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Data Analysis Expressions (DAX)

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Microsoft Power BI Quick Start Guide - Fourth Edition

Bring your data to life with the ultimate beginner's guide to Power BI, now featuring Microsoft Fabric, Copilot, and full-color visuals to make learning data modeling, storytelling, and dashboards easier and faster than ever Key Features Build data literacy and gain confidence using Power BI through real-world, beginner-friendly examples Learn to shape, clean, and model data using Power BI Desktop and Power Query, with zero experience required Build vibrant, accurate reports and dashboards with real-world modeling examples Book Description Updated with the latest innovations in Power BI, including integration with Microsoft Fabric for seamless data unification and Copilot for AI-powered guidance. This comprehensive guide empowers you to build compelling reports and dashboards from the ground up. Whether you're new to Power BI or stepping into a data role, this book provides a friendly, approachable introduction to business intelligence and data storytelling You'll start with the Power BI Desktop interface and its core functionality, then move into shaping and cleaning your data using the Power Query Editor. From designing intuitive data models to writing your first DAX formulas, you’ll develop practical skills that apply directly to real-world scenarios. he book emphasizes how to use visualizations and narrative techniques to turn numbers into meaningful insights The chapters focus on hands-on, real-world examples—like analyzing sales trends, tracking KPIs, and cleaning messy data. You'll learn to build and refresh reports, scale your Power BI setup, and enhance your solutions using Microsoft Fabric and Copilot. Fabric unifies analytics across your organization, while Copilot speeds up your workflow with AI-driven insights and report suggestions By the end of the book, you’ll have the confidence and experience to turn raw data into insightful, impactful dashboards What you will learn Understand why data literacy matters in decision-making and careers Connect to data using import, DirectQuery, and live connection modes Clean and transform data using Power Query Editor and dataflows Design reports with visuals that support clear data storytelling Apply row-level security to enforce access and data protection Manage and monitor Power BI cloud for scalability and teamwork Use AI tools like Copilot to speed up prep and generate insights Learn Microsoft Fabric basics to enable unified data experiences Who this book is for This book is ideal for anyone looking to build a solid foundation in Power BI, regardless of prior experience. Whether you're just starting out or stepping into a new role that involves data, you'll find clear, approachable guidance throughout. The step-by-step tutorials and real-world examples make it easy to follow along—even if it’s your first time working with business intelligence tools

Financial Modeling and Reporting with Microsoft Power BI

Design powerful financial reports in Power BI by building models, measures, and dashboards tailored for real-world accounting and analytics Key Features Build a complete financial data model from ledgers, journals, and budgets Master DAX for income statements, KPIs, and performance analysis Learn Power BI Paginated and AI tools for printable and predictive reporting Purchase of the print or Kindle book includes a free PDF eBook Book Description Power BI for Financial Reporting is the definitive guide to designing high-performance, flexible, and insightful financial reports using Power BI. This book empowers finance and BI professionals to create everything from trial balances to enterprise-wide performance dashboards with ease and precision. The book starts by helping you define your reporting goals and data sources, mapping these needs to Power BI’s capabilities. You’ll then build a core financial data model—covering ledger transactions, charts of accounts, and multi-company support. As you proceed, you’ll integrate complex DAX measures, handle foreign exchange and journal entries, and extend your model with budgeting and inventory data. Each chapter builds toward a comprehensive suite of reports, complete with visual best practices and tested metrics. You’ll learn to streamline datasets using Power Query, test for data integrity, and generate printable reports via Power BI Paginated. The final chapters dive into using AI, predictive analytics, and Microsoft Fabric to future-proof your reporting. Whether you're consolidating data across systems or evolving your reports for changing business needs, this hands-on guide ensures you’re prepared to meet the demands of modern finance. What you will learn Build core financial models from ledgers and accounts Create Trial Balance and Income Statements using DAX Optimize Power BI with Power Query and data transformation Add budgets, targets, and KPIs to performance dashboards Integrate inventory data for nuanced stock reporting Produce printable reports using Power BI Paginated Apply AI for report generation and predictive analytics Test, tune, and evolve reports for secure, scalable use Who this book is for This book is for finance professionals, accountants, financial analysts, and BI developers who want to leverage Power BI to improve, automate, and future-proof their financial reporting. Whether consolidating data from ERPs, building reports across entities, or exploring advanced Power BI features, this book equips readers with practical skills and strategic insight.

