DAX for Excel PowerPivot Introduction


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  • 2 day course
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Course Outline

  • Exploring Data Modeling
  • Introducing DAX
  • Using DAX Functions
  • Understanding Evaluation Contexts
  • Working with Dates
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Overview

This course is aimed at PowerPivot users who wish to learn more about the Data Analytic Expression (DAX) language to enable data models to be enhanced and extended using the collection of DAX functions. Topics covered include Exploring data modeling, Introducing DAX, Using DAX functions, Understanding evaluation contexts, Working with dates and Utilising advanced DAX functionality.
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Course Outline

Exploring Data Modeling

  • Introducing DAX calculations
  • Understanding DAX data types and operators
  • Creating calculated columns and measures
  • Handling errors in DAX expressions
  • Formatting DAX code
  • Understanding relationships between tables
  • Basic DAX functions (aggregate, logical, filter)
  • Row and filter contexts

Introducing DAX

  • DAX calculations
  • DAX data types
  • DAX operators
  • Calculated columns
  • Measures
  • Variables
  • Handling errors in DAX expressions
  • Formatting DAX code

Using DAX Functions

  • Common DAX functions
  • Aggregate functions
  • Logical functions
  • Information functions
  • Mathematical functions
  • Trigonometric functions
  • Text functions
  • Conversion functions
  • Date and time functions
  • Relational functions
  • Using basic table functions
  • Introducing table functions
  • EVALUATE syntax
  • Using table expressions
  • FILTER
  • ALL, ALLEXCEPT, and ALLNOBLANKROW
  • VALUES and DISTINCT
  • Using VALUES as a scalar value

Understanding Evaluation Contexts

  • Introduction to evaluation contexts
  • The row context
  • Testing your evaluation context understanding
  • Using SUM in a calculated column
  • Using columns in a measure
  • Creating a row context with iterators
  • Using the EARLIER function
  • FILTER, ALL, and context interactions
  • Working with many tables
  • Row contexts and relationships
  • Filter context and relationships
  • Introducing VALUES
  • Introducing ISFILTERED, ISCROSSFILTERED
  • Evaluation contexts recap
  • Creating a parameter table

Working with Dates

  • Explain and utilise date functions
  • Explain working with calendars
  • Explain using multiple calendars
  • Create and configure date calculations

Utilising Advanced DAX Functionality

  • Time Intelligence functions (e.g, year-to-date, rolling totals)
  • Advanced aggregation and filtering techniques
  • Handling complex data models (e.g., many-to-many relationships)
  • Optimising DAX formulas for performance
  • Advanced use of calculation groups and context interactions
  • Best practices for data model design and optimisation
  • Diagnosing and fixing performance issues in Power BI reports

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Useful Links

  • DAX reference guide – Discover a library of functions and operators to build formulas and expressions in Power BI, Analysis Services and Power Pivot in Excel data models
  • The DAX Guide – Comprehensive learning guide
  • Short tutorial in DAX – Quick start for users new to Power Pivot in Excel or tabular model projects authored in SQL Server Data Tools

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