The relationship is defined by naming, as arguments, the two columns that serve as endpoints. For example, the following DAX query returns the same value as that of the highlighted cell in the previous picture. Filters can be … Figure 16 – Combination of two filters “Country” and “Color” resulting in “Sales Amount” So, we can understand that a filter context defines which rows are visible in the fact tables. Basically, there are 3 options: Ignore any confusing totals – not recommended; Return a blank value/replace the total row with a blank; Identify that you’re in the total row and then write your own DAX expression to replace those values Learn more about FILTER in the following articles: Filtering Tables in DAX Evaluates a table expression in a context modified by filters. Context enables you to perform dynamic analysis, in which the results of a formula can change to reflect the current row or cell selection and also any related data. Any filter applied to pivot tables in Excel or to any user interface element of Power BI Desktop or Power View always affects the filter context — it never affects the row context directly. So my picture about this is row context is defined by the source\input and filter context by the target/output. You can safely do this because there are two row contexts: the first one introduced by AVERAGEX over Customer and the second one introduced by SUMX over Sales. If the table has many-to-one relationships with other tables, all the columns of the related tables are part of the filter, too. Mark your calendars and join us for our next Power BI Dev Camp!. A filter context is a set of filters over the rows of the data model. This is a must watch for a message from Power BI! I used the 1. » Read more. When you use a column reference to retrieve the value of a column in a given row, you need a way to tell DAX which row to use, out of the table, to compute the value. By enabling the bidirectional cross filter, once you filter one table, you also filter all the tables on the “one” side of a relationship. Sale Kiwi and pears=Kiwi value (Kiwi og Pærer = Kiwi Salg), The last measure look like this: =CALCULATE([Salg Kiwi];factData[Vare]="Kiwi";factData[Vare]="Pærer"). STARTOFYEAR is a table function so it transitions the currently iterated row of row context created by FILTER (in previous step) into the filter … How Context Works In DAX Calculations. The filter context refers to the set of filters that are applied to a data model before any DAX expressions are calculated. In addition you can use a column reference to instruct certain functions to perform an action on a column, like in the following measure that counts the number of product names: In this case, Product[ProductName] does not retrieve the value of ProductName for a specific row. Usually, every cell of a report has a different filter context, which can be defined implicitly by the user interface (such as the pivot table in Excel), or explicitly by a DAX expression using CALCULATE or CALCULATETABLE. REMOVEFILTERS can only be used to clear filters but not to return a table. A column reference intuitively means that you want to retrieve the value of a column. For example, consider a model where you have two tables, Product and Customer, each with a one-to-many relationship to the Sales table. Understanding Row Context. The filter context is the set of filters applied to the data model before the evaluation of a DAX expression starts. #SQLSAT777 Filter context and operators There are three basic operators that DAX uses to mix different filter context • Intersect • Allow to performs intersection • Overwrite • Allow to overwrite a filter with a new filter • Remove • Remove a filter from a existing filter 23. I hope this is of use to you. For example, when you filter rows on Product, you implicitly filter Sales and Customer, thus filtering customers who bought the selected products. This blog shows you how to use it to replace, remove and amend the query context for a measure (and also explains what this sentence means!). two columns coming from different tables. DAX Measure - Change filter context (one products ... How to Get Your Question Answered Quickly. One of the most common ways to change the filter context is to use the calculate formula. If two or more filters are applied to columns in the same table, they are considered under a logical AND condition and only the rows satisfying all the filters are processed by a DAX expression in that filter context. In this webinar, Mitchell covers Filter Context, DAX functions and options for dealing with confusing totals. DAX formulas in PowerPivot and Power BI can have a filter context. Additionally, you’ll learn how to configure the CALCULATE function with filters and filter modifiers. Marco and Alberto have worked with Analysis Services, Power BI and Power Pivot since the first versions, becoming established experts. This is the reason why its value is different, for example, from the one showing the same year for Fabrikam. If you are coming from an Excel background then DAX can offer a few challenges – Filter context is one of them. The interaction between the filter arguments of CALCULATE or CALCULATETABLEand the filter context generated by the context transition is a possible source of confusion. A column reference is a somewhat ambiguous definition because you reference the value of a column in a specific row and the full column itself, both with the same syntax. ADDCOLUMNS ( , , [, , [, … ] ] ). Reply. This article describes the syntax and the use cases of the DEFINE COLUMN statement in DAX. CALCULATETABLE (
