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  • Extreme DAX: Take your Power BI and Microsoft data analytics skills to the next level

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Extreme DAX: Take your Power BI and Microsoft data analytics skills to the next level

by Michiel Rozema (Author), Henk Vlootman (Author) Format: Paperback
4.7 out of 5 stars (94)

Purchase options and add-ons

Discover the true power of DAX and build advanced DAX solutions for practical business scenarios

Key Features

  • Solve complex business problems within Microsoft BI tools including Power BI, SQL Server, and Excel
  • Develop a conceptual understanding of critical business data modeling principles
  • Learn the subtleties of Power BI data visualizations, evaluation context, context transition, and filtering

Book Description

This book helps business analysts generate powerful and sophisticated analyses from their data using DAX and get the most out of Microsoft Business Intelligence tools.

Extreme DAX will first teach you the principles of business intelligence, good model design, and how DAX fits into it all. Then, you'll launch into detailed examples of DAX in real-world business scenarios such as inventory calculations, forecasting, intercompany business, and data security. At each step, senior DAX experts will walk you through the subtleties involved in working with Power BI models and common mistakes to look out for as you build advanced data aggregations.

You'll deepen your understanding of DAX functions, filters, and measures, and how and when they can be used to derive effective insights. You'll also be provided with PBIX files for each chapter, so that you can follow along and explore in your own time.

What you will learn

  • Understand data modeling concepts and structures before you start working with DAX
  • Grasp how relationships in Power BI models are different from those in RDBMSes
  • Secure aggregation levels, attributes, and hierarchies using PATH functions and row-level security
  • Get to grips with the crucial concept of context
  • Apply advanced context and filtering functions including TREATAS, GENERATE, and SUMMARIZE
  • Explore dynamically changing visualizations with helper tables and dynamic labels and axes
  • Work with week-based calendars and understand standard time-intelligence
  • Evaluate investments intelligently with the XNPV and XIRR financial DAX functions

Who this book is for

Extreme DAX is written for analysts with a working knowledge of DAX in Power BI or other Microsoft analytics tools. It will help you upgrade your knowledge and work with analytical models more effectively, so you'll need practical experience with DAX before you can get started.

Table of Contents

  1. DAX in Business Intelligence
  2. Model Design
  3. Using DAX
  4. Context and Filtering
  5. Security with DAX
  6. Dynamically Changing Visualizations
  7. Alternative Calendars
  8. Working with AutoExist
  9. Intercompany Business
  10. Exploring the Future: Forecasting and Future Values
  11. Inventory Analysis
  12. Personnel Planning
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  1. ISBN-10
    1801078513
  2. ISBN-13
    978-1801078511
  3. Publisher
    Packt Publishing
  4. Publication date
    January 20, 2022
  5. Language
    English
  6. Dimensions
    7.5 x 1.06 x 9.25 inches
  7. Print length
    470 pages
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From the brand

From the Publisher

Extreme DAX key features
Author credentials
DAX best practices
DAX real-world use cases
Learn Microsoft Power BI
Extreme DAX
Expert Data Modeling with Power BI
The Definitive Guide to Power Query (M)
Customer Reviews
4.3 out of 5 stars 43
4.7 out of 5 stars 94
4.8 out of 5 stars 101
4.5 out of 5 stars 147
Audience Data analysts, IT managers, and Business Intelligence users Analysts with practical DAX experience who want to upgrade their knowledge and work with analytical models more effectively Business intelligence users, data analysts, and developers Business analysts, business intelligence professionals, and power business users
Goals and Learning Outcomes Gain the skills to harness Power BI, Microsoft Fabric, and Copilot to transform data into actionable insights Build advanced DAX models, apply context and filtering, and solve complex business problems using Power BI, SQL Server, and Excel Use DAX to build models, handle advanced data preparation, complex data modeling, and use datamarts and dataflows Understand Power Query M formula language fundamentals, perform complex data operations, learn by doing, optimize performance, and handle errors

