Getting Started with Calculation Groups in Power BI

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  • čas přidán 30. 07. 2024
  • Calculation Groups in Power BI are like placeholder calculations that can be scaled to multiple measures. In this slightly long video I'll talk about how can you get started with Calculation Groups using Tabular Editor in Power BI.
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    ===== CHAPTERS =====
    0:00 Intro
    0:45 Why and What of Calculation Groups
    1:50 Calculation Groups Example
    12:59 Calculation Group Precedence
    17:24 Sideways Recursion in Calculation Groups
    21:57 My Courses
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Komentáře • 94

  • @Mahmoudalgindy
    @Mahmoudalgindy Před 9 měsíci +2

    Revisiting this great tutorial, Power BI now supporting Calc. Groups, but still Tabular Editor is the master.

  • @ayeshaiftikhar1385
    @ayeshaiftikhar1385 Před 2 lety +6

    You have explained the concepts extremely well. Thanks for sharing!

  • @mehdihammadi6145
    @mehdihammadi6145 Před 2 lety

    Thank you Chandeep, this was very informative and crystal clear

  • @manuelcarvalho3232
    @manuelcarvalho3232 Před 2 lety +2

    Tabular Editor is to me one of the most beautiful tools if you are working with PBI.. very good explained! Congrats!

  • @wayneedmondson1065
    @wayneedmondson1065 Před 2 lety

    Awesome Chandeep! Wonder if calculation groups will ever become a native feature. Thanks for demonstrating. Thumbs up!!

  • @matthewcorbett406
    @matthewcorbett406 Před 2 lety +2

    Thanks Chandeep! I've been racking my brain trying to figure out how to get more than one calculation item to show within a visual without adding an additional calculation group. The sideway incursion gave me an idea to create a "Switch" calculation item that refers to other items in the calculation group. It just works! Cheers.
    SWITCH (
    TRUE (),
    ISSELECTEDMEASURE ( [Dynamic Statistical Measure] ),--Blank measure within calc group
    CALCULATE (
    SELECTEDMEASURE (),
    '1_group_statistics'[Statistical Measure] = "Linear Regression - Dynamic Measure" --calculation item that refers to a calculation group with higher precedence
    ),
    ISSELECTEDMEASURE ( [Dynamic Statistical Secondary Measure] ), --Blank measure within calc group
    CALCULATE (
    SELECTEDMEASURE (),
    '1_group_statistics'[Statistical Measure] = "Linear Regression - Dynamic Secondary Measure" --calculation item that refers to a different calculation group with higher precedence
    ),
    SELECTEDMEASURE ()
    )

  • @sukhomoyb
    @sukhomoyb Před 2 lety

    Extremely Helpful Chandeep. God bless .. Keep it up ...

  • @andrewstaple3344
    @andrewstaple3344 Před 11 měsíci

    Excellent video. Easy to follow explanation.

  • @sihambader8987
    @sihambader8987 Před rokem +1

    As always Chandeep, explanations crystal clear! thanks for sharing !

  • @deecammack1452
    @deecammack1452 Před 2 lety

    Thank you for doing this video. It is very helpful. Looking forward to seeing more of your work. :)

  • @sarveshdeshpande1772
    @sarveshdeshpande1772 Před rokem

    Amazing …. You explained it very well. Precedence concept was easy to understand. Thanks chandeep for this video ✌🏻

  • @raphaellebeau6368
    @raphaellebeau6368 Před rokem

    just discovered your channel, love your videos :) very well explained!

  • @bravucod
    @bravucod Před 2 lety

    Great tutorial. Keep the good work

  • @noraiBI
    @noraiBI Před 2 lety

    Great video Chandeep, thank you so much for sharing all your knowledge!!

  • @alexrosen8762
    @alexrosen8762 Před 2 lety

    Extremely useful tutorial. Super thanks!

  • @zahoorsarbandi2982
    @zahoorsarbandi2982 Před 2 lety

    Wonderful video.. there is a lot to learn here

  • @dalpyma8791
    @dalpyma8791 Před rokem

    Amazing thorough tutorial on Calculation Groups. Thanks

  • @VIJAY-pd4jt
    @VIJAY-pd4jt Před rokem

    Very lucid explanation with examples, Thanks a lot

  • @numberkruncher5237
    @numberkruncher5237 Před rokem +1

    Excellent video on calculation groups. Is there a way to highlight one of the 'columns' in BOLD, say a Total or a special result?

  • @migf27
    @migf27 Před rokem

    This is a great video. It was a bit fast in a few areas but I quickly understood it once I watched the section a second time.

