Putnam Analytics by Saratoga Labs
PUTNAM ANALYTICS RESOURCE HUB

Everything You Need to Master Power BI

21 expert resources from Putnam Analytics, organized by skill, role, and learning path.

DAX functions to know first

  • CALCULATE()Change the filter context a measure evaluates in
  • SUM()Add up a numeric column
  • COUNT()Count rows that contain a value
  • FILTER()Return a subset of a table
  • RELATED()Pull a value across a relationship
  • ALL()Ignore filters — the basis of most percentage-of-total measures
  • RANKX()Rank rows by an expression

Which chart, and when

  • Bar chartCompare categories against each other
  • Line chartShow a trend across time
  • Pie chartPart-to-whole, only with a handful of slices
  • Scatter plotLook for a relationship between two numbers
  • Table / matrixDetail people need to read row by row

Shortcuts worth the muscle memory

  • Ctrl + DSelect the next matching occurrence
  • Ctrl + Shift + LSelect every occurrence at once
  • Alt + Shift + ↓Copy the current line down
  • Ctrl + K, Ctrl + CComment out selected lines

A path from first report to fast reports

The library

Showing 21 of 21 resources

Putnam Analytics Power BI Cheat Sheet

Putnam Analytics · PDF · 17 pages

A branded, downloadable quick-reference covering DAX, operators, data modeling, visuals, transformations, workspaces, and security.

Branded Putnam Analytics edition — download directly from this hub.

IntermediateDAXData modelingVisuals

Best for: Team handouts, New analysts, Print reference

Open resource

Dataquest Power BI Cheat Sheet

Dataquest · PDF · 16 pages

A broad tour of the features that matter first: loading data, building a report, and choosing the right visual.

IntermediateFeatures overviewReport creationData visualization

Best for: Team-wide reference, New analysts, Overview learning

Open resource

DataCamp Power BI Cheat Sheet

DataCamp · Interactive web guide

Walks through your first visualization and the handful of chart types that cover most business questions.

BeginnerVisualization typesDAX basicsData transformation

Best for: Quick lookup while building, Choosing a chart

Open resource

Pragmatic Works Power BI Cheat Sheet for Beginners

Pragmatic Works · Printable poster + PDF

Core concepts and everyday tasks on one wall-friendly sheet — the best single handout for onboarding a team.

BeginnerCore conceptsCommon tasksQuick lookup

Best for: Team onboarding, Office reference, Training

Open resource

Zero To Mastery Power BI Cheat Sheet

Zero To Mastery · PDF + online guide

Focused on Power Query: how to configure loading, shape columns, and keep transformations repeatable.

IntermediatePower QueryData modelingLoad strategies

Best for: Data preparation workflows, Power Query deep dive

Open resource

Microsoft Learn — Power BI with Azure Databricks

Microsoft · Official documentation

Storage modes, query folding, and refresh strategy. The reference to reach for when reports get slow.

Updated regularly — prefer it over blog posts when guidance conflicts.

AdvancedOfficial docsDirectQuery vs ImportIncremental refreshAggregations

Best for: Performance work, Cloud architectures

Open resource

Pragmatic Works DAX Cheat Sheet

Pragmatic Works · Comprehensive reference

The DAX functions you actually reach for, with syntax and the context rules that trip people up.

AdvancedDAX functionsSyntaxBest practices

Best for: DAX authors, Complex measures

Open resource

All the DAX Functions You Need — In One Handy Sheet

Tajamul Khan · LinkedIn post · 520+ reactions

A one-page function index for looking things up mid-build.

IntermediateDAX functionsQuick reference

Best for: Quick DAX lookup

Open resource

Master Power BI DAX with 20 Essential Formulas

Essha Bisen · LinkedIn post

Twenty formulas that cover the majority of real reporting needs.

BeginnerEssential formulasDAX patterns

Best for: Learning core DAX patterns

Open resource

The Ultimate Power BI DAX Cheat Sheet

Apoorva Iyer · LinkedIn post

Compiled from professional project notes — heavier on patterns than syntax.

AdvancedDAX functionsProfessional patterns

Best for: Professional-grade DAX reference

Open resource

Power BI Cheat Sheet — 40+ Definitions Every Developer Must Know

Saumya Agarwal · Medium article

Plain-language definitions for the vocabulary that appears in every Power BI conversation.

BeginnerDefinitionsCore conceptsFunctions

Best for: Developer onboarding, Concept clarity

Open resource

Power BI Visualization Cheatsheet

Mohammed Jameel · LinkedIn post

Which visual to use for which data story, with the common mistakes called out.

BeginnerVisualization typesChart selectionDesign patterns

Best for: Report design decisions, Choosing a chart

Open resource

The Best Keyboard Shortcuts in Power BI (+ free cheat sheet)

Your Own KPI · YouTube · 2 minutes

Two minutes that pay for themselves in the first afternoon of report building.

BeginnerKeyboard shortcutsProductivity

Best for: Productivity, Quick wins

Open resource

Top 3 Power BI Timesaving Tips

Pragmatic Works · YouTube · 2 minutes

Three habits that shorten the loop between question and answer.

BeginnerProductivityTips and tricks

Best for: Time-saving techniques

Open resource

Microsoft Learn — Power Query & data modelling tips

Microsoft · Official documentation

Column from Examples, DirectQuery versus Import, and how to set incremental refresh up properly.

AdvancedOfficial docsPower QueryData modelingRefresh strategies

Best for: Data preparation, Performance optimisation

Open resource

100+ Excel, SQL, Power BI DAX and Pandas Functions

Pradeep M & Shakeer Shaik · LinkedIn post · 1,000+ reactions

The same operation shown four ways — useful when a team spans several tools.

AdvancedExcelSQLDAX

Best for: Multi-tool teams, Function translation

Open resource

Data Analysis Cheat Sheet — one sheet, four tools

Roshani Kumari · LinkedIn post

SQL, Power BI, Excel and Python side by side on a single page.

IntermediateMulti-tool guideSQLExcel

Best for: Multi-tool workflow reference

Open resource

Power BI Cheat Sheet for Data Analytics

Rajat Jain · LinkedIn post · 180+ reactions

Import, Power Query, modelling, DAX basics and time intelligence on one page.

BeginnerData importPower QueryData modeling

Best for: One-page summary for analysts

Open resource

Best Power BI DAX Cheat Sheet (interview edition)

Prem Mandal · LinkedIn post · downloadable PDF

Revision material for interviews — also a fair skills check for existing team members.

AdvancedDAX functionsInterview preparation

Best for: Interview prep, Skill validation

Open resource

Power BI cheat sheet 2026

Ajay Yadav · LinkedIn post

What changed recently, and which older advice no longer applies.

Intermediate2026 trendsBest practices

Best for: Current best practices, New features

Open resource

Power BI visual cheat sheet

Frontlines Media · Social post · 4,600+ likes

A highly shareable single-image summary, good for pinning in a team channel.

BeginnerVisual referenceSharing

Best for: Team distribution, Visual reference

Open resource

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