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Dealing with Dates and Calendars

It is a rare business scenario and data model that does not have something related to dates at its core. So much of the business world deals with dates. People work on certain dates and not others. Deadlines are due on specific days. Bonuses and key performance indicators are dependent upon what week, month, or quarter sales occur. This chapter is all about working with dates, weeks, months, quarters, and years.

This chapter comprises the following recipes:

Using time intelligence
Creating quarters
Calculating leap years
Determining day and working day numbers in a year
Determining date of the day number of a year
Finding week start and end dates
Finding working days for weeks, months, quarters, and years
Constructing a sequential week number
Computing rolling weeks
Replacing Excel's NETWORKDAYS function
Working with date intervals
Exploiting...

Key benefits

Learn to write sophisticated DAX queries to solve business intelligence and data analytics challenges

Handle performance issues and optimization within the data model, DAX calculations and more

Solve business issues with Microsoft Excel, Power BI, and SQL Server using DAX queries

Description

DAX provides an extra edge by extracting key information from the data that is already present in your model. Filled with examples of practical, real-world calculations geared toward business metrics and key performance indicators, this cookbook features solutions that you can apply for your own business analysis needs. You'll learn to write various DAX expressions and functions to understand how DAX queries work. The book also covers sections on dates, time, and duration to help you deal with working days, time zones, and shifts. You'll then discover how to manipulate text and numbers to create dynamic titles and ranks, and deal with measure totals. Later, you'll explore common business metrics for finance, customers, employees, and projects. The book will also show you how to implement common industry metrics such as days of supply, mean time between failure, order cycle time and overall equipment effectiveness. In the concluding chapters, you'll learn to apply statistical formulas for covariance, kurtosis, and skewness. Finally, you'll explore advanced DAX patterns for interpolation, inverse aggregators, inverse slicers, and even forecasting with a deseasonalized correlation coefficient. By the end of this book, you'll have the skills you need to use DAX's functionality and flexibility in business intelligence and data analytics.

What you will learn

Understand how to create common calculations for dates, time, and duration

Create key performance indicators (KPIs) and other business calculations

Develop general DAX calculations that deal with text and numbers

Discover new ideas and time-saving techniques for better calculations and models

Perform advanced DAX calculations for solving statistical measures and other mathematical formulas

Handle errors in DAX and learn how to debug DAX calculations

Understand how to optimize your data models

What do you get with Print?

Instant access to your digital eBook copy whilst your Print order is Shipped

Paperback book shipped to your preferred address

Download this book in EPUB and PDF formats

Access this title in our online reader with advanced features

DRM FREE - Read whenever, wherever and however you want

AI Assistant (beta) to help accelerate your learning

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Robin Jun 08, 2024

This is a very clear and concise set of examples that are great for learning DAX and as a reference for experts. The time and dedication that Greg puts into his work is obvious.

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M. Short Oct 05, 2022

Quite difficult to read compared to plenty of other tomes. Sometimes it is quite basic, yet other times it assumes a high level of knowledge that you have to go away and do some research on, in order to understand what they are driving at. Works for me, albeit a slow, hard slog. Could be a lot better and certainly not a beginners' book.

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michael mitchell Jun 27, 2021

The DAX COOKBOOK helped me venture into Advanced DAX concepts right from the start of the book. Based on what I read, I knew I had to improve my DAX skills from writing sample calculated columns and simple measures. I appreciated this book because, in the first chapters, the author worked mainly with calendars and calendar functions. In those chapters, he worked with scalar functions, logical functions, joins, and it also incorporated heavy utilization of variables throughout the chapters. The author incorporated work with table functions nested into filters. He also used generate series a lot throughout the book to create tables. During the reading of the book, I also watched third party videos on DAX to quantify the concepts of this book, and based on his teaching on advanced time intelligence, relationship functions, and other advanced theories all presented at the beginning of the book; I would recommend the user have advanced knowledge of DAX before reading this book.I would have appreciated a video series to accompany this book because the author used some concepts or presentations of the DAX code which was unfamiliar to me at first glance. I also believed on the cover of the book the author should've put Advanced DAX COOKBOOK because I don't believe a beginner would understand some of the complex coding languages of this book. I also had to use multiple monitors to read the dialogue of this book to understand the coding language in the above paragraph. I also wanted to disclose "Disclosure: I received a sample product from Packt to judge the content distributed by the author. I would recommend this book only to intermediate and advanced students; beginners should advance their skills before picking up this book.

Amazon Customer Jun 19, 2021

The author uses the deprecated EARLY() and EARLIEST() functions quite a bit. Also, many of the samples are wildly inefficient and therefore not practical on large datasets. The solitions are frequently inelegant and or rely on creating quite a few new nested tables.The author does tackle some fairly complicated statistical analysis problems.It's an ok book if you want to see DAX examples, but be advised that some of them are not optimal and parts of the code are dated. This book is due for an update. It's not worth the $45 paperback price.

Guy Roland Mar 22, 2021

I discovered this book thanks to my packt subscription.It’s so useful that I’ve decided to buy the physical one. The book is well designed and the paper is very good quality.The content of the book is a treasure! Before reading it, you should have little experience with dax in my opinion.The techniques taught in this book are diverse and very useful. Even when you think to master a concept, you’ll discover new use cases!I highly recommend this very practical book.