3 Ways to use Calculation Groups You Need to Know

Рет қаралды 60,339

Күн бұрын

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In this video I show you 3 less known ways of using Calculation Groups in Power BI. Enjoy this video and subscribe to always stay updated on my favorite Power BI tricks :)
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⏱️ TIMESTAMPS ⏱️
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00:00 Intro
01:06 Example 1
04:49 Example 2
10:47 Example 3
19:15 End
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Пікірлер: 88

@abel9 Ай бұрын

Incredibly useful Bas ! You summarized in 20 minutes what it could takes us hours to learn. You're a genius man. Thanks for sharing all these precious info that help data analyst to build nice and powerful dashboards

@BobbyRauch 6 ай бұрын

Without fail, you seem to always post content about something I'm actively working on. Thank you!

@rebeccaallison468 2 ай бұрын

CTRL + SHIFT + L blew my mind, again living under a rock if that was known by many! Great video!

@HowtoPowerBI 2 ай бұрын

here you have an overview of the most useful ones: kzfaq.infoI5HSerFTSDI

@dannyockenfuss1275 6 ай бұрын

Hi Bas, I just want to say thank you to you and your channel. I mean obviously you also want to generate income with your tutorials, but your achievements are way beyond sth countable. I'm more from a business backround, but loved to work with Data and wanted to specialize in that field in my masters degree, which I then couldn't afford anymore due to the fact that my wife got pregnant (best thing on earth to me). So I stuck in a Job I didn't really like with litte time left to educate and grow. In addition to that, the most Courses or even Tutorials are very long-winded and kind of boring. I'm so happy to have found your Channel. Your Tutorials are on point and your enthusiasm really is contagious. Thanks to you I started to improve in Power BI which leads to an employment as a Junior BI Analyst. I know (especially when I compare my skillset with yours) that there is plenty of room to improve, but for now I'm very happy excited! Best rgds from Hamburg (Germany). See you in the comment section, whenever I need support :D

@HowtoPowerBI 6 ай бұрын

great to hear I could contribute a bit to your journey! 😊 now you have both the job you want and a kid ! 😁

@barttrudeau9237 6 ай бұрын

Daily sales doesn't apply to my reporting and analysis so time-intelligence applications of cg's has never been useful to me. Your demonstration of other uses is very useful and insightful. Thank you, you are always at the "next level" with your understanding and application of pbi.

@yanggao6470 Ай бұрын

I recently replaced my horoscope youtube channel time with your channel, very relaxed watching ^ ^

@donduck7845 6 ай бұрын

This is excellent once again Bas! Forever referencing your videos when I introduce ways to increase efficiency within Power BI to my team.

@vanlessing 6 ай бұрын

Thank you. I work on a P&L Statement with two calc groups + some conditional formatting. Quite slow in the PBI Service for end users. I suspect the CF causing too many queries.

@zxccxz164 5 ай бұрын

has this been confirmed?

@zhihaowu208 3 ай бұрын

This is the best video I have found for calculation groups! Thank you.

@HowtoPowerBI 3 ай бұрын

Glad it was helpful!

@azizagamirzeyev1143 2 ай бұрын

@@HowtoPowerBI Hi, in my model view there is no model and table section could you please explain why? BTW, the program is updated to the latest version

@HowtoPowerBI 2 ай бұрын

@@azizagamirzeyev1143 go to settings, preview options, turn on model explorer and calculation group authoring

@cameronsimpson8152 6 ай бұрын

Well done Bas. Easy to follow and great use cases!

@mergedinself 6 ай бұрын

As always, very helpful video. Thanks!

@tonildg9822 6 ай бұрын

great video. thanks for sharing your cg wizardry. happy new year!

@adriancritchley2485 6 ай бұрын

Example 2 in particular is great. Using USERELATIONSHIP to activate different perspectives within the model is a really common use case. This will make handling those instances so much easier.

@jameshungerford4403 4 ай бұрын

Thanks so much for this gem! Very useful!

@TrassBI 6 ай бұрын

Amazing!🎉Thanks for sharing you knowledge👏👏👏

@HappyAnalysing 6 ай бұрын

You truly a master! Thank you for sharing this helpful piece of your knowledge. I’ve a question, can we make an org chart in power bi with the default visuals or any custom visuals. For example if I’ve a data feed of 40+ employees with 4 to 5 levels within different departments . Similar to the one that we can create a diagram on power point. I’ve been looking for this since few months. But didn’t find helpful info. Could you please help on this.

