@luquimbo/bi-superpowers 3.1.1 → 3.2.0

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

@@ -1,276 +0,0 @@
-# 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