Power BI Essentials: DAX, Power
Query & Optimization
• Unlocking Powerful Insights through Data
• Presented by: Your Name
• Date: 30 June 2025
Introduction to Power BI
• Power BI is a data analytics tool developed by Microsoft.
• It enables interactive visualizations, data modeling, and report sharing.
• Key Components:
• • Power Query (for data preparation)
• • DAX (for calculations)
• • Optimization (for performance tuning)
Power Query Overview
• Power Query is the data transformation tool in Power BI.
• Used for:
• • Connecting to various data sources
• • Cleaning, shaping, and transforming data
• Operates before the data is loaded into the model.
Power Query Features
• Key Features:
• • Filter, sort, split, and transform columns
• • Merge and append queries
• • Create custom columns using M language
• • Remove nulls and duplicates
Introduction to DAX
• DAX stands for Data Analysis Expressions.
• Used to create:
• • Calculated Columns
• • Measures
• • Calculated Tables
• DAX works after the data is loaded into the data model.
Common DAX Functions
• Common Functions:
• • Aggregation: SUM, AVERAGE
• • Filtering: CALCULATE, FILTER
• • Time Intelligence: SAMEPERIODLASTYEAR, TOTALYTD
• • Logical: IF, SWITCH
Example DAX Formulas
• Examples:
• Total Sales = SUM(Sales[Amount])
• Sales LY = CALCULATE([Total Sales], SAMEPERIODLASTYEAR(Date[Date]))
Why Optimization Matters
• Optimization is essential for large datasets.
• Benefits:
• • Faster report loading and refresh
• • Improved user experience
• • Efficient data processing
Power BI Optimization Techniques
• Tips:
• • Remove unused columns and tables
• • Leverage Query Folding
• • Reduce column cardinality
• • Prefer Measures over Calculated Columns
• • Use Variables in DAX
Tools for Optimization
• Helpful Tools:
• • Performance Analyzer
• • DAX Studio
• • Power BI Profiler
• • Query Diagnostics
Best Practices
• Follow these best practices:
• • Use Star Schema modeling
• • Create a proper Date table
• • Avoid bi-directional relationships
• • Use descriptive measure names
Summary
• • Power Query helps transform and clean data
• • DAX allows powerful analytical computations
• • Optimization ensures your report performs well
Questions & Answers
• Thank you for your attention!
• Feel free to ask any questions.