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Philip Seamark
While the advice and information in this book are believed to be true
and accurate at the date of publication, neither the authors nor the
editors nor the publisher can accept any legal responsibility for any
errors or omissions that may be made. The publisher makes no
warranty, express or implied, with respect to the material contained
herein.
What Is DAX?
Data
Tables
Columns
Relationships
Measures
Hierarchies
IntelliSense
Formatting
Comments
Time
Operators
Arithmetic Operators
Comparison Operators
Concatenation Operator
Logical Operators
Operator Precedence
Relationships
Types of Relationships
Hierarchies
Chapter 2 :Variables
Variable Structure
Nesting Variables
Chapter 3 :Context
Filter Context
Calculated Column
Calculated Measure
Hardcoded Example
Row Context
Iterators
Column Indexes
Context Transition
Relationships
The SUMMARIZECOLUMNSFunction
SUMMARIZECOLUMNSwith a Filter
GROUPBY Iterators
Chapter 5 :Joins
Joins in DAX
Standard Relationship
CROSSJOIN
GENERATE
NATURALINNERJOINand NATURALLEFTOUTERJOIN
Lineage
UNION
LOOKUPVALUE
Chapter 6 :Filtering
Implicit Filtering
Explicit Filtering
Chapter 7 :Dates
Date
Time
Date/Calendar Tables
Quick Measures
Sorting by Columns
Time Intelligence
Year to Date
Period Comparisons
CALENDAR
CALENDARAUTO
Fiscal Year
Weekly Buckets
Is Working Day
Weekday Name
Optimizing Dates
Debugging in DAX
External Tools
Optimizing
Calculated Columns
Calculated Measures
Double Grouping
Index
About the Author and About the
Technical Reviewer
About the Author
Philip Seamark
is an experienced Data Warehouse and
Business Intelligence consultant with a deep
understanding of the Microsoft stack and
extensive knowledge of Data Warehouse
methodologies and enterprise data modeling.
He is recognized for his analytical,
conceptual, and problem-solving abilities and
has more than 25 years of commercial
experience delivering business applications
across a broad range of technologies. His
expertise runs the gamut from project
management, dimensional modeling, performance tuning, ETL
design, development and optimization, and report and dashboard
design to installation and administration.
In 2017 he received a Microsoft Data Platform MVP award for his
contributions to the Microsoft Power BI community site, as well as
for speaking at many data, analytic, and reporting events around the
world. Philip is also the founder and organizer of the Wellington
Power BI User Group.
1. Introduction to DAX
Philip Seamark1
(1) UPPER HUTT, New Zealand
The aim of this book is to help you learn how you can use the DAX
language to improve your data modelling capability using tools such
as Microsoft Power BI, Excel Power Pivot, and SSAS Tabular. This
book will be particularly useful if you already have a good knowledge
of T-SQL, although this is not essential.
Throughout the book, I present and solve a variety of scenarios
using DAX and provide equivalent T-SQL statements primarily as a
comparative reference to help clarify each solution. My personal
background is as someone who has spent many years building
solutions using T-SQL, and I would like to share the tips and tricks I
have acquired on my journey learning DAX with those who have a
similar background. It’s not crucial for you to be familiar with T-SQL
to get the best out of this book because the examples will still be
useful to someone who isn’t. I find it can be helpful to sometimes
describe an answer multiple ways to help provide a better
understanding of the solution.
In this book, I use Power BI Desktop as my primary DAX engine
and most samples use data from the WideWorldImportersDW
database, which is freely available for download from Microsoft’s
website. This database can be restored to an instance of Microsoft
SQL Server 2016 or later. I am using the Developer edition of SQL
Server 2016.
I recommend you download and install the latest version of
Power BI Desktop to your local Windows PC. The download is
available from powerbi.microsoft.com/desktop, or you can
find it via a quick internet search. The software is free to install and
allows you to load data and start building DAX-based data models in
a matter of minutes.
The WideWorldImportersDW database is clean, well-organized,
and an ideal starting point from which to learn to data model using
DAX.
