Iterating functions
DAX Functions in Power BI
Maarten Van den Broeck
Content Developer at DataCamp
Iterating functions
- Iterate over each row of a given table to perform an expression
SUMX(<table>, <expression>)
AVERAGEX(<table>, <expression>)
- X stands for eXpression
- Allow for advanced calculations specified at each row
Iterating functions: SUMX()
Calculated column example
Cost = Fact_Orders[Sales] - Fact_Orders[Profit]
Total Costs = SUM(Fact_Orders[Cost])
| Sales | Profit | Cost |
|---|---|---|
| $77.88 | $3.89 | $73.99 |
| $22.72 | $10.22 | $12.50 |
| ... | ... | ... |
| Total Costs |
|---|
| $2,569 |
Iterating functions: SUMX()
Calculated column example
Cost = Fact_Orders[Sales] - Fact_Orders[Profit]
Total Costs = SUM(Fact_Orders[Cost])
| Sales | Profit | Cost |
|---|---|---|
| $77.88 | $3.89 | $73.99 |
| $22.72 | $10.22 | $12.50 |
| ... | ... | ... |
| Total Costs |
|---|
| $2,569 |
Iterating function example
Total Costs SUMX =
SUMX(Fact_Orders,
Fact_Orders[Sales] - Fact_Orders[Profit])
| Total Costs SUMX |
|---|
| $2,569 |
Filtering iterating functions
- Use filter functions, such as FILTER(), to return a filtered table
SUMX(
FILTER(
<table>,
<filter>),
<expression>)
Total Costs East SUMX =
SUMX(
FILTER(
Fact_Orders,
Fact_Orders[Region] = "East"),
Fact_Orders[Sales] - Fact_Orders[Profit])
Filtering iterating functions
- Use filter functions, such as FILTER(), to return a filtered table
SUMX(
FILTER(
<table>,
<filter>),
<expression>)
Total Costs East SUMX =
SUMX(
FILTER(
Fact_Orders,
Fact_Orders[Region] = "East"),
Fact_Orders[Sales] - Fact_Orders[Profit])
$$ $$ $$ $$ $$ $$
| Region | Total Costs | Total Costs East SUMX |
|---|---|---|
| Central | $501,239.89 | |
| East | $678,781.24 | $678,781.24 |
| South | $391,721.91 | |
| West | $725,457.82 | |
| TOTAL | $2,297,200.86 | $678,781.24 |
Iterating functions: RANKX()
RANKX(
<table>,
<expression>)
- Rank regions by total costs
Total Costs RANKX =
RANKX(
ALL(Dim_Sales[Region]),
[Total Costs])
- Use
ALL()to evaluate all rows from the dimension table
Iterating functions: RANKX()
RANKX(
<table>,
<expression>)
- Rank regions by total costs
Total Costs RANKX =
RANKX(
ALL(Dim_Sales[Region]),
[Total Costs])
- Use
ALL()to evaluate all rows from the dimension table
$$ $$ $$
| Region | Total Costs | Total Costs RANKX |
|---|---|---|
| Central | $725,457.82 | 1 |
| East | $678,781.24 | 2 |
| South | $501,239.89 | 3 |
| West | $391,721.91 | 4 |
Operators in DAX
Comparison operators
| Operator | Meaning |
|---|---|
| = | Equal to |
| == | Strict equal to |
| > | Greater than |
| < | Smaller than |
| >= | Greater than or equal to |
| <= | Smaller than or equal to |
| <> | Not equal to |
Operators in DAX
Comparison operators
| Operator | Meaning |
|---|---|
| = | Equal to |
| == | Strict equal to |
| > | Greater than |
| < | Smaller than |
| >= | Greater than or equal to |
| <= | Smaller than or equal to |
| <> | Not equal to |
Text operator
| Operator | Meaning | Example |
|---|---|---|
| & | Concatenates text values | [City]&", "&[State] |
Operators in DAX
Comparison operators
| Operator | Meaning |
|---|---|
| = | Equal to |
| == | Strict equal to |
| > | Greater than |
| < | Smaller than |
| >= | Greater than or equal to |
| <= | Smaller than or equal to |
| <> | Not equal to |
Text operator
| Operator | Meaning | Example |
|---|---|---|
| & | Concatenates text values | [City]&", "&[State] |
Logical operators
| Operator | Meaning | Example |
|---|---|---|
| && | AND condition |
([City] = "Bru") && ([Return] = "Yes")) |
| || | OR condition |
([City] = "Bru") || ([Return] = "Yes")) |
| IN { } | OR condition for each row |
Product[Color] IN {"Red", "Blue", "Gold"} |
Lesson[Knowledge] IN {"Poor", "Great", "Awesome!"}
DAX Functions in Power BI
