Calculated Groups and Dynamic Measure Selection

[Mark_Holland_GD]

Hi,

I have a PBIX file that currently has almost 700 measures. A lot of these are duplications of the same set up for things like FYTD, PFYTD, Rolling 12 Months, etc. These time intelligence measures have the same set up, regardless of the measure they're pointed to.

I've looked at calculated groups as a way to reduce this down. However I want to know if there's a way to use this a bit more dynamically. For example, let's say I have the following measures calculated monthly - I make measures for these rather than adding the field directly to a visual:

• Digital Leads
• Total Active Clients
• Service Responsiveness

In a matrix layout, I would like to show the following:

• Digital Leads
• Digital Leads FYTD
• Total Active Clients
• Service Responsiveness Rolling 12 Months

There may be a need for me to have Digital Leads PFYTD added a some point, so I would want to have this ready to go in case it needs to be swapped out.

How can I use Calculation Groups dynamically to help me achieve this? If Calculation Groups is not the best way, is there another where I can set up a reference calculation for others to use, which will reduce down the number of measures I have and hopefully improve performance?

Thanks,

Mark

[parry2k]

@Mark_Holland_GD Calculation groups is the way to go and what you have mentioned is what calculation groups get used for. I have tons of videos on my YT channel which talks about various uses cases of calculation groups, and specially more about what kind of things one should take care of when using calculation groups. I would highly recommend to review this playlist and make use of it. Here is the link to the playlist: https://www.youtube.com/playlist?list=PLiYSIjh4cEx2s8-jXBhv5aCu5_6F9zQ3I

BTW, Calculation groups are one of my favourite topic when it comes to Power BI, hence so many videos 🙂

[Mark_Holland_GD]

Thanks @parry2k ,

Is there a specific video you have the addresses what I'm trying to achieve?

[Mark_Holland_GD]

Here's an example of what I mean @parry2k :

In this example, I have multiple measures added to this matrix. You'll see Digital Leads as a monthly value from the original measure, then Digital Leads for FYTD. Then at the bottom of the screen we have Service Responsiveness as a rolling 12 months. So the value in the month column is specific to each measure.

How can I do this?

[Anonymous]

Hi @Mark_Holland_GD ,

Please review the following links, check if the field parameter or dynamic selection can get your requirement:

How to dynamically switch between measures in Power BI visuals with Field Parameters

How to Use Power BI Field Parameters for Dynamic Visuals

Dynamically change visual value based on slicer value selection - Power BI Docs

Measure Selection in Power BI

Best Regards

[Mark_Holland_GD]

Hi @Anonymous ,

Thanks for sending this over. I'm familiar with Field Parameters and have been using them for a while. 

My request isn't relating ot Field Parameters. I'm focusing on Calculated Groups and how I can be more specific with the values that I show. For example, rather than having a CG for FYTD that affects all measures in my matrix visual, I want to be able to decide which measures show FYTD and which don't, as per the image I attached.

Do you know if this is possible?