introducing Data Analysis eXpressions (DAX) Vehicles of delivery: Calculation types Calculated columns Measures Functions: Groups and examples Summary
  • 21. Enjoy the Full Webinar Presentation 21©2018 Senturus, Inc. All rights reserved. To view the video recording and download the slide deck go to https://senturus.com/resources/power-bi-dax-kickstart/ Visit our website to access our library of free BI knowledge resources including events, blogs, demos, whitepapers, other on-demand webinars and our dashboard gallery https://senturus.com/senturus-resources/
  • 22. ©2019 Senturus, Inc. All rights reserved. https://senturus.com/training/course-schedule-2/ Cyber Sale: 50% Off Instructor-Led Training Our biggest sale of the year ends tomorrow! $599 $299 for full day of instructor-led training
  • 23. • Extends formal training into your real-world environment by using your own data/application • Can work through actual report and data modeling challenges (co-development) • Taught on-site or online • Small groups or individuals info@senturus.com 888 601 6010 Power BI Mentoring 23©2018 Senturus, Inc. All rights reserved.
  • 24. Full Spectrum of Services for BI WHO WE ARE
  • 25. Decisions & Actions ©2019 Senturus, Inc. All rights reserved. Business Needs Analysis Ready Data Bridging the Gap between Data & Decision Making
  • 26. • Dashboards, reporting and visualizations • Data preparation and modern data warehousing • Hybrid BI environments (migrations, security, etc.) • BI support retainer (expertise on demand) • Software to enable bimodal BI and platform migrations • Training and mentoring Full Spectrum of Services for BI ©2019 Senturus, Inc. All rights reserved.
  • 27. 27Senturus, Inc. – Proprietary and Confidential 1300+ Clients, 2500+ Projects, 19+ Years ©2019 Senturus, Inc. All rights reserved.
  • 29. Upcoming Events ©2019 Senturus, Inc. All rights reserved. www.senturus.com/events
  • 30. www.senturus.com/senturus-resources/ Free Resources ©2019 Senturus, Inc. All rights reserved. Power BI Premium Demystified https://senturus.com/blog/power-bi-premium-demystified/ Creating and Publishing Paginated Reports in Power BI Service https://senturus.com/blog/creating-and-publishing-paginated-reports-in-power-bi-service/ Power BI Gateway Explained https://senturus.com/blog/power-bi-gateway-explained/
  • 31. Training for Power BI, Tableau & Cognos ©2019 Senturus, Inc. All rights reserved. https://senturus.com/training/
  • 32. Thank You! www.senturus.com info@senturus.com 888 601 6010 Copyright 2019 by Senturus, Inc. This entire presentation is copyrighted and may not be reused or distributed without the written consent of Senturus, Inc.