Forum Discussion
Question: Is it possible to segment calculated groups based on categories?
- 1 year ago
Hi Anonymous
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.
Hi Anonymous,
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.