Build smarter columns and dynamic DAX insights.
This course takes existing Power BI users beyond the basics, covering two powerful ways to add calculated data to your reports: creating custom columns in the Power Query Editor, and writing measures using DAX. In the first part, participants will learn how to build new columns directly within the Power Query interface using tools like conditional columns, columns from examples, and simple custom column formulas, all without needing to write M code from scratch. In the second part, the session moves into DAX, where participants will progress from basic aggregations to writing measures that are dynamic, context-aware, and ready for any report layout. Throughout, the focus is on practical techniques that can be applied immediately in the workplace.
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Why Lorman?
Over 39 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Part 1: Custom Columns in Power Query
- Overview of the Add Column Menu and When to Create Columns at the Query Stage
- Column From Examples: Letting Power Bi Infer the Logic From Your Input
- Conditional Column: Building If/Then/Else Logic Without Code
- Custom Column: Writing Simple Expressions Using the Formula Bar
- Combining Text Fields: Concatenating Values to Create New Descriptive Columns
- Extracting Date Parts: Year, Month, Quarter, and Day of Week From Date Fields
- Understanding When to Add a Column in Power Query vs. Using a DAX Calculated Column
Part 2: Calculations and Measures With DAX
- Calculated Columns vs. Measures: When and Why to Use Each
- Introduction to DAX Syntax: Functions, Operators, and Formula Structure
- Core Aggregation Functions: Sum, Average, Count, Counta, Distinctcount
- Understanding Filter Context and Row Context in DAX
- Using Calculate to Override or Extend Filter Context
- Logical Functions: If, Switch, and Building Conditional Measures
- Time Intelligence Functions: Totalytd, Sameperiodlastyear, and Date Table Requirements
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Why Lorman?
Over 39 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on May 13, 2026.
Call 1-866-352-9540 for further credit information.
- IAAP 1.5
- All education that aligns with the CAP Body of Knowledge can be used toward recertification. Lorman Education Services/Noggin Guru believes this course does align and should be counted toward recertification. Please visit IAAP's certification webpage to review recertification details and requirements. https://www.iaap-hq.org/page/CAP_Recertification. Course Length: 1.5.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 39 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Mike Thomas
theexceltrainer.co.uk
- UK-based IT trainer with a career spanning over 30 years
- Has delivered thousands of courses and produced hundreds of written and video-based tutorials
- Subject matter expert in a range of technologies with a primary focus and passion for Microsoft Office®, especially Excel®, on both the Windows and Mac platforms, and Power BI®
- A fellow of The Learning and Performance Institute
- Has worked with, and for many global and UK-based companies, and organizations across a diverse range of industries which includes healthcare, pharmaceutical, and the public sector
- Designs and develops Microsoft Office-based solutions that automate key business tasks, and processes
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Why Lorman?
Over 39 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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