Power BI - Use Advanced Calculations with DAX Formulas

Overview

This webcast is part of the 2020 Power BI Series. Please see below for the suggested viewing order.

This webcast focuses on using DAX (Data Analysis eXpressions) to create advanced calculations in Power Pivot data models. We will review what you learned in "Power BI - Go Beyond PivotTables with Power Pivot" and take your calculations to the next level using advanced DAX formulas.

You will learn over 20 DAX functions that will allow you to perform calculations that were not possible with standard Excel. We will also review the use of a date or calendar table that allows us to perform date analysis that was never possible before. This will allow us to use the new time-intelligent functions to perform complex calculations on our data like: month-to-date, quarter-to-date, year-to-date, last year same period, last year-to-date, etc. You will also learn the DAX calculation process in order to proof and validate your calculations.

We will be using Power Pivot to create our DAX calculations, however, the process is very similar in Power BI Desktop and the functions and formulas are identical. If you are using Power BI Desktop, you should be able to follow along and learn how to create advanced calculations.

This series is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this webcast series apply to all versions of Excel. (bold) *However, in order to follow along and apply concepts being taught during this session, you need to have the Power Pivot add-in installed.

(bold) Explore the other webcasts in the 2020 Power BI Series:

Power BI - Introduction to MS Power BI Tools
Power BI - Prepare Your Data Efficiently for Excel Analysis
Power BI - Analyze Your Data With Excel Pivot Tables
Power BI - Create Excel Dashboards for Maximum Impact
Power BI - Use Power Query to Transform Your Data
Power BI - Go Beyond PivotTables with Power Pivot
Power BI - Use PBI Desktop to Create Reports and Dashboards
Power BI - Share Your Data Analysis using PowerBI.com

Prerequisites

Attended the Power Pivot or Power BI Desktop class or equivalent

Objectives

• Create calculations using DAX formulas
• Use a Date / Calendar table to perform complex date analysis
• Use the DAX calculation process to validate calculations

Highlights

Review Power Pivot calculations (column calculations vs. measures)
Create advanced DAX formulas
Using a Date / Calendar table for data analysis
The DAX calculation process