April 15, 2025

Webcast Replay

4 CPE

Power BI - Use Advanced Calculations with DAX Formulas

April 15, 2025
Webcast Replay
4 CPE

Power BI - Use Advanced Calculations with DAX Formulas

  • View Bio

    Instructor

    Bryan
    Smith

    View Bio

    Bryan Smith, CPA.CITP, CISA

    Bio

    Bryan L. Smith, CPA.CITP, CISA

    Bryan is an author and top-rated presenter of numerous courses on technology related topics for CPAs. He also serves as virtual CIO advisor for CPA firms and professional service organizations. He focuses on helping firm leaders understand the issues and opportunities associated with deploying information technology to improve productivity and enhance client services and increase profitability. 

    Professional Experience and Credentials

    • Past Chair, MACPA Information Technology Task Force
    • Master of Science in Information Assurance
    • Past Member, AICPA CITP Credential Committee
    • Past Treasurer of the Microsoft Project Users Group (Detroit Chapter)
    • Past Chair, MACPA Leadership Task Force
    • Regional Director in charge of mid-market technology services for top 10 accounting firm
    • Executive Manager of top 100 firm serving as Regional Director of consulting and IT  audit services
    • Former Senior Manager of top 100 firm responsible for developing and leading IT consulting services group
    • Certified Information System Auditor (CISA)
    • Member of the Information System Audit and Control Association
    • Extensive experience in leading world class organizations through mission critical IT systems deployment
  • This webcast is part of the 2020 Power BI Series. Please see below for the suggested viewing order. This webcast 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 series is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this webcast series apply to all versions of Excel. (bold) *However, in order to follow along and apply concepts being taught during this session, you need to have the Power Pivot add-in installed. (bold) Explore the other webcasts in the 2020 Power BI Series: Power BI
  • Introduction to MS Power BI Tools Power BI
  • Prepare Your Data Efficiently for Excel Analysis Power BI
  • Analyze Your Data With Excel Pivot Tables Power BI
  • Create Excel Dashboards for Maximum Impact Power BI
  • Use Power Query to Transform Your Data Power BI
  • Go Beyond PivotTables with Power Pivot Power BI
  • Use PBI Desktop to Create Reports and Dashboards Power BI
  • Share Your Data Analysis using PowerBI.com

Learning Objectives

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

Major Topics

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

CPE Credits Available

4 CPE
4
Computer Software & Applications

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Industry
  • Leadership
  • Pracitioner
  • Pracitioner's
  • Pracitioners
  • Technology

Prerequisites

Attended the Power Pivot or Power BI Desktop class or equivalent

Advanced Preparation

None

Intended Audience

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

Provider

AICPA

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