DAX 101: All About Operators

The DAX language has a variety of operators that allow you to perform calculations and logical comparisons on data in Power BI, Excel, and other Microsoft products. One of the most commonly used operators is the equal to (=) operator, which returns TRUE when the two arguments have the same value. However, there are some instances were you may need to use something other than this operator. For example, if you want to negate an IN operator in DAX, you’ll have to use the NOT operator in front of the entire expression.

In addition to the equal to (=) operator, there is also an OR (||) operator that returns TRUE if any of the arguments are TRUE and FALSE if all arguments are FALSE. This can be very useful when working with multiple conditions or values that need to be compared.

Finally, it’s important to note that DAX does not support an “equals not equals” (≠) operator. If you want to check for inequality between two values, you’ll have to use either the greater than (>) or less than (<) operators instead.

Overall, understanding how DAX works and what operators it supports is essential for working with data in Power BI, Excel and other Microsoft products. Knowing when and how to use each operator can help make your tasks easier and more efficient.

The Meaning of ‘:=’ in DAX

The “:=” operator in DAX (Data Analysis Expression) is an assignment operator used to assign the result of a formula or expression to a variable. It is similar to using the equals sign (=) in other programming languages, but it is intended specifically for assigning values to measures and calculated columns. The primary difference beteen measures and calculated columns is that measures are evaluated dynamically, while calculated columns are evaluated only once when data is loaded or refreshed. Using “:=” for measures helps differentiate them from calculated columns when written in code, making it easier to read and understand the DAX expressions being used.

dax program 1676395132

Using DAX to Check for Non-Existence

No, NOT IN is not an operator in DAX. To perform the logical negation of the IN operator, you need to put NOT in front of the entire expression. For example, NOT [Color] IN { “Red”, “Yellow”, “Blue” }.

Comparing Values Using DAX

Yes, the equal to operator (=) in DAX is a comparison operator that returns TRUE when the two arguments have the same value. This operator will not perform any implicit conversion between strings, numbers, and Boolean values. It is important to note that a comparison between BLANK and 0 will always return TRUE when using this operator.

Using the ‘||’ Operator in DAX

The || operator in DAX can be used to evaluate two or more expressions and return a logical value of TRUE if any of the expressions are TRUE, and FALSE if all of the expressions are FALSE. For example, you can use this operator to test whether a certain value is included in a list of values. If you want to check if an item is in a list, you can write an expression like this:

IF(column1 || column2 || column3 = “apple”, 1, 0).

In this expression, the operator will check whether the value “apple” is present in any of the columns (column1, column2 or column3). If so, it will return a logical value of TRUE, and if not it will return FALSE. You can also use this operator for more complex logic with multiple conditions. For example, you could write an expression like this:
IF(column1 > 5 || column2 < 10 || column3 = “apple”, 1, 0).
In this expression, the operator will check whether any of the conditions is met (i.e. column1 is greater than 5 OR column2 is less than 10 OR column3 is equal to “apple”). If so, it will return TRUE; otherise it will return FALSE.

Types of DAX Functions

The two types of DAX functions are aggregations and scalar functions. Aggregation functions allow you to perform calculations such as finding the sum, average, or count of values in a column or table. Scalar functions allow you to perform calculations such as calculating the difference between two values, finding the maximum value in a column, or converting text to lowercase. These functions can be applied to individual columns within tables or across multiple tables. With these powerful tools, you can create powerful expressions and calculations within Power BI that can help you analyze and visualize your data more effectively.

dax program 1676395138

Types of DAX Functions

DAX functions can be divided into four main types: Aggregation, Time Intelligence, Logical/Filter, and Information. Aggregation functions are used to calculate aggregate values across multiple rows of data. Time Intelligence functions are used to compare values across different dates and time periods. Logical/Filter functions are used to filter the data based on certain criteria. Finally, Information functions provide useful information about the underlying data set such as its size or type.

What Is Not Included in the Not In Operator?

The NOT operator is a Boolean operator in Boolean algebra, which is a branch of mathematics that deals with the logic of true and false. The NOT operator reverses the logical value associated with a given expression, returning TRUE or 1 if the original expression was FALSE or 0, and FALSE or 0 if the original expression was TRUE or 1. It is often represented by a tilde (~) symbol in computer programming languages such as C++ and Java. For example, if A = TRUE and B = FALSE, then ~A = FALSE and ~B = TRUE. This operator can be used to quickly reverse the logic of an expression wthout needing to rewrite it in full.

Using Wildcards in DAX

No, you cannot use wildcards in DAX. Wildcards are characters that can be used to match any single character or sequence of characters when searching for text. They are commonly used in search functions such as find_text, but they cannot be used in DAX, which is a language for creating data models and expressions in Power BI, Excel, and other data analysis tools.

Filtering Data in DAX

To filter data in DAX, you can use either the FILTER() or CALCULATETABLE() functions. FILTER() is used to filter a table to a subset of rows based on a logical expression. CALCULATETABLE() is used to apply filters and/or add additional columns that are not part of the original table.

The syntax for using the FILTER() function is:
FILTER(, [, …])

The first argument, , is the table or expression that contains the data you want to filter. The second argument, , is the logical expression used to determine whih rows are included in your filtered dataset. If you want to add additional filters, you can specify them as optional arguments after the .

