@luquimbo/bi-superpowers 1.0.0

package/library/snippets/dax/README.md

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+# DAX Snippets
+
+Production-ready DAX patterns and measures for Power BI development.
+
+---
+
+## Available Snippets
+
+| File | Description | Level |
+|------|-------------|-------|
+| [time-intelligence.md](./time-intelligence.md) | YTD, MTD, QTD, rolling periods, period comparisons | Beginner |
+| [calculate-patterns.md](./calculate-patterns.md) | CALCULATE, ALL, FILTER, context modification | Intermediate |
+| [rankings-and-topn.md](./rankings-and-topn.md) | RANKX, Top N, ABC analysis, percentiles | Intermediate |
+| [kpis-and-metrics.md](./kpis-and-metrics.md) | Variance, growth, ratios, conditional formatting | Intermediate |
+| [text-and-formatting.md](./text-and-formatting.md) | Text manipulation, dynamic titles, FORMAT | Beginner |
+| [iterators-and-aggregations.md](./iterators-and-aggregations.md) | SUMX, AVERAGEX, RANKX, CONCATENATEX patterns | Advanced |
+| [virtual-tables.md](./virtual-tables.md) | SUMMARIZE, ADDCOLUMNS, GENERATE, table functions | Advanced |
+| [error-handling.md](./error-handling.md) | DIVIDE, IFERROR, BLANK handling, defensive DAX | Intermediate |
+| [security-patterns.md](./security-patterns.md) | RLS, OLS, dynamic security, user-based filtering | Advanced |
+| [calculation-groups.md](./calculation-groups.md) | Time intelligence groups, currency conversion, formatting | Advanced |
+| [user-defined-functions.md](./user-defined-functions.md) | UDFs with typed parameters, VAL/EXPR modes, type checking | Advanced |
+
+---
+
+## Quick Reference
+
+### Time Intelligence
+```dax
+-- Year-to-Date
+TOTALYTD(SUM(Sales[Amount]), 'Date'[Date])
+
+-- Prior Year
+CALCULATE([Sales], SAMEPERIODLASTYEAR('Date'[Date]))
+
+-- Rolling 12 Months
+CALCULATE([Sales], DATESINPERIOD('Date'[Date], MAX('Date'[Date]), -12, MONTH))
+
+-- Month-over-Month Growth
+VAR _Current = SUM(Sales[Amount])
+VAR _Prior = CALCULATE(SUM(Sales[Amount]), PREVIOUSMONTH('Date'[Date]))
+RETURN DIVIDE(_Current - _Prior, _Prior)
+```
+
+### Context Modification
+```dax
+-- Remove all filters
+CALCULATE([Sales], ALL(Products))
+
+-- Keep only category filter
+CALCULATE([Sales], ALLEXCEPT(Products, Products[Category]))
+
+-- Filter on measure
+CALCULATE([Sales], FILTER(ALL(Products), [Margin] > 0.2))
+```
+
+### Percentages & Ratios
+```dax
+-- % of Total
+DIVIDE([Sales], CALCULATE([Sales], ALL(Products)))
+
+-- % of Category
+DIVIDE([Sales], CALCULATE([Sales], ALLEXCEPT(Products, Products[Category])))
+
+-- Safe margin calculation
+DIVIDE(SUM(Sales[Profit]), SUM(Sales[Revenue]))
+```
+
+### Rankings
+```dax
+-- Simple Rank
+RANKX(ALL(Products[ProductName]), [Sales], , DESC, DENSE)
+
+-- Top 5 Sales
+CALCULATE([Sales], TOPN(5, ALL(Products[ProductName]), [Sales], DESC))
+
+-- Rank within Category
+RANKX(ALLEXCEPT(Products, Products[Category]), [Sales], , DESC, DENSE)
+```
+
+### Iterators
+```dax
+-- Extended price calculation
+SUMX(Sales, Sales[Quantity] * Sales[UnitPrice])
+
+-- Average order value
+AVERAGEX(VALUES(Sales[OrderID]), CALCULATE(SUM(Sales[Amount])))
+
+-- Concatenate product list
+CONCATENATEX(VALUES(Products[Name]), Products[Name], ", ")
+```
+
+### Virtual Tables
+```dax
+-- Add calculated columns
+ADDCOLUMNS(
+    VALUES(Products[ProductName]),
+    "@Sales", CALCULATE(SUM(Sales[Amount])),
+    "@Rank", [Product_Rank]
+)
+
+-- Cross-join with calculation
+GENERATE(
+    VALUES(Customers[CustomerID]),
+    ROW("@Sales", CALCULATE(SUM(Sales[Amount])))
+)
+```
+
+---
+
+## Pattern Categories
+
+### By Function Area
+
+| Category | Key Functions | Use Case |
+|----------|--------------|----------|
+| **Time Intelligence** | TOTALYTD, SAMEPERIODLASTYEAR, DATESINPERIOD | Period calculations |
+| **Filter Modification** | CALCULATE, ALL, ALLEXCEPT, REMOVEFILTERS | Context control |
+| **Iterators** | SUMX, AVERAGEX, COUNTX, RANKX | Row-by-row calculations |
+| **Virtual Tables** | SUMMARIZE, ADDCOLUMNS, GENERATE | Table manipulation |
