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DAX Formula Cheatsheet

Formula dax
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17 views4 pages

DAX Formula Cheatsheet

Formula dax
Copyright
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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')) Follow PROBLEM 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) ‘ollow

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