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Formulas & shortcuts

Power BI · 14

Every formula in this course and the easiest ways to remember them, on one page.

1Getting started and Power QueryBeginner

What is Power BI: BI, components and workflow

Open lesson

Power Query: connecting to and cleaning data

Open lesson

Power Query: combining queries and M language basics

Open lesson

2Data modelling and DAXIntermediate

Data modelling: star schema, relationships and the date table

Open lesson

DAX: measures, calculated columns and context

Open lesson

DAX: CALCULATE, ALL, FILTER and time intelligence

Open lesson
YoY % = (S − SLY) / SLYYoY % = (S − SLY) / SLY
where:
  • Ssales in the current period, ₼
  • SLYsales in the same period last year, ₼

Year-over-year growth. The denominator is last year's sales, not this year's.

3Reports, sharing and governanceAdvanced

Visualisation: choosing charts, interactivity and dashboard design

Open lesson

Publishing, sharing and governance: workspaces, refresh, RLS

Open lesson

4University level: advanced DAX and a capstoneUniversity

Advanced DAX and performance: iterators, RANKX, context transition

Open lesson
SUMX(T, e) = ∑ e(r), r ∈ T
where:
  • Tthe table visible in the current filter context (the rows iterated)
  • rone row of T
  • e(r)the expression evaluated in the context of row r, e.g. Quantity · UnitPrice

AVERAGEX(T, e) = SUMX(T, e) / |T|, where |T| is the number of rows.

Ttotal = TFE + TSE
where:
  • Ttotaltotal query duration, ms
  • TFEFormula Engine time, ms (DAX Studio computes it as Ttotal − TSE)
  • TSEduration of the Storage Engine queries, ms

Example: if 7200 ms of 9000 ms is FE (80%), rewrite the formula; if SE dominates, shrink the model (columns, cardinality).

Capstone project: a sales analytics dashboard and Copilot

Open lesson
AOV = S / NAOV = S / N
where:
  • AOVaverage order value, ₼
  • Ssales in the selected period, ₼
  • Nnumber of orders

On the sample data: 665 / 8 = 83.125 ₼; in Baku 345 / 4 = 86.25 ₼.