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Measures & Calculations in Power BI
August 26, 2021
To Receive CPE Credit• Individuals
Participate in entire webinar Answer polls when they are provided
• Groups Group leader is the person who registered & logged on to the webinar Answer polls when they are provided Complete group attendance form Group leader sign bottom of form Submit group attendance form to [email protected] within 24 hours of webinar
• If all eligibility requirements are met, each participant will be emailed their CPE certificate within 15 business days of webinar. Due to the large volume of certificates of completion issued, requests to reissue lost or misplaced certificates will be honored up to 60 days following the webinar
INTRODUCTIONS
Charles Allen Senior Managing Consultant• More than 30 years of experience • Solver Certified• 10-time Microsoft GP MVP
Agenda
• Introduction to DAX
• Measures
• Calculated Columns
• Calculated Tables
Introduction to DAX
Introduction to DAX
• What is DAX?
• It is a collection of functions, operators, & constants that can be used in a formula or expression to calculate & return one or more values
• https://docs.microsoft.com/en-us/power-bi/transform-model/desktop-quickstart-learn-dax-basics
Introduction to DAX
• It is also known as function language, where the full code is kept inside a function
• DAX Basics in Power BI
• https://www.tutorialspoint.com/power_bi/dax_basics_in_power_bi.htm
Introduction to DAX• There are more than 200
DAX functions• Used for measures,
calculated columns, & calculated tables
• Available since 2010• Similarity to Excel formulas• Works on Tables instead of
Cells• References columns instead
of cell addresses
Introduction to DAXLike what?
Revenue =
CALCULATE(
SUM('Module General Ledger'[monthly amount]),
'Account'[accountcategory] IN { "Revenue" }
)*‐1
Introduction to DAXRevenue YoY % =DIVIDE(
[Revenue]
‐ CALCULATE( [Revenue],
‐ SAMEPERIODLASTYEAR('Date'[Date]) ),
CALCULATE( [Revenue],
SAMEPERIODLASTYEAR('Date'[Date])
)
)
Introduction to DAX
Quick MeasuresQuick MeasuresAggregate per Category
Filters
Time Intelligence
Totals
Mathematical Operations
Creating Quick Measures
Quick Measures
What is a Quick Measure?
It’s a measure that’s really fast!
No, it’s not!So, what is it really?
It’s a way to create common measures, like …
Aggregate per category
Filters
Time Intelligence
Quick Measures
How do I create a Quick Measure?
From the Fields area, right-click in the area & select New quick measure
Quick Measures
• Select a calculation
• Select the fields for the calculation
Quick Measures
• Note: This is where measure upon measure comes in handy
• To create a measure for a category, you may need a measure that filters for that category
This Photo by Unknown Author is licensed under CC BY-NC-ND
Creating Measures
Creating Measures• Creating measures create model measures
• Write measures for every calculation if you can
• Only gets calculated when it is used
• Works in memory
• Good for calculating amounts at the report level
• Used for aggregating data
Measures versus Calculated Columns – (1.5)https://www.youtube.com/watch?v=nJSXty9Y4tM
Creating Measures
• Right-click in the Fields area
• Select New measure
This Photo by Unknown Author is licensed under CC BY-NC-ND
Creating Calculated Columns
Calculated Columns• Stored in the data model
• Take up space
• Calculated when the data is refreshed
• Used for slicing & dicing (filtering)
Measures versus calculated columns in DAX & Power BI
https://www.youtube.com/watch?v=ePPi1LLX0sA
This Photo by Unknown Author is licensed under CC BY-NC-ND
Resources
• Power BI – https://powerbi.microsoft.com/en-us/
• Guy in a Cube –https://www.youtube.com/channel/UCFp1vaKzpfvoGai0vE5VJ0w
• Power BI & Solver – Overview (Solver Academy) –https://learn.solvertraining.com/power-bi-overview
• Using Microsoft Power BI (Solver Academy) –https://learn.solvertraining.com/using-microsoft-power-bi
• Enterprise DNA (YouTube) –https://www.youtube.com/channel/UCy2rBgj4M1tzK-urTZ28zcA
• SQLBI – https://www.youtube.com/user/sqlbitv
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CPE Credit
• CPE credit will be awarded upon verification of participant attendance
• For questions, concerns, or comments regarding CPE credit, please email BKD Learning & Development Department at [email protected]
