DAX Summarization Tricks in Power BI

In this Power BI tutorial, we will dive into some nifty summarization tricks that will help you calculate average units sold per day, sales of the best-selling day in a given period, sales of the best-selling product, and much more.

===== ONLINE COURSES =====
✔️ Mastering DAX in Power BI -

✔️ Power Query Course-

✔️ Master Excel Step by Step-

✔️ Business Intelligence Dashboards-

===== LINKS 🔗 =====

===== CONTACT 🌐 =====

===== WHO AM I? =====
A lot of people think that my name is Goodly, it's NOT ;)
My name is Chandeep. Goodly is my full-time venture where I share what I learn about Excel and Power BI. Please browse around, you'd find a ton of interesting videos that I have created :) Cheers!
#powerbi #DataSummarization #Mlanguage #powerquery #tutorial #DataModel #Granularity #tips

[FernandoDuarte-ujpn]

I really like your way of explaining, summarizing, and thinking of granularity. Excellent! Thanks a lot.

[ivanzhelyazkov]

I just took the first few sections of the M course and it has been a great journey so far. Thank you, sir!

[enocharthur]

This is a very critical concept in Dax. Thank you for making it so simple to understand. You're a genius!

[FlipTheCatOfficial]

But all of these are using X functions like MAXX, SUMXX, etc. What if I want to get the sum of all the sales for each month then calculate percentiles off of those months?

[m.sajidtp]

One of your best videos on DAX. Superb!

[IvanCortinas_ES]

Absolutely masterful explanation. Clear, precise and direct. Granularity must be treated appropriately. Thanks for the content Chandeep!

[Suman-km]

The way you explained this topic by starting with the basics and gradually progressing towards more complex cases is very good

[MarkBrady]

Your videos work perfectly for my learning style. Thanks for all you do.

[jerrydellasala]

Great lesson, but the file Data.xlsx is missing from the Zip file!
1. Open a blank worksheet in Excel.
2. In Power BI select a table (Sales) and right click on a header and select Copy Table. Switch to Excel and Paste - this will paste in the entire table.
3. In Power BI go to the go to the Model view and click the Transform data button to bring up the Power Query editor.
4. Select the table you copied and go to the Source step. This will show the name of the file (which doesn't matter), and then go to the Navigation step if there is one. This will show you what was extracted from the file in this case "Source{[Item="Sales", Kind="Table"]}[Data]" which means that the paste you did in step 2 is a Table named Sales.
5. Return to Excel, turn the Pasted data into a Table and name the Table Sales.
6. Back in the Power BI PQ Editor, look at the other table's Source and Navigation steps. In this case the Navigation indicates a Table named Products.
7. Repeat the steps to copy the table in Power BI, paste it into Excel, turn it into a Table named Products.
8. You can now save the file with any name you want. I chose Paste the full path of the file replacing the path between the quotes in the Source step.
(HINT: If you're comfortable with a command prompt, the command "dir will list matching files with the full path where it can be easily copied. You must be in a folder above the folder the file is saved in to get the full path.)
9. Step through the queries and correct any problems you encounter. In this case the table you copy will be missing some columns which are deleted in the last PQ step. You'll need to remove the missing columns from the Change Type step, and then you can delete the last step which removes the missing columns.

Hope this helps others as it's not uncommon for sample files to be missing the underlying data files. This is kind of unnecessary unless you're trying to follow along - I just hate broken files!

[juja]

Awesome! Have learned a lot from this one, thank you! :)

[milindgajbhiye]

Thank you Chandeep for putting this very under under rated topic of Summarization. I would say 90% of the incorrect dax results are due to developers not been able to understand how summarization work and how to debug using summary glasses

[Feel-the-music]

hi Goodly, it is helpful. can you make video if you have only month and year instead of date in your sales table. how you filter the data using date table.

[raghavendrabatchu]

bro... your explanation is wonderful, simply superb keep it up, Thanks a lot for the content

[mahathmasadineni]

Hi Chandeep,

Identify the top 10 partners based on their total sales amount across all products. For each top-selling partner, determine the product that contributed the most to their sales.

Can you help me how can we solve it?

[gennarocimmino]

Hi Chandeep,
At minute 0:39 of the video, you show the structure of the Data Model and select the Sales Table, which magically turns green.
But how do you get it to colour?
It's just an amazing thing. How do you do it?
:) :)
Thanks a lot

[kedarkulkarni]

Hi Chandeep sir

I have a unique problem to seek resolution from you. Can we please connect via any personalized medium to discuss the issue

[giri]

Great video .. my visual complain too much data to compute .. any suggestions please

[Takin-nm]

Your presentations are as always concise and easy to follow (though a bit fast the way you deliver). I do have a suggestion for you. Please improve your on-screen cues specially hand drawn tables and rows (hard to follow when I see a rectangular box and a couple of horizontal lines...even for an moderately advance users - I am novice by the way). Additionally, when you refer an attribute in model environment (like band or channel in this video) please also show where/how exactly they are organized in the table itself. You put a lot of efforts no doubt but a bit more will make them 6 stars category.

[abhidhami]

Query - How can we Group By 2 date columns by taking MAX of Datecolumn1 and MIN of Datecolumn2 and then take SUM or Average of the Summarized Table, Sample Table :-

Number Approval Level Datecolumn1 Datecolumn1 2 Age (Days)
1761894 Level 1 9/13/23 12:55 PM 9/13/23 1:27 PM 0.023
1761894 Level 1.1 9/13/23 1:27 PM 9/18/23 12:05 PM 3.943
1761894 Level 2 9/18/23 12:05 PM 9/19/23 10:35 AM 0.937
1761894 Level 2 9/18/23 12:05 PM 9/19/23 9:03 AM 0.873
1761894 Level 3 9/19/23 10:35 AM 9/19/23 10:47 AM 0.009
1761894 Level 3 9/19/23 10:35 AM 9/19/23 11:06 AM 0.022
1761894 Level 4 9/19/23 11:06 AM 9/19/23 5:07 PM 0.251
1761894 Level 4 9/19/23 11:06 AM 9/20/23 7:16 AM 0.84

[Nalaka-Wanniarachchi]

Great.Better if you mention the context transition happening behind the scene little bit.