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PROBLEM
Total Sales Calculation
Total Cost Calculation
Profit Calculation
Profit Margin
Transaction Count
Related Table Count
DAX Cheat Sheet
CALCULATION EXPRESSION
Calculated measure using SUM to aggregate a column.
Total Sales = SUM('TableName'[SalesAmount])
Calculated measure using SUM to aggregate a column.
Total Cost = SUM('TableName'[Cost])
Calculated measure using two previously created
calculated measures to determine profit.
Profit = [Total Sales] - [Total Cost]
Calculated measure using two previously created
calculated measures to determine profit margin, the
DIVIDE function is used to perform the division.
Profit Margin = DIVIDE( [Profit], [Total Sales])
Calculated measure that returns a count of all rows in
a table, ultimately, many times this simple calculation
is used to return transaction counts.
Transactions = COUNTROWS('Table')
Returns the total rows in a related table. For example,
total transactions by Product.
Transactions = COUNTROWS(RELATEDTABLE( 'TABLE'))
FollowPROBLEM
MTD Sales
MTD Sales
(Direct Query)
YTD Sales
YTD Sales
(Fiscal Calendar)
YTD Sales
(Direct Query)
DAX CHEAT SHEET
Month & Year to Date Sales
CALCULATION EXPRESSION
Calculates Total Sales for all days in the current month up to the
maximum day in the selection.
MTD Sales = TOTALMTD( [Total Sales],
‘DateTable'[DateColumn] )
Calculates Total Sales for all days in the current month up to the
maximum day in the selection.
MTD Sales =
CALCULATE (
[Total Sales],FILTER (ALL ( 'DateTable' ),
‘DateTable'[DateYear] = MAX ( 'DateTable'[DateYear] )
&&'DateTable'[DateMonth] = MAX ('DateTable'[DateMonth])
&&'DateTable' [Date] <= MAX ( 'DateTable'[Date] )
Calculates Total Sales for all days in the year up to the maximum
day in the selection.
YTD Sales = TOTALYTD( [Total Sales],
‘DateTable'[DateColumn] )
This calculation uses an optional third parameter specifying the
fiscal year end date.
YTD Sales = TOTALYTD( [Total Sales],
‘DateTable'[DateColumn], "05/31" )
Calculates Total Sales for all days in the year up to the
maximum day in the selection.
YTD Sales: =
CALCULATE ([Total Sales],FILTER (ALL ( 'DateTable’ ),
"DateTable'[DateYear] = MAX ( ‘DateTable'[DateYear] )
&&'DateTable'[Date] <= MAX ( 'DateTable'[Date] )PROBLEM
Prior Year Profit
Prior Year Profit
(Direct Query)
Year Over Year Profit
Last Year
YTD Sales
Total Sales for
All Countries
Percent of Total
Calculation
DAX Cheat Sheet
CALCULATION EXPRESSION
Prior Year Profit = CALCULATE ( [Profit],
SAMEPERIODLASTYEAR 'DateTable'[DateColumn] )
Calculates Profit for all days in the Year prior to the last year in
the selection. ed to the last day of the selection.
Prior Year Profit =
CALCULATE ([Profit],
FILTER (ALL ( 'DateTable' ),
‘DateTable'[Year] = MAX ( 'DateTable'[Year] ) - 1
Calculated measure using two previously created
calculated measures to determine YoY profit.
YoY Profit = [Profit] - [Prior Year Profit]
Last YTD Sales = CALCULATE ( [YTD Sales],
SAMEPERIODLASTYEAR( 'DateTable'[DateColumn] ))
This calculation uses calculate to return all countries in the
calculation regardless of the filter context.
Total Sales All Countries = CALCULATE ( [Total
Sales], ALL(‘Geography Table'[Country] ) )
This calculation uses two measures previously created to create a
percent of total calculation.
Percent of Total = DIVIDE([Total Sales], [Total Sales
ALL Countries])PROBLEM
Rolling 12 Month
Sales
7 Day Moving
Average Profit
Country Rank
DAX Cheat Sheet
Moving Totals
CALCULATION EXPRESSION
Calculated measure that returns a rolling 12 months total for
Profit.
Rolling 12 Months Profit =
CALCULATE ( [Profit],
DATESBETWEEN( 'DateTable'[DateColumn] ,
NEXTDAY (SAMEPERTODLASTYEAR
(LASTDATE(DateTable'[DateColumn] ))),
LASTDATE( 'DateTable' [DateColumn] )))
This calculation generates the daily moving average. The
number of days can be changed accordingly.
7 Day Moving Average =
AVERAGEX (FILTER (ALL ( 'DateTable' ),
"DateTable'[FullDateAlternateKey] > ( MAX
(‘DateTable'[FullDateAlternateKey] ) - 7 ) &&
"DateTable'[FullDateAlternateKey] > <= MAX
(‘DateTable'[FullDateAlternateKey] ) ),
({Profit])
Calculated measure to rank a specific column in a table by a
measure. In this measure Country from the geography table is
being ranked by the measure [Total Sales].
Country Rank = RANKX( ALL ('GeographyTable'[Country]),
[Total Sales],,,Skip)
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