Essential DAX Formulas for Power BI Beginners


Data Analysis Expressions (DAX) serves as the backbone of Power BI, enabling users to perform advanced calculations, create custom metrics, and unlock deeper insights from their data. While DAX offers a wide range of functions and capabilities, mastering the basics is crucial for harnessing the full potential of Power BI. In this article, we'll explore some fundamental DAX formulas commonly used in Power BI, accompanied by illustrative examples to aid beginners in their journey towards data-driven decision-making.

1. SUM Function

The SUM function calculates the sum of values in a column or table, facilitating total calculations and aggregations.

Example. Total Sales

Total Sales = SUM(Sales[Amount])

This formula computes the total sales amount by summing up the values in the "Amount" column of the "Sales" table.

2. CALCULATE Function

The CALCULATE function alters the filter context of a calculation, enabling dynamic calculations based on specified conditions.

Example. Total Sales for a Selected Year

Total Sales (Selected Year) =


    FILTER(Sales, YEAR(Sales[Date]) = SELECTEDVALUE(Calendar[Year]))


This formula calculates the total sales amount for the selected year by dynamically filtering the "Sales" table based on the year chosen in the "Calendar" table.

3. RELATED Function

The RELATED function retrieves a related value from a related table based on a specified relationship.

Example. Product Category for a Given Product

Product Category =


This formula retrieves the product category associated with a given product from the "Products" table, leveraging the established relationship.

4. AVERAGEX Function

The AVERAGEX function calculates the average of an expression evaluated for each row in a table.

Example: Average Order Quantity

Average Order Quantity =

AVERAGEX(Sales, Sales[Quantity])

This formula computes the average order quantity by evaluating the quantity of each transaction in the "Sales" table and then averaging the results.

5. IF Function

The IF function evaluates a condition and returns one value if the condition is true, and another value if the condition is false.

Example. Customer Segment Classification

Customer Segment =


    [Total Sales] > 10000,
    "High Value",
    "Low Value"


This formula classifies customers into "High Value" or "Low Value" segments based on their total sales amount.


By understanding and leveraging these functions, beginners can begin to unlock the analytical power of Power BI and derive actionable insights from their data. As users dive deeper into their analytics journey, they can explore more advanced DAX functions and techniques to further enhance their analytical capabilities.

Similar Articles