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
๐ง DAX Calculations You Can Add
Below are key measures and when to use a Measure vs a Calculated Column:
โ Use Measures when:
- The value depends on filter context (e.g., slicers, rows in visuals).
- Youโre aggregating data (SUM, AVERAGE, etc.).
- You want dynamic recalculations.
๐งฑ Use Columns when:
- You need a row-by-row calculation that doesnโt change with filters.
- Used in slicers, grouping, or filtering logic.
- Static values (e.g., profit margin per transaction).
๐งฎ 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]))
๐งฑ 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])
๐ฆ Rule of Thumb:
| Task | Use |
|---|---|
| Aggregation by filters | Measure |
| Static per row values | Column |
| KPIs in cards | Measure |
| Slicers/grouping | Column |
