DOMAIN SPECIFIC FUNCTONS

Domain-Specific Notes:

- Sales & Marketing: Focus on time intelligence, aggregation, and filter functions to analyze trends,
performance metrics, and customer segmentation.

- Finance: Emphasize financial functions, statistical measures, and time-based calculations.

- Operations: Utilize aggregation, logical, and table functions for supply chain management, resource
allocation, and operational efficiency analysis.

- HR Analytics: Use filter, logical, and text functions to segment employee data, analyze performance
metrics, and calculate retention rates.

DOMAIN SPECIFIC DAX FUNCTONS

1. Time Intelligence

- CALENDAR / CALENDARAUTO: Create a date table.

- DATEADD: Shift dates forward or backward by a specified number of intervals.

- SAMEPERIODLASTYEAR: Compare data to the same period in the previous year.

- TOTALYTD: Calculate the year-to-date total.

- DATESYTD, DATESMTD, DATESQTD: Calculate year-to-date, month-to-date,

and quarter-to-date values.

- PARALLELPERIOD: Return a parallel period of time at the specified interval.

- PREVIOUSYEAR, PREVIOUSMONTH, PREVIOUSDAY: Get the previous year, month, or day.

- STARTOFYEAR, ENDOFYEAR: Get the start or end date of the year.

- EOMONTH: Get the end of the month.

2. Aggregation

- SUM: Calculate the sum of a column.

- SUMX: Calculate the sum of an expression over a table.

- AVERAGE: Calculate the average of a column.

- AVERAGEX: Calculate the average of an expression over a table.

 - MIN, MAX: Return the minimum or maximum value in a column.

- COUNT, COUNTA: Count the number of rows or non-blank values.

- COUNTX: Count rows that meet a condition.

- DISTINCTCOUNT: Count the number of distinct values.

3. Filter and Row Context

- FILTER: Return a table filtered by an expression.

- ALL: Remove filters from a table or column.

- ALLEXCEPT: Remove filters from all columns except those specified.

- CALCULATE: Modify the filter context of an expression.

- RELATED: Retrieve related values from another table.

- RELATEDTABLE: Return a table related to the current row.

- EARLIER: Access an earlier row context within a nested row context.

4. Mathematical and Statistical

- ABS: Return the absolute value.

- DIVIDE: Safely perform division, handling division by zero.

- ROUND: Round a number to the specified number of digits.

- RANKX: Rank values in a column or expression.

- PERCENTILEX.INC, PERCENTILEX.EXC: Calculate percentiles over a table.

- MEDIANX: Return the median value of an expression over a table.

5. Text Functions

- CONCATENATE: Concatenate two text strings.

- CONCATENATEX: Concatenate text strings over a table with a delimiter.

- LEFT, RIGHT: Extract a substring from a text string.

- MID: Extract a substring from the middle of a text string.

- FIND: Find the position of a substring within a text string.

- REPLACE: Replace part of a text string with another string.

6. Logical Functions

- IF: Perform a logical test and return one value if true, another if false.

- SWITCH: Evaluate an expression against a list of values and return the corresponding result.

- AND, OR: Perform logical AND or OR operations.

- NOT: Reverse a logical value.

7. Table Functions

- UNION: Combine two or more tables.

- INTERSECT: Return the intersection of two tables.

- EXCEPT: Return the difference between two tables.

- ADDCOLUMNS: Add calculated columns to a table.

- SUMMARIZE: Create a summary table for the requested totals over a set of groups.

- VALUES: Return a one-column table of unique values in a column.

8. Date and Time

- YEAR, MONTH, DAY: Extract the year, month, or day from a date.

- HOUR, MINUTE, SECOND: Extract the hour, minute, or second from a time.

- DATEDIFF: Return the difference between two dates.

- TODAY, NOW: Return the current date or date and time.

- EDATE: Return the date that is the specified number of months before or after a date.

9. Financial

- XIRR: Return the internal rate of return for a series of cash flows.

- XNPV: Return the net present value for a series of cash flows.

- FV: Calculate the future value of an investment.

- PMT: Calculate the payment for a loan based on constant payments and interest rates.
 10. Geospatial

- DISTANCE: Calculate the distance between two geographical points.

- GEOLOCATION: Convert a latitude and longitude to a geographical location.