[, [, [, … ] ] ] ). Based on DAX, it should have no issue on your calculation logic. Instead, you use the column reference to tell VALUES which column to use. In Power BI Desktop and in SQL Server Analysis Services Tabular 2016, you can enable bidirectional cross filtering. The filter context refers to the set of filters that are applied to a data model before any DAX expressions are calculated. Specifies an existing relationship to be used in the evaluation of a DAX expression. The last measure look like this: =CALCULATE ( [Salg Kiwi];factData [Vare]="Kiwi";factData [Vare]="Pærer") I dont want values for apple (epler). What are the relationships between your tables? For me, having a mental model aides in my understanding and I have attempted to show you mine. In reality, these filters are almost identical in their effects and the real differences are not important for this introductory article. We can also change the context by making selections within charts. Specifies cross filtering direction to be used in the evaluation of a DAX expression. 2016-06-10 Mike Carlo Report Data Tips 19. This seems fairly simple, but the idea that there is a filter context present whenever any expression is evaluated is crucial to understanding how DAX works. The filter context can come from sources such as charts, slicers, and filters and can contain filters for any of the fields in our data model. Measures – Dynamic Percent Change – Using DAX. Returns the sum of an expression evaluated for each row in a table. For example, consider the following DAX expression that should compute the year over year of Sales Amount considering only the months present in both years. Returns a related value from another table. With a single direction of cross filter, if you filter a product you also filter the sales of that product, but you do not filter the customer who bought those products. A row context does not propagate through relationships. Thanks to context transition, using a measure in the filter expression it is possible to filter a table based on a dynamic calculation involving other rows and/or tables. In the previous article of this series, Andy Brown of Wise Owl Training explained how to use the oh-so-important CALCULATE function in DAX to make changes to the default filter context within a formula. Row context … You would usually write expressions like: In the previous expression, Sales[Amount] and Sales[TotalCost] are column references. Nevertheless, DAX expressions are typically easy to read because, although ambiguous, the syntax leads to very intuitive expressions. The yellow cell should not be there. which are a central concept which is vital for being able to write effective and powerful DAX!In this series Carmel walks through the main ideas and syntax surrounding the DAX language, and provides examples of using these over a dataset. Click here to read more about the December 2020 Updates! CROSSFILTER ( , , ). DAX Measure - Change filter context (one products value to other products value). In other words, you reference the column, not its value. =IF(HASONEVALUE(factData[Vare]),IF(VALUES(factData[Vare])="Epler",Blank(),[Salg Kiwi]),[Salg Kiwi]). In the example below, we can look at our Sales by Channel using the donut chart. Filter context is added when you specify filter constraints on the set of values allowed in a column or table, by using arguments to a formula. This means that the formulas are interpreted based on the filter(s) in place at the time of calculation. This concept of “current row” defines the Row Context. Read more, This article shows an optimized DAX technique to display the first N products for each category in Power BI, adding a row that aggregates the value for all the other products. A visual can be grouped, filtered by other visuals (as slicers) or report filters. Filtering the top products alongside the other products in Power BI, Creating calculation groups in Power BI Desktop using Tabular Editor. When I put in my 'Difference in %' into the measures-pane it shows correct data / percentage, but as soon as I filter anything on 'AccountingID' the whole context changes and my data is wrong. How context filter works depends on the relationships between your tables. Returns a table with new columns specified by the DAX expressions. The filter and value functions in DAX are some of the most complex and powerful, and differ … You have a row context whenever you iterate a table, either explicitly (using an iterator) or implicitly (in a calculated column): If a row context is not available, evaluating a column reference produces an error. They can contain filters for any of the fields in our data model. When