DAX Cookbook ; Over 120 recipes to enhance your business with analytics, reporting, and business intelligence

Solve real-world business problems by learning how to create common industry key performance indicators and other calculations using DAX within Microsoft products such as Power BI, SQL Server, and Excel. Key Features Learn to write sophisticated DAX queries to solve business intelligence and data analytics challenges Handle performance issues and optimization within the data model, DAX calculations and more Solve business issues with Microsoft Excel, Power BI, and SQL Server using DAX queries Book Description DAX provides an extra edge by extracting key information from the data that is already present in your model. Filled with examples of practical, real-world calculations geared toward business metrics and key performance indicators, this cookbook features solutions that you can apply for your own business analysis needs. You'll learn to write various DAX expressions and functions to understand how DAX queries work. The book also covers sections on dates, time, and duration to help you deal with working days, time zones, and shifts. You'll then discover how to manipulate text and numbers to create dynamic titles and ranks, and deal with measure totals. Later, you'll explore common business metrics for finance, customers, employees, and projects. The book will also show you how to implement common industry metrics such as days of supply, mean time between failure, order cycle time and overall equipment effectiveness. In the concluding chapters, you'll learn to apply statistical formulas for covariance, kurtosis, and skewness. Finally, you'll explore advanced DAX patterns for interpolation, inverse aggregators, inverse slicers, and even forecasting with a deseasonalized correlation coefficient. By the end of this book, you'll have the skills you need to use DAX's functionality and flexibility in business intelligence and data analytics. What you will learn Understand how to create common calculations for dates, time, and duration Create key performance indicators (KPIs) and other business calculations Develop general DAX calculations that deal with text and numbers Discover new ideas and time-saving techniques for better calculations and models Perform advanced DAX calculations for solving statistical measures and other mathematical formulas Handle errors in DAX and learn how to debug DAX calculations Understand how to optimize your data models Who this book is for Business users, BI developers, data analysts, and SQL users who are looking for solutions to the challenges faced while solving analytical operations using DAX techniques and patterns will find this book useful. Basic knowledge of the DAX language and Microsoft services is mandatory. Table of Contents Thinking in DAX Dealing with Dates and Calendars Tangling with Time and Duration Transforming Text and Numbers Figuring Financial Rates and Revenues Computing Customers KPIs Evaluating Employment Measures Processing Project Performance Calculating Common Industry Metrics Using Uncommon DAX Patterns Solving Statistical and Mathematical Formulas Applying Advanced DAX Patterns Debugging and Optimizing DAX Cover Title Page Copyright and Credits Dedication About Packt Contributors Table of Contents Preface Chapter 1: Thinking in DAX Technical requirements Using DAX in Excel, Power BI, and SQL Getting ready How to do it... Excel Power BI SQL Server See also Writing good DAX Getting ready How to do it... How it works... There's more... See also Using variables Getting ready How to do it... How it works... There's more... See also Confronting context Getting ready How to do it... How it works... There's more... See also Grouping and summarizing Getting ready How to do it... How it works... There's more... See also Filtering and unfiltering Getting ready How to do it... How it works... There's more... See also Exploiting relationships Getting ready How to do it... How it works... There's more... See also Implementing iterators Getting ready How to do it... How it works... There's more... See also Using conditional logic Getting ready How to do it... How it works... There's more... See also Chapter 2: Dealing with Dates and Calendars Technical requirements Using time intelligence Getting ready How to do it... How it works... There's more... See also Creating quarters Getting ready How to do it... How it works... There's more... See also Calculating leap years Getting ready How to do it... How it works... There's more... See also Determining day and working day numbers in a year Getting ready How to do it... How it works... There's more... See also Determining date of the day number of a year Getting ready How to do it... How it works... There's more... See also Finding week start and end dates Getting ready How to do it... How it works... There's more... See also Finding working days for weeks, months, quarters, and years Getting ready How to do it... How it works... There's more... See also Constructing a sequential week number Getting ready How to do it... How it works... There's more... See also Computing rolling weeks Getting ready How to do it... How it works... There's more... See also Replacing Excel's NETWORKDAYS function Getting ready How to do it... How it works... There's more... See also Working with date intervals Getting ready How to do it... How it works... See also Exploiting alternatives to DAX's time intelligence Getting ready How to do it... How it works... There's more... See also Chapter 3: Tangling with Time and Duration Technical requirements Constructing timetables Getting ready How to do it... How it works... There's more... See also Computing an hour breakdown Getting ready How to do it... How it works... There's more... See also Converting Unix into UTC and back Getting ready How to do it... How it works... There's more... See also Adding and subtracting time Getting ready How to do it... How it works... There's more... See also Determining network duration Getting ready How to do it... How it works... See also Calculating shifts Getting ready How to do it... How it works... See also Aggregating duration Getting ready How to do it... How it works... See also Transforming milliseconds into duration Getting ready How to do it... How it works... See also Tinkering with time zones Getting ready How to do it... How it works... See also Converting