Mastering DAX Formulas for Business Intelligence Excellence Training Course

Introduction

DAX (Data Analysis Expressions) is the backbone of advanced analytics in Microsoft Power BI, SQL Server Analysis Services, and Excel Power Pivot. Mastering DAX empowers professionals to transform raw data into powerful, meaningful insights that drive strategic decision-making. With its ability to build dynamic calculations, complex measures, and time intelligence functions, DAX is a must-have skill for any business intelligence professional aiming to deliver impactful reports and dashboards.

This training course provides a comprehensive, hands-on exploration of DAX formulas, from foundational concepts to advanced applications. Participants will learn how to create sophisticated calculations, optimize performance, and apply real-world problem-solving techniques to enhance business reporting. By the end of the program, learners will be able to confidently design intelligent data models and deliver actionable insights using DAX.

Duration: 10 Days

Target Audience

  • Business intelligence professionals and data analysts
  • Power BI developers and dashboard designers
  • Data modelers and database specialists
  • Professionals working with Excel Power Pivot and SSAS Tabular
  • Decision-makers seeking deeper understanding of BI calculations

10 Objectives

  1. Understand the fundamentals of DAX language and syntax
  2. Build calculated columns, measures, and tables using DAX
  3. Apply time intelligence functions for business scenarios
  4. Optimize data models with efficient DAX formulas
  5. Create advanced KPIs and business metrics
  6. Use DAX for comparative and trend analysis
  7. Implement dynamic filtering and row context effectively
  8. Solve real-world business problems with DAX patterns
  9. Enhance dashboards with advanced DAX calculations
  10. Apply best practices for performance and scalability

15 Course Modules

Module 1: Introduction to DAX Language

  • Role of DAX in business intelligence
  • Syntax, functions, and operators overview
  • Differences between DAX, SQL, and Excel formulas
  • Core concepts of calculated columns and measures
  • Common use cases for DAX

Module 2: Working with Calculated Columns and Measures

  • Creating calculated columns in Power BI
  • Designing measures for advanced analytics
  • When to use columns vs. measures
  • Managing dependencies and updates
  • Real-world scenarios of column and measure usage

Module 3: Understanding Context in DAX

  • Row context explained
  • Filter context and its importance
  • Context transition fundamentals
  • Interaction between contexts
  • Practical examples of context in action

Module 4: Aggregation Functions in DAX

  • SUM, AVERAGE, COUNT functions
  • Using DISTINCT and COUNTROWS
  • Calculating ratios and percentages
  • Nested aggregations
  • Business scenarios for aggregation functions

Module 5: Logical and Conditional Functions

  • IF, SWITCH, and nested conditions
  • Handling null and error values
  • Applying conditions for KPIs
  • Creating tiered business rules
  • Advanced conditional scenarios

Module 6: Time Intelligence Essentials

  • Understanding time intelligence in BI
  • Creating YTD, QTD, and MTD calculations
  • Year-over-Year comparisons
  • Rolling averages and moving totals
  • Business examples of time intelligence

Module 7: Advanced Time Intelligence

  • Custom date tables and relationships
  • Parallel period functions
  • Dynamic time-based calculations
  • Holiday and fiscal calendar adjustments
  • Real-world case studies

Module 8: Relationship Functions in DAX

  • Understanding RELATED and RELATEDTABLE
  • Using USERELATIONSHIP for inactive relationships
  • Handling many-to-many relationships
  • Cross-table calculations
  • Modeling business hierarchies

Module 9: Table Functions in DAX

  • FILTER, ALL, VALUES explained
  • Virtual tables and their applications
  • Table manipulation with SUMMARIZE
  • Using CALCULATETABLE effectively
  • Applying table functions in reporting

Module 10: Advanced CALCULATE Usage

  • Power of CALCULATE in DAX
  • Modifying filter context
  • Nested CALCULATE scenarios
  • Combining CALCULATE with time intelligence
  • Real-world applications in reporting

Module 11: Iterative Functions

  • Understanding iterators (SUMX, AVERAGEX, etc.)
  • Differences between X-functions and aggregators
  • Building advanced row-by-row calculations
  • Performance considerations with iterators
  • Business applications of iterative functions

Module 12: Performance Optimization in DAX

  • Identifying inefficient formulas
  • Reducing query complexity
  • Using variables (VAR) effectively
  • Optimizing data models for speed
  • Best practices for large datasets

Module 13: Building Advanced KPIs with DAX

  • Defining business KPIs using DAX
  • Dynamic threshold setting
  • Creating scorecards with measures
  • Visualizing KPIs effectively
  • Industry-specific KPI examples

Module 14: Real-World DAX Patterns

  • Commonly used business patterns
  • Revenue and profitability calculations
  • Customer retention and churn analysis
  • Sales forecasting with DAX
  • Applying reusable patterns

Module 15: Capstone Project in DAX

  • Designing a complete DAX-driven model
  • Building KPIs and metrics
  • Applying advanced time intelligence
  • Creating interactive dashboards with DAX
  • Final presentation and peer review

CERTIFICATION

  • Upon successful completion of this training, participants will be issued with Macskills Training and Development Institute Certificate

TRAINING VENUE

  • Training will be held at Macskills Training Centre. We also tailor make the training upon request at different locations across the world.

AIRPORT PICK UP AND ACCOMMODATION

  • Airport Pick Up is provided by the institute. Accommodation is arranged upon request

TERMS OF PAYMENT

Payment should be made to Macskills Development Institute bank account before the start of the training and receipts sent to info@macskillsdevelopment.com

For More Details call: +254-114-087-180

 

Mastering Dax Formulas For Business Intelligence Excellence Training Course in Kenya
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