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lherbert501's avatar
lherbert501
Post Prodigy
3 months ago
Solved

Dynamic Calculation Group Item

Hi,   I have a calculation group with 2 items in a matrix.   Is it possible to make the item name dynamic so e.g. the matrix could change with the years?     Thanks
  • Shai_Karmani's avatar
    3 months ago

    Calculation group item names are static and cannot be made dynamic with DAX. They are stored as fixed strings in the model, so the labels you see (25/26, 26/27) will not roll forward on their own.

     

    The standard workaround is to swap the calc group for a small disconnected helper table whose label column is computed from TODAY(). Something like:

     

    FYHelper =

    VAR ThisY = YEAR(TODAY())

    RETURN

    ADDCOLUMNS(

    GENERATESERIES(0, 1, 1),

    "FY Label",

    FORMAT(MOD(ThisY + [Value] - 1, 100), "00") & "/" & FORMAT(MOD(ThisY + [Value], 100), "00")

    )

     

    Put FY Label on the matrix axis where your calc items are now, then in your measure use SELECTEDVALUE on Value to shift the date filter for the right fiscal year. Both the labels and the calculations then roll forward automatically each year.

     

    If this helped, please give a thumbs up and accept it as the solution.

     

    Best,

    Shai Karmani