Sebastian Taylor & Joseph Yeates – CFI Education – Intermediate DAX & Time Intelligence

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Sebastian Taylor & Joseph Yeates – CFI Education – Intermediate DAX & Time Intelligence
Intermediate DAX & Time Intelligence | CFI
Supercharge your analysis in Excel & Power BI with the fundamentals of DAX.

Learn the underpinnings of DAX functions to know precisely how they work
Apply DAX formulas on a Data Model to populate Pivot Table and Power BI report
Leverage Date & Time Intelligence functionality in DAX to identify trends over time

Overview
Intermediate DAX & Time Intelligence Overview
DAX is essential for working with data and data models in Excel and Power BI. Many analysts start building complex DAX formulas, without a solid grounding in DAX basics, context manipulation, and time intelligence. In this course, we’ll quickly review the basics of DAX formulas for creating measures and calculated columns. We’ll explore the difference between DAX functions that return a scalar value, and those that return a table. With this deep understanding of scalar values and tables, we’ll show you the ins and outs of data modeling and context manipulation.
Additionally, we’ll demonstrate how DAX Studio can integrate with Excel and Power BI, speeding up your DAX development process. If you want to get better at using Excel and Power BI, and understand the power of DAX Studio, this course is for you. We keep it simple, clear, and focused, so you can learn fast and start applying your new skills right away.
Intermediate DAX & Time Intelligence Learning Objectives
By the end of the course, you should be able to:

Recall the core concepts of DAX: measures, calculated columns, row & filter Context
Apply functions that return a single, scalar value of various data types
Manipulate source data with Table Functions
Apply DAX concepts and functions on a Data Model
Analyze data over time with Date & Time Intelligence functionality

Who Should Take This Course?
This DAX course is perfect for anyone who would like to build up their understanding of Business Intelligence in Excel and Power BI. This course is designed to equip anyone who desires to supercharge their career in data analysis, business intelligence, or other areas of finance with the fundamental knowledge of DAX.
What you’ll learn
Course Introduction

Course Introduction

Downloadable Learner Files
Introduction to DAX

DAX Fundamentals Recap

DAX Recap

Set Up Power Pivot for Excel

Calculated Columns

Row Context

DAX Measures

Filter Context

Calculated Columns vs. Measures

Iterator Functions

DAX Calculated Columns vs. Power Query
DAX Scalar Functions

Introduction – Scalar Functions

Aggregation Functions

Math Functions

Check In

Conditional Functions

Text Functions in DAX

Type Casting Functions

Review – Error Handling Functions
DAX Table Functions

Introduction – Table Functions

Table Functions in Excel

Set Up DAX Studio

Calculated Tables

Filter a Table with FILTER()

Remove a Filter with ALL()

Combine Table Functions

Return Unique Values

Expand a Table with ADDCOLUMNS()
Data Modeling & Context

Introduction – Data Modeling & Context

Download Power BI

Evaluation Context in a Data Model

Return Matching Values with RELATED()

Complete the Promo Calculated Column

Summarize Rows with RELATEDTABLE()

Remove Column Filters with ALL()

Create % of Total Measure

Refine Column Filters with ALLSELECTED()

CALCULATE() with Two Filter Modifications

CALCULATE() Recap

Return a Specific Filter Context

Modify the Context with KEEPFILTERS()

Check Context with HASONEVALUE()

Identify Context with SELECTEDVALUE()

Identify Unique Values in a Column
Date & Time Intelligence

Chapter Introduction – DAX Time Intelligence

Data Model Overview & Date Table Requirements

Review – Create Date Table with CALENDARAUTO() & CALENDAR()

Review – Create DimDate with Date Functions

Finalize the Date Dimension

Fact[Date] or DimDate[Date]

SAMEPERIODLASTYEAR()

DATESYTD() & PREVIOUSQUARTER()

PREVIOUSMONTH()

PARALLELPERIOD()

DATEADD()

DATESINPERIOD()

DATESBETWEEN

Other Calculation Methods

When to use Fact[Date]
Course Summary

Conclusion
Qualified Assessment

Qualified Assessment

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