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DAX with AI: Essentials – Video Course

This course explains how to write DAX with an AI assistant and to check the code produced. We start from a business question, ask the AI for a measure, test the result in a visual, see where it is wrong, and refine the prompt until the code is correct and maintainable. The goal is to evaluate the result by reading the DAX code, always asking to the AI assistant to modify it.

The topics follow the order you would use to learn DAX anyway, from the first measures and calculated columns to filter context and CALCULATE, variables, time-related calculations, hierarchies and ranking, calculation groups, and user-defined functions. 

The companion content available to the students includes:

  • PBIX files for all the demos
  • Prompts using in the demos
  • Exercises to practice the skills learned

Students have access to a private discussion area where they can interact with the instructors, asking questions related to the lectures and the exercises.

Collapse allCurriculum

  • Presentation of DAX with AI: Essentials

    • Presentation of DAX with AI: Essentials
      FREE

  • AI Tools, demos, and exercises

    • Install AI tools
      FREE
    • Demos and exercises

  • Introducing Measures

    • Introducing Measures
      FREE
    • Demo files
    • Introduction
      FREE
    • Disconnected AI: patterns without model context
      FREE
    • Connected AI and the first iterator
      FREE
    • Scalar and table functions in DAX
    • Total Cost, Margin, and Margin %
    • Order count and customer count

    • Exercises

      • Instructions
      • Exercise 1: Average order value - Introduction
      • Exercise 1: Average order value - Solution
      • Exercise 2: Average sales per customer - Introduction
      • Exercise 2: Average sales per customer - Solution
      • Exercise 3: Units sold - Introduction
      • Exercise 3: Units sold - Solution

  • Introducing Calculated Columns

    • Introducing Calculated Columns
      FREE
    • Demo files
    • Introduction
    • Calculated column or measure?
    • Product price category column
    • Customer age today
    • Customer age at sale
    • Average age measure

    • Exercises

      • Instructions
      • Exercise 1: Weekday or weekend - Introduction
      • Exercise 1: Weekday or weekend - Solution
      • Exercise 2: Customer age band - Introduction
      • Exercise 2: Customer age band - Solution
      • Exercise 3: Maximum age at sale - Introduction
      • Exercise 3: Maximum age at sale - Solution

  • Introducing Filter Context and CALCULATE

    • Introducing Filter Context and CALCULATE
      FREE
    • Demo files
    • Introduction
    • Introducing filter context
    • Introducing row context
    • Red Sales and Trendy Sales
    • Percentage of grand total versus selected total
    • Removing filters at different levels
    • Context transition

    • Exercises

      • Instructions
      • Exercise 1: Trend-color sales that respects the current row - Introduction
      • Exercise 1: Trend-color sales that respects the current row - Solution
      • Exercise 2: Color share within the current category - Introduction
      • Exercise 2: Color share within the current category - Solution
      • Exercise 3: Share of selected colors - Introduction
      • Exercise 3: Share of selected colors - Solution

  • Practicing with Variables and Tables

    • Practicing with Variables and Tables
      FREE
    • Demo files
    • Introduction
    • Read multi-step DAX with variables
    • Recognize virtual tables and table variables
    • Build filtered entity sets with CALCULATETABLE
    • Extend and iterate at customer grain
    • Distinguish entity scope, subtotals, and totals
    • Compare populations with basic set operations
    • Inspect intermediate tables with DAX queries
    • Convert sales to EUR through iterative prompting

    • Exercises

      • Instructions
      • Exercise 1: Products above average product sales - Introduction
      • Exercise 1: Products above average product sales - Solution
      • Exercise 2: Products meeting sales and margin percentage targets - Introduction
      • Exercise 2: Products meeting sales and margin percentage targets - Solution
      • Exercise 3: Query and materialize the qualifying products - Introduction
      • Exercise 3: Query and materialize the qualifying products - Solution

  • Practicing with Time Related Calculations

    • Practicing with Time Related Calculations
      FREE
    • Demo files
    • Introduction
    • Validating the Date table for classic time intelligence
    • Sales YTD without future months and previous-year sales
    • YoY variance and YoY %
    • Delivered amount by delivery date
    • Rolling windows
    • Semi-additive calculations

    • Exercises

      • Instructions
      • Exercise 1: Sales quarter to date without future periods - Introduction
      • Exercise 1: Sales quarter to date without future periods - Solution
      • Exercise 2: Rolling delivered amount - Introduction
      • Exercise 2: Rolling delivered amount - Solution
      • Exercise 3: YoY percentage over comparable sales months - Introduction
      • Exercise 3: YoY percentage over comparable sales months - Solution

  • Managing Hierarchies and Ranking

    • Managing Hierarchies and Ranking
      FREE
    • Demo files
    • Introduction
    • Ranking products and subcategories
    • Top N products and AI-assisted review
      FREE
    • Geography analysis and TREATAS
    • Brand vs category average

    • Exercises

      • Instructions
      • Exercise 1: Product rank by margin percentage - Introduction
      • Exercise 1: Product rank by margin percentage - Solution
      • Exercise 2: Top-five product margin - Introduction
      • Exercise 2: Top-five product margin - Solution
      • Exercise 3: Brand customer count versus category peers - Introduction
      • Exercise 3: Brand customer count versus category peers - Solution

  • Managing Dynamic Calculations

    • Managing Dynamic Calculations
      FREE
    • Demo files
    • Introduction
    • Dynamic clustering of customers
    • New customers
    • Returning customers and lifecycle sales

    • Section Exercises

      • Instructions
      • Exercise 1: Lost customers - Introduction
      • Exercise 1: Lost customers - Solution
      • Exercise 2: New-customer sales share - Introduction
      • Exercise 2: New-customer sales share - Solution
      • Exercise 3: Customers retained from PY - Introduction
      • Exercise 3: Customers retained from PY - Solution

  • Using Calculation Groups and Disconnected Parameters

    • Using Calculation Groups and Disconnected Parameters
      FREE
    • Demo files
    • Introduction
    • Introducing calculation groups
    • Unit of measure calculation group
    • High-margin products and dynamic thresholds

    • Exercises

      • Instructions
      • Exercise 1: Add a Top 50 calculation item - Introduction
      • Exercise 1: Add a Top 50 calculation item - Solution
      • Exercise 2: Add a billions display option - Introduction
      • Exercise 2: Add a billions display option - Solution
      • Exercise 3: User-selected customer sales threshold - Introduction
      • Exercise 3: User-selected customer sales threshold - Solution

  • Using User-Defined Functions

    • Using User-Defined Functions
      FREE
    • Demo files
    • Introduction
    • Introducing user-defined functions
    • Reusing future-period rules
    • Business-date-specific functions
    • Using function libraries from DAX Lib

    • Exercises

      • Instructions
      • Exercise 1: Extract a rolling-window function - Introduction
      • Exercise 1: Extract a rolling-window function - Solution
      • Exercise 2: Reuse the Top 10 set for another expression - Introduction
      • Exercise 2: Reuse the Top 10 set for another expression - Solution
      • Exercise 3: Extract the generic function - Introduction
      • Exercise 3: Extract the generic function - Solution

  • End-to-End Scenario Development

    • End-to-End Scenario Development
      FREE
    • Demo files
      FREE
    • Introduction
    • Framing the like-for-like scenario
    • Analyzing definitions and refining generated code
    • Simplifying eligibility to year grain
    • Refactoring eligibility into a function
    • First-year and last-year store eligibility
    • Store-eligibility calculation group

  • Conclusions

    • Conclusions
    • What we learned and choosing the next training