@luquimbo/bi-superpowers 3.1.1 → 3.2.0

package/library/snippets/dax/README.md

@@ -1,292 +0,0 @@
-# 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
-```