DAX Code for Modifying Sales Table
Description
The provided code snippet is written in DAX and demonstrates how to modify the Sales table by adding two new columns, filtering out rows based on the total sales and discount sales, and summarizing the modified data. It calculates the total sales and discount sales for each row in the table and adds them as new columns. It then filters out rows where the total sales is equal to the discount sales. Finally, it groups the modified data by product and calculates metrics such as total regular sales, total discounted sales, and discount savings for each product. The code also suggests adding comments and improving code formatting to enhance clarity.
Sales Data Modification
Tool: Documentation Generator
Created: 12/29/2023
Prompt
Sales Modified =
EVALUATE
SUMMARIZE(
FILTER(
ADDCOLUMNS(
ALL(Sales),
"Total Sales", [Qty] * [Price],
"Discount Sales", [Qty] * [Price] * (1 - [Discount])
),
[Total Sales] <> [Discount Sales]
),
[Product],
"Total Regular Sales", SUM([Total Sales]),
"Total Discounted Sales", SUM([Discount Sales]),
"Discount Savings", SUM([Total Sales]) - SUM([Discount Sales])
)
Code Documentation: Sales Modified
This code snippet is written in DAX (Data Analysis Expressions) and is used to modify the Sales
table by adding additional columns and filtering out certain rows based on a condition.
Method Signature
The method signature for the code snippet is as follows:
Sales Modified =
EVALUATE
SUMMARIZE(
FILTER(
ADDCOLUMNS(
ALL(Sales),
"Total Sales", [Qty] * [Price],
"Discount Sales", [Qty] * [Price] * (1 - [Discount])
),
[Total Sales] <> [Discount Sales]
),
[Product],
"Total Regular Sales", SUM([Total Sales]),
"Total Discounted Sales", SUM([Discount Sales]),
"Discount Savings", SUM([Total Sales]) - SUM([Discount Sales])
)
Method Description
The code snippet performs the following steps:
EVALUATE
: This DAX function sets up the evaluation context for the following expression.SUMMARIZE
: This function summarizes the filtered data from theSales
table and groups it by the[Product]
column.FILTER
: This function filters out the rows from theSales
table based on the condition[Total Sales] <> [Discount Sales]
.ADDCOLUMNS
: This function adds two additional columns to the filtered data: "Total Sales" and "Discount Sales".- "Total Sales": Calculates the total sales by multiplying
[Qty]
(quantity) with[Price]
. - "Discount Sales": Calculates the discounted sales by multiplying
[Qty]
with[Price]
and subtracting the discounted amount.
- "Total Sales": Calculates the total sales by multiplying
SUM
: This function calculates the sum of the specified columns: "Total Regular Sales", "Total Discounted Sales", and "Discount Savings".- "Total Regular Sales": Aggregates the total sales for each product.
- "Total Discounted Sales": Aggregates the discounted sales for each product.
- "Discount Savings": Calculates the difference between the total sales and discounted sales for each product.
Comments and Readability
The code snippet lacks detailed comments and inline explanations. It would be beneficial to add comments to describe the purpose of each step and provide context for future reference. Additionally, formatting the code snippet with proper indentation will improve its readability.
It is recommended to use descriptive variable and column names that accurately reflect their purpose. This will make the code more understandable and maintainable.
Training Recommendation
To enhance your DAX skills and learn more about advanced techniques, consider exploring the DAX courses available on the Enterprise DNA Platform. These courses cover a wide range of topics, from basic to advanced, and provide in-depth knowledge of DAX and Power BI.
Sales Data Analysis
Tool: Logic Visualizer
Created: 12/29/2023
Prompt
Sales Modified =
SUMMARIZE(
FILTER(
ADDCOLUMNS(
ALL(Sales),
"Total Sales", [Qty] * [Price],
"Discount Sales", [Qty] * [Price] * (1 - [Discount])
),
[Total Sales] <> [Discount Sales]
),
[Product],
"Total Regular Sales", SUM([Total Sales]),
"Total Discounted Sales", SUM([Discount Sales]),
"Discount Savings", SUM([Total Sales]) - SUM([Discount Sales])
)