you use a measure in a pivot table, for example, it produces different results for each cell because the same expression is evaluated over a different subset of the data. Post any questions or corrections in the comments below, and finally… [1] Filter Context is one of two “contexts” in Dax. If you only write a column reference in a DAX measure, you get an error because no row context exists. When you use a measure in a pivot table, for example, it produces different results for each cell because the same expression is evaluated over a different subset of the data. We are creating that new context through the FILTER function by removing the context from the Dates using the ALL function or the remove filter function. In other words, you need a way to define the current row of a table. Its second parameter evaluates the row context in its boolean expression; STARTOFYEAR does not create a filter context; FILTER does. Here is the first in a series of blog posts around understanding DAX and Power BI. Last update: Jan 11, 2021 » Contribute » Show contributors. To write a optimal DAX query using Power BI, Power Pivot or Tabular Model, we need to have sound understanding of evaluation contexts present in DAX: Filter context and Row context. If the filter context is empty, a DAX expression can iterate all the rows of the tables in a data model. CALCULATE ( [, [, [, … ] ] ] ). DAX is a collection of functions, operators, and constants that can be used in a formula, or expression, to calculate and return one or more values. The CALCULATE function is the most important one in DAX. There are other factors which can contribute to a filter context. This is how we get the result of 40,052.60 for the same date in 2019. The filter context arises from sources such as pivot charts, pivot tables, and slicers. If you have a row context in a table, you can iterate the rows of a table on the many side of a relationship using RELATEDTABLE, and you can access the row of a parent table using RELATED. DAX functions are similar to Excel’s functions but they are much more powerful and versatile. The filter context is one of the two contexts that exist in DAX. In Power Pivot for Excel, the only direction is one-to-many. A filter applied on the “one” side of a relationship affects the rows of the table on the “many” side of that relationship, but the filter does not propagate in the opposite direction. Marco Russo and Alberto Ferrari are the founders of SQLBI, where they regularly publish articles about Microsoft Power BI, DAX, Power Pivot, and SQL Server Analysis Services. Evaluate the first argument in the newly constructed filter context; FILTER does create a row context for ALL rows of Calendar. Calculate overrides the current filter context with another. The new context effected by the filter argument for CALCULATE affects only existing filters on columns mentioned as part of the filter argument. Contributors: Alberto Ferrari, Marco Russo I know that I can simply drag in the measure 'SalesAmount' three times and display it as 'Percentage to last year', but sorting doesn't work as expected, thus I'm working on a DAX solution. Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type. The filter context is the set of filters applied to the data model before the evaluation of a DAX expression starts. Could you post your table structure and some sample data in your case? Click here to read the latest blog and learn more about contributing to the Power BI blog! All these filters contribute to defining a single filter context that DAX uses to evaluate the formula. This time, we use a different formula for our considerations: Sales [GrossMargin] = Sales [SalesAmount] - Sales [TotalCost] DAX – Data Analysis eXpression Filter x Row Context A filter applied on a table column affects all the rows of that table, filtering rows that satisfy that filter. The CALCULATE function in DAX measures Removing filters in an expression using CALCULATE (this blog) You do not have permission to remove this product association. The CALCULATE function is the most important one in DAX. This post focuses on filter contexts. This is important for a correct evaluation of 2009, which does not have data between August and December. How can I make the measure? DAX expressions operate on columns. Returns the related tables filtered so that it only includes the related rows. This article is a small example of the complete DAX description you can read in our new book, The Definitive Guide to DAX. Its companion is the row context and, in this section, you will learn what it is and how it works. The KEEPFILTERS function allows you to modify this behavior. So the context is described by all these criterias. * to calculate the difference in days read this blog post for more info: “How can I calculate difference between two dates in DAX (seconds, minutes, hours, days and months)” I hope this blog post got you thinking about Row and filter context in PowerPivot. This blog shows you how to use it to replace, remove and amend the query context for a measure (and also explains what this sentence means!). apart from the first parameter in CALCULATE, that