The aim of this first chapter is to cover high-level fundamentals
of DAX without drilling into too much detail. Later chapters explore
the same fundamentals in much more depth.
What Is DAX?
Data Analysis Expressions (DAX) is both a query and functional
language. It made its first appearance back in 2009 as part of an
add-in to Microsoft Excel 2010. The primary objective of DAX is to
help organize, analyze, understand, and enhance data for analytics
and reporting.
DAX is not a full-blown programing language and does not
provide some of the flow-control or state-persistence mechanisms
you might expect from other programming languages. It has been
designed to enhance data modeling, reporting, and analytics. DAX is
constantly evolving with new functions being added on a regular
basis.
DAX is described as a functional language, which means
calculations primarily use functions to generate results. A wide
variety of functions are provided to help with arithmetic, string
manipulation, date and time handling, and more. Functions can be
nested but you cannot create your own. Functions are classified into
the following categories:
DateTime
Filter
Info
Logical
Mathtrig
ParentChild
Statistical
Text
There are over 200 functions in DAX. Every calculation you write
will use one or more of these. Each function produces an output
with some returning a single value and others returning a table.
Functions use parameters as input. Functions can be nested so the
output of one function can be used as input to another function.
Unlike T-SQL, there is no concept of INSERT, UPDATE, or DELETE
for manipulating data in a data model. Once a physical table exists in
a Power BI, SSAS Tabular, or Excel PowerPivot data model, DAX
cannot add, change, or remove data from that table. Data can only
be filtered or queried using DAX functions.
Data
The first step of building a data model is importing data. A wide
variety of data sources are available, and once they are imported,
they will be stored in two-dimensional tables. Sources that are not
two dimensional can be used, but these will need to be converted to
a two-dimensional format before or during import. The query editor
provides a rich array of functions that help with this type of
transformation.
Tables
Tables are objects used to store and organize data. Tables consist of
columns that are made up of source data or results of DAX
calculations.
Columns
Each table can have one or more columns. The underlying data
engine stores data from the same column in its own separate index.
Unlike T-SQL, DAX stores data in columns rather than in rows. Once
data has been loaded to a column, it is considered static and cannot
be changed. Columns can also be known as fields.
Relationships
Two tables can be connected via a relationship defined in the model.
A single column from each table is used to define the relationship.
Only one-to-many and one-to-one relationships are supported.
Many-to-many relationships cannot be created. In DAX, the most
common use of relationships is to provide filtering rather than to
mimic normalization of data optimized for OLTP operations .
Measures
A measure is a DAX calculation that returns a single value that can
be used in visuals in reports or as part of calculations in other
measures. A measure can be as simple as a row count of a table or
sum over a column. Measures react and respond to user interaction
and recalculate as a report is being used. Measures can return new
values based on updates to the selection of filters and slicers.
Hierarchies
Hierarchies are groupings of two or more columns into levels that
can be drilled up/down through by interactive visuals and charts. A
common hierarchy might be over date data that creates a three-level
hierarchy over year, month, and day. Other common hierarchies
might use geographical data (country, city, suburb), or structures
that reflect organizational groupings in HR or Product data.
CALCULATE(SUM('Fact Sale'[Quantity]))
Figure 1-2 DAX for the first calculated measure. This calculation uses the SUM function
to return a single value anywhere the calculated measure is used in the report. When
dragged and dropped to the report canvas using a visual with no other fields or filters, the
value should show as $198,043,493.45.
The structure of the formula can be broken down as follows:
starting from the left, the first part of the text sets the name of the
calculated measure. In this case, the name is determined by all text
to the left of the = operator. The name of this calculated measure is
[Sum of Total including Tax]. Names of calculated measures should
be unique across the model including column names .
This name is how you will see the measure appear in the field list
as well as how it may show in some visuals and charts.
The = sign separates the calculation name from the calculation itself.
A calculated measure can only return a single value and never a list
or table of values. In more advanced scenarios, steps involving
groups of values can be used, but the result must be a single value.
All text after the = sign is the DAX code for the calculated
measure. This calculation uses the SUM function and a single
parameter, which is a reference to a column. The single number
value that is returned by the SUM function represents values from
every row from the [Total Including Tax] column added together.