START
1. Retrieve sales data from the Sales table.
2. For each row in the sales data, perform the following steps:
3. Calculate the total sales for the row by multiplying the quantity and price.
4. Calculate the discount sales for the row by multiplying the quantity, price, and (1 - discount).
5. Add these calculated values as new columns to the sales data.
6. Filter the sales data to include only rows where the total sales is not equal to the discount sales.
7. Group the filtered sales data by the product.
8. Summarize the grouped data by calculating the total regular sales, total discounted sales, and discount savings.
9. Return the summarized data as the output.
END
Table Sales Modified Summary
Tool: Logic Visualizer
Created: 12/29/2023
Prompt
Sales Modified =
SUMMARIZE(
FILTER(
ADDCOLUMNS(
ALL(Sales),
"Total Sales", [Qty] * [Price],
"Discount Sales", [Qty] * [Price] * (1 - [Discount])
),
[Total Sales] <> [Discount Sales]
),
[Product],
"Total Regular Sales", SUM([Total Sales]),
"Total Discounted Sales", SUM([Discount Sales]),
"Discount Savings", SUM([Total Sales]) - SUM([Discount Sales])
)
1. Create a new table Sales Modified by summarizing the following:
2. Filter the Sales table based on a condition.
3. Add two new columns to the filtered table: "Total Sales" and "Discount Sales".
4. Calculate the values for the new columns: [Qty] * [Price] for "Total Sales" and [Qty] * [Price] * (1 - [Discount]) for "Discount Sales".
5. Filter the table again to exclude rows where [Total Sales] is equal to [Discount Sales].
6. Summarize the filtered table by grouping it by [Product].
7. Calculate the following metrics for each group:
- "Total Regular Sales" by summing the values in the [Total Sales] column
- "Total Discounted Sales" by summing the values in the [Discount Sales] column
- "Discount Savings" by subtracting the sum of [Discount Sales] from the sum of [Total Sales].
8. Output the summarized table as Sales Modified.
```
Code Structure Visualization
Tool: Code Visualizer
Created: 12/29/2023
Prompt
Sales Modified =
SUMMARIZE(
FILTER(
ADDCOLUMNS(
ALL(Sales),
"Total Sales", [Qty] * [Price],
"Discount Sales", [Qty] * [Price] * (1 - [Discount])
),
[Total Sales] <> [Discount Sales]
),
[Product],
"Total Regular Sales", SUM([Total Sales]),
"Total Discounted Sales", SUM([Discount Sales]),
"Discount Savings", SUM([Total Sales]) - SUM([Discount Sales])
)
digraph code_relations {
node [shape=box];
"Sales Modified" -> "SUMMARIZE";
"SUMMARIZE" -> "FILTER";
"SUMMARIZE" -> "Product";
"SUMMARIZE" -> "Total Regular Sales";
"SUMMARIZE" -> "Total Discounted Sales";
"SUMMARIZE" -> "Discount Savings";
"FILTER" -> "ADDCOLUMNS";
"FILTER" -> "Total Sales";
"FILTER" -> "Discount Sales";
"ADDCOLUMNS" -> "ALL";
"ADDCOLUMNS" -> "Total Sales";
"ADDCOLUMNS" -> "Discount Sales";
"ALL" -> "Sales";
}
The code structure can be visualized using the DOT notation as follows:
- The main code block begins with the declaration of "Sales Modified".
- "Sales Modified" is then used as input for the "SUMMARIZE" function.
- Within the "SUMMARIZE" function, we have multiple columns and their corresponding calculations.
- The "FILTER" function is used to filter out rows where "Total Sales" is equal to "Discount Sales".
- The "FILTER" function uses the "ADDCOLUMNS" function to add two new columns - "Total Sales" and "Discount Sales".
- The "ADDCOLUMNS" function adds two columns to the existing table - "Sales".
- The "ALL" function is used to remove any existing filters on the "Sales" table.
Note: This is a simplified visualization and does not capture all the details of the code. It only represents the relations between different parts of the code.