The syntax for using the CALCULATETABLE() function is:
CALCULATETABLE(, [, …])

The first argument, , is the table or expression that contains your data. The second and subsequent arguments are optional filters that you can use to refine your dataset further.

You can also combine both functions together with other functions such as SUMX(). This will allow you to create more complex calculations while still being able to filter your data appropriately. The syntax for this would be:
SUMX(FILTER(, [, …]), )
In this example, SUMX requires a table or an expression that results in a table as its first argument. Here we use the FILTER function to specify which of the rows from the table are used in our calculation. The second argument of SUMX(),, is an expression (usually a measure) that will be applied iteratively over each row of the filtered dataset and then summed up at the end.

dax program 1676395141

The Not Equal To Operator

The operator used for ‘not equal to’ is the ‘not equal’ operator, represented by the symbol ‘!=’. This operator compares two values and returns a value of ‘false’ if the two values are not equal.

Difference Between == and =~ Comparison Operators

The == comparison operator is used to compare two values and determine if they are equal. It performs type conversion, meaning that it converts the values to the same type befre making the comparison. For example, if you compare ‘5’ == 5, the result would be true because both values are converted to numbers before being compared.

The =~ comparison operator is a regular expression comparison operator and is used to match a string against a regular expression pattern. It does not do any type conversion when comparing two values and instead looks for exact matches between the two strings or patterns. For example, if you compare ‘5’ =~ 5, the result would be false because ‘5’ does not exactly match 5 as a pattern or string.

Are Operators the Same or Different?

The != and operators are essentially the same. They both check to see if two values are not equal, and they will both return a boolean value of either true or false. The only difference between them is that != is more commonly used in programming languages such as Java and C, while is more prevalent in languages such as Visual Basic .NET and SQL. However, both of these operators work the same way and will produce the same result regardless of their syntax.

Understanding the Basics of DAX Formulas

DAX formulas are used to define measures and calculated columns in Power BI, Analysis Services, and Power Pivot data models. DAX stands for Data Analysis eXpressions and is the formula language used in Microsoft’s Power BI and Analysis Services.

DAX formulas are similar to Excel formulas, but they are designed to work with relational data from sources such as Power BI tables, which store data in a tabular format. DAX can perform dynamic aggregation of data by using functions like SUM, COUNT, AVERAGE, MIN, MAX etc., to summarize data across multiple tables or columns.

DAX also provides additional functions that allow you to create powerful calculations that go beyond what is posible in standard Excel formulas. These include time intelligence functions (such as YEAR(), MONTH(), WEEKNUM() etc.), statistical functions (such as TOPN()), and filter functions (like FILTER()) that allow you to manipulate data based on certain criteria.

The syntax of DAX is also different from that of Excel formulas; it uses an expression-based syntax rather than the cell reference-based syntax used by Excel. For example, instead of referencing cells by their column name and row number, you use column names and a function-style syntax for filters (for example: [Column] = VALUE).

Overall, DAX is a powerful formula language that enables you to perform complex calculations on your datasets with ease. It allows you to quickly create sophisticated measures and calculated columns that go beyond what can be achieved in Excel alone.

Difference Between Values() and Distinct() in DAX

The DISTINCT function and the VALUES function are both used in DAX (Data Analysis Expression) to return a table with unique or distinct values from an existing table. The main difference between them is that DISTINCT allows for any valid table expression as an argument, while VALUES only allows for a column name or a table name.

DISTINCT works by applying filters to the target column and returning the unique values in a new table. It can be used with multiple columns and can accept more than one argument. On the other hand, VALUES only returns distinct values from a single column. It canot be used with multiple columns, and it does not accept any arguments other than a column name or a table name.

In summary, DISTINCT provides more flexibility and options when dealing with data sets while VALUES is more limited but simpler to use.

Filtering Multiple Values in DAX

To filter multiple values in DAX, you can create a filter expression by making Column1 match each value and applying OR logic between them. For example, if you want to filter all rows with values B1, C1, and D1 in Column1, you can use the folowing expression:

FILTER (TableName,
OR (Column1 = “B1”, Column1 = “C1”, Column1 = “D1”))

This will return all rows whose values in Column 1 matches any of the specified values. You can also use AND logic to further refine your filter expression. For example, if you want to only return rows that have value B1 and C1 in Column 1, you can use the following expression:

FILTER (TableName,
AND (Column1 = “B1”, Column1 = “C1”))

This will return all rows whose values in Column 1 matches both specified values.

Conclusion

In conclusion, it is important to note that DAX does not use the “=” assignment operator for measures. Instead, it uses the “:=” operator as a convention to differentiate betwen measures and columns in code. Additionally, DAX does not have an operator for logical negation of the IN operator; instead one must use NOT in front of the entire expression. Lastly, the equal to (=) operator returns TRUE when two arguments have the same value, but does not perform any implicit conversion between strings, numbers and Boolean values. The OR (||) operator returns TRUE if any of its arguments are TRUE and FALSE if all arguments are FALSE.

Photo of author

William Armstrong

William Armstrong is a senior editor with H-O-M-E.org, where he writes on a wide variety of topics. He has also worked as a radio reporter and holds a degree from Moody College of Communication. William was born in Denton, TX and currently resides in Austin.