The datatype for the column passed to the SUM function needs to be
numeric and cannot be either the Text or DateTime datatypes.
The notation for the column reference is fully qualified , meaning
it contains both the name of the table and name of the column. The
table name is encapsulated inside single quotations (‘ ’). This is
optional when your table name doesn’t contain spaces. The column
name is encapsulated inside square brackets ([ ]).
Calculated measures belong to a single table but you can move
them to a new home table using the Home Table option on the
Modeling tab. Calculated measures produce the same result
regardless of which home table they reside on.
IntelliSense
IntelliSense is a form of predictive text for programmers. Most
modern programming development environments offer some form of
IntelliSense to help guide you as you write your code. If you haven’t
encountered this before, it is an incredibly useful way to help avoid
syntax errors and keep calculations well-formed.
DAX is no different, and as you start typing your calculation, you
should notice suggestions appearing as to what you might type next.
Tooltips provide short descriptions about functions along with details
on what parameters might be required.
IntelliSense also helps you ensure you have symmetry with your
brackets, although this can sometimes be confusing if you are not
aware it is happening.
IntelliSense suggestions can take the form of relevant functions,
or tables or columns that can be used by the current function.
IntelliSense is smart enough to only offer suggestions valid for the
current parameter. It does not offer tables to a parameter that only
accepts columns.
In the case of our formula, when we type in the first bracket of
the SUM function, IntelliSense offers suggestions of columns that
can be used. It does not offer tables or calculated measures as
options because the SUM function is only designed to work with
columns.
Formatting
As with T-SQL and pretty much any programming language, making
practical use of line spacing, carriage returns, and tabs greatly
improves readability and, more importantly, understanding of the
code used in the calculation. Although it’s possible to construct a
working calculation using complex code on just a single line, it is
difficult to maintain. Single-line calculations also lead to issues
playing the bracket game .
A good tip is to extend the viewable area where you edit your
calculation before you start by repeating the Shift-Enter key
combination multiple times or by clicking the down arrow on the
right-hand side.
Comments
Comments can also be added to any DAX calculation using any of
the techniques in Table 1-1.
Table 1-1 How to Add Comments
Comment Effect
Characters
// Text to the right is ignored by DAX until the next carriage
return.
-- Text to the right is ignored by DAX until the next carriage
return.
/* */ Text between the two stars is ignored by DAX and comments
can span multiple lines.
The code in Figure 1-4 adds a new column to the ‘Fact Sale’ table
called [Average Item Price]. The value in each cell of the new
column (see Figure 1-5) is the output of this calculation when it is
executed once for every row in the table.
Another Random Scribd Document
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young, but had no newly born cub; sometimes bear breed only every
other year, but I have found the mother accompanied not only by her
cub but by her young of the year before. The yearling also had
nothing but buds in its stomach. When its skin was taken off, Stewart
looked at it, shook his head, and turning to Lambert said solemnly,
“Alex., that skin isn’t big enough to use for anything but a doily.”
From that time until the end of the hunt the yearlings were only
known as “doily bears.”
Next morning we again went out, and this time for twelve hours
steadily, in the saddle, and now and then on foot. Most of the time
we were in snow, and it was extraordinary that the horses could get
through it at all, especially in working up the steep mountain-sides.
But until it got so deep that they actually floundered—that is, so long
as they could get their legs down to the bottom—I found that they
could travel much faster than I could. On this day some twenty good-
natured, hard-riding young fellows from the ranches within a radius
of a dozen miles had joined our party to “see the President kill a
bear.” They were a cheerful and eagerly friendly crowd, as hardy as
so many young moose, and utterly fearless horsemen; one of them
rode his wild, nervous horse bareback, because it had bucked so
when he tried to put the saddle on it that morning that he feared he
would get left behind, and so abandoned the saddle outright.
Whenever they had a chance they all rode at headlong speed, paying
no heed to the slope of the mountain-side or the character of the
ground. In the deep snow they did me a real service, for of course
they had to ride their horses single file through the drifts, and by the
time my turn came we had a good trail.
