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Calculation Group Use case Scenario understanding

Hi ALL,

I have a scenario here where in , it would be of great help if some one can guide me whether the use case mentioned below can be done with Calculation group: -
Requirement -
Having an opening page and based on the metric, currency and previous month/ STLY selection, the other pages of the report should get filtered.

  1. If I select PM or STLY , in a table visual the SAles amount PM value should be updated with STLY same should have in multi row card visual.

I have achieved this scenario using Dynamic measure and need to understand whether same can be done with Calc group. Attached is the file for reference.
sample test - dynamic Measures.pbix (76.0 KB)

@Vishy,

I am looping @MudassirAli in here, as our resident calculation groups guru.

  • Brian

@Vishy Thank you for posting an interesting question. Is there any particular reason you want to do it with Calc groups?

Hello @MudassirAli

Currently in the assignment which i am working , the report has
1.Around 7 business critical metric involved. These metrics needs to be represented in a format which includes less number of pages and all comparisons should be included.
2. So this old report has lots of bookmarks and combination of dynamic measures Example ,on a single page, bookmarks to move between these 7 metrics and then within that switch between Previous month and STLY comparison for Tabular views and also an ability to move across graphical view and tabular view.

So to handle all this I am planning to use the approach of Dynamic measure creation using switch statement which would automatically reduce the book marks in the report( the same thing what I have done in the sample report attached - exact use case), further using a combination of page navigation to move between tabular or graphical view on respective pages. And not to forget inclusion of a menu page in the beginning where in user would select the metric which would get sync across different page and do the necessary analysis.

So if you see considering 7 measures and each measure having PM, MOM , MOM var, MOM Var % , STLY, STLY var and STLY var %, CM measures which totals upto 8 for each metric and considering 7 metrics in total. The total number of metrics just increases wherein i am doing the same calculation.

So considering above points I wanted to explore the use of Calculation groups as part of solution for this assignment wherein along with reducing the number of bookmarks, number of measures can also be reduced and same functionality can be retained.

It would be great if you can provide your expertise here on calculation group to help resolve this use case.

@Vishy I will try to do it with Calc Groups and it will take sometime as first I have to understand your model and calculations first but I will get back to you. I will ask you for more info if required.

Did you get any luck with this request

@Vishy Yes I worked on it and I solved the 50% of the requirement. I will send you the file once I am home and then we can take it from there.

Thanks!
Mudassir

@Vishy I have done the period calculations once in Calculation Groups that can be sliced by “Sales”, “Sales Local” & “Volume” as follows:

1

3

I am attaching the PBIX file for you to look at & you can surely let me know if more can be done for the comprehensive solution. I had a good time working on this one.

sample test - dynamic Measures.pbix (80.8 KB)

Thanks.
Mudassir Ali

1 Like

Hi @Vishy, did the response provided by @MudassirAli help you solve your query? If not, how far did you get and what kind of help you need further? If yes, kindly mark as solution the answer that solved your query. Thanks!

Hi @Vishy, we’ve noticed that no response has been received from you since the 10th of February. We just want to check if you still need further help with this post? In case there won’t be any activity on it in the next few days, we’ll be tagging this post as Solved. If you have a follow question or concern related to this topic, please remove the Solution tag first by clicking the three dots beside Reply and then untick the checkbox. Thanks!

Hi team ,

Thanks for the follow up , I would checking this at the earliest and replying back

Hi @Vishy, we’ve noticed that no response has been received from you since the 16th of February. We just want to check if you still need further help with this post? In case there won’t be any activity on it in the next few days, we’ll be tagging this post as Solved.

Hi @MudassirAli -

Apologies for the delayed response, thanks for the calcs!!
However what i am looking for in this solution is consider the page 1 in the sample pbix… so as a user i would select 1st the metric example sales and then i would select local currency or dollar and if needed within that i would select current month or previous month values … now what i needed is the CM column should gets dynamically changed showing LC or dollar when selected also the PM/STLY should show PM or STLY based on the slicer selection , whereas what i observe is with Calc group we have a totally different column for STLY and so on. Screen shot from the Page 1