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CUSTOMERS
Because all the patterns collected on this website are written in DAX, which is the programming language of Power BI, Analysis Services Tabular, and Power Pivot for Excel . Marco Russo and Alberto Ferrari are the experts behind the content of daxpatterns.com. In recent years, they have taught more than 300 classes on DAX around the worldand
RANKING – DAX PATTERNS Ranking. Power BI / Excel 2016-2019. 6 min. read • DAX Patterns, Second Edition, PP. 295-302. The ability to rank things is a very common requirement. Finding the best customers, computing the ranking position of products, or detecting the countries with the best sales volumes are among the questions most frequently asked by management. BUDGET – DAX PATTERNS Budget. Power BI / Excel 2016-2019 Excel 2010-2013. 14 min. read • DAX Patterns, Second Edition, PP. 375-388. This pattern includes several coding techniques you may find useful for budgeting scenarios. The techniques do not apply only to budgeting. We use the budget as an example to show how to reallocate a measure at a different granularityHIERARCHIES
Hierarchies. Power BI / Excel 2016-2019 Excel 2010-2013. 3 min. read • DAX Patterns, Second Edition, PP. 303-307. Hierarchies are often created in data models to simplify the browsing of the model by providing users with suggested paths of navigation through attributes. The definition of the hierarchies follows the requirements of themodel.
WEEK-RELATED CALCULATIONS Week-related calculations. This pattern describes how to compute week-related calculations, such as year-to-date, same period last year, and percentage growth using a week granularity. This pattern does not rely on DAX built-in time intelligence functions. All the measures refer to the fiscal calendar because the nature of a calendarbased on
CURRENCY CONVERSION
Currency conversion. Power BI / Excel 2016-2019. 9 min. read • DAX Patterns, Second Edition, PP. 363-373. Currency conversion is a complex scenario where both the data model and the quality of the DAX code play an important role. There are two kinds of currencies: the currency used to collect orders and the currency used to produce thereport.
THE MOST COMPREHENSIVE COLLECTION OF READY-TO-USE xv Introduction A t SQLBI we have a beautiful job: we are world-wide trainers and consultants. We meet thousands of people all over the world every year: a crowd of very diverse persons, sharing the same passion for Business Intelligence and DAX.CUMULATIVE TOTAL
Cumulative total. The cumulative total pattern allows you to perform calculations such as running totals. You can use it to implement warehouse stock and balance sheet calculations using the original transactions instead of using snapshots of data over time. For example, in order to create an Inventory table that shows the stock ofeach product
MONTH-RELATED CALCULATIONS Introduction to month-related time intelligence calculations. The time intelligence calculations in this pattern modify the filter context over the Date table to obtain the result. The formulas are designed to apply filters at the month granularity to improve query performance, regardless of the cardinality of the Date table. For example, many calculations modify the filter context at the COMPARING DIFFERENT TIME PERIODS 2 min. read • DAX Patterns, Second Edition, PP. 169-172. This pattern is a useful technique to compare the value of a measure in different time periods. For example, we can compare the sales of the last month against a user-defined period. The two time periods might have a different number of days, like comparing one month against afull year.
DAX PATTERNSPATTERNSBOOKVIDEOSABOUTCUMULATIVE TOTALNEW AND RETURNINGCUSTOMERS
Because all the patterns collected on this website are written in DAX, which is the programming language of Power BI, Analysis Services Tabular, and Power Pivot for Excel . Marco Russo and Alberto Ferrari are the experts behind the content of daxpatterns.com. In recent years, they have taught more than 300 classes on DAX around the worldand
RANKING – DAX PATTERNS Ranking. Power BI / Excel 2016-2019. 6 min. read • DAX Patterns, Second Edition, PP. 295-302. The ability to rank things is a very common requirement. Finding the best customers, computing the ranking position of products, or detecting the countries with the best sales volumes are among the questions most frequently asked by management. BUDGET – DAX PATTERNS Budget. Power BI / Excel 2016-2019 Excel 2010-2013. 14 min. read • DAX Patterns, Second Edition, PP. 375-388. This pattern includes several coding techniques you may find useful for budgeting scenarios. The techniques do not apply only to budgeting. We use the budget as an example to show how to reallocate a measure at a different granularityHIERARCHIES
Hierarchies. Power BI / Excel 2016-2019 Excel 2010-2013. 3 min. read • DAX Patterns, Second Edition, PP. 303-307. Hierarchies are often created in data models to simplify the browsing of the model by providing users with suggested paths of navigation through attributes. The definition of the hierarchies follows the requirements of themodel.
