Calculation groups & Column Hierarchy

[PierreL69]

Hi the community,

Not sure if I posted in the right section.

Anyway I opening this conversation beacuse I did not find any related topic through the research I did.

I have created a calculation groups which work perfectly fine, I have a matrix visual with several columns or level.

When I go to the lowest level of data everything is working fine, but when I decide to go up in the column hierachy I am loosing my calculation group

So here my data in the column + calculation group (red)

And below my matrix visual setup at the lowest level in the column hierarchy with my calculation group visible (green)

but if I go up just one level I am lossing my calculation group :

Is there a way to keep the calulation group at every level of the column hierarchy ?

like the below screenshot but to do that I had to delete the month level in the column hierarchy

It could be a good things to have an option to keep always visible the calculation group at the lowest level to have it always visibile when you go up in the column level

thanks for your helps

Thanks

[Ahmed-Elfeel]

Hi @PierreL69,

I have 3 Approaches For you 😀❤️

First One : Enable "Show Items with No Data"

• Select your matrix visual

• Go to Format pane → Values section

• Turn ON "Show items with no data"

• This often forces Calculation Groups to appear at all levels

Second Approach: 

• Instead of using the automatic date hierarchy, add columns individually, In your matrix columns field:

Year
Quarter  
Month
Calculation Group

• This creates a flat structure where the Calculation Group is always visible at every level.

Third Approach : 

• Modify your calculation items to handle different hierarchy levels (DAX):

Sales Amount Calc = 
SWITCH(TRUE(),
    ISINSCOPE('Date'[Month]), [Sales Amount],
    ISINSCOPE('Date'[Quarter]), [Sales Amount],
    ISINSCOPE('Date'[Half]), [Sales Amount],
    [Sales Amount]
)

Bonus Approach : 

• Create a field parameter for your time hierarchy and use it alongside the Calculation Group in columns.

if this post helps, then I would appreciate a thumbs up and mark it as the solution to help the other members find it more quickly.