Sebastian Taylor & Joseph Yeates – CFI Education – Intermediate DAX & Time Intelligence

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Description

Description

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Sebastian Taylor & Joseph Yeates – CFI Education – Intermediate DAX & Time Intelligence

Intermediate DAX & Time Intelligence | CFI

Supercharge your analysis in Excel & Power BI with the fundamentals of DAX.

  • Learn the underpinnings of DAX functions to know precisely how they work
  • Apply DAX formulas on a Data Model to populate Pivot Table and Power BI report
  • Leverage Date & Time Intelligence functionality in DAX to identify trends over time

Overview

Intermediate DAX & Time Intelligence Overview

DAX is essential for working with data and data models in Excel and Power BI. Many analysts start building complex DAX formulas, without a solid grounding in DAX basics, context manipulation, and time intelligence. In this course, we’ll quickly review the basics of DAX formulas for creating measures and calculated columns. We’ll explore the difference between DAX functions that return a scalar value, and those that return a table. With this deep understanding of scalar values and tables, we’ll show you the ins and outs of data modeling and context manipulation.

Additionally, we’ll demonstrate how DAX Studio can integrate with Excel and Power BI, speeding up your DAX development process. If you want to get better at using Excel and Power BI, and understand the power of DAX Studio, this course is for you. We keep it simple, clear, and focused, so you can learn fast and start applying your new skills right away.

Intermediate DAX & Time Intelligence Learning Objectives

By the end of the course, you should be able to:

  • Recall the core concepts of DAX: measures, calculated columns, row & filter Context
  • Apply functions that return a single, scalar value of various data types
  • Manipulate source data with Table Functions
  • Apply DAX concepts and functions on a Data Model
  • Analyze data over time with Date & Time Intelligence functionality

Who Should Take This Course?

This DAX course is perfect for anyone who would like to build up their understanding of Business Intelligence in Excel and Power BI. This course is designed to equip anyone who desires to supercharge their career in data analysis, business intelligence, or other areas of finance with the fundamental knowledge of DAX.

What you’ll learn

Course Introduction
Course Introduction
Downloadable Learner Files

Introduction to DAX
DAX Fundamentals Recap
DAX Recap
Set Up Power Pivot for Excel
Calculated Columns
Row Context
DAX Measures
Filter Context
Calculated Columns vs. Measures
Iterator Functions
DAX Calculated Columns vs. Power Query

DAX Scalar Functions
Introduction – Scalar Functions
Aggregation Functions
Math Functions
Check In
Conditional Functions
Text Functions in DAX
Type Casting Functions
Review – Error Handling Functions

DAX Table Functions
Introduction – Table Functions
Table Functions in Excel
Set Up DAX Studio
Calculated Tables
Filter a Table with FILTER()
Remove a Filter with ALL()
Combine Table Functions
Return Unique Values
Expand a Table with ADDCOLUMNS()

Data Modeling & Context
Introduction – Data Modeling & Context
Download Power BI
Evaluation Context in a Data Model
Return Matching Values with RELATED()
Complete the Promo Calculated Column
Summarize Rows with RELATEDTABLE()
Remove Column Filters with ALL()
Create % of Total Measure
Refine Column Filters with ALLSELECTED()
CALCULATE() with Two Filter Modifications
CALCULATE() Recap
Return a Specific Filter Context
Modify the Context with KEEPFILTERS()
Check Context with HASONEVALUE()
Identify Context with SELECTEDVALUE()
Identify Unique Values in a Column

Date & Time Intelligence
Chapter Introduction – DAX Time Intelligence
Data Model Overview & Date Table Requirements
Review – Create Date Table with CALENDARAUTO() & CALENDAR()
Review – Create DimDate with Date Functions
Finalize the Date Dimension
Fact[Date] or DimDate[Date]
SAMEPERIODLASTYEAR()
DATESYTD() & PREVIOUSQUARTER()
PREVIOUSMONTH()
PARALLELPERIOD()
DATEADD()
DATESINPERIOD()
DATESBETWEEN
Other Calculation Methods
When to use Fact[Date]

Course Summary
Conclusion

Qualified Assessment
Qualified Assessment

Frequently Asked Questions:

  1. Innovative Business Model:
    • Embrace the reality of a genuine business! Our approach involves forming a group buy, where we collectively share the costs among members. Using these funds, we purchase sought-after courses from sale pages and make them accessible to individuals facing financial constraints. Despite potential reservations from the authors, our customers appreciate the affordability and accessibility we provide.
  2. The Legal Landscape: Yes and No:
    • The legality of our operations falls into a gray area. While we lack explicit approval from the course authors for resale, there’s a technicality at play. When procuring the course, the author didn’t specify any restrictions on resale. This legal nuance presents both an opportunity for us and a boon for those seeking budget-friendly access.
  3. Quality Assurance: Unveiling the Real Deal:
    • Delving into the heart of the matter – quality. Acquiring the course directly from the sale page ensures that all documents and materials are identical to those obtained through conventional means. However, our differentiator lies in going beyond personal study; we take an extra step by reselling. It’s important to note that we are not the official course providers, meaning certain premium services aren’t included in our package:
      • No coaching calls or scheduled sessions with the author.
      • No access to the author’s private Facebook group or web portal.
      • No entry to the author’s exclusive membership forum.
      • No direct email support from the author or their team.

    We operate independently, aiming to bridge the affordability gap without the additional services offered by official course channels. Your understanding of our unique approach is greatly appreciated.

Refund is acceptable:

  • Firstly, item is not as explained
  • Secondly, Item do not work the way it should.
  • Thirdly, and most importantly, support extension can not be used.

Thank you for choosing us! We’re so happy that you feel comfortable enough with us to forward your business here.

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