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Questions and Answers
What is the purpose of DAX in Power BI?
What is a measure in DAX?
What is the correct syntax for a DAX formula?
Which type of DAX function is used to perform calculations such as SUM and AVERAGE?
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What is the purpose of the FILTER function in DAX?
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What is a best practice when writing DAX formulas?
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What is the purpose of the CALCULATE function in DAX?
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What is an example of a simple measure in DAX?
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What is the purpose of the ALL function in DAX?
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What is an example of a calculated column in DAX?
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Study Notes
DAX Formulas in Power BI
What is DAX?
- DAX (Data Analysis Expressions) is a formula language used in Power BI to define calculations and create measures.
- It is similar to Excel formulas, but more powerful and flexible.
Basic Concepts
- Measures: Calculated fields that can be used in reports, such as sums, averages, and counts.
- Columns: Fields that contain data, such as dates, names, or numbers.
- Tables: Collections of related data, similar to Excel worksheets.
DAX Formula Structure
-
Syntax:
Measure Name = DAX Formula -
Formula: A calculation that returns a value, using a combination of:
- Operators: Arithmetic, comparison, logical, and text operators.
- Functions: Built-in functions, such as SUM, AVERAGE, and FILTER.
- Values: Literals, such as numbers, texts, or dates.
- References: References to tables, columns, and measures.
DAX Functions
-
Aggregation Functions:
- SUM, AVERAGE, MIN, MAX, COUNT, etc.
-
Filter Functions:
- FILTER, FILTERS, ALL, ALLEXCEPT, etc.
-
Logical Functions:
- IF, IFERROR, IFBLANK, etc.
-
Time Intelligence Functions:
- YEAR, MONTH, DAY, HOUR, MINUTE, SECOND, etc.
DAX Formula Examples
-
Simple Measure:
Total Sales = SUM(Sales[Sales Amount]) -
Calculated Column:
Product[Price Including VAT] = Product[Price] * 1.2 -
Filter Measure:
Sales This Year = CALCULATE(SUM(Sales[Sales Amount]), FILTER(Sales, Sales[Date] >= STARTOFYEAR(TODAY())))
Best Practices
- Keep it Simple: Break down complex formulas into smaller, reusable pieces.
- Use Meaningful Names: Choose clear and descriptive names for measures and columns.
- Test and Refine: Verify formulas with sample data and refine as needed.
DAX Formulas in Power BI
What is DAX?
- DAX (Data Analysis Expressions) is a formula language used in Power BI to define calculations and create measures.
- It is similar to Excel formulas, but more powerful and flexible.
Basic Concepts
- Measures: Calculated fields that can be used in reports, such as sums, averages, and counts.
- Columns: Fields that contain data, such as dates, names, or numbers.
- Tables: Collections of related data, similar to Excel worksheets.
DAX Formula Structure
-
Syntax:
Measure Name = DAX Formula - A formula consists of a combination of operators, functions, values, and references.
- Operators include arithmetic, comparison, logical, and text operators.
- Functions include built-in functions like SUM, AVERAGE, and FILTER.
- Values include literals like numbers, texts, or dates.
- References include references to tables, columns, and measures.
DAX Functions
Aggregation Functions
- SUM, AVERAGE, MIN, MAX, COUNT, etc.
Filter Functions
- FILTER, FILTERS, ALL, ALLEXCEPT, etc.
Logical Functions
- IF, IFERROR, IFBLANK, etc.
Time Intelligence Functions
- YEAR, MONTH, DAY, HOUR, MINUTE, SECOND, etc.
DAX Formula Examples
-
Simple Measure: Calculate the total sales using
Total Sales = SUM(Sales[Sales Amount]). -
Calculated Column: Calculate the product price including VAT using
Product[Price Including VAT] = Product[Price] * 1.2. -
Filter Measure: Calculate the sales for the current year using
Sales This Year = CALCULATE(SUM(Sales[Sales Amount]), FILTER(Sales, Sales[Date] >= STARTOFYEAR(TODAY()))).
Best Practices
- Keep it Simple: Break down complex formulas into smaller, reusable pieces.
- Use Meaningful Names: Choose clear and descriptive names for measures and columns.
- Test and Refine: Verify formulas with sample data and refine as needed.
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Description
Learn about DAX, a formula language used in Power BI to define calculations and create measures, similar to Excel formulas. Understand basic concepts like measures, columns, and tables.
