DAX CALCULATE Trick to Pass Filters from Many to One Side of Relationship

Leila Gharani β€’ March 10, 2022
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Leila Gharani

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Excel. Power Query. Copilot. ChatGPT. Power BI. PowerPoint. You use them every day to automate Excel and your work - so why not actually master them? I’ll show you how to: βœ”οΈAutomate the stuff that drives you nuts βœ”οΈ Spend less time on grunt work, more time on wow work βœ”οΈ Build reports that look good AND actually make sense What You’ll Learn Here: βœ”οΈ Excel, Power BI, PowerPoint, VBA, Google Sheets & more βœ”οΈ AI-powered Excel & the future of work βœ”οΈ Data & finance skills that give you an edge I don’t just teach this stuff - I use it daily. My goal? To help you think differently about the tools you already have, so you can work faster, and with confidence. πŸŽ“ My background: MA in economics / Economist / Business Consultant / Accounting Systems Expert / Oracle & SAP implementations (for Finance) / Teacher & Microsoft MVP πŸ’‘ 400,000+ professionals have taken my courses at XelPlus - because working smarter just makes sense. Join here πŸ‘‰ https://www.xelplus.com/courses/

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Join 400,000+ professionals in our courses here πŸ‘‰ https://link.xelplus.com/yt-d-all-courses Dive deep into the world of data modeling with our comprehensive guide on managing many-to-one relationships in Excel and Power BI. Perfect for intermediate to advanced users, this video is packed with practical examples and advanced DAX techniques. ⬇️ DOWNLOAD the workbook here: https://pages.xelplus.com/many-to-one-file πŸ”‘ What You'll Discover: β–ͺ️ Essentials of Many-to-One Relationships: Learn the fundamentals and their application in data models. β–ͺ️ Practical Excel & Power BI Strategies: Gain insights on how to effectively navigate these relationships in both platforms. πŸŽ“ Get access to the full course here: https://www.xelplus.com/course/excel-power-pivot-dax/ πŸ› οΈ Techniques Explored: β–ͺ️ Distinct Count Case Study: A step-by-step guide on counting distinct data entries. β–ͺ️ DAX Formulas Unveiled: Master the use of CALCULATE and CROSSFILTER for dynamic data analysis. β–ͺ️ Alternatives & Best Practices: Discover different approaches and when to use them for optimal results. Relationships in Microsoft Power BI and Power Pivot give us the ability to report on fields from multiple tables in the data model. The most common type of relationship used in data models is a One-to-Many Relationship. But sometimes you have to go from the Many side to the One-Side of the Relationship. I'll show you 3 different solutions you can apply in DAX. You can use these techniques in Excel Power Pivot and in Power BI as well. The first technique takes you through the DAX CALCULATE function and shows a trick you can use to get the filter flow the other way. I'll also demonstrate how the many to one side calculation works by breaking down the measure in simpler calculation steps so you can visualize and understand the process and how DAX performs the final calculation. 🌍 My Online Excel Courses β–Ί https://www.xelplus.com/courses/ 00:00 Calculate with Many-One Relationships 00:22 Many-to-One Relationships In data models 02:11 The Wrong Approach 03:41 Solution 1: Using DAX CALCULATE 06:36 Solution 2: Adding a Column On Many-Side RELATED 07:36 Solution 3: Using CROSSFILTER 09:28 Wrap Up 🎬 LINKS to related videos: - Excel Productivity for Lazy (but Smart) People: https://youtu.be/Gf4HmkR7_FE - DAX CALCULATE Function Made Easy to Understand: https://youtu.be/40xO1MD_CCs ➑️ Join this channel to get access to perks: https://www.youtube.com/channel/UCJtUOos_MwJa_Ewii-R3cJA/join πŸ‘•β˜• Get the Official XelPlus MERCH: https://xelplus.creator-spring.com/ πŸŽ“ Not sure which of my Excel courses fits best for you? Take the quiz: https://www.xelplus.com/course-quiz/ πŸŽ₯ RESOURCES I recommend: https://www.xelplus.com/resources/ 🚩Let’s connect on social: Instagram: https://www.instagram.com/lgharani LinkedIn: https://www.linkedin.com/company/xelplus This description contains affiliate links, which means at no additional cost to you, we will receive a small commission if you make a purchase using the links. This helps support the channel and allows us to continue to make videos like this. Thank you for your support! #excel #powerbi #dax

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