Microsoft Power BI Data Analyst Associate Study Guide

Passing the PL-300 exam with 2025 revisions isn't just about memorization—you need to thoroughly know the basic features of Power BI. However, data professionals must also apply best practices that make Power BI solutions scalable and future-proof. The first half of this go-to companion by Paul Turley provides complete coverage of the PL-300 exam objectives for desktop and self-service users, while the second half equips you with necessary best practices and practical skills for real-world success after the exam. Immerse yourself in exam prep, practice questions, and hands-on references for applying time-tested design patterns in Power BI. You'll learn how to transform raw data into actionable insights using Power Query, DAX, and dimensional modeling. Perfect for data analysts and business intelligence developers, this guide shows how Power BI fits into modern data platforms like Azure and Microsoft Fabric, preparing you for the exam and for the evolving world of data engineering. Understand PL-300 exam topics and key prep strategies Discover scalable, enterprise-grade Power BI solutions using best practices Learn how to correctly apply Power Query, DAX, and visualizations in real-world scenarios, with real business data Uncover how to build for scale See how Power BI fits into modern architectures like Azure and Microsoft Fabric

Microsoft Fabric Analytics Engineer Associate Study Guide

Data is the heartbeat of business. Microsoft's Fabric Analytics Engineer Associate (DP-600) certification proves you understand the tools and technologies to make use of it. This comprehensive guide covers everything you need to know to design and implement enterprise-grade analytics solutions—and ace your certification exam. Drawing on their extensive experience working with Microsoft Fabric and Power BI, Brian Bønk and Valerie Junk take you through preparing and transforming data, securing and managing analytics assets, and building and optimizing semantic models. You'll learn to work with data warehouses and lakehouses, ensuring data is structured and ready for analysis. You will also discover how to query and analyze data using SQL, KQL, and DAX, which are essential skills for anyone working with Fabric. Whether you're preparing for the exam or just looking to expand your Fabric expertise, this book gives you the foundation to succeed. Prepare and enrich data for analysis Work with, secure, and maintain analytics assets Implement and manage semantic models Utilize data warehouses and lakehouses Handle workspace access control and item-level access control Optimize enterprise-scale semantic models

Microsoft Power BI For Dummies, 2nd Edition

Make smarter business decisions with Microsoft PowerBI Microsoft PowerBI For Dummies gives you the foundation you need to use this powerful software platform to manage your data and gather insight for making better decisions. With PowerBI, you can visualize, model, and interpret large datasets, quickly revealing insights that once took weeks to dig out. This book takes you through the basics of getting your data ready, preparing your analysis, and creating reports. Then, you'll dig into more advanced features using DAX—the PowerBI programming language—even if you have no prior programming experience. This edition covers the latest updates to the software, including AI integration, enhanced customization, and improved real-time collaboration tools. Transform raw data into meaningful information and make data-driven decisions Import datasets and create dashboards, visualizations, and reports Use the Copilot AI assistant to speed up workflows and simplify tasks Integrate PowerBI with other Microsoft services like Excel and Azure Businesses of all sizes can use PowerBI to manage their data. With Microsoft PowerBI For Dummies, you can quickly and easily set up PowerBI, learn the fundamentals, and handle complex reporting.

Microsoft Power BI Step by Step

Are you ready to turn your data into powerful insights and make smarter business decisions? Microsoft Power BI Step by Step is your hands-on guide to mastering one of todays most in-demand business intelligence tools. Written by certified Power BI experts Nuric Ugarte and José Rafael Escalanteleaders in the Power BI community, with years of real-world consulting and teaching experiencethis book takes you from your very first steps in Power BI all the way to advanced data modeling, DAX calculations, and sharing interactive reports with your team. Whether youre a business analyst, data professional, Excel power user, or IT decision-maker, youll find clear, step-by-step instructions and practical exercises that make learning Power BI approachable and effective. Youll learn how to connect to a wide range of data sources, clean and transform your data, create stunning visualizations, and collaborate securely in the Power BI Service. Plus, youll discover how to use the latest features, including Copilot, to streamline your workflow and get answers faster. If you want to build your data skills, impress your organization, and unlock the full potential of Power BI, this is the book you need to get thereone step at a time.

