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DAX in Power BI: Fundamentals and Essential Functions

By CharterPeak Editorial Team · Last updated

Direct answer: DAX is the formula language Power BI uses for calculations. Most business logic is written as measures, which are re-evaluated in the filter context of each visual cell.

Measures vs calculated columns

A measure is calculated when the report runs and responds to slicers. A calculated column is calculated at refresh and stored per row. Use measures for totals and ratios.

A first measure

Total Revenue = SUM(Sales[Amount]). Drop it in a table by Region and each row evaluates it with that region as the filter.

Filter context and CALCULATE

CALCULATE changes the filters: Revenue 2025 = CALCULATE([Total Revenue], Calendar[Year] = 2025). Percent of total: DIVIDE([Total Revenue], CALCULATE([Total Revenue], ALL(Product[Category]))).

Time intelligence

With a marked date table: Revenue LY = CALCULATE([Total Revenue], SAMEPERIODLASTYEAR(Calendar[Date])).

Iterators

SUMX evaluates row by row: Revenue = SUMX(Sales, Sales[Qty] * Sales[Price]).

Common mistakes

  • Percent of total showing 100% because the denominator keeps the row filter
  • No proper date table
  • Calculated columns where a measure belongs

Correct DAX depends on a good data model. Use it in a dashboard.

Conclusion

Learn context first, functions second. The DAX course teaches this in order.

Frequently asked questions

What is DAX?

Data Analysis Expressions, the formula language of Power BI, Power Pivot and Analysis Services.

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About the author

Written and reviewed by the CharterPeak training team, who teach Excel, Power BI and data analytics to working professionals and career changers. See our trainers and how we teach.

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