Tags:

Power BI Financial Sample dataset includes financial fields like:

  • Gross Sales
  • Sales
  • COGS (Cost of Goods Sold)
  • Profit
  • Discounts
  • Units Sold
  • Sale Price
  • Manufacturing Price

๐Ÿ”ง DAX Calculations You Can Add

Below are key measures and when to use a Measure vs a Calculated Column:


โœ… Use Measures when:

  • The value depends on filter context (e.g., slicers, rows in visuals).
  • Youโ€™re aggregating data (SUM, AVERAGE, etc.).
  • You want dynamic recalculations.

๐Ÿงฑ Use Columns when:

  • You need a row-by-row calculation that doesnโ€™t change with filters.
  • Used in slicers, grouping, or filtering logic.
  • Static values (e.g., profit margin per transaction).

๐Ÿงฎ Common Measures (Recommended)

-- Gross Profit (if not already in data)
Gross Profit = SUM('Sheet1'[Sales]) - SUM('Sheet1'[COGS])

-- Gross Profit %
Gross Profit % = 
DIVIDE(
    [Gross Profit], 
    SUM('Sheet1'[Sales])
)

-- Profit Margin
Profit Margin % = 
DIVIDE(
    SUM('Sheet1'[Profit]), 
    SUM('Sheet1'[Sales])
)

-- Average Discount
Average Discount = AVERAGE('Sheet1'[Discounts])

-- Total Revenue (Same as Sales here)
Total Revenue = SUM('Sheet1'[Sales])

-- Revenue per Unit
Revenue per Unit = 
DIVIDE(SUM('Sheet1'[Sales]), SUM('Sheet1'[Units Sold]))

-- COGS per Unit
COGS per Unit = 
DIVIDE(SUM('Sheet1'[COGS]), SUM('Sheet1'[Units Sold]))

๐Ÿงฑ Example Calculated Columns

-- Profit per Unit
Profit per Unit = 
'Sheet1'[Profit] / 'Sheet1'[Units Sold]

-- Discount % of Gross Sales
Discount % = 
DIVIDE('Sheet1'[Discounts], 'Sheet1'[Gross Sales])

๐Ÿšฆ Rule of Thumb:

TaskUse
Aggregation by filtersMeasure
Static per row valuesColumn
KPIs in cardsMeasure
Slicers/groupingColumn