  • @user-cf8jx9tf2y
    @user-cf8jx9tf2y Před 8 měsíci

    Hi. I like how straightforward your video is.
    I just have a question, how do we now apply conditional formatting to values in a calculation group.
    For example, I wanted to find the max value across all time periods ?

  • @davidfunga
    @davidfunga Před 10 měsíci

    Excellent!

  • @user-tu6hs5ee3f
    @user-tu6hs5ee3f Před 3 měsíci

    Again, double excelent. Thx

  • @sandip_bettereveryday
    @sandip_bettereveryday Před 2 lety

    Really helpful.

  • @AnbarasuAnnamalai
    @AnbarasuAnnamalai Před 2 lety

    Interesting, Thank you very much

  • @giorgostzanakis7311
    @giorgostzanakis7311 Před rokem

    Excellent presentation, thank you very much for your help

  • @user-tu6hs5ee3f
    @user-tu6hs5ee3f Před rokem

    Thx, excellent!

  • @saniyanulkar9093
    @saniyanulkar9093 Před 2 lety

    Really interesting...!!!!

  • @ferasalramli4509
    @ferasalramli4509 Před 11 měsíci

    Hi Chandeep,
    Thanks for your channel, amazing content.
    Is recursion sideway calculation added recently to tabular editor or it was there from beginning.

  • @StephenBrincat
    @StephenBrincat Před rokem

    Hi Master 😉, Thanks for the interesting videos. One curiosity question, what is the best practice for the calendar table re time intel calculations, should it be till end of current year or till end of sales table?

  • @sundark8742
    @sundark8742 Před 2 lety

    A great video again..

  • @rajschauhan
    @rajschauhan Před 2 lety +1

    Was waiting for.this as I'm a beginner 😁

  • @hermesjrd
    @hermesjrd Před 2 lety

    Hello My friend, Thank you... Great Video

  • @koteswaribapatla8075
    @koteswaribapatla8075 Před 2 lety

    Hi,very nice explanation on calculation group.can you explain how to work with format the measure with decimal and with out decimal based units,thousands,millions selection in slicer. I want to use the format value in column chart

  • @sureshm430
    @sureshm430 Před rokem

    Thanks Chandeep, excellent video on calculation groups and its beauty, do tabular editor 2 and 3 has any technical i.e. coding challenges?

  • @Evaldas65
    @Evaldas65 Před rokem

    Thank you, this was very helpful! :)

  • @user-lm5wb8vi1x
    @user-lm5wb8vi1x Před 6 měsíci

    Finished watching

  • @kunalr_ai
    @kunalr_ai Před rokem

    Thank for explaining.

  • @sumanthreddy9815
    @sumanthreddy9815 Před 11 měsíci

    Hi, Thanks for helping us to improve our knowledge in Power BI. Please help me if you know any solution to convert a calculated measure to calculated column.
    Thanks!

  • @VarunSingh-be7xf
    @VarunSingh-be7xf Před rokem

    Your total YTD for year 2012 at 23:08 should have been 30,783 instead of 30,784. Why that extra 1? Can't figure out, but a very nice and detailed explanation of calculation groups.

  • @gwendolinefru2904
    @gwendolinefru2904 Před rokem

    Awesome explanation👍

  • @user-lm6xe7uq7v
    @user-lm6xe7uq7v Před 11 měsíci

    Hi Sir, Thanks for sharing amazing feathers. I am trying to follow all your steps but for last year and YoY% I am getting the same values as this year. not sure what I a doing wrong. Would you be able to let me know how you have managed the relationships here. May be that's where I am making mistakes.

  • @worldofdata
    @worldofdata Před 10 měsíci

    great video

  • @rajnishrajput2367
    @rajnishrajput2367 Před 2 lety

    Hi Chandeep
    Thanks for the wonderful video as always
    I have a question not related to Tabular, its related to dax
    I want to calculate average of 1st quarter of last 5 years ( avg of 1st qtr of 2021, 1st qtr of 2020, 1st qtr of 2019, 1st qtr of 2018, 1st qtr of 2017 and similarly for month and day ). Can you help me crack the logic. Thanks in advance

  • @why-bi
    @why-bi Před 2 lety

    Good Video thank you! 👍I Hope the Tabular Editor 2.0 will be available over a Long time. The latest Version is Not for free 😔

  • @AnyaNehan
    @AnyaNehan Před rokem

    Hi Chandeep. Nice video. I have one question here, if l have 10 measures in the table and I want to apply the calculation group only to 5 measures in the table and remaining 5 should be as it is. Is this achievable using the selected measure function?