@is2ken 4 күн бұрын

Great work! Thanks for sharing

@unnikrishnansanthosh 6 ай бұрын

Great video, thank you for sharing

@MrJanPetr 6 ай бұрын

I like your focus on different use cases other than just time intelligence when using calculation groups. Thank you! Calculation groups are perfect, but I miss one thing, and that is sorting measures in visuals when using calculation groups in the legend. Do you know some tricks here? Have a great year! :)

@thesunnynight 6 ай бұрын

Tabular editor; calculation item index ("ordinal" define the sorting order)

@jkbishop81 6 ай бұрын

You can drag calculation items up or down in the model pane, this is the same from what I can tell as setting the ordinal in Tabular Editor Edit : it's using the ellipsis on the calc item > move > up/down etc

@arbazahmad7177 6 ай бұрын

Excellent as usual 👌, Thanks 😊 for sharing

@jatinsrivastava6061 6 ай бұрын

Great Video. Just one question : I noticed that in example 1, selecting values from the aggression slicer caused a delay in loading, which could lead to performance issues.

@user-zx2fv4ej5h 6 ай бұрын

Very Useful !!

@alexsin4821 6 ай бұрын

Awesome!!! Looking forward to your next video

@danielslagter 6 ай бұрын

First of all, thanks for the content!! Great as always! One question - if you want to see the SUM and the AVG of the sales next to each other in the same table, how can you do that using CG?

@alono2323 6 ай бұрын

Just pick both boxes in slicer. Usually its with ctrl but you can uncheck this option in the slicer setting and now you can check multiple boxes without using ctrl.

@xyclos 4 ай бұрын

Thanks Bas! Fantastic and cler!

@juanignacioXI 6 ай бұрын

Great ways to use them Bas, Bas im watching that all the logos of your pane swticher remains statics, how can i achieve this please? is really a pain in the head, to expand them each time i open the same report or a new one...

@ductrung1312 6 ай бұрын

12:55 I saw many people writing DAX when using VAR RETURN like you (the main function is also a VAR, in this example is CF). Could you explain why you used CF is like a variable and returned itself? Are there any benefits?

@halimelmaci9728 6 ай бұрын

Another nice video. Thank you, Bas! How about RLS? I think calculation group might not work with RLS because you use USERELATIONSHIP, right?"

@everosenbach9609 6 ай бұрын

Thank you for the excellent content! I'm curious about whether Calculation Groups can be integrated with SVG measures. I've attempted to construct a visual where the measure dynamically adjusts when I switch between different calculation items, but it's not working as anticipated.

@HowtoPowerBI 6 ай бұрын

Yes you can use it also for svg as well. Will try to make a members video on it

@everosenbach9609 6 ай бұрын

@@HowtoPowerBI I'm looking forward to it. I'm sure it will be incredibly valuable and helpful. Thank you Bas!

@anthonybell2744 2 ай бұрын

Thank you for your content. I find that calculation groups with aggregations "break" dynamic headers that use selected values from field parameters. Do you possibly know how this can be avoided?

@HowtoPowerBI 2 ай бұрын

Not sure what you mean

@MrCasparsin 6 ай бұрын

Thanks

@nicolasrousseau2027 6 ай бұрын

Happy New Year! For the dynamicity of the third example, could you not try to match allselected vs values of fields and make a switch to return a table for the x functions? Could be a pain to be exhaustive, but that way you could maybe do Year, Quarter and Product Category (only 2^3 scenarios to anticipate)

@HowtoPowerBI 6 ай бұрын

Happy ny!! Switch cant return tables or?

@nicolasrousseau2027 6 ай бұрын

@@HowtoPowerBI You’re right, but you can then return the switch with multiple maxx and minxx for the scenarios and the switch accepts var inside expressions. Hopefully, it does not calculate each scenarios.

@zxccxz164 Ай бұрын

@@HowtoPowerBI hmmm conditional formatting still relies on you creating dummy value for every measure you want to apply it to....

@angelaisland4036 6 ай бұрын

Happy New Year!

@HowtoPowerBI 6 ай бұрын

Happy new year! 😊🎉

@vincenzonosso7400 5 ай бұрын

can they be used in scorecards (or some other visual component), and how?

@hongyangtan9897 5 ай бұрын

Hi Bas, may I ask why the function SWITCH in your DAX is not using TRUE(), is there any advanced feature for the SWITCH function?

@localyaar.bf-tv3603 6 ай бұрын

Hello dear, thanks for sharing

@HowtoPowerBI 6 ай бұрын

thanks for watching! :D

@user-cz2yu1li2q 4 ай бұрын

In this document above you have two sources, Can I've amazon rds for psql , redshift and crowd twist connect to my same report How many data sources can I connect to my power bi report, do you have a video?

