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Share your thoughts on visual calculations (preview)

Hit "Reply" and let us know what you think of visual calculations! To learn more about this feature, please visit the blog post or our documentation.

 

Here are some areas that we'd like to hear about in particular:

  • errors / issues you are experiencing
  • functionality that is missing / does not work as you expected that is not listed as limitations in our documentation.
  • suggestions on governance capabilities
  • sorting behavior of visual and visual matrix

Thanks and we look forward to hearing your feedback!

132 REPLIES 132
Schrage
New Member

Really appreciate this option. Smashing the like-button. Two items that would be super helpful: 

  • Conditional Formatting (looks like you are already tracking that)
  • A way to view the underlying low-level functions so it makes it easy to add to the model. I have a difficult time contextualizing the context in which I want to view things - being able to create a visual using these simple ones would go a long way to helping me execute more efficiently. 

Thanks again - I appreciated your YouTube video!

thank you - can you elaborate a little bit more on the second point maybe? Am I correct in understanding you'd like to see a way for you to see the window function (such as window/offset/index) you'd invoke if you'd wrote the visual calculation as a measure?

Correct, it may not be feasible, but I'll give an example:

  • I have a YoY chart calculating sales by Fiscal Year. Using the SAMEPERIOD function in a measure on the same table, I get slightly different numbers because our fiscal years don't align YoY. 
  • I know there are probably ways to solve for this more efficiently, but I don't own the datasources I am working from and contextually I am a bit lost when it comes to defining the context for the measure I want to see.  
  • In the new visual calculation, I see exactly what I want to see (albeit without conditional formatting yet!).  If I could understand the context around what is happening to get to those numbers, or better yet, a "suggested measure" I could use that measure as an example measure to populate other visuals.

I am a bit of a novice, but I imagine more and more of your users are in a similar boat converting from Excel and trying to contextualize their visuals.  Regardless, this new feature is helpful!

ok, thanks for clarifying. We are thinking about how allow you to "promote" your visual calculation to a model measure, so hopefully that will cover what you are after.

BigRob
Frequent Visitor

looks like it will be a great feature and would make a lot of my reports much simpler but is there any plan to release it for the on premise report server version ?  

It's really dependent on the source you're using - if you are using Analysis Services on premises then it will take a long time for it to be ready there. But eventually, yes, it should be available for report server as well.

Tagging everyone who has specifically mentioned format strings in their feedback - please send me a DM with your email address. I'd like to set up a focus group to discuss our options. If you're interested in this and I didn't tag you, send me a DM as well 🙂

 

@NicEdmonds, @MalinaCS, @pcourtemanche , @zbWorkProfile , @Pim_7890 

NicEdmonds
Helper I
Helper I

I think this will eventually be a great feature, however I don't see this as very usable at the moment.  The fact that you can't format the calculations, e.g. you give the ability to use template for % of total, but not able to format that instictively as a percentage. Yes I use FORMAT, however that sort of defeats the purpose if it is text.  Also conditional formatting will be essential to make this a truly powerful feature.  

thank you, these are both on the limitations list and currently being worked on to support.

I totally agree: formatting is crucial.

P.S. Thank you fo this awesome feature! 

PawelHalamoda
Frequent Visitor

Unfortunately, I am not able to turn on this functionality. Of course, I included this feature in preview features, but after restarting the application, it still does not work. Reinstallation, as suggested by Microsoft technical support, also does not work.

sorry to hear you're having issues. Are you seeing any error messages? The "new calculation" button should show up on the Home ribbon after activation, it's not on the Modeling tab. Also, there should be a "new calculation" option in the menu that shows on right-click on a visual.

 

If you can't find it after activating, can you please send a screenshot of your home ribbon as well as a screenshot of the about dialog?

sourica
New Member

Nice job !!

 

I test this functionnality.

I'd like to use the calculated column into X or Y or category fields in visuals.

 

For example, I tested this functionnality to simplify a long list of categories.

I wanted to display the 3 main categories + 1 category "OTHERS" in a pie chart.

I suceeded in creating my new category column, but I can't place it in the X column of my bar chart.

hi, thanks for trying this - you can't use visual calculations on the X axis of your bar chart. Is that something you'd want us to enable?

zbWorkProfile
Regular Visitor

Being able to manually designate an axis would be hugely helpful. In my (limited) experience testing visual calculations---working with RUNNINGSUM---not being able to change which axis the calculation runs on presents challenges. Also need that axis to be measure-friendly; I work with a lot of datasets that don't easily allow for indexing/ranking in Power Query or as a calculated column (requiring it instead to be done by measure), and I need to be able to take RUNNINGSUM through that calculated index/rank.

not sure I understand - you can write COLUMNS or ROWS in the axis parameter to switch to the other axis if it's available on your visual. Is that the "axis" you are referring to ?

jgeoghan
Regular Visitor

I have the option checked, have restarted but "new calculation" is not visible.

jgeoghan_0-1710270745226.pngjgeoghan_1-1710270754611.png

 

it's on the Home ribbon, not on Modeling.

jmdh2
Regular Visitor

Hi 

If i have understood the documentation  correctly (*) when visual caldulations are used, it is no more possible to create a public web link.
While  i understand the need to make some features payable, i do not think this is the best way, except if this is for technical reasons, but then it should be explained.

I think this should be adressed via the current licencing mechanism (for instance force the developper to use a premium per user licence) etc, but not by restricting access which is counter productive for all parties.

 

(*) 

  • You can't use the Publish to web functionality with reports that use visual calculations or hidden fields.

 

currently publish to web is blocked because of a technical issue. It's not licensing driven.

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