Editorial Reviews

Review

"I have a shelf full of DAX books, and I wasn't sure what more could be said on the topic. Surprisingly, the answer was a lot! Part 2 is where the book kicks into high gear and really shines as a unique addition to Power BI literature. It starts with the clearest and most comprehensive exploration I've ever read of how to implement row-, object-, and value-level security using DAX. This is followed by extremely clear and insightful deep dives into a variety of specific and highly applied business-related topics. Some of these topics (in particular, calculating business across subsidiaries and personnel planning/FTE forecasting) are ones I've not seen addressed in this way in any other source. For Power BI developers and analysts already possessing solid foundational knowledge in DAX, I think this book will be a really valuable and frequently referred to resource. Highly recommended."


-- Brian Julius, Chief Content Officer at Enterprise DNA Ltd.



"DAX is addictive, and the longer you work with it the more you demand. While the initial focus was on management information, today the aim is much broader and demands efficient control over administration and forecasting. This book is the perfect answer to these demands. Among other things, it discusses the flexibility of graphs with the help of dynamic DAX measures. Fast response times are tackled with an explanation of the basic principles of setting up a good model and the dos and don'ts of complex DAX formulas. As far as the broad applicability of DAX is concerned, extensive attention is paid to chapters such as intercompany matching and inventory forecasting. Advanced security is explained on many different levels. In short, this book is necessary if you want to take the next step with DAX and visualizations. It is the perfect combination of theory and practice."


-- Hendy de Geus, Finance and ICT Manager, vanRijsingengreen



"Extreme DAX does a wonderful job, starting off with what DAX is, how it works, and some great working examples to get the user started on their DAX journey. It then goes on to describe many real-world examples of where DAX is needed for organizations to get better reporting. I found this book an excellent resource and I learned a few new DAX tricks along the way. I would highly recommend this book to anyone who is looking to better understand DAX and leverage the learnings from the book in their day-to-day business activities."


-- Gilbert Quevauvilliers, Power BI and Data Analytics Consultant, Fourmoo



"Extreme DAX needs to be a resource for all Power BI users! Yes, there are likely already some great books on DAX on your bookshelf, but this book is different; it is much more focused on real-life use cases for business decisions. It will help elevate your DAX knowledge, along with touching on when and where DAX should exist in your data model. I was so excited to learn about building a date table for fiscal periods where the period did not match a calendar month. There is also an entire chapter devoted to inventory analysis. Using Power BI and DAX for inventory calculations, including (and especially) forecasts, can be the very thing that makes or breaks a business. There is so much more than I've mentioned. In short, it’s an awesome book. I’m all about Power BI and enterprise resource management systems, and Henk and Michiel have provided guidance that has already proved valuable to me, and will no doubt continue to over time."


-- Belinda Allen, Microsoft Data Platform MVP, Trainer, and Author

About the Author

Michiel Rozema is one of the world’s top Power BI experts, living in the Netherlands. He holds a master’s degree in mathematics and has worked in the IT industry for over 25 years as a consultant and manager. Michiel was the data insight lead at Microsoft Netherlands for 8 years, during which time he launched Power BI in the country. He is the author of two Dutch books on Power Pivot and Power BI. Michiel is one of the founders of the Dutch Power BI user group and the organizer of the Power BI Summer School, and has been a speaker at many conferences on Power BI. He has been awarded the Microsoft MVP award since 2019 and, together with fellow MVP Henk Vlootman, runs the consultancy company Quanto, specialists in Power BI. Henk Vlootman is a senior global Power Platform, Power BI, and Excel business consultant. Every year since 2013, Henk has received the Microsoft MVP award for his outstanding expertise and community leadership. Henk is one of founders of the Dutch Power BI user group and the organizer of the Power BI Summer School, and has been a speaker at many conferences on Power BI all over the world. He is also the author of two Excel and two Power Pivot / Power BI books. He started his career in 1992 with his own company, then as an Excel consultant. Nowadays he runs the consultancy company Quanto, specialists in Power BI, together with fellow MVP Michiel Rozema.

