Book Image

Extreme DAX

By : Michiel Rozema, Henk Vlootman
Book Image

Extreme DAX

By: Michiel Rozema, Henk Vlootman

Overview of this book

This book helps business analysts generate powerful and sophisticated analyses from their data using DAX and get the most out of Microsoft Business Intelligence tools. Extreme DAX will first teach you the principles of business intelligence, good model design, and how DAX fits into it all. Then, you’ll 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. You’ll deepen your understanding of DAX functions, filters, and measures, and how and when they can be used to derive effective insights. You’ll also be provided with PBIX files for each chapter, so that you can follow along and explore in your own time.
Table of Contents (17 chapters)
Free Chapter
1
Part I: Introduction
6
Part II: Business cases
15
Other Books You May Enjoy
16
Index

Summary

In this chapter, we discussed two main business challenges: intercompany business and consolidated views, and invoices to be sent on open sales orders.

In analyzing intercompany business, you have seen that thoroughly keeping track of context is the key to sophisticated results. In analyzing the balance between sales and purchases between two subsidiary companies, we needed to switch roles; the selling companies for one revenue stream were the purchasing companies for another revenue stream, and vice versa. DAX provides rich capabilities to perform the context transformations needed for these kinds of calculations.

In the intercompany business example, you have also seen that in some cases, DAX measures must be specifically tailored to the visualizations used to produce understandable results.

The second business challenge, specifically invoicing on long-term sales orders, provides a good example of how to approach this kind of advanced analysis: first, make sure...