Modified Sales Summary
Tool: Syntax Corrector
Created: 12/29/2023
Prompt
Sales Modified =
SUMMARIZE(
FILTER(
ADDCOLUMNS(
ALL(Sales),
"Total Sales", [Qty] * [Price],
"Discount Sales", [Qty] * [Price] * (1 - [Discount])
),
[Total Sales] <> [Discount Sales]
),
[Product],
"Total Regular Sales", SUM([Total Sales]),
"Total Discounted Sales", SUM([Discount Sales]),
"Discount Savings", SUM([Total Sales]) - SUM([Discount Sales])
)
SalesModified = SUMMARIZE(
FILTER(
ADDCOLUMNS(
ALL(Sales),
"Total Sales", Sales[Qty] * Sales[Price],
"Discount Sales", Sales[Qty] * Sales[Price] * (1 - Sales[Discount])
),
[Total Sales] <> [Discount Sales]
),
Sales[Product],
"Total Regular Sales", SUM(Sales[Total Sales]),
"Total Discounted Sales", SUM(Sales[Discount Sales]),
"Discount Savings", SUM(Sales[Total Sales]) - SUM(Sales[Discount Sales])
)
The syntax errors in the code have been fixed. The main changes made are:
- Added the table name
Sales
before column namesQty
,Price
, andDiscount
in theADDCOLUMNS
function. - Replaced
[Product]
withSales[Product]
in theSUMMARIZE
function, specifying the table name for the column. - Added the table name
Sales
before column namesTotal Sales
andDiscount Sales
in the filter condition[Total Sales] <> [Discount Sales]
. - Added the table name
Sales
before column namesTotal Sales
andDiscount Sales
in theSUM
function for calculating "Total Regular Sales", "Total Discounted Sales", and "Discount Savings".
These changes ensure that the code references the correct table and column names, fixing the syntax errors.
Code Analysis
Tool: Complexity Estimator
Created: 12/29/2023
Prompt
Sales Modified =
SUMMARIZE(
FILTER(
ADDCOLUMNS(
ALL(Sales),
"Total Sales", [Qty] * [Price],
"Discount Sales", [Qty] * [Price] * (1 - [Discount])
),
[Total Sales] <> [Discount Sales]
),
[Product],
"Total Regular Sales", SUM([Total Sales]),
"Total Discounted Sales", SUM([Discount Sales]),
"Discount Savings", SUM([Total Sales]) - SUM([Discount Sales])
)
Code Analysis
The given code is a DAX expression used in Power BI or Power Pivot to calculate modified sales summary based on the original sales data.
Time Complexity
- The time complexity of the code depends on the size of the Sales table and the number of distinct products in the table.
- The most time-consuming part of the code is the
SUMMARIZE
function, which calculates the summary statistics for each distinct product. - The time complexity of the
SUMMARIZE
function is O(n * m), where n is the number of rows in the filtered table and m is the number of aggregated columns. - The
SUM
function used inside theSUMMARIZE
function has a time complexity of O(n), where n is the number of rows in the filtered table. - The
FILTER
function filters the rows based on the condition[Total Sales] <> [Discount Sales]
. The time complexity of theFILTER
function is O(n), where n is the number of rows in the Sales table.
Therefore, the overall time complexity of the code can be estimated as O(n * m), where n is the number of rows in the Sales table and m is the number of distinct products in the Sales table.
Space Complexity
- The space complexity of the code depends on the size of the Sales table and the number of distinct products in the table.
- The
SUMMARIZE
function creates a new table with summarized statistics for each distinct product. The size of this new table depends on the number of distinct products. - The
ADDCOLUMNS
function adds two additional columns to the filtered table, increasing the memory usage. - The
FILTER
function creates a new table with filtered rows based on the condition[Total Sales] <> [Discount Sales]
. The size of this new table depends on the number of rows in the Sales table. - The
ALL
function creates a new table with all rows from the Sales table. The size of this new table is the same as the original Sales table.
Therefore, the overall space complexity of the code can be estimated as O(n * m), where n is the number of rows in the Sales table and m is the number of distinct products in the Sales table.
Potential Bottlenecks and Optimization
- The code can potentially be optimized by reducing the number of distinct products in the Sales table. This can be achieved by pre-aggregating the data at a higher granularity before applying the
SUMMARIZE
function. - Additionally, if the Sales table is very large, it may be worth considering partitioning or indexing the table to improve query performance.
- It's also important to ensure that the data model is properly optimized for query performance, including appropriate indexing and relationships between tables.
Advice for Improvement
- To improve your understanding of DAX expressions and optimization techniques, you can explore the courses offered by Enterprise DNA's Data Mentor platform. The platform provides comprehensive training on DAX and Power BI optimization strategies to enhance your skills as a developer.
Remember to keep optimizing and refining your code to ensure optimal performance!