A DOILY BEAR
From a photograph,
copyright, 1905, by
Alexander Lambert,
M.D.
After a good deal of beating to and fro, we found where an old she-
bear with two yearlings had crossed a hill during the night and put
the hounds on their tracks. Johnny and Jake, with one or two of the
cowboys, followed the hounds over the exceedingly difficult hillside
where the trail led; or rather, they tried to follow them, for the
hounds speedily got clear away, as there were many places where
they could run on the crust of the snow, in which the horses
wallowed almost helpless. The rest of us went down to the valley,
where the snow was light and the going easier. The bear had
travelled hither and thither through the woods on the sidehill, and
the dogs became scattered. Moreover, they jumped several deer, and
four or five of the young dogs took after one of the latter. Finally,
however, the rest of the pack put up the three bears. We had an
interesting glimpse of the chase as the bears quartered up across an
open spot of the hillside. The hounds were but a short distance
behind them, strung out in a long string, the more powerful, those
which could do best in the snow bucking, taking the lead. We pushed
up the mountain-side after them, horse after horse getting down in
the snow, and speedily heard the redoubled clamor which told us
that something had been treed. It was half an hour before we could
make our way to the tree, a spruce, in which the two yearlings had
taken refuge, while around the bottom the entire pack was gathered,
crazy with excitement. We could not take the yearlings alive, both
because we lacked the means of carrying them, and because we were
anxious to get after the old bear. We could not leave them where they
were, because it would have been well-nigh impossible to get the
dogs away, and because, even if we had succeeded in getting them
away, they would not have run any other trail as long as they knew
the yearlings were in the tree. It was therefore out of the question to
leave them unharmed, as we should have been glad to do, and
Lambert killed them both with his revolver; the one that was first hit
immediately biting its brother. The ranchmen took them home to
eat.
The hounds were immediately put on the trail of the old one and
disappeared over the snow. In a few minutes we followed. It was
heavy work getting up the mountain-side through the drifts, but once
on top we made our way down a nearly bare spur, and then turned to
the right, scrambled a couple of miles along a slippery sidehill, and
halted. Below us lay a great valley, on the farther side of which a
spruce forest stretched up toward the treeless peaks. Snow covered
even the bottom of the valley, and lay deep and solid in the spruce
forest on the mountain-side. The hounds were in full cry, evidently
on a hot trail, and we caught glimpses of them far on the opposite
side of the valley, crossing little open glades in the spruce timber. If
the crust was hard they scattered out. Where it was at all soft they
ran in single file. We worked our way down toward them, and on
reaching the bottom of the valley, went up it as fast as the snow
would allow. Finally we heard the pack again barking treed and
started toward them. They had treed the bear far up the mountain-
side in the thick spruce timber, and a short experiment showed us
that the horses could not possibly get through the snow. Accordingly,
off we jumped and went toward the sound on foot, all the young
ranchmen and cowboys rushing ahead, and thereby again making me
an easy trail. On the way to the tree the rider of the bareback horse
pounced on a snowshoe rabbit which was crouched under a bush and
caught it with his hands. It was half an hour before we reached the
tree, a big spruce, up which the bear had gone to a height of some
forty feet. I broke her neck with a single bullet. She was smaller than
the one I had shot the day before, but full-grown. In her stomach, as
in those of the two yearlings, there were buds of rose-bushes and
quaking aspens. One yearling had also swallowed a mouse. It was a
long ride to camp, and darkness had fallen by the time we caught the
gleam from the lighted tents, across the dark stream.
With neither of these last two bear had there been any call for
prowess; my part was merely to kill the bear dead at the first shot, for
the sake of the pack. But the days were very enjoyable, nevertheless.
It was good fun to be twelve hours in the saddle in such wild and
beautiful country, to look at and listen to the hounds as they worked,
and finally to see the bear treed and looking down at the maddened
pack baying beneath.