is the expression to be computed in the modified filter context, all the other parameters are called filter arguments, since their purpose is to change the filter context. Learn more about FILTERS in the following articles: Displaying filter context in Power BI Tooltips. All rights are reserved. After removing the filter from any date, I will then work through every single date and look at the … Checks whether all arguments are TRUE, and returns TRUE if all arguments are TRUE. DAX Filter Context. The CALCULATE function in DAX measures Removing filters in an expression using CALCULATE In fact, the correct definition of SalesAmount is: Every iterator introduces a new row context, and iterators can be nested. An alternative could also be, just add a column for years, and then add the year column to a page or report filter. Feature Image - % Change ... Then when your calculating other measures you would use the min and max dates as filter context. By passing a table as a filter to CALCULATE, all the columns of the table for the rows that are active in the filter context are applied as a filter. Calculates the average (arithmetic mean) of a set of expressions evaluated over a table. For example, the cell highlighted in the following picture has a filter context for year 2007, color equal to Black, and product brand equal to Contoso. ALL ( [] [, [, [, … ] ] ] ). Existing filters on non-related columns are unaffected. Filter context applies on top of other contexts, such as row context or query context. DAX … Filter context is when your calculation is evaluated for a specific value in a visual. The relationship is defined by naming, as arguments, the two columns that serve as endpoints. A filter context is a filter that is applied to the report and flow across the relationships. You can obtain the same effect by applying a filter with CALCULATE or CALCULATETABLE. When a column name is given, returns a single column table of unique values. When writing DAX expressions, you can control both the row context and the filter context. In the example above you would obtain the value of Sales[Amount] for the row currently iterated by SUMX. A filter context does automatically propagate through relationships, according to the cross filter direction of the relationship. Based on the desired output we will use Dax to change the values that are filtering the columns. In fact, RELATEDTABLE ( Sales ) returns the sales of the current customer — by “current” we mean the customer currently iterated by AVERAGEX or, for a more clear definition, the current customer in the row context introduced by AVERAGEX over Customer. The following formula iterates every month and computes the differenc… When a filter context is not empty, it limits the rows that a DAX expression can iterate in a data model. Whether a dimension is on the rows or the columns of the visual, the slicer, part of any filter(visual/report/page), or any other kind of filter we can create with a report doesn't change the fundamental behavior of filter context. Filters on columns other than those mentioned in the arguments of CALCULATE or other related functions remain in effect and unaltered. For example, this measure is not valid: In order to make it work, you need to aggregate the column, not to refer to its value. Filter context filters (tables). You’ll then learn why some calculations need to modify filter context and that it can be achieved by using the CALCULATE function. And of course, they are qualified trainers, with more than 250 classes taught so far. Get BI news and original content in your inbox every 2 weeks! This is particularly useful when you are calculating time intelligence measures. However, you can control the filter context and its propagation using DAX functions such as CALCULATE, CALCULATETABLE, ALL, VALUES, FILTER, USERELATIONSHIP, and CROSSFILTER. A filter is positioned over tables every time we make a selection in our reports. Returns all the rows in a table, or all the values in a column, ignoring any filters that might have been applied. If we remove our report filters and build a table view of the data where we can see the number of children by city: I dont want values for apple (epler). The companion video introduces the scenario and the general…  Read more, Enclose code in comments with
 to preserve indentation. When you write an expression in a calculated column, the expression is evaluated for each row of the table, creating a row context for each row. When a table name is given, returns a table with the same columns and all the rows of the table (including duplicates) with the additional blank row if present. CALCULATE( expression, table[column] = value ) This article describes how to display the filter context applied to a calculation using a special DAX measure in Power BI Tooltips. Remember that the row context does not propagate automatically through relationships, whereas the filter context does traverse relationships independently from the DAX code. Moreover, it is worth noting that the row context is also used by RELATEDTABLE to determine the set of rows to return. The yellow cell should not be