Product details

  • Publisher ‏ : ‎ Packt Publishing
  • Publication date ‏ : ‎ January 20, 2022
  • Language ‏ : ‎ English
  • Print length ‏ : ‎ 470 pages
  • ISBN-10 ‏ : ‎ 1801078513
  • ISBN-13 ‏ : ‎ 978-1801078511
  • Item Weight ‏ : ‎ 1.89 pounds
  • Dimensions ‏ : ‎ 7.5 x 1.06 x 9.25 inches
  • Best Sellers Rank: #1,688,304 in Books (See Top 100 in Books)
  • Customer Reviews:
    4.7 out of 5 stars (94)

About the authors

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  1. Michiel Rozema

    Michiel Rozema

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  2. Henk Vlootman

    Henk Vlootman

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    Full content visible, double tap to read brief content.

    Henk Vlootman is a global-wide senior Power BI & Excel business consultant, speaker, writer, and trainer. Since 2013 Henk received the Microsoft Most Valued Professional (MVP) award in the category Excel and Data Platform, for his outstanding expertise and community leadership.

    In 2018, together with Michiel Rozema (also a Data Platform MVP), Henk founded Quanto, Collective Analytics.

    Quanto specializes in implementing Power BI / Power Platform solutions in medium and large organizations. In Quanto’s vision, the Business Intelligence discipline does not necessarily belong to the domain of ICT, but also belong to the Business domain. A close collaboration between business units and technical resources results in a collective analytics way of creating (business) insights and data-driven organizations, in which data contributes to the benefit of all parts of the organization. Quanto not only provides technical support, but also has project knowledge to handle medium to large scale Power BI / Power Platform implementations.

    Henk & Michiel also organises the Power BI Summer School, an international yearly 3-days event about Power BI and surrounding apps on the Dutch beach. We also provide different open, in-company or online Power BI and Power Platform training courses.

    The Power BI Gebruikersgroep (Power BI Usergroup, The Netherlands) was co-founded by Henk and he was chairman from 2018 - 2021. The PBIG organizes every year the Dutch Power BI UserDay. Henk took part in 4 users days (3 in-person events in the Jaarbeurs, Utrecht and 1 online event) The event on 2020 sold almost 900 tickets. Due to the Covid-19 crisis this event is postponed to 2022.

    Henk is author of several Excel and Power Pivot / Power BI books. "Excel Modellen voor financieel economische informatie" (Noordhoff Uitgevers, 2007) and "Excelleren, de Vlootman methode in de praktijk" (Noordhoff Uitgevers, 2011).

    Together with Michiel Rozema Henk wrote: "Praktijkboek PowerPivot in Excel" (Microsoft Press / Pearson, 2013) and "Handboek Power Pivot" (Vakmedianet, 2016). All those books are written in the Dutch language. Extreme DAX (Packt, 2022) is written in the English language.

    Henk also wrote a chapter in Excel “Insights, a Microsoft MVP guide to the best parts of Excel” (Holy Macro! Books, 2020)

    Until 2019 Henk wrote a monthly blog for Dutch financial e-magazines (FM / Alex van Groningen and CM / Vakmedianet . All these blogs were written in de Dutch language.

    Since 1992 Henk has been working in business with Microsoft technology. It all started as a trainer / consultant in Excel. Henk specialised in structuring Excel models. Since 2010 Henk's area of expertise switched to Power BI. Recently Henk is involved in Power Platform projects.

    Most of Henk’s ideas about enhancing workflows by using cutting edge technologies are based on working practices in business areas.

    Being a consultant, mentor, and trainer, Henk has ample experiences in helping organizations building bridges towards modern data-driven decisions businesses.

    See more on the author's page
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