DAX with AI: Scenarios - Video Course

This course shows how to manage AI agents with complex scenarios, where your work is mainly to control the direction of the development, which includes writing DAX code and modifying the model so that it generates the correct result for the business problem described.

The course is a library of nine complete scenarios. Each one starts from the business requirement and ends with a model and a set of measures you must review and validate. A separate track of shorter lessons covers the concepts that come back in more than one scenario (grain, additivity, virtual tables, lineage, and others). Every scenario lists the lessons it requires, so you can take only the ones you need for the use case you are interested in, or you can just go through the whole course from A to Z.

Collapse allCurriculum

  • Presentation of DAX with AI: Scenarios

    • Preview of DAX with AI: Scenarios
      FREE
  • Course introduction

    • Course introduction
      FREE
    • Course introduction
    • Downloads
      FREE
  • Concept: Calculation Contracts

    • Calculation Contracts and Strength of Claims
      FREE
    • Demo and Prompts
    • What is an average sale?
      FREE
    • Agree on a short contract
      FREE
    • Check and document the answer
      FREE
  • Concept: Grain, Iteration Grain, Additivity, and Totals

    • Concept: Grain, Iteration Grain, Additivity, and Totals
      FREE
    • Demo and Prompts
    • Name the four grains
    • Expose premature aggregation
  • Concept: Populations, Denominators, and Validation

    • Concept: Populations, Denominators, and Validation
      FREE
    • Demo and Prompts
    • Read the code and predict the fault
    • Define the observed population and correct the average
    • Compare product populations and average benchmarks
  • Concept: Filter Paths and Relationship Semantics

    • Concept: Filter Paths and Relationship Semantics
      FREE
    • Demo and Prompts
    • Read the two examples
    • Sales by delivery date
    • Annual Budget through a limited relationship
  • Concept: Time, Events, States, and Snapshots

    • Concept: Time, Events, States, and Snapshots
      FREE
    • Demo and Prompts
    • Separate clocks and read one ticket over time
    • Calculate end-of-day backlog
    • Compare with a daily snapshot
  • Concept: Reusable DAX: Measures, Functions, and Calculation Groups

    • Concept: Reusable DAX: Measures, Functions, and Calculation Groups
      FREE
    • Demo and Prompts
    • Establish the direct calculation
    • Extract and validate the function
    • Expose the transformation through a calculation group
  • Concept: Virtual Tables, Lineage, and Set-Based DAX

    • Concept: Virtual Tables, Lineage, and Set-Based DAX
      FREE
    • Demo and Prompts
    • Count customers in the stores' countries
    • Keep the values and the right lineage
    • Count the complementary population
  • Currency Conversion with Historical and Current Rates

    • Currency Conversion with Historical and Current Rates
      FREE
    • Demo and Prompts
    • Introduction and prerequisites
    • Define the currency-conversion contract
    • Validate the data prerequisites
    • Ground AI in the current pair-rate model
    • Build and consolidate both rate-date calculations
    • Generalize currency conversion with a reusable function
    • Test function reuse across measures and fixed currencies
    • Recap the complete development journey
  • Comparable-Store Sales

    • Comparable-Store Sales
      FREE
    • Demo and Prompts
    • Introduction and prerequisites
    • Define what “comparable” means
    • Ground the request in Contoso
    • [A] Build and challenge the activity-comparable solution
    • [B] Implement lifecycle comparability
    • [C] Build the operational evidence and measures
    • [A/B/C] Explain which stores were excluded
    • Close the comparable-store loop
  • Yearly Product Status Transitions

    • Yearly Product Status Transitions
      FREE
    • Demo and Prompts
    • Introduction and prerequisites
    • Explore the bands and define the yearly product-status contract
    • Build the Product–Year snapshot and endpoint roles
    • Simplify the transition matrix
    • Prepare and package reusable transition logic
    • Propagate the destination year
    • Conclusions: stored states, reusable transitions
  • Support Ticket Resolution and Interaction Journeys

    • Support Ticket Resolution and Interaction Journeys
      FREE
    • Demo and Prompts
    • Introduction and prerequisites
    • Define the shared support foundation
    • Define the ticket population
    • Calculate resolution and SLA for the ticket population
    • Reconstruct historical open populations
    • Classify tickets by their complete channel journey
    • Select Store and Date roles with calculation groups
    • Conclusions: the population defines the result
  • Inventory Availability from Movements, Sparse Snapshots, and Reservations

    • Inventory Availability from Movements, Sparse Snapshots, and Reservations
      FREE
    • Demo and Prompts
    • Introduction and prerequisites
      FREE
    • Introduce the model and define the on-hand contract
      FREE
    • Expose the sparse-snapshot failure
    • Reconstruct end-of-day on hand
    • Searching for a better algorithm
    • Reconstruct end-of-day reservations
    • Calculate availability and daily behavior
    • Retain source checks as a reusable test
    • Recap the module
  • Budget, Forecast, and Actuals at Incompatible Grains

    • Budget, Forecast, and Actuals at Incompatible Grains
      FREE
    • Demo and Prompts
    • Introduction and prerequisites
    • Explain the model grains and filter paths
    • Establish the planning foundation
    • Build raw and supported-grain Budget measures
    • Build raw and supported-grain Forecast measures
    • Build the dynamic prior-year allocation
    • Add the governed allocation driver
    • Add latest-published forecast logic
    • Continue actuals with the latest forecast
    • Recap the module
  • Shared-Cost Allocation and Profitability

    • Shared-Cost Allocation and Profitability
      FREE
    • Demo and Prompts
    • Introduction and prerequisites
    • Turn “true margin” into an allocation contract
    • Compare relative and absolute allocation populations
    • Prepare the allocation foundation
    • Allocate sales-driven store costs
    • Apply purchasing and exception policies
    • Allocate RENT by average inventory
    • Materialize allocation results for performance
    • Validate the complete allocation
    • Close the allocation loop
  • Financial Statements with Ragged Accounts

    • Financial Statements with Ragged Accounts
      FREE
    • Demo and Prompts
    • Introduction and prerequisites
    • Establish the financial foundation
    • Verify the model and build the account hierarchy
    • Build snapshot-first P&L
    • Add closing balances and combine statements
    • Compare approaches to partial-period reporting
    • Build partial-period P&L
    • Reconstruct daily balance sheets
    • Validate and benchmark both approaches
    • Recap: from accounting data to a financial statement
  • Workforce Analytics

    • Workforce Analytics
      FREE
    • Demo and Prompts
    • Introduction and prerequisites
    • Explain the prepared workforce model
    • Define the shared workforce foundation
    • Calculate workforce state and movement
    • Build governed capacity measures
    • Select one as-of salary per employee
    • Convert salaries to a reporting currency
    • Build broad and peer-relative pay comparisons
    • Recap: population, time, and calculation grain
  • Adopting an Existing Model with AI

    • Adopting an Existing Model with AI
      FREE
    • Demo and Prompts
    • Introduction and prerequisites
    • Turn the complaint into reproducible evidence
    • Inventory the model and trace the affected branches
    • Extract contracts and challenge unsupported claims
    • Explain both discrepancies with source rows
    • Confirm the revised contracts and capture the baseline
    • Correct the two measures in the current model
    • Validate the affected measures and unchanged results
    • Preserve the documentation and continue adoption
    • Recap: from a disputed report to a verified change
  • Conclusions

    • Conclusions
    • Conclusions