5 DAX Business Scenarios for Power BI To Practice

1. Sales Performance Analysis

Scenario:A retail company wants to analyze its sales performance by comparing the current year's sales with the previous year's sales to understand growth trends.

DAX Calculation:

PreviousYearSales = 
CALCULATE(
    SUM(Sales[SalesAmount]),
    SAMEPERIODLASTYEAR('Date'[Date])
)

SalesGrowth = 
DIVIDE(
    SUM(Sales[SalesAmount]) - [PreviousYearSales],
    [PreviousYearSales]
)        

Usage:This helps businesses track yearly sales growth and identify trends.

2. Customer Retention Rate

Scenario: A subscription-based company wants to calculate the retention rate by finding out how many customers from last year have renewed their subscription.

DAX Calculation:

RetainedCustomers = 
CALCULATE(
    DISTINCTCOUNT(Subscriptions[CustomerID]),
    FILTER(
        Subscriptions,
        Subscriptions[SubscriptionYear] = MAX(Subscriptions[SubscriptionYear]) - 1
        && Subscriptions[CustomerID] IN VALUES(Subscriptions[CustomerID])
    )
)

RetentionRate = 
DIVIDE(
    [RetainedCustomers],
    DISTINCTCOUNT(Subscriptions[CustomerID])
)        

Usage:Helps track customer loyalty and forecast future revenue.

3. Employee Productivity Score

Scenario: A company wants to measure employee productivity based on tasks completed and hours worked.

DAX Calculation:

ProductivityScore = 
DIVIDE(
    SUM(Tasks[CompletedTasks]),
    SUM(Tasks[HoursWorked])
)        

Usage: HR and management teams use this to identify top performers and improve workforce efficiency.

4. Inventory Turnover Ratio

Scenario: A manufacturing business wants to calculate how efficiently its inventory is being used by tracking how often stock is sold and replaced.

DAX Calculation:

InventoryTurnover = 
DIVIDE(
    SUM(Sales[SalesAmount]),
    AVERAGE(Inventory[StockValue])
)        

Usage: This helps optimize inventory levels and reduce holding costs.

5. Profit Margin Calculation

Scenario: A company wants to track its profitability by calculating the profit margin as a percentage of total sales.

DAX Calculation:

TotalProfit = 
SUM(Sales[Revenue]) - SUM(Sales[Cost])

ProfitMargin = 
DIVIDE(
    [TotalProfit],
    SUM(Sales[Revenue])
)        

Usage: This metric is crucial for financial planning and pricing strategies.

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