@sukoi2113 6 ай бұрын

Happy New Year Bas!

@HowtoPowerBI 6 ай бұрын

Happy new year !!!🎆🎈🎊

@sjetterboks 4 ай бұрын

Hi! Is using calculations groups the right solution if I want to create a profit and loss statement with current year, last year (both from same table) and budget (from another table) next to each other in a matrix ? On row level i would also like to show profit % etc.

@HowtoPowerBI 3 ай бұрын

I think this video will help you kzfaq.info/get/bejne/gJpjZJqDmqjao3U.htmlsi=_GS3RRvyH8woM2Op .. you can build it like in the video and to create the budget column you basically just create the same "master" measure that pulls in the budget values ... you could build it with a calculation group as well (got also a video on that)

@moaking2010 6 ай бұрын

Great episode i am following since the first video love your contents What app you use to record your videos

@HowtoPowerBI 5 ай бұрын

Thanks for watching since the beginning, appreciate it :) for recording i would use camtasia or obs

@moaking2010 5 ай бұрын

thanks for your answer really I love your content and I recommend for every one I know. I am Power Expert for 7 years and still learning from you. Thanks a lot @@HowtoPowerBI

@moaking2010 5 ай бұрын

really love your content I am Power Expert for 7 years and I still learn from you, keep you going . thanks really appreciate your effort @@HowtoPowerBI

@ragip143 3 ай бұрын

If we have to multiple selctions, what can be done. for example if we have to highlight AVG,MAX values for a single measure

@sagarkulkarni2099 5 ай бұрын

Hi Bas, How to deal with Sum(Divide(sum(a),Sum(b))) in the calculation group as a measure ,as explicit measures are not useful while using calculation group

@Aquaelus 6 ай бұрын

*Our Mentor is on Fire*

@sayyadabdulmugani8829 6 ай бұрын

Legend👍

@HowtoPowerBI 6 ай бұрын

☺️ 🙏 thanks

@sleepy-qu5bx 6 ай бұрын

i don't see all this options in Power BI. is this only for premium?

@chu1452 6 ай бұрын

tbh i hate dax, its harder than calculated table in tableau to get the same output

@tongfattho6913 6 ай бұрын

Tableau is so much more simpler. DAX really makes thing morecomplicated.

@chiragmah 5 ай бұрын

Yeah it is difficult, but there is a good reason for it. Tableau can't get complicated calculation done especially when multiple fact tables are in scope. The sheer versatility of DAX makes it harder but once you understand it, you can never look at tableau in the same way IMHO.

@anthonjhnon1 5 ай бұрын

What's the price of your upcoming design course in USD?

@HowtoPowerBI 5 ай бұрын

2975 usd ( using current conversion rate eur / usd )

@laionegan 5 ай бұрын

Thx first of all, I am learning to use c groups and in this video there is a lot to study.in the second example it is possible to have on the same visual all the relationship activated?

@RobertoStaltari 6 ай бұрын

The bummer of CG is outside a table or matrix you need to use a slicer to select the proper element.

@WaldemardeHaas 6 ай бұрын

I think you can also add the Calculation group column to the Filter Pane. Eg. On visual level so that you can preset a certain conditional formatting setting without the need for a slicer.

@musl1618 6 ай бұрын

👍👍👍👍

@HowtoPowerBI 6 ай бұрын

😎👊

@zxccxz164 Ай бұрын

hmmm conditional formatting still relies on you creating dummy value for every measure you want to apply it to....

@HowtoPowerBI 27 күн бұрын

simplifies it though

@zxccxz164 26 күн бұрын

@@HowtoPowerBI I spent the weekend trial and error on big models with different methods. Yours is good but lacks flexibility in formatting. What i mean is you are restricted to returning a NUMBER and and can't return a hex code (or string). Therefore you can't used them as FIELDS in formatting. So making a change on a tiny model with 2 formulas with your method is fine. But changing a color is a nightmare globally. The alternative out there is similar to yours, but put all the logic in a measure. Yay it works with fields. BUT it is NOT scalable. You have to make one HUGE measure with all the different outcomes buried in (ie put your 4 CG Items measures into one 'measure). And it only works for ONE MEAUSURE! you have make a new measure for each 'measure you want to apply it too' Defeats the whole purpose of calc groups.

@YTNutflexPayb 2 ай бұрын

You are so handsome☺️

@gogoyf 14 күн бұрын

As a tutorial video where audience need to think when you talk, you are talking too fast. I don't think even yourself can think that fast when you first time tried to do this. It is better to separate them into 2 or 3 videos and speak a bit slowly. Otherwise, your viewers just end up dragging the progress bar countless times when they watch.