Developing DAX Measures and Security Roles

This chapter details the implementation of DAX measures and security roles for the dataset developed in the previous two chapters. We first create a set of base measures for each business process that represents business definitions such as gross and net sales, cost of sales, and margin percentages. These base measures are then leveraged in the development of date intelligence calculations including year-to-date (YTD) and year-over-year (YOY) growth. Additionally, a set of custom measures is created, including exceptions, rankings, and KPI targets, to further extract insights from the dataset and simplify report visualizations.

This chapter also contains examples of dynamic security models in which the identity of the logged-in user is used to filter the dataset. Finally, guidance is provided on testing the performance of DAX expressions with DAX Studio.

In this chapter, we’ll review the following topics:

• DAX measure...