Intermediate DAX in Power BI
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Learn to write DAX logical, table manipulation and time intelligence functions in Power BI, and apply row-level security with DAX filters.
DAX formulas in Power BI often need more than basic measures once a report has to react to conditions, limit what each viewer can see, or compare one period with another. The lessons take on those needs with logical functions such as IF and SWITCH, DAX filters that drive row-level security, functions that summarize and reshape tables, and time intelligence functions for year-to-date and year-over-year figures.
What You Will Achieve
- Write IF and SWITCH formulas that group values and format tables based on conditions.
- Restrict which data each report user can see by defining roles with DAX filters.
- Build summary tables with SUMMARIZE and extend them with calculated columns through ADDCOLUMNS.
- Report year-to-date totals and compare results with the same period last year.
Program Overview
Logical Functions with IF and SWITCH
Conditional DAX logic, combining IF with other Power BI functions and using SWITCH for cases with several branches.
- IF() for conditional table formatting
- Reading and writing SWITCH()
- Grouping values with logical functions
Row-Level Security in Power BI
How DAX filters change the data each user sees according to their roles and permissions.
- Managed roles in Power BI
- Creating an email list
- Implementing RLS and security filtering
Table Manipulation and Time Intelligence Functions
Reshaping tables with DAX, then period-based calculations and a look at building visuals without writing DAX.
- SUMMARIZE() and ADDCOLUMNS()
- TOTALYTD() and SAMEPERIODLASTYEAR()
- Year-over-year quick measures
- DAX compared with Q&A
Certificate Awarded (Paid)
Job Outlook
These DAX skills are used in business intelligence and reporting work, where Power BI dashboards need conditional logic, secure access by role, summary tables and comparisons between periods.
Good for: Power BI users who already write basic measures and want conditional logic, role-based data access and year-over-year figures in their reports.
Keep in mind: The four chapters keep to a small set of functions, including IF, SWITCH, SUMMARIZE, ADDCOLUMNS, TOTALYTD and SAMEPERIODLASTYEAR, so other DAX table and date functions need further study.
Bottom line: A focused next step in DAX that sets row-level security alongside logical, table and time intelligence functions.
Frequently Asked Questions
How is row-level security handled in Power BI here?
One full chapter is given to it. It shows how row-level security changes the data a user sees according to role and permissions, then works through managed roles in Power BI, creating an email list, implementing RLS and security filtering written in DAX.
Which time intelligence functions does the last chapter use?
It works with TOTALYTD for year-to-date totals and SAMEPERIODLASTYEAR for comparisons with the prior year, then has you build a year-over-year quick measure. A closing lesson sets DAX against Q&A, a way to create visuals without writing formulas.
Why pair SUMMARIZE with ADDCOLUMNS?
The table manipulation chapter uses SUMMARIZE to build grouped summary tables and ADDCOLUMNS to extend them. Combining the two is presented as good practice for avoiding unexpected results when calculations run on aggregated tables.
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