Question: Is it possible to segment calculated groups based on categories?

[PauloRicardo]

Hi,

   There's so many measures in the calculated group that displaying it raw can be messy. YTD, YOY, MTD, QTD... When so many measures are shown, the user can get confused while using it. So, there's a way to categorize all the measures into "YEAR ANALYSIS" or "MONTH ANALYSIS" etc, so the user can select the category and then, select the measure?

I've been trying to categorize my calculated groups into sections, but haven't succeded yet.

Thx.

[rohit1991]

Hi @PauloRicardo,

Yes, it is possible to organize calculated groups into more user-friendly categories, although the method depends on the tool you're using (e.g., Power BI, Tableau, etc.). In tools like Power BI, one approach is to use calculated group hierarchies or field parameters to create a slicer that lets users select a category like "Year Analysis" or "Month Analysis."

Based on the selection, a secondary slicer or dynamic titles can then display only the relevant measures like YTD, YOY, MTD, QTD, etc. While calculated groups themselves don’t support direct categorization in a native folder-like structure, you can simulate this with DAX and conditional logic to create a more intuitive navigation experience. If you're working with Tabular Editor, you might also explore using perspectives or display folders to organize measures for cleaner user navigation. It requires a bit of setup, but it greatly improves user experience.

[v-tejrama]

Hi  @PauloRicardo , 

Thank you for raising this query.

Currently, Power BI Desktop does not support the direct creation or editing of calculation groups. To work with calculation groups  including the addition of calculated columns, you’ll need to use an external tool such as Tabular Editor.

Once your model is open in Tabular Editor, you can add calculated columns to a calculation group table just like you would with any standard table. As mentioned by @OwenAuger, these columns can be useful for grouping or filtering calculation items in report visuals. For example, you might categorize items as "Year Analysis" or "Month Analysis" to make navigation easier for report users.It's important to remember that calculation group tables are not designed to support relationships with other tables in your model. Their main purpose is to dynamically modify measure behavior, not to function as regular dimension or lookup tables.

If this helps, kindly click "Accept as Solution" and give a "Kudos" so others can benefit. Let me know if you need further assistance!

Thank you,

Tejaswi.

[OwenAuger · Accepted solution]

Hi @PauloRicardo 

You can add calculated columns to a calculation group for grouping or filtering purposes.

You can add calculated columns like you would to any other table, using whatever logic is required. However relationships with a calculation group table aren't supported.

See my post here with an example.