# [ Power BI Dashboard Creation ] [ cheatsheet ]

1. Data Import and Transformation (M)

● Import data from CSV: Source = Csv.Document(File.Contents("file.csv"),

[Delimiter=",", Encoding=1252, QuoteStyle=QuoteStyle.None])
● Import data from Excel: Source =
Excel.Workbook(File.Contents("file.xlsx"), null, true)
● Import data from SQL Server: Source = Sql.Database("server", "database",
[Query="SELECT * FROM table"])
● Import data from web: Source =
Web.Page(Web.Contents("https://example.com"))
● Filter rows: Table.SelectRows(Source, each [Column] > 10)
● Remove columns: Table.RemoveColumns(Source, {"Column1", "Column2"})
● Rename columns: Table.RenameColumns(Source, {{"OldName", "NewName"}})
● Change data type: Table.TransformColumnTypes(Source, {{"Column", type
text}})
● Replace values: Table.ReplaceValue(Source, "OldValue", "NewValue",
Replacer.ReplaceText, {"Column"})
● Merge queries: Table.NestedJoin(Source1, {"Key"}, Source2,
{"ForeignKey"}, "NewColumn", JoinKind.LeftOuter)

2. Calculated Columns and Measures (DAX)

● Create a calculated column: Column = Table[Existing Column] * 2

● Create a measure: Measure = SUM(Table[Column])
● Calculate year-to-date (YTD) sales: YTD Sales =
TOTALYTD(SUM(Sales[Amount]), 'Date'[Date])
● Calculate year-over-year (YoY) growth: YoY Growth = (SUM(Sales[Amount]) -
CALCULATE(SUM(Sales[Amount]), SAMEPERIODLASTYEAR('Date'[Date]))) /
CALCULATE(SUM(Sales[Amount]), SAMEPERIODLASTYEAR('Date'[Date]))
● Calculate running total: Running Total = CALCULATE(SUM(Sales[Amount]),
FILTER(ALL(Sales), Sales[Date] <= MAX(Sales[Date])))
● Calculate percentage of total: % of Total = SUM(Sales[Amount]) /
CALCULATE(SUM(Sales[Amount]), ALL(Sales))
● Calculate moving average: Moving Average =
CALCULATE(AVERAGE(Sales[Amount]), DATESINPERIOD('Date'[Date],
LASTDATE('Date'[Date]), -89, DAY))
● Rank values: Rank = RANKX(ALL(Sales), Sales[Amount])

By: Waleed Mousa

 ● Categorize values: Category = IF(Sales[Amount] < 1000, "Low",
IF(Sales[Amount] < 5000, "Medium", "High"))
● Calculate difference from previous period: Difference = Sales[Amount] -
CALCULATE(SUM(Sales[Amount]), PREVIOUSMONTH('Date'[Date]))

3. Time Intelligence (DAX)

● Calculate total sales for current month: Total Sales Current Month =
TOTALMTD(SUM(Sales[Amount]), 'Date'[Date])
● Calculate total sales for previous month: Total Sales Previous Month =
CALCULATE(SUM(Sales[Amount]), PREVIOUSMONTH('Date'[Date]))
● Calculate total sales for current quarter: Total Sales Current Quarter =
TOTALQTD(SUM(Sales[Amount]), 'Date'[Date])
● Calculate total sales for previous quarter: Total Sales Previous Quarter
= CALCULATE(SUM(Sales[Amount]), PREVIOUSQUARTER('Date'[Date]))
● Calculate total sales for current year: Total Sales Current Year =
TOTALYTD(SUM(Sales[Amount]), 'Date'[Date])
● Calculate total sales for previous year: Total Sales Previous Year =
CALCULATE(SUM(Sales[Amount]), PREVIOUSYEAR('Date'[Date]))
● Calculate total sales for last 30 days: Total Sales Last 30 Days =
TOTALMTD(SUM(Sales[Amount]), 'Date'[Date], -30)
● Calculate total sales for last 7 days: Total Sales Last 7 Days =
CALCULATE(SUM(Sales[Amount]), DATESINPERIOD('Date'[Date],
LASTDATE('Date'[Date]), -6, DAY))
● Calculate total sales for year-to-date (YTD) previous year: Total Sales
YTD Previous Year = CALCULATE(TOTALYTD(SUM(Sales[Amount]), 'Date'[Date]),
PREVIOUSYEAR('Date'[Date]))

