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DAX course – data modeling and measure creation in Power BI

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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?

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Efficient data import - You will learn how to load data from Excel and CSV files, Access and SQL Server databases, and Excel data models, so you can build reports faster from multiple sources.

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Better data preparation - You will master query transformations, custom columns, data sorting, and table merges, which will help you prepare a clean and consistent dataset for further analysis.

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Clearer visual reports - You will learn how to combine advanced visuals in Power BI to present results more clearly, making your reports easier to understand and more useful for decision-making.

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Reliable data model - You will understand how to design a data model, organize tables, and use active and inactive relationships, helping you avoid errors and inconsistent analytical results.

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Confident DAX work - You will learn to create and modify calculated columns and measures, understand when to use each one, and write DAX formulas that give you better control over calculations.

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Useful DAX functions - You will practice aggregate, text, logical, statistical, date and time, and filtering functions, so you can build measures that answer real business questions.

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More control with tables - You will work with parameter tables, calculated tables, filters, and hierarchies, allowing you to create more flexible reports and a smoother analysis experience for users.

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Time-based analysis - You will learn to prepare a calendar table and use Time Intelligence functions to compare periods, calculate running totals, and track changes over time in your reports.

Training programme

1. Power BI Basics

At the outset, participants prepare the environment and place Power BI within the context of business analysis. The section includes installation of the application and a practical orientation to the interface, showing how the tool supports analytical work from the first steps.

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

2. Importing external data into Power BI

Importing data from different sources is the first operational step in building a Power BI solution. The section covers loading .xlsx and .csv files, connecting to MS Access and SQL Server databases, and using data models previously created in MS Excel.

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

3. Data editing in Power BI

Before analysis starts, data usually needs reshaping to fit the model and reporting logic. This section covers query transformation, creating custom columns, sorting data in Power BI, and combining datasets to prepare consistent structures for later calculations and visualizations.

  • 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

Power BI is used here as the reporting layer where processed data is turned into readable analytical output. The focus is on methods of using transformed datasets and on combining advanced visualizations so that multiple views work together within one coherent report.

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

5. Basic information concerning the DAX language

A well-structured data model is the starting point for effective work with DAX and pivot-style analysis. This section explains core concepts, typical applications, rules for organizing data, and the relationships between tables that determine how calculations and summaries behave.

  • 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

Building formulas in DAX requires understanding how the data model, data types, relationships and filtering affect results. This part explains active and inactive relationships, operators, calculated columns, calculated measures, their differences, and the role of queries when creating or modifying expressions.

  • 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

DAX function groups are presented in the context of everyday analytical work rather than as isolated syntax elements. Participants use aggregating, text, statistical, logical, date and time, and filtering functions, including CALCULATE, FILTER, RELATED and RANKX, to build practical expressions.

  • 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

Working with dedicated tables extends model flexibility beyond source data and supports more controlled calculations. The section includes parameter tables, calculation tables, and the use of filter functions to shape context and influence how measures respond in analysis.

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

9. Hierarchies

Hierarchies help organize dimensions into levels that support clearer navigation and more precise analysis in reports. The section covers automatic hierarchies, creating custom structures, filtering data within hierarchy paths, and adjusting existing hierarchies to match reporting needs.

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

10. Time Intelligence in DAX

Time intelligence in DAX focuses on building a reliable calendar table, including proper sorting and date structure required by time-based calculations. It then applies functions such as SAMEPERIODLASTYEAR, DATEADD, DATESBETWEEN and TOTALYTD, TOTALMTD, TOTALQTD to compare periods and calculate cumulative results.

  • 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?

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Excel basics - You should be comfortable working with worksheets, tables, and basic formulas in Excel so you can better understand data sources and the analysis logic covered in training.

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Tabular data handling - You should understand how data is arranged in rows and columns, recognize headers, and spot common table issues so you can prepare data efficiently for modeling and reporting.

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Business analysis basics - You should understand what indicators, aggregations, and comparisons are used for in reports so you can build DAX measures more easily and interpret Power BI results correctly.

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Computer literacy - You should be comfortable installing software, managing files, and navigating Windows applications so you can complete Power BI exercises smoothly during the training.