duration into seconds Getting ready How to do it... How it works... There's more... See also Creating a last-refreshed timestamp Getting ready How to do it... How it works... See also Chapter 4: Transforming Text and Numbers Technical requirements Crafting a dynamic slicer title Getting ready How to do it... How it works... There's more... See also Creating a greeting Getting ready How to do it... How it works... There's more... See also Counting a list of items Getting ready How to do it... How it works... There's more... See also Ranking columns and measures Getting ready How to do it... How it works... There's more... See also Totaling measures Getting ready How to do it... How it works... There's more... See also Converting from Cartesian to polar and back Getting ready How to do it... How it works... There's more... See also Computing percentages Getting ready How to do it... How it works... See also Calculating mode for single and multiple columns Getting ready How to do it... How it works... There's more... See also Extracting text Getting ready How to do it... How it works... There's more... See also Detecting prime numbers Getting ready How to do it... How it works... There's more... See also Chapter 5: Figuring Financial Rates and Revenues Technical requirements Computing gross margin, revenue, and cost Getting ready How to do it... How it works... See also Building a revenue growth rate Getting ready How to do it... How it works... See also Generating an accounts payable turnover ratio Getting ready How to do it... How it works... See also Fashioning the market share and relative market share Getting ready How to do it... How it works... There's more... See also Determining compound interest Getting ready How to do it... How it works... There's more... See also Working with periodic revenue (reverse YTD) Getting ready How to do it... How it works... There's more... See also Comparing budgets and actuals Getting ready How to do it... How it works... There's more... See also Crafting currency exchange rates Getting ready How to do it... How it works... See also Assessing days sales outstanding Getting ready How to do it... How it works... There's more... See also Chapter 6: Computing Customer KPIs Technical requirements Crafting a funnel drop-off rate Getting ready How to do it... How it works... There's more... See also Finding new and returning customers Getting ready How to do it... How it works... There's more... See also Identifying lost and recovered customers Getting ready How to do it... How it works... See also Creating a Net Promoter Score Getting ready How to do it... How it works... See also Analyzing customer churn rate Getting ready How to do it... How it works... There's more... See also Calculating the customer lifetime value Getting ready How to do it... How it works... There's more... See also Computing the customer acquisition cost Getting ready How to do it... How it works... There's more... See also Chapter 7: Evaluating Employment Measures Technical requirements Calculating employee turnover rate Getting ready How to do it... How it works... There's more... See also Computing absenteeism Getting ready How to do it... How it works... There's more... See also Evaluating employee engagement Getting ready How to do it... How it works... There's more... See also Determining human capital value added Getting ready How to do it... How it works... See also Finding the full-time equivalent Getting ready How to do it... How it works... See also Using Kaplan-Meier survival curves Getting ready How to do it... How it works... See also Chapter 8: Processing Project Performance Technical requirements Calculating utilization Getting ready How to do it... How it works... See also Projecting planned value Getting ready How to do it... How it works... There's more... See also Estimating earned value Getting ready How to do it... How it works... There's more... See also Achieving actual cost Getting Ready How to do it... How it works... See also Creating project schedule variance Getting ready How to do it... How it works... See also Computing project cost variance Getting Ready How to do it... How it works... See also Creating burndown charts Getting Ready How to do it... How it works... See also Chapter 9: Calculating Common Industry Metrics Technical requirements Calculating Days of Supply Getting ready How to do it... How it works... There's more... See also Computing the mean time between failures Getting ready How to do it... How it works... There's more... See also Constructing a patient cohort (AND slicer) Getting ready How to do it... How it works... See also Determining overall equipment effectiveness Getting ready How to do it... How it works... See also Optimizing On Time In Full Getting ready How to do it... How it works... There's more... See also Analyzing order cycle time Getting ready How to do it... How it works... There's more... See also Chapter 10: Using Uncommon DAX Patterns Technical requirements Aggregating multiple columns Getting ready How to do it... How it works... There's more... See also Finding in-common and not-in-common things Getting ready How to do it... How it works... There's more... See also Crafting linear interpolation Getting ready How to do it... How it works... See also Creating an inverse aggregator Getting ready How to do it... How it works... See also Finding childless nodes Getting ready How to do it... How it works... There's more... See also Calculating transitive closure Getting ready How to do it... How it works... There's more... See also Computing advanced measure totals Getting ready How to do it... How it works... See also Using measures where you are not allowed to Getting ready How to do it... How it works... There's more... See also Evaluating permutations and combinations Getting ready How to do it... How it works... There's more... See also Creating a dynamic temporal scale Getting ready How to do it... How it works... See also Emulating loops Getting ready How to do it... How it works... There's more... See also Simulating recursion Getting ready How to do it... How it works... See also Chapter 11: Solving Statistical and Mathematical Formulas Technical requirements Calculating Shannon entropy Getting ready How to do it... How it works... There's more... See also Approximating the area under a curve Getting ready How to do it... How it