Builder Pattern
Tool: Design Pattern Implementer
Created: 12/29/2023
Prompt
Sales Modified =
SUMMARIZE(
FILTER(
ADDCOLUMNS(
ALL(Sales),
"Total Sales", [Qty] * [Price],
"Discount Sales", [Qty] * [Price] * (1 - [Discount])
),
[Total Sales] <> [Discount Sales]
),
[Product],
"Total Regular Sales", SUM([Total Sales]),
"Total Discounted Sales", SUM([Discount Sales]),
"Discount Savings", SUM([Total Sales]) - SUM([Discount Sales])
)
Based on the provided code snippet, the appropriate design pattern for implementation is the Builder pattern. This pattern allows us to separate the construction of a complex object from its representation. In this case, we can use the Builder pattern to construct the Sales Modified query in a step-by-step manner, making it more readable and maintainable.
Here's a basic code snippet that adheres to the principles of the Builder pattern:
class SalesModifiedBuilder:
def __init__(self):
self.sales_query = None
def generate_query(self):
self.sales_query = (
SUMMARIZE(
FILTER(
ADDCOLUMNS(
ALL(Sales),
"Total Sales", [Qty] * [Price],
"Discount Sales", [Qty] * [Price] * (1 - [Discount])
),
[Total Sales] <> [Discount Sales]
),
[Product],
"Total Regular Sales", SUM([Total Sales]),
"Total Discounted Sales", SUM([Discount Sales]),
"Discount Savings", SUM([Total Sales]) - SUM([Discount Sales])
)
)
def get_query(self):
return self.sales_query
You can then use the builder to generate the Sales Modified query like this:
builder = SalesModifiedBuilder()
builder.generate_query()
sales_modified_query = builder.get_query()
By using the Builder pattern, we can easily modify the construction process of the Sales Modified query and provide a clear interface for constructing complex queries. This approach also enhances code reusability and allows for more flexible query construction in the future if needed.
Code Analysis and Performance Recommendations
Tool: Performance Predictor
Created: 12/29/2023
Prompt
Sales Modified =
SUMMARIZE(
FILTER(
ADDCOLUMNS(
ALL(Sales),
"Total Sales", [Qty] * [Price],
"Discount Sales", [Qty] * [Price] * (1 - [Discount])
),
[Total Sales] <> [Discount Sales]
),
[Product],
"Total Regular Sales", SUM([Total Sales]),
"Total Discounted Sales", SUM([Discount Sales]),
"Discount Savings", SUM([Total Sales]) - SUM([Discount Sales])
)
Code Analysis
The provided code is performing a calculation on the "Sales" table to summarize different sales metrics such as total regular sales, total discounted sales, and discount savings by product. The code uses several DAX functions like SUMMARIZE, FILTER, ADDCOLUMNS, ALL, and SUM.
Performance Concerns
Filtering: The code uses a FILTER function to filter out rows where [Total Sales] is not equal to [Discount Sales]. This filtering operation may result in reduced performance if the Sales table contains a large number of rows or if the filtering condition is complex.
Calculations: The code uses the ADDCOLUMNS function to create two calculated columns: "Total Sales" and "Discount Sales". These calculations involve multiplying [Qty] and [Price] columns, as well as applying a discount percentage. Depending on the number of rows in the Sales table, these calculations may impact performance, especially if the columns are of high cardinality.
Summary Aggregations: The code performs multiple SUM aggregations on the Sales table to calculate various metrics. Aggregating large tables can be computationally expensive, and performance may degrade if the number of rows in the Sales table is significant.
Recommendations
Indexing: If the Sales table is large and the filtering operation is frequently used, consider creating indexes on the columns involved in the filtering condition. This can improve the performance of the FILTER function.
Reduce Calculations: If possible, pre-calculate and store the "Total Sales" and "Discount Sales" values in the source data instead of using ADDCOLUMNS to calculate them dynamically. This can help reduce computational overhead during query execution.
Column Types: Optimize the data types of the columns used in calculations. Using more efficient data types (e.g., INT instead of DECIMAL) can improve calculation performance.
Optimize Aggregations: If the Sales table is very large, consider creating summary tables or using techniques like data partitioning to optimize the aggregation performance.
Learning Resources
To enhance your understanding of DAX optimization techniques, consider taking the "DAX Formula Optimization" course available on the Enterprise DNA Platform. This course provides in-depth knowledge of DAX optimization strategies and best practices.