Databases · DBC-28

Basic DAX in Power BI

Basic DAX in Power BI is a course in writing DAX formulas in Power BI, from measures, variables and date, text and logical functions to RELATED, iterator functions, basic CALCULATE and time intelligence, all practised on business questions. It suits data analysts, data scientists, digital marketers and Excel users who are starting to build reports in Power BI.

Updated
From 6,750 THB / person 7,500 −10% excl. VAT 7% · group rates available
PDFDownload the course outline
  • Duration12 hours · 2 days
  • FormatOnsite / live online
  • Next roundOn request
  • CertificateIncluded

Course overview

Once you can build reports in Power BI, the next questions are usually about figures that do not exist in the data directly, such as profit per line, year-to-date sales, a comparison with last year or a product ranking. The answer is DAX (Data Analysis Expressions), the formula language of Power BI, which creates new values from the data in your model. Choosing the right functions and writing them with correct syntax from the start keeps reports accurate, readable and easy to extend.

This course builds a solid DAX foundation step by step through business questions on a single sales model: the difference between measures and calculated columns, basic measures, variables, and date, text and logical functions, then looking up values across tables, iterator (X) functions, everyday use of CALCULATE with FILTER and ALL, ranking, time intelligence and visual calculations, which make running totals and period comparisons simpler.

What you’ll gain

  • Explain the role of DAX and choose between a measure and a calculated column for each task
  • Write DAX with correct syntax that is readable and easy to check, using variables
  • Use common date, text, logical and information functions correctly
  • Look up values across tables with RELATED and LOOKUPVALUE, and calculate row by row with X functions
  • Use CALCULATE, FILTER and ALL to build basic comparisons and percentage-of-total figures
  • Build a date table and time intelligence measures such as YTD and comparison with last year

Who this course is for

  • Data analysts who build Power BI reports and want to write their own calculations
  • Data scientists and digital marketers who analyse sales, campaigns or customer behaviour
  • Excel users familiar with formulas and PivotTables who are moving their reporting to Power BI
  • People who have completed an introductory Power BI course and want to write DAX with confidence

Prerequisites

  • Comfortable using a computer and Windows
  • Experience with a spreadsheet program such as Excel, including basic formulas and PivotTables
  • Having opened Power BI Desktop to build visuals, or an introductory Power BI course, helps you move faster
  • A Windows laptop that can run the latest Power BI Desktop, with permission to install software

Curriculum

Course Details

This course is the 2026 edition of Basic DAX in Power BI Desktop, rewritten for the current Power BI Desktop. It runs for 2 days, 6 hours per day (12 hours in total, 09:00-16:00), as lectures with labs on a single sales model throughout. Beginner to Intermediate level. Day one lays the foundation: measures, variables, a date table, and date, text and logical functions. Day two practises looking up values across tables, X functions, basic CALCULATE, ranking, time intelligence and visual calculations. The course is the foundation for Advanced DAX in Power BI. Learners take home the Power BI files, DAX exercises with answers and a DAX writing checklist.

Day 1 DAX Foundations and Everyday Functions

Section 1: DAX and the Data Model in Power BI

  • What DAX is and how it works with Power Query and the data model
  • Star schema basics: fact tables, dimension tables and relationships
  • Measures, calculated columns and calculated tables, and when to use each
  • Formula syntax: referencing tables and columns, operators and comments
  • Lab: explore the sales model and create your first measure

Section 2: Lab: Basic Measures and Managing Measures

  • SUM, AVERAGE, MIN, MAX, COUNTROWS and DISTINCTCOUNT
  • Explicit measures versus dragging a column into a visual to summarise it
  • DIVIDE versus the / operator, and handling division by zero
  • A measure table, display folders and format strings so the team can share measures easily
  • Lab: sales, cost, profit and margin measures

Section 3: Lab: Variables and Readable Formulas

  • VAR and RETURN make formulas shorter, evaluated once and easier to check
  • Using variables instead of EARLIER, as current guidance recommends
  • Formatting multi-line formulas and naming measures clearly
  • Testing measures in DAX query view with a basic EVALUATE statement
  • Lab: rewrite a long formula with variables

Section 4: Lab: The Date Table and Date and Time Functions

  • Build a date table with CALENDAR or CALENDARAUTO and ADDCOLUMNS
  • Mark it as a date table and relate it to the fact table
  • YEAR, MONTH, WEEKDAY, EDATE, EOMONTH and TODAY
  • DATEDIFF for customer age, length of service and delivery time
  • Lab: a Thai-language date table with a fiscal year and correctly sorted month names

