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Hi everyone,
I’m working on a Perfect Store / Perfect Score concept in Power BI, where each retail outlet is evaluated based on several criteria from our Dynamics 365 data — such as Distribution, Shelf Placement, and Secondary Placement.
Each of these topics is handled on a separate Power BI report page, with its own data source tables and logic:
Distribution: based on data from the Distributions table
Shelf Placement: based on data from Business Activities and Promotions
Secondary Placement: based on Orders and Promotions
Each topic has its own measure for goal achievement (target vs. actual).
However, these measures use different Visual-Level Filters that are applied in the Filter pane on each individual Report Page.
Now, I need to calculate one national goal achievement measure that combines all three topics.
The problem is that each topic’s measure depends on its own set of filters (currently set at the visual or page level).
When I try to combine them using DAX (REMOVEFILTERS, CALCULATE, etc.), the results are incorrect because the filter context from the individual report pages is not preserved.
I know I could move all those filters into the DAX measures (e.g., by hardcoding the list of relevant Promotions or Business Units for each topic), but this would mean adding and maintaining dozens of filters directly inside the measures.
Given the complexity and the number of filters, this approach would be very time-consuming and hard to maintain in the future.
I’m looking for the most efficient and low-maintenance approach to achieve the following:
Combine the existing topic-specific goal achievement measures (Distribution, Shelf Placement, Secondary Placement) into a single national measure.
Ensure that the logic for filtering the relevant data (which currently exists as Visual-Level Filters) is either automatically inherited or centrally maintained.
Avoid having to manually rewrite or hardcode all filter conditions in each DAX measure.
Has anyone faced a similar situation where measures are calculated under different visual-level filters, but need to be combined into one aggregated measure?
How did you handle the filter logic in a way that minimizes maintenance effort in the long term?
I would really appreciate your help 🙂
Best regards,
Jan
Hi @JanPBI29,
Thank you for reaching out to the Microsoft Fabric Community Forum. Also, thanks to @tharunkumarRTK, for those inputs on this thread.
Has your issue been resolved? If the response provided by the community member @tharunkumarRTK, addressed your query, could you please confirm? It helps us ensure that the solutions provided are effective and beneficial for everyone.
Hope this helps clarify things and let me know what you find after giving these steps a try happy to help you investigate this further.
Thank you for using the Microsoft Community Forum.
For your scenario I believe "Power BI Goals" feature is the right option. With that you create three different goals in one single score card and link the individual goals with their respective visuals on the report page. You can also set dynamic targets to each goals. There after Power BI will keep tracking the current value of the metric and will be compared agsinst the target value. The benefit is, it will show the trend of the metric value over time on its own with no additional setup requirements.
You should be able to create "National Achievement Measure" by creating a hierarchy grouping the individual KPIs together. This way, you dont need to create a new measure with hard coded filters.
I have written blog explaning the features of Power BI goals, you can give it a read
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Hi @tharunkumarRTK ,
thank you for your fast response. 🙂
However I think that the "Power BI Goals" feature is not exactly what I need.
I want to use the "National Achievement Measure" to show every employee his current target achievement in a Power BI Dashboard :
Best regards,
Jan
Hi @JanPBI29,
Thank you for reaching out to the Microsoft fabric community forum. I tried out the scenario using the sample data, and it worked for me. Below is the outcome which is based on the thread.
outcome:
I am also including .pbix file for your better understanding, please have a look into it.
Hope this clears it up. Let us know if you have any doubts regarding this. We will be happy to help.
Thank you for using the Microsoft Fabric Community Forum.
Hi @JanPBI29,
Just checking in to see if the issue has been resolved on your end. If the earlier suggestions helped, that’s great to hear! And if you’re still facing challenges, feel free to share more details happy to assist further.
Thank you.
Hi @JanPBI29,
Just wanted to follow up. If the shared guidance worked for you, that’s wonderful hopefully it also helps others looking for similar answers. If there’s anything else you'd like to explore or clarify, don’t hesitate to reach out.
Thank you.
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