For the next two or three days I was kept in camp by a touch of
Cuban fever. On one of these days Lambert enjoyed the longest hunt
we had on the trip, after an old she-bear and three yearlings. The
yearlings treed one by one, each of course necessitating a stoppage,
and it was seven in the evening before the old bear at last went up a
cottonwood and was shot; she was only wounded, however, and in
the fight she crippled Johnny’s Rowdy before she was killed. When
the hunters reached camp it was thirteen hours since they had left it.
The old bear was a very light brown; the first yearling was reddish-
brown, the second light yellowish-brown, the third dark black-
brown, though all were evidently of the same litter.
Following this came a spell of bad weather, snow-storm and
blizzard steadily succeeding one another. This lasted until my
holiday was over. Some days we had to stay in camp. On other days
we hunted; but there was three feet of new snow on the summits and
foothills, making it difficult to get about. We saw no more bear, and,
indeed, no more bear-tracks that were less than two or three weeks
old.
We killed a couple of bobcats. The chase of one was marked by
several incidents. We had been riding through a blizzard on the top
of a plateau, and were glad to plunge down into a steep sheer-sided
valley. By the time we reached the bottom there was a lull in the
storm and we worked our way with considerable difficulty through
the snow, down timber, and lava rock, toward Divide Creek. After a
while the valley widened a little, spruce and aspens fringing the
stream at the bottom while the sides were bare. Here we struck a
fresh bobcat trail leading off up one of the mountain-sides. The
hounds followed it nearly to the top, then turned and came down
again, worked through the timber in the bottom, and struck out on
the hillside opposite. Suddenly we saw the bobcat running ahead of
them and doubling and circling. A few minutes afterward the hounds
followed the trail to the creek bottom and then began to bark treed.
But on reaching the point we found there was no cat in the tree,
although the dogs seemed certain that there was; and Johnny and
Jake speedily had them again running on the trail. After making its
way for some distance through the bottom, the cat had again taken to
the sidehill, and the hounds went after it hard. Again they went
nearly to the top, again they streamed down to the bottom and
crossed the creek. Soon afterward we saw the cat ahead of them. For
the moment it threw them off the track by making a circle and
galloping around close to the rearmost hounds. It then made for the
creek bottom, where it climbed to the top of a tall aspen. The hounds
soon picked up the trail again, and followed it full cry; but
unfortunately just before they reached where it had treed they ran on
to a porcupine. When we reached the foot of the aspen, in the top of
which the bobcat crouched, with most of the pack baying beneath, we
found the porcupine dead and half a dozen dogs with their muzzles
and throats filled full of quills. Before doing anything with the cat it
was necessary to take these quills out. One of the terriers, which
always found porcupines an irresistible attraction, was a really
extraordinary sight, so thickly were the quills studded over his face
and chest. But a big hound was in even worse condition; the quills
were stuck in abundance into his nose, lips, cheeks, and tongue, and
in the roof of his mouth they were almost as thick as bristles in a
brush. Only by use of pincers was it possible to rid these two dogs of
the quills, and it was a long and bloody job. The others had suffered
less.
THE BIG BEAR
From a photograph by
Philip B. Stewart
From a photograph by
W. Sloan Simpson
ABERNETHY AND
COYOTE
From a photograph,
copyright, 1905, by
Alexander Lambert,
M.D.
From a photograph,
copyright, 1905, by
Alexander Lambert,
M.D.
