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jeroenterheerdt
Microsoft Employee
Microsoft Employee

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!

178 REPLIES 178

I know. But for example the link mentioned in the post for the RUNNINGSUM function is not working.

the docs are still coming online, but I expect those to start working soon.

Frankie_Vannini
Advocate I
Advocate I

Just 2 questions:
Is it possible to calculate the YoY % or MoM % trend, while I have the year/month as a legend in the graph?
in the runningsum calculation, if I have a YoY comparison is it possible to show in full data related to last year while only YTD/MTD for current year? (to avoid to have a flat line with latest value until the end of selected period)

can you maybe share a screenshot of what you're seeing and what you want to do?

joris
Frequent Visitor

I'm missing the ability for conditional formatting. Does it work differently, or will this be added later? 

will come - it's on the list of limitations.

This is a very cool feature, once conditional formatting is added (I use it on certain columns in a few matrix visuals) this will be a major performance boon for my reports that are aggregating and filtering millions of rows. The overhead of calculating a change % and doing it again for the formatting is a killer, moving that to the high-level view users see will be amazing.

GGA
Frequent Visitor

Hello @jeroenterheerdt 

From my quick tests the two mains limitations I experiment is that
- it's not compatible yet with Field Parameters
- I am trying to replicate ABC Calculation (pareto) but it's not possible as we need to order by quantities ascending 

Otherwise this new feature seems promising. thanks for the hard work 😉

@GGA - Hopefully this helps you with the Pareto analysis:

 

mark_endicott_0-1708446436838.png

 

field parameters are not supported yet. can you show me exactly what you're trying to do with the pareto?

when should we expect the compatiblity with field parameters? weeks, months, years?? this is very awaited in our company

most likely months.

Thank you @mark_endicott ! 
@jeroenterheerdt  to answer your question, this was the kind of  analysis I wanted to do  => End user should focus on Class A Products as it contributes to 80% of the sales 
Field parameters would be useful to have something dynamic as we can switch easily from a dimension to an other. 

rkapil
Regular Visitor

2 suggestions to add in documentation -

1. Governance - Centralized measures in model helps in reusability across various reports so there should be a fine balance between what to use when

2. Few example use cases where Visual Calculations will be game changer - e.g. Building Income Statement, etc

Frankie_Vannini
Advocate I
Advocate I

So I have the second strange behaviour
this graphic is generated in Desktop Version: 2.124.2028.0 64-bit (December 2023)
represents a YoY running totals created with DAX and is shown correctly. It also calculates the YoY variation a percentage through the tooltip

RUNNING TOTALS 1.png

 This is the same graph loaded with the latest version of PBI Desktop. Basically it has lost the cumulative and shows a simple YoY trend and also the YoY percentage change no longer works

RUNNING TOTALS 2.png

 This is the same graph created with the new Visual Calculation. The result is the same as the chart created with DAX but the line for the current year does not stop but continues straight ahead. Basically the chart counts the cumulative quantities up to the end of the month/year which are filtered through a slicer. So on the X-axis the days to the end of the selected month are shown, on the Y-axis the cumulative. Obviously for the previous year the line goes up to 0 i.e. the last day of the month, while for the current year the line stops at the current date i.e. -X days to the end of the month

RUNNING TOTALS 3.png

it is weird to see that in the previous version the chart made using DAX is shown correctly, it is shown incorrectly if loaded as is with the new version, and it is shown correctly again when using the new Runningsum function

can you please share the DAX for the measure and the visual calculation?

Hi there

sorry my fault. An error in the formula. It is weird the error didn't show up with previous PBI desktop (Jan 31, 2024 version)

ok, thanks for letting me know!

You can't apply conditional formatting on visual calculations.
You can't set data categories on visual calculations.
You can't change aggregations on visual calculations.
You can't change the sort order for visual calculations.
Power BI Embedded isn't supported for reports that use visual calculations or hidden fields.
Live connections to SQL Server Analysis Services aren't supported.
You can't use conditional formatting on visual calculations.

 

conditional formatting mentioned twice?

oh oops, thanks for letting me know!

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