Power BI Sep-2021 version: https://www.microsoft.com/en-us/download/details.aspx?

id=57271

https://download.microsoft.com/download/8/8/0/880BCA75-79DD-466A-927D-
1ABF1F5454B0/PBIDesktopSetup-2021-09_x64.exe

https://docs.microsoft.com/en-us/power-bi/fundamentals/desktop-latest-update-
archive?tabs=powerbi-desktop#september-2021-update-2977250

https://powerbi.microsoft.com/en-us/blog/power-bi-september-2021-feature-summary/

Amazon

1. Order
Order Id
Order Date
Ship Date
2. Product Details
Product ID
Product Name
Produ Category
3. Suppliers/Venders
Supplier ID
Supplier Details
Dade
4. Customer Details
Customer Name
Customer Address
Customer ID
5.Sales Details
Order Qty
Order Amount
Order Discount

Data Type

Text
Date
Whole Number

Filters

=============================================

DATE FUNCTIONS
TODAY
NOW
YEAR
MONTH
HOUR
MINUTE
SECOND
WEEKDAY
WEEKNUM

SUM
COUNT
COUNTA
COUNT BLANK
MIN
MAX

---------------------------------------------

FILTER FUNCTIONS:
------------------

COUNTIF ---- COUNT

COUNTIFS
SUMIF ---- SUM

SUMIF(RANGE, CRITERIA, SUM RANGE)

RANGE - COLUMN TO FILTER

CRITERIA - A VALUE FROM COLUMN
SUM RANGE - COLUMN TO SUM

SUMIFS
AVERAGEIF ---- AVERAGE
AVERAGEIFS

State-Florida
City-Apopka

----------------------------------------

EDATE - It will return same day of the previous/next month based on the no of
months provided.

EDATE(DATE,NO OF MONTHS)

EDATE(22-10-2021,-1) ----> 22-09-2021

EDATE(22-10-2021,1) ----> 22-11-2021

EOMONTH - It will return end day of the previous/next month based on the no
of months provided.

EOMONTH(DATE,NO OF MONTHS)

EOMONTH(22-10-2021,-1) -----> 30-09-2021

EOMONTH(22-10-2021,0) -----> 31-10-2021

EOMONTH(22-10-2021,1) -----> 30-11-2021

1. Identify current year start date based on today

 2. Identify current year end date based on today

------------------------------------------------------------------

---->
LEFT

<----
RIGHT

Pradeep

--------------------------------

10
20
13
9
14
89
90
09
67
61
73
51
17

------ Highest Vales to Lowest Values

90,89,73,67,61,

------------------------------------------

Power BI Components

Power BI Desktop (Power Query, Power Pivot, Power View and Power Map) - Share to
the users

Power Query Editor – ETL(Extraction, Transformation, Load)

Power Pivot – Date Modealing, DAX
Power View – Report Design
Power Map - Report Design
Power BI Mobile – Mobile Application
Power BI Services – Deploy and Share

Data Preparation - Data Engeenier- Data Source intigration - Data Base Design (SQL
Server, Oracle, My SQL, DB2, Teradata, Hana)

Power BI Development

DAX(Data Analysis Expressions)

Comment - Ctrl+K+C
Un Comment - Ctrl+K+U

MSBI Tools(Microsoft Business Intilligence Tools)

SSIS - Sql Server Intigration Services

SSAS - Sql Server Analysis Services

1. Multidimensional Model - MDX(Functional and Query Launguage)

2. Tabular Model - DAX(Functional and Query Launguage)

SSRS - Sql Server Reporting Services

Functional and Query Launguage.

Context - Filter and Row

1. Create New Tables

2. Create new calculated columns
3. Create Measures

1. Table
2. Column
3. Measure

Measure -
SUM(Column Name)

Total Sales = sum('Master Data'[Sales])

'Master Data' - Table

[Sales] - Column

MAX(Column Name)

Highest Sales=MAX('Master Data'[Sales])

FILTER(Table,Filter Expression)

FILTER('Master Data','Master Data'[Region]="South")

SUMX(Table, Expression)

SUMX(FILTER('Master Data','Master Data'[Region]="South"),[Total Sales])

FILTER: It Returns a table as result

Syntax - FILTER(Table, Expression)

FILTER('Master Data','Master Data'[Category]="Technology")

SUMX(FILTER('Master Data','Master Data'[Region]="South"),[Total Sales])

--CALCULATE
 CALCULATE(EXPRESSION,FILTER)

CALCULATE(SUM('Master Data'[Sales]),FILTER('Master Data','Master

Data'[Region]="South"))

CALCULATE(SUM('Master Data'[Sales]),FILTER('Master Data','Master

Data'[Category]="Technology"))

CALCULATE(COUNTROWS('Master Data'),FILTER('Master Data','Master

Data'[Category]="Technology"))

CALCULATE(MIN('Master Data'[Sales]),FILTER('Master Data','Master

Data'[Region] IN {"South","West"}))

