DAX is a collection of functions and operators used in Power BI to calculate and return values, enabling advanced data analysis such as growth percentages and year-over-year comparisons. Understanding DAX is crucial for leveraging data effectively to solve business problems, and familiarity with Excel formulas can aid in learning DAX. The document emphasizes the importance of grasping fundamental concepts like syntax, functions, and context to build DAX skills and provides an example workbook for practical learning.
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DAX is a collection of functions and operators used in Power BI to calculate and return values, enabling advanced data analysis such as growth percentages and year-over-year comparisons. Understanding DAX is crucial for leveraging data effectively to solve business problems, and familiarity with Excel formulas can aid in learning DAX. The document emphasizes the importance of grasping fundamental concepts like syntax, functions, and context to build DAX skills and provides an example workbook for practical learning.
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What is DAX?
DAX is a collection of functions, operators, and constants that can be
used in a formula, or expression, to calculate and return one or more values. DAX helps you create new information from data already in your model. Why is DAX so important? It’s easy to create a new Power BI Desktop file and import some data into it. You can even create reports that show valuable insights without using any DAX formulas at all. But, what if you need to analyze growth percentage across product categories and for different date ranges? Or, you need to calculate year- over-year growth compared to market trends? DAX formulas provide this capability and many other important capabilities as well. Learning how to create effective DAX formulas will help you get the most out of your data. When you get the information you need, you can begin to solve real business problems that affect your bottom line. Prerequisites You might already be familiar with creating formulas in Microsoft Excel, and that knowledge will be helpful in understanding DAX. But even if you have no experience with Excel formulas, the concepts described here will help you get started creating DAX formulas and solving real-world BI problems right away. We’ll focus on understanding DAX formulas used in calculations, more specifically, in measures and calculated columns. You should already be familiar with using Power BI Desktop to import data and add fields to a report, and you should also be familiar with fundamental concepts of Measures and Calculated columns. Example workbook The best way to learn DAX is to create some basic formulas, use them with actual data, and see the results for yourself. The examples and tasks here use the Contoso Sales Sample for Power BI Desktop file. This sample file is the same one used in the Tutorial: Create your own measures in Power BI Desktop article. Let's begin We'll frame our understanding of DAX around three fundamental concepts: Syntax, Functions, and Context. There are other important concepts in DAX, but understanding these three concepts will provide the best foundation on which to build your DAX skills. Syntax Before you create your own formulas, let’s take a look at DAX formula syntax. Syntax includes the various elements that make up a formula, or more simply, how the formula is written. For example, here's a simple DAX formula for a measure: This formula includes the following syntax elements: A. The measure name, Total Sales. B. The equals sign operator (=), which indicates the beginning of the formula. When calculated, it will return a result. C. The DAX function SUM, which adds up all of the numbers in the Sales[SalesAmount] column. You’ll learn more about functions later. D. Parenthesis (), which surround an expression that contains one or more arguments. Most functions require at least one argument. An argument passes a value to a function. E. The referenced table, Sales. F. The referenced column, [SalesAmount], in the Sales table. With this argument, the SUM function knows on which column to aggregate a SUM.