PowerBI Scorecard Calculation Groups and Hierarchy Filter

[RaphaelDalmeida]

Hi,

I am developing a Scorecard in the PowerBI Portal, using the Goals/Scorecard feature.

Trying to find a way to display Month to Date and Year to Date Goals in a simple and concise way.

It does not seem possible to have an additional column created for values (to display as an additional linked metric), therefore whenever you connect a Metric to a dataset, it will only display one column for value where you connected.

Alternatively i was attempting to use the new Hierarchies features to possibly created a "filter" that allows me to swap between MTD and YTD by using Calculation Groups in my source models. The issue with this approach is that, it seems that whenever i filter the data to a different calculation group the trend in the Scorecard is lost.

Measure on Scorecard

Using calculation column in hierarchy filtering calculation item = Month to date (trend disappears from in progress)

Using calculation column in hierarchy filtering calculation item = Year to date (trend disappears from in progress)

Using calculation column in hierarchy - cleared filters (trend shows up)

Selected measure used in the chart (and brought into the scorecard):

Average Duration of Unplanned Interruptions (Weighted) = SUM([Total Water Off Minutes Weighted by Customers])/SUM([Unplanned_Water_Interruptions_Affected_Customer_Count])

Calculation items:

Month to date = TOTALMTD(SELECTEDMEASURE(),'Date'[Calendar Date])

Year to date = TOTALYTD(SELECTEDMEASURE(),'Date'[Calendar Date], "30/6")

Any help is welcome, thanks.

[Anonymous · Accepted solution]

Hi @RaphaelDalmeida ,

Ensure that hierarchies are mapped correctly to the semantic model and that data is not inadvertently filtered or hidden. You can refer to the following documentation to understand the hierarchy in the scorecard:
Get started with hierarchies in Power BI metrics - Power BI | Microsoft Learn

Best Regards,

Ada Wang

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[RaphaelDalmeida]

I've changed a few things in my model, created a parameter table and have the MTD/YTD filter done at my calculation groups it seems to be working perfectly now.

On another note, do you know if there's anyway to pre-apply a hierarchy in the scorecard ? so it saves the selection for other users.

Thanks for your help.