DAX – working in the DAX language + useful functions, data visualisation in Power BI

Training process

Training needs analysis

If you have specific requirements regarding the training programme, we will carry out a training needs analysis for you. This will guide us on which aspects of the programme should receive greater emphasis, so that the training programme meets your specific needs.

What will you gain?

Confident Power BI start - You will quickly get comfortable in Power BI and understand how to use it for business analysis, so you can work with more confidence and make better use of the tool from day one.

Data import from many sources - You will learn how to load data from Excel and CSV files, Access and SQL Server databases, and Excel data models, making it easier to bring scattered data into one report.

Better data preparation - You will master query transformations, custom columns, sorting, and merging data, so you can prepare a consistent dataset that is ready for reliable analysis and reporting.

Clearer visual reporting - You will learn how to choose and combine Power BI visuals to present results in a clear, useful way, helping business users and decision-makers understand the numbers faster.

Smarter DAX work - You will understand the difference between calculated columns and measures, and work with relationships and filters, so you can build formulas that truly match the analysis goal.

Useful DAX functions - You will use aggregation, text, logical, statistical, and filtering functions in DAX, so you can calculate rankings, business rules, and key metrics without manual data handling.

Stronger data model - You will learn how to build parameter tables, calculated tables, hierarchies, and table relationships, which will help you create more flexible, scalable, and well-structured reports.

Time-based analysis - You will master DAX Time Intelligence, build a calendar table, and use functions such as YTD, MTD, and year-over-year comparisons to analyse trends and changes over time.

Training programme

1. Power BI Basics

Power BI installation,
introduction to the program and business analysis.

2. Importing external data into Power BI

.xlsx and .csv files,
data from MS Access and SQL Server databases,
data models created in MS Excel.

3. Data editing in Power BI

query transformation,
working with custom columns,
data sorting in Power BI,
combining data in Power BI.

4. Power BI as a tool for data visualization

methods of processed data,
combining advanced visualizations in Power BI.

5. Basic information regarding the DAX language

what is a data model?
application and possibilities,
basic concepts,
good principles in data organization,
relationships between tables, pivot tables.

6. Working in the DAX language

data model,
data types,
relationships:
- active,
- inactive,
filtering,
calculated columns:
- the concept of calculated columns,
- preparing and modifying columns,
- operators,
calculated measures:
- explanation,
- calculated measures vs. calculated columns,
- preparing and modifying measures,
- queries,
DAX language formulas.

7. Useful functions of the DAX language

aggregating: AVERAGE, COUNT, MAX, MIN, SUM, etc.,
text: FIND, FORMAT, REPLACE, RIGHT, SEARCH, VALUE, etc.,
statistical: RANKX,
logical: AND, FALSE, IF, NOT, OR, SWITCH, TRUE,
date and time: CALENDAR, DATE, DAY, HOUR, MINUTE, MONTH, NOW, SECOND, TIME, TIMEVALUE, TODAY,
filtering: ALL, CALCULATE, FILTER, RELATED, VALUES and others.

8. Tables

parameter tables,
calculation tables,
filters and working with them:
- filter functions.

9. Hierarchies

automatic hierarchies,
creating hierarchies,
filtering data with respect to hierarchies,
modifying hierarchies.

10. Time Intelligence in DAX

preparation of the calendar table,
sorting of the calendar table,
functions:
- FIRSTDATE,
- LASTDATE,
- SAMEPERIODLASTYEAR,
- PREVIOUSYEAR,
- PREVIOUSMONTH,
- PREVIOUSDAY,
- DATESBETWEEN,
- DATEADD,
- DATEDIFF,
- TOTALYTD,
- TOTALMTD,
- TOTALQTD.

What are the prerequisites for participating in the training?

Excel skills - You should be comfortable using Excel tables, filters, and basic formulas, because this will make it much easier for you to understand data models and report workflows.

Data analysis basics - You should understand rows, columns, data types, and simple aggregations, so you can build a data model more easily and interpret calculation results correctly.

Source data handling - You should have experience working with CSV or XLSX files and understand tabular data structures, because the course includes importing and transforming such data.

Reporting logic - You should be able to define which metrics and data views are needed in an analysis, so you can translate business needs into measures, filters, and visuals more easily.