Introduction to DAX in Power BI

Introduzione a DAX in Power BI

Jess Ahmet

Content Developer, DataCamp

What is DAX?

  • Data Analysis eXpressions
  • Formula language to create calculations
    • Columns, tables, measures
  • Based on Excel formulas and functions
    • e.g., SUM()
  • Used in other Microsoft tools
    • Power Pivot and Analysis Services
Introduzione a DAX in Power BI

DAX functions

  • Predefined formulas that perform calculations on specific values called arguments
  • Function syntax indicates the order of arguments expected
  • Function categories
    • Aggregation - SUM(),AVERAGE(), COUNT()
    • Date and Time - TODAY(), MONTH(), YEAR()
    • Logical - IF(), AND(), OR()
    • Text - CONCATENATE(), UPPER(), LEFT()
    • And many more...
  • DAX reference:
Introduzione a DAX in Power BI

DAX functions example

  • SUM()
    • Syntax: SUM(<column>)
    • Description: Adds all the numbers in a column.
    • One argument: <column>
    • Example: SUM(Sales)
  • LEFT()
    • Syntax: LEFT(<text>, <num_chars>)
    • Description: Returns the specified number of characters from the start of a text.
    • Two arguments: <text>,<num_chars>
    • Example: LEFT('DataCamp', 4) = "Data"
Introduzione a DAX in Power BI

Creating calculated columns

  • Expands our existing datasets without editing the source data
  • Evaluates at a row level and adds a new column to an existing table
  • Calculated at data load or when the data is refreshed
Introduzione a DAX in Power BI

Creating calculated columns

  • Expands our existing datasets without editing the source
  • Evaluates at a row level and adds a new column to an existing table
  • Calculated at data load and when the data is refreshed
  • DAX example: Price_w_tax = Price + (Price * Tax)
Item Price Tax
A $ 20 25%
B $ 45 0%
C $ 100 15%
Introduzione a DAX in Power BI

Creating calculated columns

  • Expands our existing datasets without editing the source
  • Evaluates at a row level and adds a new column to an existing table
  • Calculated at data load and when the data is refreshed
  • DAX example: Price_w_tax = Price + (Price * Tax)
Item Price Tax Price_w_tax
A $ 20 25% $25
B $ 45 0% $45
C $ 100 15% $115
Introduzione a DAX in Power BI

Creating calculated measures

  • Enables complex calculations
  • Aggregates multiple rows and adds a new field that can be added to visualizations
  • Calculated at query time as you interact and filter
    • More efficient because the calculation is not run every time the table is accessed
  • Two ways to create a measure
    • Write a measure from scratch
    • Use the built-in Quick Measure tool
Introduzione a DAX in Power BI

Creating calculated measures

Item Price Tax Price_w_tax
A $ 20 25% $25
B $ 45 0% $45
C $ 100 15% $115
  • Total_price_w_tax = SUM(Price_w_tax)
  • Total_price_w_tax = $25 + $45 + $115 = $185
Introduzione a DAX in Power BI

Summary

Calculated columns:

  • For evaluating each row
  • Add a new column to an existing table
  • Calculated at data load or when the data is refreshed

Calculated measures:

Introduzione a DAX in Power BI

Summary

Calculated columns:

  • For evaluating each row
  • Add a new column to an existing table
  • Calculated at data load or when the data is refreshed
Item Price Tax Price_w_tax
A $ 20 25% $25
B $ 45 0% $45
C $ 100 15% $115

Calculated measures:

  • For aggregating multiple rows
  • Results in another field that you can add to a visualization
  • Calculated at query time as you interact and filter
  • Total_price_w_tax = SUM(Price_w_tax)
Introduzione a DAX in Power BI

Summary

Calculated columns:

  • For evaluating each row
  • Add a new column to an existing table
  • Calculated at data load or when the data is refreshed
Item Price Tax Price_w_tax
A $ 20 25% $25
B $ 45 0% $45
C $ 100 15% $115

Calculated measures:

  • For aggregating multiple rows
  • Results in another field that you can add to a visualization
  • Calculated at query time as you interact and filter

  • Total_price_w_tax = SUM(Price_w_tax)

1 Calculated tables will be covered later.
Introduzione a DAX in Power BI

Adventure Works

  • Sells bikes and bike-parts globally
  • Table: Sales
    • Transactional data for each order line of a sale
    • Contains categorical data including product category

Shinola bike on display by Amin Hasani

Introduzione a DAX in Power BI

Let's practice!

Introduzione a DAX in Power BI

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