4. Filtering and Slicing (DAX)

● Filter by single value: Filtered Sales = CALCULATE(SUM(Sales[Amount]),

'Product'[Category] = "Furniture")
● Filter by multiple values: Filtered Sales = CALCULATE(SUM(Sales[Amount]),
'Product'[Category] IN {"Furniture", "Office Supplies"})
● Filter by date range: Filtered Sales = CALCULATE(SUM(Sales[Amount]),
'Date'[Date] >= DATE(2022, 1, 1), 'Date'[Date] <= DATE(2022, 12, 31))
● Filter by top N values: Top 5 Products = TOPN(5, ALL('Product'[Product
Name]), SUM(Sales[Amount]))
● Filter by bottom N values: Bottom 5 Products = BOTTOMN(5,
ALL('Product'[Product Name]), SUM(Sales[Amount]))

By: Waleed Mousa

 ● Exclude a specific value: Excluded Sales = CALCULATE(SUM(Sales[Amount]),
'Product'[Category] <> "Furniture")
● Filter by related table: Filtered Sales = CALCULATE(SUM(Sales[Amount]),
FILTER(Customer, Customer[Country] = "USA"))
● Filter by calculated column: Filtered Sales =
CALCULATE(SUM(Sales[Amount]), 'Product'[Price] > 100)
● Filter by measure: Filtered Sales = CALCULATE(SUM(Sales[Amount]), [Total
Sales] > 1000000)

5. Aggregations and Grouping (DAX)

● Sum of values: Total Sales = SUM(Sales[Amount])

● Average of values: Average Sales = AVERAGE(Sales[Amount])
● Minimum value: Min Sales = MIN(Sales[Amount])
● Maximum value: Max Sales = MAX(Sales[Amount])
● Count of rows: Row Count = COUNT(Sales[Amount])
● Count of distinct values: Distinct Count = DISTINCTCOUNT(Sales[Customer])
● Group by and sum: Sales by Category = SUMMARIZE(Sales,
'Product'[Category], "Total Sales", SUM(Sales[Amount]))
● Group by and average: Average Sales by Category = SUMMARIZE(Sales,
'Product'[Category], "Average Sales", AVERAGE(Sales[Amount]))
● Group by and count: Count by Category = SUMMARIZE(Sales,
'Product'[Category], "Count", COUNT(Sales[Amount]))
● Group by multiple columns: Sales by Category and Country =
SUMMARIZE(Sales, 'Product'[Category], 'Customer'[Country], "Total Sales",
SUM(Sales[Amount]))

6. Conditional Formatting (DAX)

● Conditional background color: Background Color = IF([Total Sales] >

1000000, "Green", "Red")
● Conditional font color: Font Color = IF([Total Sales] > 1000000, "White",
"Black")
● Conditional icon: Icon = IF([Total Sales] > 1000000, "Smiley", "Frowny")
● Conditional data bars: Data Bars = IF([Total Sales] > 1000000, 1, 0)
● Conditional KPI: KPI = IF([Total Sales] > [Target Sales], "Above Target",
"Below Target")

7. Table and Matrix Visuals (DAX)

By: Waleed Mousa

 ● Conditional row color: Row Color = IF([Total Sales] > 1000000, "Green",
"Red")
● Conditional column color: Column Color = IF([Total Sales] > 1000000,
"Green", "Red")
● Conditional cell color: Cell Color = IF([Total Sales] > 1000000, "Green",
"Red")
● Conditional formatting based on another column: Color = IF([Category] =
"Furniture", "Blue", "Gray")
● Conditional formatting based on a measure: Color = IF([Total Sales] >
[Average Sales], "Green", "Red")
● Data bars in a table: Data Bars = IF(NOT(ISBLANK([Total Sales])), [Total
Sales], BLANK())
● KPIs in a table: KPI = IF([Total Sales] > [Target Sales], "Above Target",
"Below Target")

8. Custom Visuals (HTML, CSS, JavaScript)

● Create a custom visual: Tutorial: Develop a Power BI circle card visual

● Package a custom visual: pbiviz package
● Install a custom visual: pbiviz install
● Update a custom visual: pbiviz update