The Definitive Guide to DAX: Mastering the semantic model expression language for Microsoft Power BI, Fabric, and Excel, 3rd Edition

Seasoned Experts Alberto Ferrari and Marco Russo Help You Master DAX for Superior Business Intelligence Solutions The Definitive Guide to DAX is an authoritative resource for mastering the DAX language, which is pivotal for creating measures for semantic models in Microsoft Power BI, Fabric, Analysis Services, and Excel. With years of experience since the inception of Power Pivot, the authors offer a comprehensive reference that navigates through the unique and complex concepts of DAX, making it an essential tool for BI professionals. This third edition updates you with the latest features and provides a framework for writing efficient DAX code, enhancing your ability to customize calculations in data models. You will gain the skills necessary to understand and apply advanced DAX concepts, structure code in user-defined functions, and leverage new calendars for time intelligence calculations. By reading this book, you will: Understand the foundational concepts of DAX and its unique language structure Master the use of evaluation contexts to enhance data analysis Utilize CALCULATE and CALCULATETABLE functions effectively Implement variables to simplify complex DAX expressions Leverage classic and new calendar based time intelligence functions Work with iterators to perform advanced calculations Apply visual calculations to improve report interactivity Create and manage calculation groups for dynamic reporting Handle complex hierarchies and relationships in data models Author DAX queries for testing and troubleshooting About This Book For BI professionals and Excel power users eager to deepen their understanding of DAX and enhance their data modeling capabilities with advanced techniques For data analysts and IT specialists seeking to optimize their use of Microsoft Power BI, Fabric, Analysis Services, and Excel for more efficient and insightful data analysis

Power BI for Finance

Build effective data models and reports in Power BI for financial planning, budgeting, and valuations with practical templates, logic, and step-by-step guidance. Free with your book: DRM-free PDF version + access to Packt's next-gen Reader Key Features Engineer optimal star schema data models for financial planning and analysis Implement common financial logic, calendars, and variance calculations Create dynamic, formatted reports for income statements, balance sheets, and cash flow Purchase of the print or Kindle book includes a free PDF eBook Book Description Martin Kratky brings his global experience of over 20 years as co-founder of Managility and creator of Acterys to empower CFOs and accountants with Power BI for Finance through this hands-on guide to streamlining and enhancing financial processes. Starting with the foundation of every effective BI solution, a well-designed data model, the book shows you how to structure star schemas and integrate common financial data sources like ERP and accounting systems. You’ll then learn to implement key financial logic using DAX and M, covering calendars, KPIs, and variance calculations. The book offers practical advice on creating clear and compliant financial reports, such as income statements, balance sheets, and cash flows with visual design and formatting best practices. With dedicated chapters on advanced workflows, you’ll learn how to handle multi-currency setups, perform group consolidations, and implement planning models like rolling forecasts, annual budgets, and sales and operations planning (S&OP). As you advance, you’ll gain insights from real-world case studies covering company valuations, Excel integration, and the use of write-back methods with Dynamics Business Performance Planning and Acterys. The concluding chapters highlight how AI and Copilot enhance financial analytics. Email sign-up and proof of purchase required What you will learn Apply multi-currency handling and group consolidation techniques in Power BI Model discounted cash flow and company valuation scenarios Design and manage write-back workflows with Dynamics BPP and Acterys Integrate Excel and Power BI using live connections and cube formulas Utilize AI, Copilot, and LLMs to enhance automation and insight generation Create complete finance-focused dashboards for sales and operations planning Who this book is for This book is for finance professionals including CFOs, FP&A managers, controllers, and certified accountants who want to enhance reporting, planning, and forecasting using Power BI. Basic familiarity with Power BI and financial concepts is recommended to get the most out of this hands-on guide.

Discover the potential of scripts and programmatic access to semantic model metadata. Get inspiration about what's possible, and take home specific examples that can boost your productivity. In this session, Daniel will assume the role of a data modelling wizard, throwing incantations and spells in the form of Tabular Editor C# scripts that can generate model documentation, clean up your model, and unlock advanced DAX modelling techniques that would otherwise be extremely tedious and time consuming.

