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Extreme DAX

By : Michiel Rozema, Henk Vlootman

4.9 (44)

Extreme DAX

4.9 (44)

By: Michiel Rozema, Henk Vlootman

Overview of this book

This book helps business analysts generate powerful and sophisticated analyses from their data using DAX and get the most out of Microsoft Business Intelligence tools. Extreme DAX will first teach you the principles of business intelligence, good model design, and how DAX fits into it all. Then, you’ll launch into detailed examples of DAX in real-world business scenarios such as inventory calculations, forecasting, intercompany business, and data security. At each step, senior DAX experts will walk you through the subtleties involved in working with Power BI models and common mistakes to look out for as you build advanced data aggregations. You’ll deepen your understanding of DAX functions, filters, and measures, and how and when they can be used to derive effective insights. You’ll also be provided with PBIX files for each chapter, so that you can follow along and explore in your own time.

Preface

Preface

Who this book is for

What this book covers

To get the most out of this book

Get in touch

Free Chapter

Part I: Introduction

Part I: Introduction

1.1 DAX in Business Intelligence

1.1 DAX in Business Intelligence

The Five-Layer model for business intelligence

Enterprise BI and end-user BI

Where DAX fits in, and where to find it

Tools to develop models and DAX

Powered by DAX: visual, interactive reports

How to approach solution development

The digital transformation cycle

Summary

1.2 Model Design

1.2 Model Design

Columnar data storage

Data types and encoding

Relationships

Effective model design

Memory and performance considerations

Summary

1.3 Using DAX

1.3 Using DAX

Calculated columns

Calculated tables

Measures

DAX security filters

DAX queries

Date tables

Best practices in DAX

Summary

1.4 Context and Filtering

1.4 Context and Filtering

The Power BI model

Introduction to DAX context

DAX filtering: Using CALCULATE

Time intelligence

Changing relationship behavior

Table functions in DAX

Filtering with table functions

DAX variables

Summary

Part II: Business cases

Part II: Business cases

2.1 Security with DAX

2.1 Security with DAX

Introduction to row-level security (RLS)

Securing hierarchies using PATH functions

Securing attributes

Securing aggregation levels

Summary

2.2 Dynamically Changing Visualizations

2.2 Dynamically Changing Visualizations

The business case

Dynamic measures

Dynamic labels

Combining dynamic labels and dynamic calculations

Summary

2.3 Alternative Calendars

2.3 Alternative Calendars

Week-based and Gregorian calendars

Creating a week-based calendar table

Time Intelligence calculations for week-based calendars

Keeping your report current

Summary

2.4 Working with AutoExist

2.4 Working with AutoExist

The Power BI model

How Power BI visualizes the output of a model

What AutoExist is, and what it does

Example: The case of the missing workdays

How to solve the missing workdays problem

Optimizing report performance with AutoExist

Summary

2.5 Intercompany Business

2.5 Intercompany Business

Modeling the QuantoBikes sales process

Business between subsidiaries

Future sales

Summary

2.6 Exploring the Future: Forecasting and Future Values

2.6 Exploring the Future: Forecasting and Future Values

Financial calculations

Financial DAX functions

The business case and model

Calculating Future Value (FV)

Calculating Net Present Value (NPV)

Calculating the Internal Rate of Return (IRR)

Calculating cost-covering rent

Summary

2.7 Inventory Analysis

2.7 Inventory Analysis

Data modeling for status-oriented data

Basic inventory calculations

Inventory forecasting

Summary

2.8 Personnel Planning

2.8 Personnel Planning

The Power BI model

Calculating sales

Calculating FTEs needed

Optimizing the Power BI model

Considering aggregation levels

Summary

Other Books You May Enjoy

Other Books You May Enjoy

Index

Index

Customer Reviews

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Get in touch

Feedback from our readers is always welcome.

General feedback: Email [email protected], and mention the book's title in the subject of your message. If you have questions about any aspect of this book, please email us at [email protected].

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