----------------------------------------

EDIT INTERACTIONS---

ALL - IT WILL REMOVE THE FILTERS ON TABLE OR COLUMN

ALL(TABLE OR COLUMN)

M_ALL SALES =
CALCULATE(SUM('Master Data'[Sales]),ALL('Master Data'))
//CALCULATE(SUM('Master Data'[Sales]),ALL('Master Data'[Category],'Master
Data'[Segment],'Master Data'[Region]))

M_SOUNTH SALES_V1 =
// CALCULATE(
// SUM('Master Data'[Sales]),
// FILTER('Master Data','Master Data'[Region] IN {"South","West"}),
// FILTER('Master Data','Master Data'[Category]="Technology"))
// CALCULATE(
// COUNTROWS('Master Data'),
// FILTER('Master Data','Master Data'[Region] IN {"South","West"}),
// FILTER('Master Data','Master Data'[Category]="Technology"))
CALCULATE(
COUNTROWS('Master Data'),
FILTER('Master Data','Master Data'[Region]="South"))

ALLEXCEPT - It romove the filters on table or column which is not considerd in the
function.

CALCULATE(SUM('Master Data'[Sales]),ALLEXCEPT('Master Data'[Category],'Master

Data'[Segment],'Master Data'[Region]))

-------------------------------

---- TASK ----

SUMX - SUMX(FILTER('Master Data','Master Data'[Region]="South"),[Total

Sales])
COUNTX
MINX
 MAXX
AVERAGEX

CALENDAR
CALENDARAUTO

CALENDER - BASED ON CURRENT DATE, CURRENT YEAR START TO END

DYNAMIC CALENDAR = CALENDAR(EOMONTH(TODAY(),-MONTH(TODAY()))
+1,EOMONTH(TODAY(),12-MONTH(TODAY())))

MONTH
YEAR
QUARTER
WEEKDAY
WEEKNUMBER

----------------------------------------------------------------------------

TABLE FUNCTIONS - IT RETURNS A TABLE

CALENDAR - START DATE AND END DATE

CALENDARAUTO -

-------------------------------------------------------

Current Quarter Start Date

Current Quarter End Date

Based on today find out start date for last 6 month.

Current Quarter Start Date =

IF(AND('Master Data'[M-Month]>=1,'Master Data'[M-Month]<=3),"01-01-"&YEAR(TODAY()),
IF(AND('Master Data'[M-Month]>=4,'Master Data'[M-Month]<=6),"01-04-"&YEAR(TODAY()),
IF(AND('Master Data'[M-Month]>=7,'Master Data'[M-Month]<=9),"01-
07-"&YEAR(TODAY()),"01-10-"&YEAR(TODAY()))))

-----------------------------------------------------------------------------------
-------------------------

M_DATESINPERIOD =
CALCULATE(SUM('Master Data'[Sales]),DATESINPERIOD('CALENDAR'[Date],TODAY(),-
1,MONTH))

DATESINPERIOD(DATE,STARTDATE,NO OF INTERVELS,INTERVELS)

DATESINPERIOD(
'CALENDAR'[Date], -- DATE
TODAY(), -- START DATE
-1, --NO OF INTERVELS
MONTH -- INTERVEL
)

DATESBETWEEN
DATESINPERIOD
PARALLELPERIOD
SAMEPERIODLASTYEAR

BASED ON TODAY WE HAVE TO CAALCULATE LAST 6 MONTHS SALES

------------------------------------------------------------------

VARIABLES

POWER BI - LOCAL VARIABLE

YTD - YEAR TO DATE

QTD - QUARTRE TO DATE
MTD - MONTH TO DATE

TOTALMTD
TOTALYTD
TOTALQTD

----------------------------------------------------

M_DYNAMIC RUNNING TOTALS =

CALCULATE(
'Master Data'[M_Total Sales],
FILTER(ALLSELECTED('CALENDAR'),'CALENDAR'[Date]<=MAX('CALENDAR'[Date])))

-----------------------------------------------------------------------------------
------------------

IF(

FIND(" ",NAMES[NAMES],FIND(" ",NAMES[NAMES],1)+1,0)=0,

FIND(" ",NAMES[NAMES],1),

FIND(" ",NAMES[NAMES],FIND(" ",NAMES[NAMES],1)+1)

)

-------------------------------------------------------------------------------

LIST THE DAX FUNCTIONS WHICH RETURNS THE TABLE

1. FILTER
2. SUMMARIZE
3. SUMMARIZECOLUMNS
4. ALL
5. ALLEXCEPT
6. VALUES
7. DISTINCT
8. CALENDAR
9. CALENDARAUTO
10. ALLSELECTED
 11. ADDCOLUMNS

CALENDAR_TABLE =
ADDCOLUMNS(
CALENDAR(DATE(2021,01,01),TODAY()),
"YEAR",YEAR([Date]),
"QUARTER",QUARTER([Date]),
"MONTH",MONTH([Date]),
"MONTH NAME",FORMAT([Date],"MMM"),
"WEEK NUM",WEEKNUM([Date],2),
"WEEK DAY",WEEKDAY([Date],2))
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