We will work hands-on through a sample GL file (provided) to create an interactive income statement including custom subtotals written in DAX.

Goal: Understand data models, relationships, and write your first real DAX measures. Perfect for Excel pros just starting in Power BI. Students will learn: Introduction to DAX concepts DAX evaluates over model columns and tables Create a calculated column Why we choose measures over calculated columns The benefit of variables in measures Format your DAX and leave comments Write your first aggregation measure Create report visuals using model columns and measures

Goal: Learn the foundations of filter and row context – the keys to unlocking DAX logic. Students should have an understanding of how to create and use a basic measure on the reporting canvas. Students will learn: Row context lives in tables Filter context lives on the report canvas How to force row and filter context in both environments Propagate filter context from the report canvas through model relationships Learn expanded table concept visually Use RELATED and RELATEDTABLE

Goal: Use table functions instead of model tables to iterate results. Students will learn how to use and optimize row and filter context within a measure. Students will learn: Common table functions: FILTER Using SUMX, AVERAGEX, RANKX with real-life scenarios Optimize SUMX Troubleshoot unexpected results Context transition Introduction to CALCULATE

Goal: Understand how CALCULATE really works and why it’s the most powerful function in DAX! Students should understand the basics of evaluation context. Students will learn: Initial filter context The five steps of CALCULATE logic CALCULATE forces filter context Initial filter context Turn row context into filter context The power of CALCULATE modifiers Use ALLSELECTED Introduce new filters (aka more tables!) Uncover hidden DAX table patterns Protect original filters with KEEPFILTERS

Goal: Work with time intelligence and build custom date logic when standard time functions fall short. Students will learn: Create a well-defined dynamic calendar table Use CALENDARAUTO Mark your calendar table as a date table Write standard YTD, MTD, and rolling 12-month measures Use SAMEPERIODLASTYEAR, DATESBETWEEN, and similar functions Create custom time intelligence patterns Role-playing dimensions using USERELATIONSHIP Work with custom calendars

Goal: Move beyond calculations—use DAX to build custom tables and deeper insights. Students should have a clear understanding of using basic table functions like FILTER in DAX measures. Students will learn: Use the new Query View in Power BI Common table query functions EVALUATE CALCULATETABLE SUMMARIZE ADDCOLUMNS SUMMARIZECOLUMNS – Now in measures! FILTER Combine table results Apply table query results in DAX measures

Goal: Apply everything learned to solve multi-layered business challenges with DAX. Students should have a firm grasp on evaluation context in DAX. Students will learn: Use virtual relationships with TREATAS Build dynamic “What-if” scenarios for report users Inject custom subtotals in your matrix visual Different many-to-many reporting solutions Leverage the expanded table to access advanced filter options

This course will walk you through the basic structure of a DAX User-Defined Function. From there, we will apply different parameter types, sub types, and passing modes to create increasing complexity and flexibility in our DAX functions.