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masplin's avatar
masplin
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1 month ago
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Grouping Measures into categories

I thought this would be easy, but cant work it out.   I'm trying to replicate this excel report   each line is an unrelated measure, but they related to different parts of the business henc...
  • Prince0011's avatar
    1 month ago

    For this scenario, Field Parameters alone won't give you a true hierarchy/grouping of measures, because the parameter table is designed to select fields/measures dynamically, not to create multi-level group structures.

    A better approach is to use a disconnected table + SWITCH measure pattern (or a calculation group if you have Tabular Editor available).

    Option 1: Disconnected table + SWITCH (common approach)

    Create a table like:

    Objective Measure Name Sort

    Accelerate growth via acquisitionEnquiry Count1
    Accelerate growth via acquisitionQualified Enquiry Count2
    Accelerate growth via acquisitionSQL Count3
    Improve retentionCustomer Count4
    Improve retentionChurn Rate5

    Then create a slicer using Objective and a matrix using Measure Name.

    Create a dynamic measure:

    Selected Metric Value =
    SWITCH(
        SELECTEDVALUE('Measure Selector'[Measure Name]),
        "Enquiry Count", [Enquiry Count],
        "Qualified Enquiry Count", [Qualified Enquiry Count],
        "SQL Count", [SQL Count],
        "Customer Count", [Customer Count],
        "Churn Rate", [Churn Rate]
    )

    Now your matrix can display:

    Objective
       └── Measure Name        Value
           Enquiry Count       120
           Qualified Enquiry  80
           SQL Count           45
    
    Objective
       └── Measure Name        Value
           Customer Count      500
           Churn Rate          5%

    Option 2: Calculation Groups (recommended for enterprise models)

    If you use Tabular Editor, calculation groups provide a cleaner solution because you can manage many measures without creating a very large SWITCH statement.

    You can create:

    • Calculation items for your metrics.

    • Metadata columns for grouping/objectives.

    • Better governance and easier maintenance.

    Option 3: Keep Field Parameters + add a supporting dimension

    You can also keep your existing Field Parameter and create a separate mapping table:

    Field Parameter Item
            |
            |
    Measure Metadata Table
            |
            |
    Objective Group

    Then use the metadata table for grouping/filtering.

    For around 30 measures, I would recommend the disconnected table + SWITCH approach because it is simple, transparent, and easy to maintain. If this grows into hundreds of KPIs across multiple reports, then calculation groups become the better long-term design.

    For more information:

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    Best regards, Prince Singh | Data Science & Microsoft Fabric Enthusiast