Michiel Rozema - Extreme DAX: Take your Power BI and Microsoft data analytics skills to the next level
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Discover the true power of DAX and build advanced DAX solutions for practical business scenarios
Key Features- Solve complex business problems within Microsoft BI tools including Power BI, SQL Server, and Excel
- Develop a conceptual understanding of critical business data modeling principles
- Learn the subtleties of Power BI data visualizations, evaluation context, context transition, and filtering
If you want to get the most out of Microsoft Business Intelligence tools, sooner or later youll need to master DAX. Extreme DAX enables business analysts to generate powerful and sophisticated analyses from their data.
Youll learn the principles of business intelligence, good model design, and how DAX fits into it all. Then, youll 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.
Youll deepen your understanding of DAX functions, filters, and measures, and how and when they can be used to derive effective insights. Also provided with the book are PBIX files for each chapter for you to follow along with and explore in your own time.
What you will learn- Understand data modeling concepts and structures before you start working with DAX
- Grasp how relationships in Power BI models are different from those in RDBMSes
- Secure aggregation levels, attributes, and hierarchies using PATH functions and row-level security
- Get to grips with the crucial concept of context
- Apply advanced context and filtering functions including TREATAS, GENERATE, and SUMMARIZE
- Explore dynamically changing visualizations with helper tables and dynamic labels and axes
- Work with week-based calendars and understand standard time-intelligence
- Evaluate investments intelligently with the XNPV and XIRR financial DAX functions
If you are an analyst with a working knowledge of DAX in MS Power BI or other Microsoft analytics tools, this book will help you upgrade your DAX knowledge and work with analytical models more effectively.
This book is not for beginners and practical experience with DAX is necessary.
Table of Contents- DAX in Business Intelligence
- Model Design
- Using DAX
- Context and Filtering
- Security with DAX
- Dynamically Changing Visualizations
- Alternative Calendars
- Working with AutoExist
- Intercompany Business
- Exploring the Future: Forecasting and Future Values
- Inventory Analysis
- Personnel Planning
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Extreme DAX
Take your Power BI and Microsoft data analytics skills to the next level
Michiel Rozema
Henk Vlootman
BIRMINGHAMMUMBAI
Extreme DAX
Copyright 2022 Packt Publishing
All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.
Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the authors, nor Packt Publishing or its dealers and distributors, will be held liable for any damages caused or alleged to have been caused directly or indirectly by this book.
Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.
Producer: Suman Sen
Acquisition Editor Peer Reviews: Saby Dsilva
Project Editor: Rianna Rodrigues
Content Development Editor: Lucy Wan
Copy Editor: Safis Editing
Technical Editor: Aditya Sawant
Proofreader: Safis Editing
Indexer: Manju Arasan
Presentation Designer: Pranit Padwal
First published: January 2022
Production reference: 1070122
Published by Packt Publishing Ltd.
Livery Place
35 Livery Street
Birmingham
B3 2PB, UK.
ISBN 978-1-80107-851-1
www.packt.com
Michiel Rozema is one of the world's top Power BI experts and lives in the Netherlands. He holds a master's degree in mathematics and has worked in the IT industry for over 25 years as a consultant and manager. Michiel was the data insight lead at Microsoft Netherlands for 8 years, during which time he launched Power BI in the country. He is the author of two Dutch books on Power Pivot and Power BI. Michiel is one of the founders of the Dutch Power BI user group, organizer of the Power BI Summer School, and has been a speaker at many conferences on Power BI. He has been awarded the Microsoft MVP award since 2019 and, together with fellow MVP Henk Vlootman, he runs the consultancy company Quanto, which specializes in Power BI.
Henk Vlootman is a senior global Power Platform, Power BI, and Excel business consultant. Every year since 2013, Henk has received the Microsoft MVP award for his outstanding expertise and community leadership. Henk is one of the founders of the Dutch Power BI user group, organizer of the Power BI Summer School, and has been a speaker at many conferences on Power BI all over the world. He is also the author of two Excel and two Power Pivot/Power BI books. He started his career in 1992 with his own company, then as an Excel consultant. Nowadays he runs the consultancy company Quanto, which specializes in Power BI, together with fellow MVP Michiel Rozema.
Greg Deckler is a Microsoft MVP for Data Platform and an active member of the Columbus Ohio IT community, having founded the Columbus Azure ML and Power BI User Group (CAMLPUG) and presented at many conferences and events throughout the country. An active blogger and community member interested in helping new users of Power BI, Greg actively participates in the Power BI community, having authored over 180 Power BI Quick Measures Gallery submissions and over 5,000 solutions to community questions. Greg is Vice President of Cloud Services at Fusion Alliance, a regional consulting firm, and assists customers in gaining competitive advantage from the cloud and cloud-first technologies like Power BI. Greg has authored three books on Power BI: Learn Power BI, DAX Cookbook, and Power BI Cookbook, Second Edition. Finally, Greg has also built an external tool for Power BI Desktop called Microsoft Hates Greg's Quick Measures, and he posts Power BI videos on YouTube.
I would like to thank my son, family, and the entire Power BI community for all of their support.
In this book, you'll take your Power BI and Microsoft data analytics skills to the next level. You'll discover the true power of DAX and learn how to build advanced DAX solutions for practical business scenarios.
If you are an analyst with a working knowledge of DAX in Power BI or other Microsoft analytics tools, this book will help you upgrade your DAX knowledge and work with analytical models more effectively.
This book is not for beginners and practical experience with DAX is necessary.
Chapter 1.1, DAX in Business Intelligence, discusses the field of business intelligence and the central role of analytical models in modern BI solutions. Power BI models are ideally suited for use as such models, not least because of the power of DAX.
Chapter 1.2, Model Design, discusses the foundational concepts of the Power BI model. You learn what makes a Power BI model fundamentally different from other data management products and what an optimal design looks like.
Chapter 1.3, Using DAX, summarizes the different uses of DAX in Power BI models: calculated columns, calculated tables, measures, security rules, and queries. We also give you some best practices for working with DAX.
Chapter 1.4, Context and Filtering, covers row context, query context, and filter context, and the role contexts play in the evaluation of DAX formulas. We discuss how contexts can be transformed using the CALCULATE function, by removing filters and adding filters to an existing context. In addition, we look at time intelligence functions, DAX table functions, the deep connection between tables and filters, and DAX variables.
All of these are foundational concepts in exploring more advanced analyses with DAX. After this important chapter, Part 2 of this book is focused on applying all the concepts discussed so far to real-life business cases, many of them based on the projects we've worked on across the years.
Chapter 2.1, Security with DAX, demonstrates many aspects of securing Power BI models and the power of DAX for doing so. We discuss the versatility of row-level security, security roles, and securing hierarchies, attributes, and aggregation levels through combinations of modeling, DAX, and row-level security.
Chapter 2.2, Dynamically Changing Visualizations, covers how to use helper tables and the SWITCH function to capture user input. We demonstrate how to dynamically change data binding with DAX to create highly dynamic visuals. Depending on your intended use, a helper table can be as simple as a few rows with options, or a larger list based on other data in the Power BI model.
Chapter 2.3, Alternative Calendars, shows you how to implement time intelligence when your calendar looks different than the standard Gregorian calendar that a Power BI model assumes. We close the chapter off with an alternative to relative date filters in Power BI reports, which is more flexible and can handle selections in non-standard calendars as well.
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