DAX Summarization Tricks in Power BI

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In this Power BI tutorial, we will dive into some nifty summarization tricks that will help you calculate average units sold per day, sales of the best-selling day in a given period, sales of the best-selling product, and much more.
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#powerbi #DataSummarization #Mlanguage #powerquery #tutorial #DataModel #Granularity #tips

[@GoodlyChandeep]

Check out the M Language course ↗ - goodly.co.in/learn-m-powerquery/ Download the file ⬇ - goodly.co.in/powerbi-dax-summarization-tricks/

[@Suman-k8m]

The way you explained this topic by starting with the basics and gradually progressing towards more complex cases is very good

[@ivanzhelyazkov6625]

I just took the first few sections of the M course and it has been a great journey so far. Thank you, sir!

[@GoodlyChandeep]

A lot more to come. I am glad you're enjoying the journey.

[@skumar05]

​@@GoodlyChandeepsir your video is super .by watching your video I enhanced my knowledge. Now I am preparing for interview. Thank you so much sir.

[@enocharthur4322]

This is a very critical concept in Dax. Thank you for making it so simple to understand. You're a genius!

[@sajidmuhammed1484]

One of your best videos on DAX. Superb!

[@FernandoDuarte-uj5pn]

I really like your way of explaining, summarizing, and thinking of granularity. Excellent! Thanks a lot.

[@scotttokaryk3714]

I came here to say exactly that. That is an excellent way of explaining things. I had a few "aha" moments watching this video! Definitely subscribing to Goodly now.

[@IvanCortinas_ES]

Absolutely masterful explanation. Clear, precise and direct. Granularity must be treated appropriately. Thanks for the content Chandeep!

[@MarkBrady]

Your videos work perfectly for my learning style. Thanks for all you do.

[@FrOsTyBeArKiD]

But all of these are using X functions like MAXX, SUMXX, etc. What if I want to get the sum of all the sales for each month then calculate percentiles off of those months?

[@juja2819]

Awesome! Have learned a lot from this one, thank you! :)

[@milindgajbhiye5959]

Thank you Chandeep for putting this very under under rated topic of Summarization. I would say 90% of the incorrect dax results are due to developers not been able to understand how summarization work and how to debug using summary glasses

[@raghavendrabatchu3933]

bro... your explanation is wonderful, simply superb keep it up, Thanks a lot for the content

[@jerrydellasala7643]

Great lesson, but the file Data.xlsx is missing from the Zip file! 1. Open a blank worksheet in Excel. 2. In Power BI select a table (Sales) and right click on a header and select Copy Table. Switch to Excel and Paste - this will paste in the entire table. 3. In Power BI go to the go to the Model view and click the Transform data button to bring up the Power Query editor. 4. Select the table you copied and go to the Source step. This will show the name of the file (which doesn't matter), and then go to the Navigation step if there is one. This will show you what was extracted from the file in this case "Source{[Item="Sales",Kind="Table"]}[Data]" which means that the paste you did in step 2 is a Table named Sales. 5. Return to Excel, turn the Pasted data into a Table and name the Table Sales. 6. Back in the Power BI PQ Editor, look at the other table's Source and Navigation steps. In this case the Navigation indicates a Table named Products. 7. Repeat the steps to copy the table in Power BI, paste it into Excel, turn it into a Table named Products. 8. You can now save the file with any name you want. I chose "DAXSummarizationTricksData.xlsx". Paste the full path of the file replacing the path between the quotes in the Source step. (HINT: If you're comfortable with a command prompt, the command "dir DAXSummarizationTricksData*/s/b" will list matching files with the full path where it can be easily copied. You must be in a folder above the folder the file is saved in to get the full path.) 9. Step through the queries and correct any problems you encounter. In this case the table you copy will be missing some columns which are deleted in the last PQ step. You'll need to remove the missing columns from the Change Type step, and then you can delete the last step which removes the missing columns. Hope this helps others as it's not uncommon for sample files to be missing the underlying data files. This is kind of unnecessary unless you're trying to follow along - I just hate broken files!

[@giri41]

Great video .. my visual complain too much data to compute .. any suggestions please

[@mahathmasadineni2884]

Awesome learning..

[@Feel-the-music333]

hi Goodly, it is helpful. can you make video if you have only month and year instead of date in your sales table. how you filter the data using date table.

[@AAAExcel]

Brilliant work

[@Nalaka-Wanniarachchi]

Great.Better if you mention the context transition happening behind the scene little bit.

[@HemanthKumar-lb4xt]

As usual Awesome! 🙂

[@Takin-n1m]

Your presentations are as always concise and easy to follow (though a bit fast the way you deliver). I do have a suggestion for you. Please improve your on-screen cues specially hand drawn tables and rows (hard to follow when I see a rectangular box and a couple of horizontal lines...even for an moderately advance users - I am novice by the way). Additionally, when you refer an attribute in model environment (like band or channel in this video) please also show where/how exactly they are organized in the table itself. You put a lot of efforts no doubt but a bit more will make them 6 stars category.