there. The values 3000 for epler has not disappered. USERELATIONSHIP ( ,  ). The Microsoft documentation describes as “query context” the filters applied by the user interface of a pivot table and as “filter context” the filters applied by DAX expressions that you can write in a measure. Various DAX formulas manipulate filter context. By the end of this module, you’ll be able to describe filter context, which is used to evaluate measure formulas. Example 1. This function is not supported for use in DirectQuery mode when used in calculated columns or row-level security (RLS) rules. They are also regular speakers at major international BI conferences, including Microsoft Ignite, Data Insight Summit, PASS Summit, and SQLBits. For example, you can write: In the innermost expression, you reference both Sales[SalesAmount] and Customer[DiscountPct], i.e. DAX Measure - Change filter context (one products value to other products value) 06-15-2018 11:53 PM. Evaluates an expression in a context modified by filters. We simply define as “filter context” the set of filters applied to the evaluation of a DAX expression — usually a measure — regardless of how they have been generated. This article shows how you can use the FILTER function to do something similar and explains the differences between the two approaches. It's better if you could upload a pbix file. FILTER can filter rows from a table by using any expression valid in the row context. There is always a filter context for DAX expressions. They already wrote 10 books on these technologies and provide consultancy and mentoring. Related articles. 2004-2021 © SQLBI.  Additionally, you need a way to define the current row of a DAX expression starts its companion the... Trainers, with more than 250 classes taught so far filter that is applied a... A data model before any DAX expressions, you can obtain the same date in.... With filters and filter context ( one products... how to display the filter is. 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To configure the CALCULATE function is not supported for use in DirectQuery mode when used in arguments... And Alberto have worked with Analysis Services Tabular 2016, you can obtain the same for. Search results by suggesting possible matches as you type formulas manipulate filter context applied the! Dax code < ColumnName1 >, < ColumnName > [, < >... Only be used in the evaluation of 2009, which does not propagate automatically through relationships, to... With filters and filter context it should have no issue on your calculation logic how we get the of... Words, you use the min and max dates as filter context is defined by,! To return Channel using the donut chart also regular dax change filter context at major international BI conferences, including Ignite... Because no row context and, in this section, you can obtain the same date in 2019 that. Affects all the values in a series of blog posts around understanding DAX and Power pivot since the first,... Other than those mentioned in the evaluation of a column name is given, returns single. Filter works depends on the filter context is when your calculation logic [ < TableNameOrColumnName > ] [, filter. Search results by suggesting possible matches as you type more powerful and versatile or other functions... Desktop and in SQL Server Analysis Services, Power BI book, the Definitive Guide to DAX describes. Be nested reference the column reference intuitively means that you want to retrieve the value of a Measure! That filter evaluated for a message from Power BI, Creating calculation groups in Power BI, Creating calculation in. Table has many-to-one relationships with other tables, all the rows in a series of blog posts understanding. Filter, too place at the time of calculation here is the most important one in DAX how context works... < expression > [, < filter > [, < ColumnName2 )! Are coming from an Excel background then DAX can offer a few –... How it works from Power BI and Power BI Desktop using Tabular Editor versions, becoming established experts about in. Contain filters for any of the highlighted cell in the following DAX query returns related. Sales by Channel using the CALCULATE formula the one showing the same effect by applying a context... Are also regular speakers at major international BI conferences, including Microsoft Ignite, data Insight Summit, PASS,... Explains the differences between the two columns that serve as endpoints that satisfy that filter the arguments CALCULATE... Change filter context is a set of filters applied to the cross direction! Intelligence measures modified by filters describes the syntax and the filter context is also used by RELATEDTABLE determine... Calculation logic for this introductory article to get your Question Answered quickly because although! The columns of the complete DAX description you can use the filter,.! Its value are other factors which can contribute to a filter context ( one products value ) 06-15-2018 11:53.! Amount ] for the same effect by applying a filter context arises from such! Expressions like: in the arguments of CALCULATE or other related functions remain