The Ultimate Power BI Formula Book
Summary
In the age of data-driven transformation, fluency in DAX (Data Analysis Expressions) has become a vital skill for anyone building impactful reports and models in Power BI. The Ultimate Power BI Formula Book is a powerful companion for analysts, developers, and business intelligence experts seeking to master the full range of DAX functionality - from foundational functions to advanced modeling techniques.
With over 300 DAX expressions explored across 14 comprehensive chapters, this book is more than a reference - it's a practical roadmap to writing smarter, faster, and more reliable DAX expressions that solve real business problems.
Chapter 1 – Aggregation functions
Master the most essential DAX tools like SUM, AVERAGE, MIN, MAX, and COUNT, and understand how they form the foundation of calculated measures and KPIs in Power BI dashboards.
Chapter 2 – Date and time functions
Harness date intelligence using DAX functions like TODAY, DATEADD, EDATE, and DATEDIFF to build flexible, dynamic models that respond to user selections and current periods.
Chapter 3 – Filter functions
Control DAX content like a pro with FILTER, ALL, REMOVEFILTERS, KEEPFILTERS, and more. Learn how to shape the data narrative with precision filtering and override default visuals.
Chapter 4 – Financial functions
Build robust financial models using XNPV, XIRR, COUPDAYBS, YIELD, and other specialized DAX functions designed to support investment and profitability analysis.
Chapter 5– INFO functions
Explore INFO functions that return metadata about the data model, such as table structure, relationships, annotations, and calculation dependencies.
Chapter 6 – Information functions
Use DAX functions like ISBLANK, ISNUMBER, CONTAINS, and LOOKUPVALUE to inspect, validate, and retrieve data with logic and control—especially in conditional measures.
Chapter 7 – Logical functions
Structure decision logic in your measures with DAX functions like IF, SWITCH, AND, OR, and NOT. Learn how to branch, nest, and control outcomes in calculated columns and visuals.
Chapter 8 – Math and trig functions
Dive into DAX’s numerical capabilities using ROUND, MOD, ABS, POWER, and trigonometric functions for mathematical modeling and precision calculations.
Chapter 9 – Other functions
Explore DAX utility functions like ERROR, UNICHAR, FORMAT, and CURRENCY, which enhance your reporting through better formatting, symbols, and error handling.
Chapter 10 – Parent and child functions
Model hierarchical data with DAX functions like PATH, PATHITEM, PATHLENGTH, and related functions. Create intuitive drilldowns and lineage tracking within organizational structures.
Chapter 11 – Relationship functions
Master complex relationships with DAX functions like USERELATIONSHIP, CROSSFILTER, and RELATEDTABLE. Understand how to manipulate active/inactive relationships and virtual joins for advanced modeling.
Chapter 12 – Statistical functions
Apply statistical rigor to your models with DAX functions like MEDIANX, STDEV.P, VAR.S, and RANKX. Use percentiles, correlation, and variance for performance and trend analysis.
Chapter 13 – Table manipulation functions
Take control of tables with DAX functions like ADDCOLUMNS, SUMMARIZE, UNION, INTERSECT, and SELECTCOLUMNS. Build custom virtual tables that power calculated measures and slicers.
Chapter 14 – Text functions
Clean, manipulate, and format string data using CONCATENATE, SEARCH, LEFT, UPPER, TRIM, and more. These DAX functions are essential for user-friendly labels and custom visuals.
Chapter 15 – Time intelligence functions
Leverage powerful DAX functions like TOTALYTD, SAMEPERIODLASTYEAR, DATESINPERIOD, PREVIOUSMONTH, and NEXTQUARTER to build advanced time-based analytics and compare performance across periods.
Chapter 16 – DAX statements
Introduce key DAX statements like DEFINE and EVALUATE for writing and executing standalone queries used in advanced modeling, testing, and analysis.
Each DAX code is structured to provide the reader a quick insight for the respective expression, function and formula:
💡 Short DAX explanation
📌 DAX Syntax.
🔹 DAX Purpose.
📌 DAX Example.
📌 DAX Application.
🔹 What does this DAX expression do?
📚 DAX Usage.
⚡️ DAX Pro Tip.
Whether you're crafting dynamic measures, modeling time-based KPIs, or building financial simulations, The Ultimate Power BI Formula Book will help you make better decisions with data. It’s the essential toolkit for anyone ready to master DAX and unlock the full analytical power of Power BI.