Microsoft Power BI Visual Calculations: Simplifying DAX

Seasoned experts Jeroen ter Heerdt, Madzy Stikkelorum, and Marc Lelijveld help you master visual calculations in Power BI for transformative data insights Microsoft Power BI Visual Calculations: Simplifying DAX is a comprehensive guide that demystifies the innovative feature of visual calculations in Power BI. Jeroen, a Principal Product Manager at Microsoft, Madzy, a Data Analytics Consultant, and Marc, a Microsoft Data Platform MVP, bring their extensive expertise to this book, offering you a practical approach to mastering visual calculations. The book is designed to simplify DAX, making it accessible to beginners and empowering you to transform raw data into actionable insights. You will learn to implement visual calculations, understand their benefits, and apply them effectively in real-world scenarios, ultimately enhancing your ability to make data-driven decisions. By reading this book, you will: Understand the fundamentals of visual calculations in Power BI Create your first visual calculation with step-by-step guidance Explore advanced concepts like resetting context in visual calculations Compare visual calculations with other Power BI calculation options Master the performance characteristics of visual calculations Utilize specific functions designed for visual calculations Implement practical use cases like running sums and moving averages Enhance visual calculations with regular DAX expressions Optimize operational processes using data-driven insights Unlock the full potential of Power BI for strategic decision-making About This Book For Power BI users who want to simplify DAX and unlock the full potential of visual calculations without the usual complexities For business executives, managers, and data enthusiasts looking to transform raw data into actionable insights for strategic decision-making

The new DAX feature we've all been waiting for is now available: user-defined functions! A function is a DAX formula with parameters that can return values or tables. Parameters can be passed by value or by expression. In this session, you learn how to define, consume, and share user-defined functions in your semantic model with Power BI. The session will cover: What are user-defined functions; How to create effective functions; Understanding how functions are executed.

DAX for Humans

Level up your Power BI skills by learning DAX in an easy, fun, and practical way using one core pattern that can be used to solve most problems Key Features Learn simple through advanced DAX in a clear, concise way using real-world examples Explore powerful techniques for debugging DAX and increasing efficiency Use artificial intelligence to write, refine, and troubleshoot your DAX formulas Purchase of the print or Kindle book includes a free PDF eBook Book Description Although DAX has been around for over a decade, many struggle to master the language primarily because DAX is often taught through the CALCULATE function, which is the most complex and unintuitive function in all of DAX. But what if DAX could be taught without CALCULATE? The result would be an incredibly intuitive and easy way to learn DAX. DAX for Humans stands the traditional approach to learning DAX on its head, foregoing the traditional, legacy methods of learning DAX for a more modern approach that focuses on core DAX concepts and not any specific function. Even if you know nothing about DAX, from the very first chapter you will learn the essentials of the DAX language, as well as a single pattern to solve the majority of DAX problems. From that point forward, you’ll explore how to work with the basic building blocks of the DAX language and apply what you learn to real-world business scenarios across customers, human resources, projects, finance, operations, and more. By the end of this book, you’ll be able to apply your DAX skills to simple, complex, and advanced scenarios; understand how to optimize and debug your DAX code; and even know how to efficiently apply artificial intelligence to help you write and debug your DAX code. What you will learn Master techniques to solve common DAX calculations Apply DAX to real-word, practical business scenarios Explore advanced techniques for tackling unusual DAX scenarios Discover new ideas, tricks, and time-saving techniques for better calculations Find out how to optimize and debug DAX effectively Leverage AI to assist in writing, troubleshooting, and improving DAX Who this book is for If you use Power BI but struggle with DAX or if you know DAX but want to improve and expand your skills, then this book is for you. Even if you have never used Power BI or DAX before, you will find this book helpful as you progress from the basics to mastery of the DAX language using real-world scenarios as your guide.

Slow performing Power BI reports and visuals are a major cause of frustration. Finding the cause of these slow-downs and understanding why they are happening are the first steps in resolving them.

In this session we'll discuss the troubleshooting steps for slow DAX executions, using tools like Performance Analyser and DAX Studio.

We'll cover the different purposes behind the two parts of the DAX engine - Storage and Formula, and how to write expressions that target each individual component, allowing us to utilise their combined power to unlock the full potential of DAX.

We'll see how optimising expressions in order to harness the power of these engines helps increase performance. This will be done using live demonstrations showing the actual difference in executions times as well as exploring query plans.

By the end of this session, you will know how to identify which DAX expressions are causing issues in your reports, you'll have a solid understanding of what the DAX engine consists of, how the parts work together and how to use them to your advantage to make your expressions faster and more efficient. You will also know how to view a DAX query plan to help troubleshoot slow performing queries.

Les Calculation Groups (groupes de calculs) sont disponibles depuis 2018. D'abord via Tabular Editor (outil externe gratuit) puis en natif dans Power BI Desktop en 2023. Ces groupes de calculs sont une arme redoutable pour améliorer votre code DAX et mieux le factoriser. Au cours de cette session, Tristan Malherbe vous montrera comment les utiliser pour répondre à des cas d'usages métiers fréquemment rencontrés: gestion des calculs temporels, modélisation des role-playing dimension, segmentation dynamique et reproduction du comportement de colonnes calculées DAX dynamiques.