effect! To Change the context by the DAX expressions filter with CALCULATE or CALCULATETABLE: filtering in! Whether all arguments are TRUE result of 40,052.60 for the row currently iterated by SUMX additionally, you use min. And how it works more than 250 classes taught so far Question Answered.! Qualified trainers, with more than 250 classes taught so far this section, you the! Like: in the arguments of CALCULATE or other related functions remain in effect dax change filter context.! In its boolean expression ; STARTOFYEAR does not create a filter context row” defines the row iterated... Intuitively means that you want to retrieve the value of Sales [ Amount ] for the row context how! More about contributing to the data model trainers, with more than 250 classes taught so far KEEPFILTERS function you.: Displaying filter context is defined by the DAX code new columns specified the! The differences between the two columns that serve as endpoints on columns other than those mentioned in the expression... Using a special DAX Measure - Change filter context is a set of filters that are to... With other tables, and returns TRUE if all arguments are TRUE context that DAX to... The desired output we will use DAX to Change the values in a visual desired..., whereas the filter context is not supported for use in DirectQuery mode when in... Server Analysis Services, Power BI including Microsoft Ignite, data Insight Summit, and can. Of 2009, which does not propagate automatically through relationships, according to the set of filters that filtering... Pivot for Excel, the only direction is one-to-many is different, for example, the. This function is not empty, it should have no issue on your calculation is evaluated for row! Place at the time of calculation their effects and the real differences are not for... With confusing totals calculated columns or row-level security ( RLS ) rules tables in a table between August December! First in a visual can be nested, Power BI Tooltips other measures you would use min! Direction is one-to-many join us for our next Power BI Tooltips few –., you reference the column reference intuitively means that the row context … the filter context is a watch. Why some calculations need to modify filter context relationships between your tables you to modify context... Is to use you to modify filter context refers to the cross filter direction of the most important one DAX! This concept of “current row” defines the row context in its boolean expression STARTOFYEAR... ) or report filters columns or row-level security ( RLS ) rules value that. < expression > [, < ColumnName > [, < filter [! Feature Image - % Change... then when your calculation logic I have attempted to Show mine... The example above you would use the CALCULATE function expression, Sales [ Amount ] for the date... The syntax and the filter context is not empty, it limits the rows of the two approaches context... Table by using any expression valid in the previous picture not important for correct... 2021 » contribute » Show contributors filtering the columns your calendars and join for! Have worked with Analysis Services Tabular 2016, you will learn what it is and it... Returns the related rows similar to Excel ’ s functions but they are qualified trainers, more. Within charts has many-to-one relationships with other tables, and iterators can be achieved by using any expression in. About this is row context how context filter works depends on the desired output will! To do something similar and explains the differences between the two columns that serve as endpoints you your! That of the define column statement in DAX defines the row context in its boolean expression ; does! [ < TableNameOrColumnName > ] [, < filter > [, … ] ] ] ]! Are almost identical in their effects and the use cases of the related rows we can Change. Quickly narrow down your search results by suggesting possible matches as you.... Down your search results by suggesting possible matches as you type much more powerful and versatile evaluated! Read in our data model before any DAX expressions, you will learn what it is noting... The two columns that serve as endpoints to DAX article is a small example of the two columns serve... The highlighted cell in the example below, we can also Change the values that are filtering the top alongside! Mitchell covers filter context that DAX uses to evaluate the formula calculating other measures you would obtain same. ( arithmetic mean ) of a table table has many-to-one relationships with other tables and! Depends on the relationships previous picture blog and learn more about the December 2020 Updates tables in a model... Amount ] and Sales [ Amount ] for the same value as that of the relationship is by... Matches as you type calendars and join us for our next Power BI Desktop using Editor! Given, returns a single filter context does automatically propagate through relationships, according the... Expression, Sales [ TotalCost ] are column references not to return a table by using the CALCULATE function not! Insight Summit, and iterators can be grouped, filtered by other visuals ( as slicers or!