DOMAIN-WISE DAX FUNCTIONS

1. Sales & Marketing

- CALCULATE: Modifies filter context for specific sales or marketing criteria.

- SUM: Aggregates total sales or revenue.

- DATEADD: Shifts dates to perform week-on-week, month-on-month, or year-on-year comparisons.

- SAMEPERIODLASTYEAR: Compares current period sales to the same period in the previous year.

- RANKX: Ranks products, regions, or campaigns based on performance metrics.

- TOPN: Identifies top-performing products or customer segments.

- DIVIDE: Safely computes percentages like growth rates.

- FILTER: Focuses on specific segments or campaigns.

- AVERAGE: Computes average sales or revenue.

- COUNTROWS: Counts the number of transactions or customers.

- CROSSFILTER: Modifies relationships between sales and product tables.

- IF: Applies conditional logic to calculate metrics like discounts.

- CONCATENATE: Combines text for custom labels or customer insights.

- RELATED: Fetches related data from another table.

- USERELATIONSHIP: Activates inactive relationships between tables.

2. Finance
- CALCULATE: Applies custom filter contexts for financial metrics like profit, loss, or revenue.

- TOTALYTD: Calculates year-to-date metrics for financial statements.

- DATEADD: Compares financial data month-on-month or year-on-year.

- DIVIDE: Safely performs division for financial ratios.

- SUMX: Aggregates financial metrics like net income or expenses.

- RANKX: Ranks departments, investments, or financial entities by performance.

- XIRR: Calculates the internal rate of return for irregular cash flows.

- XNPV: Calculates the net present value of future cash flows.

- AVERAGEA: Calculates averages including non-numeric data.

- MEDIANX: Computes the median of financial metrics.

- LOOKUPVALUE: Retrieves values based on specified criteria.

- SWITCH: Implements complex conditional calculations for expenses or revenue streams.

- ISBLANK: Checks for missing financial data.

- FORMAT: Formats numbers or dates for financial reports.

- EOMONTH: Returns the end of the month for financial period calculations.

- YEAR: Extracts the year from a date for time-based reporting.

3. Operations
- CALCULATE: Adjusts filter contexts to evaluate metrics like order fulfillment or machine efficiency.

- SUMX: Calculates total downtime, defects, or inventory turnover.

- AVERAGEX: Computes averages for operational metrics like lead times or machine utilization.

- FILTER: Isolates specific periods, products, or machines for analysis.

- RANKX: Ranks operational units or suppliers based on performance.

- ALL: Removes filters to calculate overall operational metrics like total production output.

- EARLIER: References previous rows for sequential calculations like lead time analysis.

- COUNTAX: Counts rows meeting certain conditions, like defects or delays.

- ISNUMBER: Checks if a value is numeric for validating data.

- MAXX: Returns the maximum value from a table for metrics like delivery time.

- VALUES: Returns distinct values for filtering operational categories.

- PATH: Returns lineage in a parent-child hierarchy, useful in supply chain hierarchies.

- RELATEDTABLE: Returns a related table for detailed transaction or production data.

- BLANK: Handles missing or incomplete operational data.

 4. HR Analytics
- CALCULATE: Measures HR metrics like attrition rates under specific conditions.

- SUM: Aggregates HR-related metrics like total headcount or compensation.

- DISTINCTCOUNT: Counts distinct employees or HR events like promotions.

- FILTER: Applies conditions to focus on specific departments or roles.

- AVERAGEX: Calculates average performance scores or engagement metrics.

- RANKX: Ranks employees, departments, or job roles by performance or attrition risk.

- DATEADD: Compares HR metrics over different periods, such as year-on-year.

- SWITCH: Implements multiple conditions to categorize employees by risk or performance.

- UNICHAR: Returns Unicode characters for custom formatting in HR reports.

- DATESBETWEEN: Returns dates between specified start and end dates for tenure analysis.

- CONTAINS: Checks if a table contains specific values, useful for filtering employee records.

- NORM.S.DIST: Returns the standard normal distribution for calculating standardized scores.

- ALLSELECTED: Removes filters from the selected context for interactive dashboards.

- HASONEVALUE: Validates data by checking for a single value in a column.

- VAR: Defines variables to simplify complex DAX formulas.

- ISEMPTY: Ensures HR datasets are complete before analysis.