Filtering in Measure vs. Visual. Any impact on performance?

[danielboi]

Hello community,

my datamodel is almost setup (only consolidation missing, but already got a lead on how to close this) and now working on the first reports. I am trying to understand if there is a performance difference for the various approaches to define the number shown on a visual.

My reports will be orbiting around financial statements, so mainly aggregation of data and some % calculations.

I figured out that if I want to show in one card for example the actual sales or gross margin I have several ways.

• I take the colum with the values and drop in on the visual. Add filters to the visual for "actual" and the needed "income statement" item I want to show.
• I create a measure with CALCULATE(SUM filtering for actual values only and define the income statement item only
• Define both in the measure

What is the gold standard?

Best regards,

Dan

[amitchandak]

@danielboi , There are a few docs, You need to go around.

Try to avoid bi-directional join. Avoid too many visual on a page.  Make your model is star schema

Best Practices
https://maqsoftware.com/expertise/powerbi/power-bi-best-practices
https://docs.microsoft.com/en-us/power-bi/guidance/power-bi-optimization
https://www.c-sharpcorner.com/article/power-bi-best-practices-part-1/

Also check this if needed

https://community.powerbi.com/t5/Desktop/Traditional-Financial-Statements/td-p/7223

[danielboi]

Hello @amitchandak ,

thanks for the links. Will for sure be a good read.

Model is star schema already!

Have one bi directional join, because I need to run parallel parent child hierarchy to show different orgunits.

Dan