+| **Error Handling** | DIVIDE, IFERROR, ISBLANK, COALESCE | Defensive measures |
+| **Text** | FORMAT, CONCATENATEX, TEXT | Display formatting |
+| **User Defined Functions** | DEFINE FUNCTION, typed parameters | Reusable logic |
+
+### By Difficulty
+
+| Level | Patterns |
+|-------|----------|
+| **Beginner** | Basic aggregations, simple time intelligence, FORMAT |
+| **Intermediate** | CALCULATE with filters, rankings, KPI variance |
+| **Advanced** | Nested iterators, virtual tables, context transition, UDFs |
+
+---
+
+## Best Practices
+
+### 1. Always Use DIVIDE
+
+```dax
+-- Bad
+[Sales] / [Customers]
+
+-- Good
+DIVIDE([Sales], [Customers])
+```
+
+### 2. Use Variables (VAR/RETURN)
+
+```dax
+-- Better readability and performance
+Growth_Rate =
+VAR _Current = SUM(Sales[Amount])
+VAR _Prior = [Sales_PY]
+VAR _Change = _Current - _Prior
+RETURN
+    DIVIDE(_Change, _Prior)
+```
+
+### 3. Prefer Simple Filters Over FILTER
+
+```dax
+-- Good: Simple column filter (engine optimized)
+CALCULATE([Sales], Products[Category] = "Electronics")
+
+-- Use FILTER only when needed (measure-based conditions)
+CALCULATE([Sales], FILTER(ALL(Products), [Margin] > 0.2))
+```
+
+### 4. Always Specify Sort Order in RANKX
+
+```dax
+-- Explicit is better
+RANKX(ALL(Products), [Sales], , DESC, DENSE)
+--                           ^--- always specify
+```
+
+### 5. Handle Edge Cases
+
+```dax
+-- Check for single selection
+IF(
+    HASONEVALUE(Products[ProductName]),
+    [DetailedCalculation],
+    BLANK()
+)
+```
+
+### 6. Test Measures in Different Contexts
+
+Before deploying:
+- Test in matrix (row/column context)
+- Test in card (total context)
+- Test with slicers (filtered context)
+- Test with no data (blank handling)
+
+---
+
+## Performance Guidelines
+
+| Pattern | Performance | Notes |
+|---------|-------------|-------|
+| Simple aggregations (SUM, COUNT) | Fastest | Engine optimized |
+| CALCULATE with column filters | Fast | Foldable |
+| CALCULATE with FILTER on columns | Medium | Less optimized |
+| CALCULATE with FILTER on measures | Slow | Row-by-row |
+| Nested iterators | Slowest | Use sparingly |
+
+### Optimization Tips
+
+1. **Materialize once**: Store calculated values in variables
+2. **Reduce iterations**: Pre-filter tables before SUMX
+3. **Avoid context transition**: Don't use CALCULATE inside iterators unless needed
+4. **Use INT over FLOAT**: For counting and simple math
+5. **Limit DISTINCTCOUNT**: Use COUNTROWS(VALUES()) for small sets
+
+---
+
+## Naming Conventions
+
+| Type | Convention | Example |
+|------|------------|---------|
+| Base measure | Descriptive noun | `Sales Amount` |
+| Time intelligence | Suffix with period | `Sales YTD`, `Sales PY` |
+| Variance | Suffix with "Var" or "%" | `Sales Var`, `Sales YoY %` |
+| Ranking | Prefix with "Rank" | `Rank by Sales` |
+| Helper/Hidden | Prefix with underscore | `_Sales Base` |
+| Formatting | Suffix with format | `Revenue $`, `Growth %` |
+
+---
+
+## Debugging Tips
+
+### Show Current Context
+```dax
+Debug_Context =
+"Rows: " & COUNTROWS(Products) &
+" | Filtered: " & IF(ISFILTERED(Products), "Yes", "No") &
+" | Value: " & [YourMeasure]
+```
+
+### Step-by-Step Calculation
+```dax
+Debug_Steps =
+VAR _Step1 = SUM(Sales[Amount])
+VAR _Step2 = CALCULATE(_Step1, ALL(Products))
+VAR _Step3 = DIVIDE(_Step1, _Step2)
+RETURN
+    "Sales: " & _Step1 &
+    " | Total: " & _Step2 &
+    " | Pct: " & FORMAT(_Step3, "0.0%")
+```
+
+---
+
+## Contributing
+
+Add new snippets as `.md` files with:
+
+1. **Clear title** - Descriptive name
+2. **Pattern category** - Time, Filter, Iterator, etc.
+3. **Working examples** - Tested DAX code
+4. **Parameter explanations** - What to replace
+5. **Usage notes** - When to use, limitations
+6. **Performance notes** - If relevant
+
+### File Template
+
+```markdown
+# Pattern Name
+
+Description of what this pattern does.
+
+---
+
+## Basic Pattern
+
+\`\`\`dax
+PatternName =
+VAR _Value = SUM(Table[Column])
+RETURN
+    _Value
+\`\`\`
+
+## Variations
+
+### Variation 1
+...
+
+## Usage Notes
+
+- Note 1
+- Note 2
+```