Using X Functions with Summarize to solve tricky DAX Problems!

In this video, we explore how to use X functions with the Summarize function in DAX to solve complex Power BI problems. Learn how to handle scenarios involving fact tables, granularity, and virtual tables to calculate accurate totals and averages. We dive deep into a real-world example, showing how to filter sales data for large transactions using functions like SUMX and AVERAGEX. Whether you're working with large datasets or just want to improve your DAX skills, this tutorial will help you master advanced calculations in Power BI.

00:00 - Introduction to X Functions and DAX
00:28 - Scenario Overview: Sales Transactions Above a Threshold
01:35 - Filtering for Large Sales Transactions
03:12 - Discussing Fact Table Granularity
05:02 - Identifying Sales Transactions with Multiple Line Items
07:12 - Handling Aggregation at the Transaction Level
08:40 - Creating a Virtual Table with Summarize
09:34 - Using Filter with Summarize
11:13 - Applying SumX for Total Sales
12:35 - Comparing SumX and Traditional Methods
15:38 - Introducing AVERAGEX for Large Orders
17:51 - Final Thoughts and Best Practices with X Functions
19:20 - Conclusion and Takeaways

Let's connect:


Pragmatic Works
7175 Hwy 17, Suite 2 Fleming Island, FL 32003
Phone: [phone]
#PragmaticWorks

[bradj]

Love this overview. I would pay for an Advanced DAX lesson (Context Transitioning examples, harder functions, etc.)

[shafa]

Nice one mate as usual. Video title could have "Context transition " in it.

[yemiakinwande]

Very helpful, Mitchell. Wish I had seen this video earlier 😊 Please could you do a few more videos explaining the use of virtual tables in measures, and also how to a measure in a slicer

[DinoAMAntunes]

Hi very good, and if we have some months with empty or zero sales?

[siminair]

We have not seletected total sales in the summarized table. Then how are we filtering the table based on total sales

[rikabchand]

CustomValue Summary =

VAR Check = SELECTEDVALUE(Parameter[Parameter], 160)
RETURN
SUMMARIZE(FILTER('Gen-InputMultiline', [Invoice Value (EUR)]>Check), 'Gen-InputMultiline'[Entry Identifier], "CustomValue", [Invoice Value (EUR)]) I am unable to make use of variable value in the summarize. Instead of Check I used Measure but still not working. Please help

[MacConsulting-jbqr]

Would be better if you planned it out. You lost me jumping around.