[@reenamonteirosonar4607]

Clarity 👌

[@meriamhaq123]

First i had to google about 'Granularity' 😂. Superb video and explanation

[@Rice0987]

I'd love this video even if i wouldnt know the word excel.🤗

[@mogarrett3045]

excellent Sir thank you

[@kedarkulkarni3054]

Hi Chandeep sir I have a unique problem to seek resolution from you. Can we please connect via any personalized medium to discuss the issue

[@mahathmasadineni2884]

Hi Chandeep, Identify the top 10 partners based on their total sales amount across all products. For each top-selling partner, determine the product that contributed the most to their sales. Can you help me how can we solve it?

[@HappyAnalysing]

Hi Chandeep, Can you please help us to create an org chart on power BI for HR Data

[@megabuilds3007]

You are just incridible. Thanks.

[@abhi007dhami]

Query - How can we Group By 2 date columns by taking MAX of Datecolumn1 and MIN of Datecolumn2 and then take SUM or Average of the Summarized Table , Sample Table :- Number Approval Level Datecolumn1 Datecolumn1 2 Age (Days) 1761894 Level 1 9/13/23 12:55 PM 9/13/23 1:27 PM 0.023 1761894 Level 1.1 9/13/23 1:27 PM 9/18/23 12:05 PM 3.943 1761894 Level 2 9/18/23 12:05 PM 9/19/23 10:35 AM 0.937 1761894 Level 2 9/18/23 12:05 PM 9/19/23 9:03 AM 0.873 1761894 Level 3 9/19/23 10:35 AM 9/19/23 10:47 AM 0.009 1761894 Level 3 9/19/23 10:35 AM 9/19/23 11:06 AM 0.022 1761894 Level 4 9/19/23 11:06 AM 9/19/23 5:07 PM 0.251 1761894 Level 4 9/19/23 11:06 AM 9/20/23 7:16 AM 0.84

[@gennarocimmino]

Hi Chandeep, At minute 0:39 of the video, you show the structure of the Data Model and select the Sales Table, which magically turns green. But how do you get it to colour? It's just an amazing thing. How do you do it? :) :) Thanks a lot

[@prywatny_sil1360]

I think it's just editing video :D

[@randomguy-jo1vq]

haha yeah@@prywatny_sil1360

[@luisangelgarciaquiroz]

Does the course contain Spanish subtitles?

[@mathew9665]

On the first example - the method is interesting, but if your counting the days in the sales table, there might be times when there where no sales for a day - would it not be best practice to count the days from the calendar table?

[@paulgallagher2987]

I guess this would depend what your report users would expect it to mean when they read "Avg Daily Sales". If my Fish & Chip shop is only open on a Friday, Sat & Sun, I'd expect my average daily sales figure to be (Week Total Sales / 3) not (Week Total Sales/ 7). However if I have a Mon-Fri operating business that sells a few big ticket items a month and doesn't invoice anything on some days, I'd expect my Avg Daily Sales figure to be (Monthly Sales Total / No. of Working Days in the month) Or perhaps (Monthly Sales Total / No. of days in the month) which is the method you suggest. Like many things it depends on the context and use case of the measure and the report.

[@mathew9665]

@@paulgallagher2987 - Interesting; but you can then filter down the calenda table further - The idea is that you would be operating from central date table - this then enables quick changes and developments, to take into consideration the elements you have highlighted, also to then adapt them to other date fields in the fact table

[@ferdinandsantos6680]

Where you showed the sales of the best selling channel per month, how do you write the measure to show the best selling channel itself, not just the sales?

[@Its_Wolfs_Bi]

Awesome

[@kartickshow]

Thanks

[@GoodlyChandeep]

Many Thanks Karti :)

[@prywatny_sil1360]

Would code like below do the trick too? AVERAGEX ( VALUES( 'Calendar'[Date] ), Sales[Units] )

[@GoodlyChandeep]

There isn't a need to write values for calendar dates.. they are already unique

[@gagansingh3481]

Is the course contains recorded videos or its a live course .

[@GoodlyChandeep]

recorded

[@niranjanrana1714]

perfect

[@optiontrading5951]

achha hoga par bhai fast bol rahe ho english m thoda slow bolo taki ham bi samj paye

[@manishrai265]

Q How does the revenue generated from document registration vary across districts in Telangana? List down the top 5 districts that showed the highest document registration revenue growth between FY 2019 and 2022. i am using this Dax code but my answer not up to mark Revenue Growth2 = VAR Revenue2019 = CALCULATE(SUM(fact_stamps[TOTal]), FILTER(fact_stamps,fact_stamps[Years] = "FY2019")) VAR Revenue2022 = CALCULATE(SUM(fact_stamps[TOTal]), FILTER(fact_stamps,fact_stamps[Years] = "FY2022")) RETURN IF(ISBLANK(Revenue2019) && ISBLANK(Revenue2022), BLANK(), DIVIDE(Revenue2022 - Revenue2019, Revenue2019,0) ) please help me get correct answer