Month: June 2020

PowerBI has been the preferred BI tool for a large number of companies in recent times. As the tools get adopted we have seen a number of reporting scenarios from Basic excel porting to complex Machine Learning models. Regardless of how you plan to utilize PowerBI it is important to learn and understand the DAX…

A very useful way to work with DAX functions is to use VAR. VAR is a form of variable in which results can be stored temporarily without having to create measures and then using them in others. For example you use Var to store the result of a particular group and then use the var…

This is a function that may not be used as frequently as it used to be but it is likely you will encounter it in older PowerBI Reports where RLS or row level security was implemented. The function returns the username of the user currently viewing the report. Using this information and mapping it against…

A common issue faced when working with PowerBI is the limitation of having only one Active relationship between two tables. While this is a not an issues when importing data it can make creating measures a hassle. An example of this scenario could be the use of calendar table for Order Date and Delivery Date….

Once we are able to create virtual tables within PowerBI using Functions such as EVALUATE , CALCULATE TABLE etc it might be required to filter the contents of the virtual table based on certain Input criteria. In such cases we can use the TREATAS function to apply filters to a Virtual or Actual Table as…

A very useful kind of report is called a cumulative report. Which is based on summarizing data cumulatively. This means we can see the area chart as progressively growing as the year goes by. Charts such as these provide a clear indication of the long term trajectory of the sales and clearly indicates Sales for…

Another commonly used function is the TOPN function. It is used for both TOP and BOTTOM use cases. In this example to demonstrate the basics we are first going to simply fetch the top 34employees by their employee key. The below Formula shows what this would look like Table = TOPN(4,ALL(‘Dimension Employee’),’Dimension Employee'[Employee Key],ASC) To…

Switch is a DAX function that is used frequently to create custom groups and classifications. In this example we use Switch to create a column called approval where we code different types of approval for the total sum of Amount. You can use switch to replace multiple values with another value instead of using IF…

A useful function when measures need to be created on top of summarized data the SUMAMRIZE Function as its name suggests returns a table containing aggregates based on some grouping. In this example we can see a Table created which summarizes the SaleAmount from the Transactions Table Grouped by the year and the CustomerKey. Basically…

In this post we cover the difference between the DAX Formula SUM and SUMX. If you are even somewhat familiar with EXCEL you already know what SUM does. SUM aggregates the values over a column taking all rows into account. SUMX performs the same aggregate operation but over a subset of the data. Basically when…