9. Tooltips and Report Interactions (DAX)

● Custom tooltip: Tooltip = "Sales: " & FORMAT([Total Sales], "C") & " |
Profit: " & FORMAT([Total Profit], "C")
● Conditional tooltip: Tooltip = IF([Total Sales] > 1000000, "High Sales",
"Low Sales")
● Drillthrough to another page: Drillthrough =
SELECTEDVALUE('Product'[Category])
● Drillthrough with multiple fields: Drillthrough =
SELECTEDVALUE('Product'[Category]) & " - " & SELECTEDVALUE('Date'[Year])
● Conditional drillthrough: Drillthrough = IF([Total Sales] > 1000000,
SELECTEDVALUE('Product'[Category]), BLANK())
● Filter other visuals on click: Visual Interaction =
SELECTEDVALUE('Product'[Category])

10. Bookmarks and Navigation (DAX)

● Create a bookmark: Bookmarks > Add

● Link to a bookmark: Action > Navigate to Bookmark

By: Waleed Mousa

 ● Conditional bookmark: Bookmark Visibility = IF([Total Sales] > 1000000,
TRUE, FALSE)
● Toggle bookmark: Bookmark Interaction = SELECTEDVALUE('Bookmark'[Bookmark
Name])
● Navigation with bookmarks: Navigation > Bookmarks

11. Themes and Formatting (JSON)

● Import a custom theme: View > Themes > Browse for Themes
● Customize theme colors: "dataColors": ["#FF0000", "#00FF00", "#0000FF"]
● Customize theme fonts: "textClasses": [{ "fontSize": 12, "fontFamily":
"Arial" }]
● Customize theme visualStyles: "visualStyles": {"*": {"*": {"border":
true}}}
● Conditional formatting with themes: "visualStyles": {"matrix": {"cell":
{"*": {"background": {"solid": {"color": {"expr": {"if": [{">=":
[{"field": "Sales"}, 1000]}, "#00FF00", "#FF0000"]}}}}}}}}

12. Report Layout and Design (JSON)

● Set page size: "pageSize": {"type": "A4", "orientation": "landscape"}

● Set page background: "pageBackground": {"color": "#FFFFFF"}
● Set visual spacing: "visualSpacing": 10
● Set visual alignment: "visualAlignment": "left"
● Set visual borders: "visualBorders": true
● Set visual header: "visualHeader": true
● Set visual background: "visualBackground": {"color": "#FFFFFF"}
● Set visual title: "title": {"text": "Sales Report"}
● Set visual subtitle: "subtitle": {"text": "Fiscal Year 2022"}
● Set visual legend: "legend": {"position": "Right"}

13. Data Security and Row-Level Security (DAX)

● Define roles: Manage Roles > Create New Role

● Define role filters: 'Product'[Category] = "Furniture"
● Assign roles to users: Manage Roles > Assign Users
● Dynamic row-level security: Security Filter = USERNAME()
● Conditional row-level security: Security Filter = IF(USERNAME() =
"Admin", ALL('Product'[Category]), 'Product'[Category] = "Furniture")

By: Waleed Mousa

14. Query Parameters and Dynamic Filtering (M)

● Define a parameter: Category = "Furniture"

● Use a parameter in a query: Table.SelectRows(Source, each [Category] =
Category)
● Define a function with parameters: FilterByCategory = (table as table,
category as text) => Table.SelectRows(table, each [Category] = category)
● Invoke a function with parameters: FilteredTable =
FilterByCategory(Source, "Furniture")
● Dynamic filtering with parameters: FilteredTable =
Table.SelectRows(Source, each [Category] = Parameter("SelectedCategory"))

15. Advanced Analytics and AI (DAX, R, Python)

● Time series forecasting: Forecast = FORECAST.ETS(Sales[Amount],

'Date'[Date])
● Linear regression: Regression = LINEST(Sales[Amount], 'Date'[Date])
● Clustering: Cluster = CLUSTERSET(Customer[Age], Customer[Income], 3)
● Classification: Class = CLASSIFICATIONSET(Customer[Age], Customer[Income],
Customer[Segment])
● R script execution: R Script = RSCRIPT("library(forecast);
forecast(ts(Sales[Amount]), h=12)")
● Python script execution: Python Script = PYTHON("import pandas as pd; df
= pd.DataFrame(Sales); df.head()")

By: Waleed Mousa