WEEK-RELATED CALCULATIONS Week-related calculations. This pattern describes how to compute week-related calculations, such as year-to-date, same period last year, and percentage growth using a week granularity. This pattern does not rely on DAX built-in time intelligence functions. All the measures refer to the fiscal calendar because the nature of a calendarbased on
CURRENCY CONVERSION
Currency conversion. Power BI / Excel 2016-2019. 9 min. read • DAX Patterns, Second Edition, PP. 363-373. Currency conversion is a complex scenario where both the data model and the quality of the DAX code play an important role. There are two kinds of currencies: the currency used to collect orders and the currency used to produce thereport.
THE MOST COMPREHENSIVE COLLECTION OF READY-TO-USE xv Introduction A t SQLBI we have a beautiful job: we are world-wide trainers and consultants. We meet thousands of people all over the world every year: a crowd of very diverse persons, sharing the same passion for Business Intelligence and DAX.CUMULATIVE TOTAL
Cumulative total. The cumulative total pattern allows you to perform calculations such as running totals. You can use it to implement warehouse stock and balance sheet calculations using the original transactions instead of using snapshots of data over time. For example, in order to create an Inventory table that shows the stock ofeach product
MONTH-RELATED CALCULATIONS Introduction to month-related time intelligence calculations. The time intelligence calculations in this pattern modify the filter context over the Date table to obtain the result. The formulas are designed to apply filters at the month granularity to improve query performance, regardless of the cardinality of the Date table. For example, many calculations modify the filter context at the COMPARING DIFFERENT TIME PERIODS 2 min. read • DAX Patterns, Second Edition, PP. 169-172. This pattern is a useful technique to compare the value of a measure in different time periods. For example, we can compare the sales of the last month against a user-defined period. The two time periods might have a different number of days, like comparing one month against afull year.
PATTERNS – DAX PATTERNS The ABC classification pattern classifies entities based on values, grouping entities together that contribute to a certain percentage of the total. A typical example of ABC classification is the segmentation of products (entity) based on sales (value). The best-selling products. Read more.
HIERARCHIES
Hierarchies. Power BI / Excel 2016-2019 Excel 2010-2013. 3 min. read • DAX Patterns, Second Edition, PP. 303-307. Hierarchies are often created in data models to simplify the browsing of the model by providing users with suggested paths of navigation through attributes. The definition of the hierarchies follows the requirements of themodel.
ABC CLASSIFICATION
11 min. read • DAX Patterns, Second Edition, PP. 217-229. The ABC classification pattern classifies entities based on values, grouping entities together that contribute to a certain percentage of the total. A typical example of ABC classification is the segmentation of products (entity) based on sales (value). MONTH-RELATED CALCULATIONS Introduction to month-related time intelligence calculations. The time intelligence calculations in this pattern modify the filter context over the Date table to obtain the result. The formulas are designed to apply filters at the month granularity to improve query performance, regardless of the cardinality of the Date table. For example, many calculations modify the filter context at the NEW AND RETURNING CUSTOMERS Introduction. Given a certain time period, you want to compute these formulas: Customers: the number of customers who made a purchase within that time period.; New customers: the number of customers who made their first purchase within that time period.; Returning customers: the number of customers who have already purchased something in the past, and are returning in that time period. CUSTOM TIME-RELATED CALCULATIONS Custom time-related calculations. Power BI / Excel 2016-2019. 45 min. read • DAX Patterns, Second Edition, PP. 125-168. This pattern shows how to compute time-related calculations like year-to-date, same period last year, and percentage growth using a custom calendar. This pattern does not rely on DAX built-in time intelligence functions. RELATED DISTINCT COUNT Pattern description. The Product column is not unique in the Product table and we need the distinct count of the product names that have related sales transactions. The model contains two tables with transactions related to products: Sales and Receipts.Figure 1 shows this data model. Figure 1 The data model contains two fact tables: Sales and Receipts. STANDARD TIME-RELATED CALCULATIONS 40 min. read • DAX Patterns, Second Edition, PP. 5-48. In this pattern, we show you how to compute time-related calculations, like year-to-date, same period last year, and percentage growth using a standard calendar. The great advantage of working with a standard calendar is that you can rely on several built-in time intelligencefunctions.
