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

Securing hierarchies using PATH functions

In most organizations, data is not directly related to a single user who has access to it. Instead, there is a group of people that each have access to different sets of data. Managers have access to the data of employees reporting to them, for instance. DAX contains a set of functions to deal with parent-child hierarchies like these: the PATH functions.

Hierarchical tables

First, let's take a look at a typical organization structure, in this case, that of QuantoBikes, our example company. QuantoBikes is organized into several divisions aligned with continents, and each division consists of multiple teams.

The organization map is pictured below:

Figure 2.1.17: QuantoBikes organization map

In the Employee table, this organizational hierarchy is registered by having a column called MngrNr, or Manager Number. This column contains the employee number for each employee's direct manager; only the CEO does...