Section 5: Lab: Text, Logical and Information Functions

  • FORMAT, LEFT, MID, FIND, SUBSTITUTE and joining text with &
  • IF, nested IF and SWITCH, including the SWITCH(TRUE(), ...) pattern
  • The &&, || and IN operators, with ISBLANK and COALESCE for blank values
  • SELECTEDVALUE and HASONEVALUE for reading what the user picked in a slicer
  • Lab: customer grades and a report heading that changes with the slicer
Day 2 Relationships, Filters and Comparing Periods

Section 6: Lab: Looking Up Values Across Tables

  • One-to-many relationships, filter direction and their effect on calculations
  • RELATED and RELATEDTABLE for values from another table
  • LOOKUPVALUE when there is no relationship or you need several conditions
  • Basic CROSSFILTER to change filter direction inside a single measure
  • Lab: bring cost price and product category into sales calculations

Section 7: Lab: X Functions and Ranking

  • SUM versus SUMX, and how iterator functions work
  • AVERAGEX, COUNTX and MAXX instead of adding calculated columns
  • RANKX with ALL and handling ties
  • TOPN for the sales of the top products or customers
  • Lab: profit per line and a top 10 product table that follows the slicer

Section 8: Lab: CALCULATE, FILTER and ALL Basics

  • What filter context is, and how slicers and visuals affect a measure
  • CALCULATE with simple conditions, such as a single branch or product category
  • FILTER when a condition is more complex than comparing one column
  • ALL, REMOVEFILTERS and ALLSELECTED for percentage of total
  • Lab: each branch's and category's share of sales

Section 9: Lab: Time Intelligence

  • What time intelligence needs: a continuous, marked date table
  • TOTALYTD and DATESYTD for year-to-date and fiscal year totals
  • DATESMTD and DATESQTD for month-to-date and quarter-to-date totals
  • SAMEPERIODLASTYEAR and DATEADD for comparison with earlier periods
  • Lab: YTD sales, last year's sales and % growth

Section 10: Workshop: Visual Calculations and a Sales Summary Report

  • Visual calculations: writing DAX on a visual without adding measures to the model
  • RUNNINGSUM, MOVINGAVERAGE, PREVIOUS and the built-in templates
  • Choosing between a measure and a visual calculation
  • Workshop: an executive sales report with KPIs, rankings, running totals and comparison with last year
  • A DAX writing checklist and the path on to advanced DAX

Schedule & training options

For individuals — public rounds

No public rounds are open right now. Join the waiting list and we will contact you first when the next round opens, or ask us on LINE. Or call 02-570-8449 or 088-807-9770

For organisations — in-house / private

  • Tailor the content to your team’s tools and projects
  • Your dates, at your office or live online
  • Quotation with tax ID for procurement
Corporate training quote

Instructors

Frequently asked questions

What is DAX, and what is the difference between a measure and a calculated column?

DAX (Data Analysis Expressions) is the formula language in Power BI for creating new values from data in your model. A calculated column is evaluated row by row and stored in the table at refresh, which suits values used for grouping or filtering, such as age bands. A measure is recalculated each time according to the filters on the report and does not add to file size, which suits totals and ratios. For most work, start with a measure.

How do you write DAX for a year-to-date total and a comparison with last year?

First make sure you have a date table with continuous dates, marked as a date table. Create a base total measure, then a year-to-date measure with TOTALYTD, or CALCULATE with DATESYTD on the date column. For the same period last year, use CALCULATE with SAMEPERIODLASTYEAR, or DATEADD going back one year, then use DIVIDE for % growth. If you only need a running total on one chart or table, a visual calculation such as RUNNINGSUM does it without adding a measure.

What is the difference between SUM and SUMX in DAX?

SUM adds up a single existing column directly. SUMX is an iterator, one of the X functions, which evaluates an expression for each row of a table and then adds up the results, for example multiplying quantity by unit cost on each row of a sales table, so you do not need an extra calculated column. AVERAGEX, MINX, MAXX and COUNTX work in the same way.

Should I use variables instead of EARLIER in DAX?

Yes. Current Microsoft guidance is to store the current row's value in a VAR and compare against it inside FILTER, rather than using EARLIER, which is harder to read. Variables also make a repeated expression evaluate only once and make intermediate values easier to check, so this course practises VAR and RETURN from the first day.

Who is the Basic DAX in Power BI course for, and what should I know beforehand?

It suits data analysts, data scientists, digital marketers and Excel users who build reports in Power BI and want to write their own calculations. You should be comfortable with a computer and have Excel experience; having built a few visuals in Power BI Desktop helps you move faster. If you already write DAX and want to understand context transition or calculation groups, take Advanced DAX in Power BI instead.

Can the Basic DAX in Power BI course be run in-house for our team?

Yes. It can be run in-house for your team, with examples adapted to your own work, such as writing measures for the reports your team uses regularly. You can request a quotation from this page, or contact us on LINE @itgenius or by phone on 02-570-8449.