@luquimbo/bi-superpowers 1.0.0

package/library/snippets/dax/calculate-patterns.md

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+# CALCULATE Patterns in DAX
+
+Essential CALCULATE patterns for filtering and context modification.
+
+## Basic Filter Patterns
+
+### Simple Filter
+```dax
+Sales_HighValue =
+CALCULATE(
+    SUM(Sales[Amount]),
+    Sales[Amount] > 1000
+)
+```
+
+### Multiple Filters (AND logic)
+```dax
+Sales_HighValue_2024 =
+CALCULATE(
+    SUM(Sales[Amount]),
+    Sales[Amount] > 1000,
+    'Date'[Year] = 2024
+)
+```
+
+### Filter on Related Table
+```dax
+Sales_Electronics =
+CALCULATE(
+    SUM(Sales[Amount]),
+    Products[Category] = "Electronics"
+)
+```
+
+## ALL Function Patterns
+
+### Remove All Filters
+```dax
+TotalSales_All =
+CALCULATE(
+    SUM(Sales[Amount]),
+    ALL(Sales)
+)
+```
+
+### Remove Filter from One Column
+```dax
+Sales_AllProducts =
+CALCULATE(
+    SUM(Sales[Amount]),
+    ALL(Products[ProductName])
+)
+```
+
+### Remove Filter but Keep Others (ALLEXCEPT)
+```dax
+Sales_KeepCategory =
+CALCULATE(
+    SUM(Sales[Amount]),
+    ALLEXCEPT(Products, Products[Category])
+)
+```
+
+### Percentage of Total
+```dax
+Pct_of_Total =
+DIVIDE(
+    SUM(Sales[Amount]),
+    CALCULATE(
+        SUM(Sales[Amount]),
+        ALL(Sales)
+    )
+)
+```
+
+### Percentage of Category
+```dax
+Pct_of_Category =
+DIVIDE(
+    SUM(Sales[Amount]),
+    CALCULATE(
+        SUM(Sales[Amount]),
+        ALLEXCEPT(Products, Products[Category])
+    )
+)
+```
+
+## FILTER Function Patterns
+
+### Complex Filter Logic
+```dax
+Sales_TopCategories =
+CALCULATE(
+    SUM(Sales[Amount]),
+    FILTER(
+        ALL(Products[Category]),
+        [CategorySales] > 100000
+    )
+)
+```
+
+### Filter with OR Logic
+```dax
+Sales_SelectedRegions =
+CALCULATE(
+    SUM(Sales[Amount]),
+    FILTER(
+        ALL(Geography[Region]),
+        Geography[Region] IN {"North", "South", "West"}
+    )
+)
+```
+
+### Filter on Measure Result
+```dax
+Sales_ProfitableProducts =
+CALCULATE(
+    SUM(Sales[Amount]),
+    FILTER(
+        ALL(Products[ProductName]),
+        [ProfitMargin] > 0.20
+    )
+)
+```
+
+## KEEPFILTERS Pattern
+
+### Add Filter Without Replacing
+```dax
+Sales_Premium_KeepFilters =
+CALCULATE(
+    SUM(Sales[Amount]),
+    KEEPFILTERS(Products[Tier] = "Premium")
+)
+```
+
+### Intersection of Filters
+```dax
+Sales_Filtered_Intersection =
+CALCULATE(
+    SUM(Sales[Amount]),
+    KEEPFILTERS(
+        FILTER(
+            ALL(Products[Category]),
+            Products[Category] IN {"Electronics", "Clothing"}
+        )
+    )
+)
+```
+
+## REMOVEFILTERS Pattern (DAX 2019+)
+
+### Clear Specific Filters
+```dax
+Sales_NoProductFilter =
+CALCULATE(
+    SUM(Sales[Amount]),
+    REMOVEFILTERS(Products)
+)
+```
+
+### Clear Column Filter
+```dax
+Sales_NoYearFilter =
+CALCULATE(
+    SUM(Sales[Amount]),
+    REMOVEFILTERS('Date'[Year])
+)
+```
+
+## USERELATIONSHIP Pattern
+
+### Activate Inactive Relationship
+```dax
+Sales_ByShipDate =
+CALCULATE(
+    SUM(Sales[Amount]),
+    USERELATIONSHIP(Sales[ShipDate], 'Date'[Date])
+)
+```
+
+### Compare Order vs Ship Date
+```dax
+Sales_Variance_OrderVsShip =
+VAR _ByOrderDate = SUM(Sales[Amount])
+VAR _ByShipDate =
+    CALCULATE(
+        SUM(Sales[Amount]),
+        USERELATIONSHIP(Sales[ShipDate], 'Date'[Date])
+    )
+RETURN
+    _ByOrderDate - _ByShipDate
+```
+
+## CROSSFILTER Pattern
+
+### Change Filter Direction
+```dax
+ProductCount_BySales =
+CALCULATE(
+    DISTINCTCOUNT(Products[ProductID]),
+    CROSSFILTER(Sales[ProductID], Products[ProductID], BOTH)
+)
+```
+
+### Disable Relationship
+```dax
+Sales_IgnoreProductRelation =
+CALCULATE(
+    SUM(Sales[Amount]),
+    CROSSFILTER(Sales[ProductID], Products[ProductID], NONE)
+)
+```
+
+## Context Transition
+
+### Row Context to Filter Context
+```dax
+-- In a calculated column or iterator
+SalesForThisProduct =
+CALCULATE(SUM(Sales[Amount]))
+-- Converts current row context to filter context
+```
+
+### EARLIER for Nested Row Context
+```dax
+-- In a calculated column
+RunningTotal =
+CALCULATE(
+    SUM(Sales[Amount]),
+    FILTER(
+        ALL(Sales),
+        Sales[Date] <= EARLIER(Sales[Date])
+    )
+)
+```
+
+## Virtual Tables
+
+### CALCULATE with SUMMARIZE
+```dax
+Sales_TopMonths =
+CALCULATE(
+    SUM(Sales[Amount]),
+    TOPN(
+        3,
+        SUMMARIZE(
+            Sales,
+            'Date'[MonthYear],
+            "@MonthlySales", SUM(Sales[Amount])
+        ),
+        [@MonthlySales],
+        DESC
+    )
+)
+```
+
+### CALCULATE with TREATAS
+```dax
+Sales_MatchingProducts =
+CALCULATE(
+    SUM(Sales[Amount]),
+    TREATAS(
+        VALUES(BudgetProducts[ProductID]),
+        Products[ProductID]
+    )
+)
+```
+
+## Usage Notes
+
+- CALCULATE is the most important DAX function
+- Always prefer simple column filters over FILTER when possible (better performance)
+- Use FILTER for complex conditions or when filtering on measures
+- ALL removes filters; REMOVEFILTERS is more explicit (same result)
+- KEEPFILTERS intersects filters instead of replacing them