works... There's more... See also Using Runge-Kutta Getting ready How to do it... How it works... See also Measuring covariance Getting ready How to do it... How it works... See also Utilizing the Mann-Kendall test Getting ready How to do it... How it works... See also Finding Kendall's Tau Getting ready How to do it... How it works... See also Analyzing kurtosis Getting ready How to do it... How it works... See also Utilizing the Jarque-Bera test Getting ready How to do it... How it works... See also Determining Pearson's coefficient of skewness Getting ready How to do it... How it works... There's more... See also Applying the hypergeometric distribution formula Getting ready How to do it... How it works... See also Determining the required sample size Getting ready How to do it... How it works... See also Chapter 12: Applying Advanced DAX Patterns Technical requirements Using dynamic ABC classification Getting ready How to do it... How it works... See also Creating an inverse slicer Getting ready How to do it... How it works... See also Unpivoting columns in DAX Getting ready How to do it... How it works... See also Transposing tables Getting ready How to do it... How it works... See also Repeating counter with criteria Getting ready How to do it... How it works... There's more... See also Using across then down Getting ready How to do it... How it works... There's more... See also Using matrix multiplication Getting ready How to do it... How it works... See also Forecasting with a de-seasonalized correlation coefficient Getting ready How to do it... How it works... There's more... See also Creating an SVG graphic Getting ready How to do it... How it works... See also Creating an SVG animation Getting ready How to do it... How it works... There's more... See also Making things anonymous Getting ready How to do it... How it works... See also Chapter 13: Debugging and Optimizing DAX Technical requirements Handling errors with ERROR, ISERROR, and IFERROR Getting ready How to do it... How it works... See also Handling errors with other DAX functions Getting ready How to do it... How it works... See also Debugging with variables Getting ready How to do it... How it works... See also Debugging with CONCATENATEX Getting ready How to do it... How it works... See also Debugging with COUNTROWS Getting ready How to do it... How it works... See also Debugging with FIRSTNONBLANK and LASTNONBLANK Getting ready How to do it... How it works... See also Debugging with tables Getting ready How to do it... How it works... See also Debugging context Getting ready How to do it... How it works... There's more... See also Dealing with circular dependencies Getting ready How to do it... How it works... There's more... See also Optimizing the data model Getting ready How to do it... How it works... There's more... See also Optimizing DAX calculations Getting ready How to do it... How it works... There's more... See also Other Books You May Enjoy Index **Solve real-world business problems by learning how to create common industry key performance indicators and other calculations using DAX within Microsoft products such as Power BI, SQL Server, and Excel.** ## Key Features * Learn to write sophisticated DAX queries to solve business intelligence and data analytics challenges * Handle performance issues and optimization within the data model, DAX calculations and more * Solve business issues with Microsoft Excel, Power BI, and SQL Server using DAX queries DAX provides an extra edge by extracting key information from the data that is already present in your model. Filled with examples of practical, real-world calculations geared toward business metrics and key performance indicators, this cookbook features solutions that you can apply for your own business analysis needs. You'll learn to write various DAX expressions and functions to understand how DAX queries work. The book also covers sections on dates, time, and duration to help you deal with working days, time zones, and shifts. You'll then discover how to manipulate text and numbers to create dynamic titles and ranks, and deal with measure totals. Later, you'll explore common business metrics for finance, customers, employees, and projects. The book will also show you how to implement common industry metrics such as days of supply, mean time between failure, order cycle time and overall equipment effectiveness. In the concluding chapters, you'll learn to apply statistical formulas for covariance, kurtosis, and skewness. Finally, you'll explore advanced DAX patterns for interpolation, inverse aggregators, inverse slicers, and even forecasting with a deseasonalized correlation coefficient. By the end of this book, you'll have the skills you need to use DAX's functionality and flexibility in business intelligence and data analytics. ## What you will learn * Understand how to create common calculations for dates, time, and duration * Create key performance indicators (KPIs) and other business calculations * Develop general DAX calculations that deal with text and numbers * Discover new ideas and time-saving techniques for better calculations and models * Perform advanced DAX calculations for solving statistical measures and other mathematical formulas * Handle errors in DAX and learn how to debug DAX calculations * Understand how to optimize your data models Business users, BI developers, data analysts, and SQL users who are looking for solutions to the challenges faced while solving analytical operations using DAX techniques and patterns will find this book useful. Basic knowledge of the DAX language and Microsoft services is mandatory. 1. Thinking in DAX 2. Dealing with Dates and Calendars 3. Tangling with Time and Duration 4. Transforming Text and Numbers 5. Figuring Financial Rates and Revenues 6. Computing Customers KPIs 7. Evaluating Employment Measures 8. Processing Project Performance 9. Calculating Common Industry Metrics 10. Using Uncommon DAX Patterns 11. Solving Statistical and Mathematical Formulas 12. Applying Advanced DAX Patterns 13. Debugging and Optimizing DAX DAX is a library of functions and operators that can be combined to build formulas and expressions in Power BI Desktop, Azure Analysis Services, SQL Server Analysis Services, and Power Pivot in Excel. This book is a desk reference for people who want to leverage DAX's functionality and flexibility in BI and data analytics domains.