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Power BI - Use Advanced Calculations with DAX Formulas (Course 7)

Available Until Wednesday, Mar. 31, 2027

Online

4.00 Credits

Member Price $116.00

Non-Member Price $181.00

Overview

* This course is #7 in the Microsoft Power BI series of webinars. *

Description:

This course focuses on using DAX (Data Analysis eXpressions) to create advanced calculations in Power Pivot data models. We will review what you learned in "Power BI - Go Beyond PivotTables with Power Pivot" and take your calculations to the next level using advanced DAX formulas.

You will learn over 20 DAX functions that will allow you to perform calculations that were not possible with standard Excel. We will also review the use of a date or calendar table that allows us to perform date analysis that was never possible before. This will allow us to use the new time-intelligent functions to perform complex calculations on our data like: month-to-date, quarter-to-date, year-to-date, last year same period, last year-to-date, etc. You will also learn the DAX calculation process in order to proof and validate your calculations.

We will be using Power Pivot to create our DAX calculations, however, the process is very similar in Power BI Desktop and the functions and formulas are identical. If you are using Power BI Desktop, you should be able to follow along and learn how to create advanced calculations.

This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel.

Objectives

  • Create calculations using DAX formulas
  • Use a Date / Calendar table to perform complex date analysis
  • Use the DAX calculation process to validate calculations

Highlights

  • Review Power Pivot calculations (column calculations vs. measures)
  • Create advanced DAX formulas
  • Using a Date / Calendar table for data analysis
  • The DAX calculation process

Developed by: CPA Crossings, LLC

Designed For

Anyone who is using Power Pivot or Power BI Desktop for data analysis

Prerequisites

Attended the Power Pivot or Power BI Desktop class or equivalent

Preparation

Install Power Pivot (email: PowerBI@cpax.net for details)

Notice

You will receive an email from CPA Crossings with instructions to access this product.

Leader(s):

Leader Bios

Bryan Smith, CPA Crossings LLC

Bryan serves as a trusted adviser to CPAs in public accounting, as well as business and industry, on all aspects of information technology. Bryan’s expertise includes in-depth knowledge of paperless work flow solutions, the impact of technology on internal controls, strategic IT infrastructure design and information security best practices. As a nationally recognized author and presenter on information technology issues impacting CPAs, Bryan is passionate about the opportunities for CPAs to benefit from safe and secure computing. Qualifications and Experience: •Leadership role in IT consulting services for a top 10 and two top 100 firms over the past 25 years. •Nationally recognized speaker on technology issues impacting the CPA profession, with an emphasis on internal controls, disaster recovery planning and information security. •Specialized knowledge in project management systems •Charter member of the Masters of Science in Information Assurance (MISA), Walsh College, Troy, Michigan •Treasurer of the Microsoft Project Users Group - Michigan •Member of the AICPA CITP (Certified Information technology Professional) Credential Committee •Past Chair of the Michigan Association of CPAs Information Technology Committee and Leadership Committee

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Non-Member Price $181.00

Member Price $116.00

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