This document discusses various DAX functions for filtering and context transition including CALCULATE, ALL, and FILTER. It provides examples of how to use these functions to filter a dataset by year and date to calculate year-to-date measures, filter to non-diversified suppliers, and compare metrics for the current and prior year-to-date periods. It also recommends exercises and homework using these functions with real-world data and discusses the topics that will be covered in the next session.

1. DAX Level 4

3. YTD
March

4. YTD
March

5. YTD
March

6. CALCULATE() with ALL() and FILTER()

7. 2 Types of Filters:
Simple Filters & Advanced Filters
CALCULATE([measure], <filter1>, <filter2>, … <filterN>)

8. 2 Types of Filters:
Simple Filters & Advanced Filters
CALCULATE([measure], <filter1>, <filter2>, … <filterN>)

9. ALL()

10. ALL('table' or 'table'[column])

11. #1 - Pick a cell in the pivot

12. #1 - Pick a cell in the pivot

13. #2 – Got DAX Filters?
Sales All Customers = CALCULATE([Sales],ALL('Customers'))

15. Sales All Customers = CALCULATE([Sales],ALL('Customers'))

16. Sales All Customers = CALCULATE([Sales],ALL('Customers'))

17. Sales All Customers = CALCULATE([Sales],ALL('Customers'))

18. #3 - Picture filters reducing data in
the model

19. #4 - After filtering, apply math

20. #4 - After filtering, apply math

21. #4 - After filtering, apply math

22. ALL()
Qty % of Vendors

23. FILTER()

24. FILTER('table',<any filter>)

25. FILTER()
Non-Diversified Suppliers

26. ALL() and FILTER()

27. ALL() and FILTER()
On Contract YTD
On Contract LYTD

28. DAX Formatter
http://www.daxformatter.com/

29. Tip - DAX Step through formula

30. Sales YTD :=
CALCULATE (
[Sales],
FILTER (
ALL ( 'Calendar' ),
AND (
Calendar[Year] = MAX ( Calendar[Year] ),
Calendar[Date] <= MAX ( Calendar[Date] )
)
)
)

31. Sales YTD :=
CALCULATE (
[Sales],
FILTER (
,
AND (
Calendar[Year] = MAX ( Calendar[Year] ),
Calendar[Date] <= MAX ( Calendar[Date] )
)
)
)
Date Year
1/1/2014 2014
1/2/2014 2014
… …
12/30/2018 2018
12/31/2018 2018

32. Sales YTD :=
CALCULATE (
[Sales],
FILTER (
,
AND (
Calendar[Year] = 2016,
Calendar[Date] <= “2/29/2016”
)
)
)
Date Year
1/1/2014 2014
1/2/2014 2014
… …
12/30/2018 2018
12/31/2018 2018

33. Sales YTD :=
CALCULATE (
[Sales],
FILTER (
,
AND (
True,
True
)
)
)
Date Year
1/1/2014 2014
1/2/2014 2014
… …
12/30/2018 2018
12/31/2018 2018

34. Sales YTD :=
CALCULATE (
[Sales],
FILTER (
,
True
)
)
)
Date Year
1/1/2014 2014
1/2/2014 2014
… …
12/30/2018 2018
12/31/2018 2018

35. Sales YTD :=
CALCULATE (
[Sales],
)
Date Year
1/1/2016 2016
1/2/2016 2016
… …
2/28/2016 2016
2/29/2016 2016

36. Sales YTD :=
CALCULATE (
[Sales],
)
Date Year
1/1/2016 2016
1/2/2016 2016
… …
2/28/2016 2016
2/29/2016 2016
Filter the Sales table through
relationship in the model.
Brand Customer Item Division Requested Ship Date Gross Line Amount
Brand 8 Customer 2 Item No 350 Division 2 1/1/2014 5.49
Brand 8 Customer 2 Item No 350 Division 2 1/2/2014 7.37
… … … … … …
Brand 8 Customer 2 Item No 350 Division 2 4/23/2016 8.45
Brand 8 Customer 2 Item No 350 Division 2 4/24/2016 3.45

37. Sales YTD :=
$9,779,779
Brand Customer Item Division Requested Ship Date Gross Line Amount
Brand 8 Customer 2 Item No 350 Division 2 1/1/2016 3.56
Brand 8 Customer 2 Item No 350 Division 2 1/2/2016 5.07
… … … … … …
Brand 8 Customer 2 Item No 350 Division 2 2/28/2016 4.22
Brand 8 Customer 2 Item No 350 Division 2 2/29/2016 5.8
Do the math and return the value
to the cell in the pivot table.

38. Exercise
• ALL()
• Qty % of Vendors
• FILTER()
• Non-Diversified Suppliers
• ALL() and FILTER()
• On Contract YTD
• On Contract LYTD

39. DAX Books

40. Homework
• Finish creating metrics
• Explore a real world dataset with Power Query
• Practice your transformation skills by turning the data into
something useful
• Share your Power Query experience with Steve

41. Next Week
• Beginner Power Pivot
• Logical Functions IF() and SWITCH()
• Time Intelligence Functions
• Budget vs Actual or Benchmark vs Actual