Grouping via Calculated Column issue

[Melissa]

@Greg has also put together a post on dynamic grouping, you can find that here:
It also includes links to relevant content on this subject, so you might want to explore that as well.

Dynamic Grouping

Grouping in Power BI is often referred to as segmentation, chunking, binning, banding, or bucketing. For the purposes of this article, all will be referred to as the Dynamic Grouping DAX pattern. For example, you may want to know the group totals of aged invoices in a certain time period. So, first ensure your grouping column is available in the fact table (e.g., Invoices[Aging Days]). Aging Days = SWITCH( TRUE(), Invoices[Paid in Full] = 1, 0, Invoices[Paid in Full] = 0, INT( TODAY() …