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Calculation Groups: time intelligence for actual vs forecast vs budget

Hi Community,


What I am looking to create is a table/matrix that compares a full P&L for actuals, forecast, budget, and last year's results all of which can be seen on a WTD, MTD, QTD, and YTD basis.


Below is a screenshot of what I am looking to do:


I have all the base and time intelligence written using the measure branching technique. This has been very inefficient because I have a lot of repetitive measures that change a few variables along with the SWITCH measure to create the visual P&L. I believe calculation group(s) would be the most effective strategy to achieve this result.


What is the best approach for this solution? Are multiple calculation groups required?


Thank you!

Community Support
Community Support

Hi @Anonymous ,


//What is the best approach for this solution? Are multiple calculation groups required?

According to your description yes, four calculation groups are needed.


Hope this helps.

DAX Calculation Groups for Time Intelligence

Understanding the interactions between composite models and calculation groups


Best Regards,

Community Support Team


If there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly. If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

How to get your questions answered quickly -- How to provide sample data

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Hi @v-cgao-msft 


Thank you for your response. This was a great article however I could not get the PY and YOY measures to work correctly.


Could you clarify what you mean when you say I need four calculation groups? I assume they would be WTD, MTD, QTD, and YTD. If so, what would this look like in tabular editor?


Thank you!

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