DAX Methods Used in PowerPivot and Power BI

Modified on Sun, 26 Jul at 4:28 AM

Overview of DAX Methods for Power Pivot and Power BI

QQube's DAX strategy was developed under the direction of Marco Russo.

The methodology follows established public DAX practices so advanced users can understand, extend, and troubleshoot the measures using widely available reference material. Additional examples and methodology are available from the DAX Patterns website published by Marco Russo and Alberto Ferrari.

  

DAX Strategy

Use an Established Public Methodology

QQube uses recognizable DAX patterns instead of a closed, proprietary calculation system. This allows advanced users to rely on public learning resources when reviewing or extending the measures.

Provide Multiple Measure Types

QQube includes measures for several reporting needs:

  • Calendar pattern measures for cumulative charts and visualizations.
  • Specific period measures such as Month-to-Date and Last Year-to-Date.
  • Standard business metrics that can be expanded in future versions.

Use Consistent Naming

Measure names and folders follow consistent conventions so users can locate the required calculations quickly.

Measure Types in QQube Version 10

QQube Version 10 includes the following measure categories in Power Pivot and Power BI.

QQube FACT Fields

FACT tables contain the raw numeric fields that can be measured.

Because a calculation must be applied before a field becomes a measure, these raw fields are hidden by default in every Power Pivot and Power BI data model.

.Base Measures

Base measures are prefixed with a period, such as .Sales Amount.

They generally summarize raw QQube FACT fields without applying filters and are available for use throughout the analytic.

Intermediate Measures

Intermediate measures are internal calculations used for reusable technical logic.

They generally perform one of two functions:

  • Determine the QQube Today Date or the last date available in a FACT table.
  • Provide a supporting DAX calculation for a Calendar Pattern Measure.

Hierarchy Measures

Hierarchy measures support ragged financial grouping and account-level hierarchies in financial statements, Job Profit and Loss, Trial Balance, and related models, including Profit and Loss Detail.

Related Field Measures

Related Field Measures retrieve numeric information from a dimension. One example is Days Past Due from the Document Attributes folder in the Accounts Payable data model.

Calendar Pattern Measures

Calendar Pattern Measures are based on established DAX patterns and support cumulative reporting by:

  • Year.
  • Quarter.
  • Month.
  • Week.

In Power Pivot, they make it easier to place comparable periods side by side while producing correct grand totals.

QQube also includes growth-rate calculations such as Year-over-Year.

Calendar Specific Measures

Calendar Specific Measures address one defined period rather than evenly divided calendar buckets. Examples include Month-to-Date, Year-to-Date, Last Month, and Yesterday.

Comparison Measures

Comparison Measures subtract or compare one Calendar Specific Measure with another, including amount differences and percentage differences.

Single Value Measures

Single Value Measures do not follow a calendar pattern or belong to a specific calendar bucket. An example is Days Out of Stock.

Measure Categories and Folders

Power BI allows measures to be organized into display folders so users can find related calculations more quickly.

Certain measure categories appear in nearly every QQube data model, as highlighted in the following example.

QQube Power BI measure folders and hidden technical categories

Automatically Hidden Categories

The following categories are hidden because they support the model internally and are not intended for direct use in a visual or report.

CategoryPurpose
Dimension LinksRelationship fields in the QQube FACT table that connect to dimensions.
Hierarchy MeasuresSupporting technical calculations used to manage ragged hierarchies.
Intermediate MeasuresReusable supporting calculations used by other measures.
Related Field MeasuresTechnical measures that retrieve numeric values from dimensions.
QQube FACT FieldsRaw QQube numeric fields from which measures are created.

More Information on Individual DAX Categories

Expected Result

QQube provides a consistent, publicly recognizable DAX framework with clearly named measure categories, organized display folders, and hidden technical components that support the calculations used in Power Pivot and Power BI reports.

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