STATIC SEGMENTATION
8 min. read • DAX Patterns, Second Edition, PP. 201-208. The static segmentation pattern classifies numerical values into ranges. A typical example is the analysis of sales by price range. You do not want to slice the data by individual price; instead you want to simplify the analysis by grouping prices within ranges of prices. PARENT-CHILD HIERARCHIES Parent-child hierarchies. Power BI / Excel 2016-2019 Excel 2010-2013. 13 min. read • DAX Patterns, Second Edition, PP. 309-324. Parent-child hierarchies are often used to represent charts of accounts, stores, salespersons and such. Parent-child hierarchies have a peculiar way of storing the hierarchy in the sense that they have avariable depth.
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PATTERNS ARE SOLUTIONS A pattern is a general, reusable solution to a commonly occurringbusiness problem.
For example, you can use the Ranking pattern if you have sales data in Power BI or Excel and want to know the ranking position of the products you have sold so far.See all patterns
Patterns for Power BI / Excel*
Currency conversion
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Hierarchies
*
Parent-child hierarchies*
Events in progress
*
Like-for-like comparison*
Transition matrix
*
Ranking
*
Time patterns
*
Standard time-related calculations*
Month-related calculations*
Week-related calculations*
Custom time-related calculations*
Comparing different time periods*
Semi-additive calculations*
Cumulative total
*
Related distinct count*
Parameter table
*
Static segmentation
*
Dynamic segmentation*
ABC classification
*
Budget
*
Survey
*
Basket analysis
*
New and returning customers*
Currency conversion
*
Hierarchies
*
Parent-child hierarchies*
Events in progress
*
Like-for-like comparison*
Transition matrix
*
Ranking
*
Time patterns
*
Standard time-related calculations*
Month-related calculations*
Week-related calculations*
Custom time-related calculations*
Comparing different time periods*
Semi-additive calculations*
Cumulative total
*
Related distinct count*
Parameter table
*
Static segmentation
*
Dynamic segmentation*
ABC classification
*
Budget
*
Survey
*
Basket analysis
*
New and returning customers*
Currency conversion
*
Hierarchies
*
Parent-child hierarchies*
Events in progress
*
Like-for-like comparison*
Transition matrix
*
Ranking
TIME INTELLIGENCE
The most popular patterns are about time-related calculations. Time patterns are useful to calculate YEAR-TO-DATE values in your Power BI reports, to compare amounts over different periods of time, to calculate a ROLLING AVERAGE over 12 months in Excel worksheets, andmore.
Discover our time patterns MORE PATTERNS FOR COMMON USE CASES Other patterns are crucial when you need to: * Understand how many customers are new or returning;
* Calculate running totals for your monthly data; * Represent the charts of accounts;
* Analyze which products are frequently purchased together.
WATCH THE VIDEOS
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Do you learn better by watching videos? For each pattern, you will find an in-depth video lecture recorded by DAX experts. Watch nowREAD THE BOOK
Do you prefer having an offline copy of the patterns? We collected all of them into a book. Get your copy now -------------------------WHY DAX PATTERNS?
Because all the patterns collected on this website are written in DAX, which is the programming language of POWER BI, ANALYSIS SERVICES TABULAR, and POWER PIVOT FOR EXCEL. Marco Russo and AlbertoFerrari are the
experts behind the content of daxpatterns.com. In recent years, they have taught more than 300 classes on DAX around the world and written best-selling books such as The Definitive Guide to DAX.
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