After a time, game may even, for the time being, increase in certain
districts where settlements are thin. This was true of the wolves
throughout the northern cattle country, in Montana, Wyoming,
Colorado, and the western ends of the Dakotas. In the old days
wolves were very plentiful throughout this region, closely following
the huge herds of buffaloes. The white men who followed these herds
as professional buffalo-hunters were often accompanied by other
men, known as wolfers, who poisoned these wolves for the sake of
their fur. With the disappearance of the buffalo the wolves
diminished in numbers so that they also seemed to disappear. Then
in the late eighties or early nineties the wolves began again to
increase in numbers until they became once more as numerous as
ever and infinitely more wary and difficult to kill; though as they
were nocturnal in their habits they were not often seen. Along the
Little Missouri and in many parts of Montana and Wyoming this
increase was very noticeable during the last decade of the nineteenth
century. They were at that time the only big animals of the region
which had increased in numbers. Such an increase following a
previous decrease in the same region was both curious and
interesting. I never knew the wolves to be so numerous or so daring
in their assaults upon stock in the Little Missouri country as in the
years 1894 to 1896 inclusive. I am unable wholly to account for these
changes. The first great diminution in the numbers of the wolves is
only partially to be explained by the poisoning; yet they seemed to
disappear almost everywhere and for a number of years continued
scarce. Then they again became plentiful, reappearing in districts
from whence they had entirely vanished, and appearing in new
districts where they had been hitherto unknown. Then they once
more began to diminish in number. In northwestern Colorado, in the
White River country, cougars fairly swarmed in the early nineties,
while up to that time the big gray wolves were almost or entirely
unknown. Then they began to come in, and increased steadily in
numbers, while the cougars diminished, so that by the winter of
1902–3 they much outnumbered the big cats, and committed great
ravages among the stock. The settlers were at their wits’ ends how to
deal with the pests. At last a trapper came in, a shiftless fellow, but
extraordinarily proficient in his work. He had some kind of scent, the
secret of which he would not reveal, which seemed to drive the
wolves nearly crazy with desire. In one winter in the neighborhood of
the Keystone Ranch he trapped forty-two big gray wolves; they still
outnumber the cougars, which in that neighborhood have been
nearly killed out, but they are no longer abundant.
At present wolves are decreasing in numbers all over Colorado, as
they are in Montana, Wyoming, and the Dakotas. In some localities
traps have been found most effective; in others, poison; and in yet
others, hounds. I am inclined to think that where they have been
pursued in one manner for a long time any new method will at first
prove more efficacious. After a very few wolves have been poisoned
or trapped, the survivors become so wary that only a master in the
art can do anything with them, while there are always a few wolves
which cannot be persuaded to touch a bait save under wholly
exceptional circumstances. From association with the old she-wolves
the cubs learn as soon as they are able to walk to avoid man’s traces
in every way, and to look out for traps and poison. They are so shy
and show such extraordinary cunning in hiding and slinking out of
the way of the hunter that they are rarely killed with the rifle.
Personally I never shot but one. A bold and good rider on a first-rate
horse can, however, run down even a big gray wolf in fair chase, and
either rope or shoot it. I have known a number of cow-punchers thus
to rope wolves when they happened to run across them after they
had gorged themselves on their quarry. A former Colorado
ranchman, Mr. Henry N. Pancoast, who had done a good deal of
wolf-hunting, and had killed one which, judging by its skin, was a
veritable monster, wrote me as follows about his experiences:
“I captured nearly all my wolves by running them down and then
either roped or shot them. I had one mount that had great
endurance, and when riding him never failed to give chase to a wolf if
I had the time to spare; and never failed to get my quarry but two or
three times. I roped four full-grown and two cubs and shot five full-
grown and three cubs—the large wolf in question being killed that
way. And he was by far the hardest proposition I ever tried, and I
candidly think I run him twenty miles before overhauling and
shooting him (he showed too much fight to use a rope). As it was
almost dark, concluded to put him on horse and skin at ranch, but
had my hands full to get him on the saddle, was so very heavy. My
plan in running wolves down was to get about three hundred yards
from them, and then to keep that distance until the wolf showed
signs of fatigue, when a little spurt would generally succeed in
landing him. In the case of the large one, however, I reckoned
without my host, as the wolf had as much go left as the horse, so I
tried slowing down to a walk and let the wolf go; he ... came down to
a little trot and soon placed a half mile between us, and finally went
out of sight over a high hill. I took my time and on reaching top of
hill saw wolf about four hundred yards off, and as I now had a down
grade managed to get my tired horse on a lope and was soon up to
the wolf, which seemed all stiffened up, and one shot from my
Winchester finished him. We always had poison out, as wolves and
coyotes killed a great many calves. Never poisoned but two wolves,
and those were caught with fresh antelope liver and entrails (coyotes
were easily poisoned).”
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