  • @jitendratrivedi7889
    @jitendratrivedi7889 Před rokem

    Wonderful video Chandeep

  • @louisepedersen6121
    @louisepedersen6121 Před 11 měsíci

    Hi Chandeep,
    Awesome video!
    I have some issues with Tabulor editor, that i really hope you can help me with.
    Once i type in my table or Collum name in the expression, i don´t see any suggestions for my queries, and by typing the full expression, it can´t find any reference. Tables are visible in the model in Tabular editor 2.19.0

  • @RajeshwarUma
    @RajeshwarUma Před 9 měsíci

    Thanks complex formulas explain simple way Can you help us source files for practice purpose

  • @ngocnguyen4616
    @ngocnguyen4616 Před 2 lety

    Thanks for your sharing. So, where I can get the PBI file?

  • @deekshithnvr7663
    @deekshithnvr7663 Před rokem +1

    Can we do the same thing using DAX Studio? or some kind of work around within PBI Desktop?

  • @darylellis7597
    @darylellis7597 Před rokem

    Great explanation! Thank you! Question, are there performance differences between using measures versus sideways references within items. Using calculation items as your base measure greatly simplifies your model, but I'm finding much slower in performance. Is this true in general, or possibly something I'm doing wrong with calculation groups. . Thank you!

    • @GoodlyChandeep
      @GoodlyChandeep  Před rokem

      I can't say that with certainty. Try with and without calculation group.
      Also check the performance of your base measure.

  • @Alireza-ih5vu
    @Alireza-ih5vu Před 2 lety

    Perfect

  • @ricardocontreras
    @ricardocontreras Před 10 měsíci

    Why format of columns disappear. For example, column "Units" has a number format before calculation groups. After the calculation group, the format is not working anymore. It means you can't use column Units for another visual object. Please let me know about this...thank you so much!

  • @franksimms8358
    @franksimms8358 Před rokem

    Great video. Any chance to get a copy of the pbi file?
    Thanks

  • @keagankemp6275
    @keagankemp6275 Před 2 lety

    Wow, that’s all I can say I watched a few tabular editor videos and this one explains it best, thanks a mil, and does version 2 still worth using?

    • @GoodlyChandeep
      @GoodlyChandeep  Před 2 lety +1

      TE2 is still pretty good but DAX editing experience isn't good.

    • @keagankemp6275
      @keagankemp6275 Před 2 lety

      @@GoodlyChandeep thanks for the reply, so it’s advisable to upgrade to 3

    • @GoodlyChandeep
      @GoodlyChandeep  Před 2 lety

      @@keagankemp6275 Yes. It's totally worth it!

  • @fungsweewong3774
    @fungsweewong3774 Před 3 měsíci

    When come to Group calculation, there is one major drawback is the selectedmeasure(). So I drag Revenue, profit, or any measure, but as a user, how to show that the based measure is revenue, profit, expenses or any measures so that user can understand the visual is measuring what?

  • @renusharmadhoundiyal
    @renusharmadhoundiyal Před rokem

    I have 4 pricing type 12 sales total - Contract , Standard, buyin, Override. We want to see sales impact by price increase 1%, 1.5%, 2% and so on. but want to exclude buyin and override from calculating but they should return 12 sales total without any increase.
    So my total should be Contract , standard with price increase and Buying, override without price increase. I used calculate columns to use "If" and "switch"function but the result is not dynamic when i change % increase.

  • @gecchu4uonly
    @gecchu4uonly Před 8 měsíci

    Hey I want to know how we can do the calculation where I went to calculate row wise i.e in one row I need sum of few items and below that row I need percentage of those items divided by the total of those items

  • @thiru601mbt6
    @thiru601mbt6 Před 14 hodinami

    I tried to Implement the same but I'm not sure how to change the data type?

  • @vincenzonosso7400
    @vincenzonosso7400 Před 5 měsíci

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

  • @ahmadbadalov8489
    @ahmadbadalov8489 Před rokem

    supersticious as always

  • @chetand1680
    @chetand1680 Před 2 měsíci

    Hi..How can we add two group calculations
    Ex: var lastmonth=........
    var currmonth=.........
    RETURN currmonth-lastmonth
    The above is not working for me.....
    Thanks

  • @evelic
    @evelic Před rokem

    I dont get the intelligence opcion when typing the name of my calculated group. Does anyone know why? Without it I cannot reference the calculation item.

  • @rakeshchaudhary1110
    @rakeshchaudhary1110 Před 2 lety

    I have a query which is not solver by any body even Microsoft community। I think you can do that।।if yes i will share the details

  • @nihal-laddu
    @nihal-laddu Před rokem

    HOW TO CREATE DIM DATE AND CREATE NEW TABLE

  • @dineshzoomyt8879
    @dineshzoomyt8879 Před rokem

    is calculation group can be worked in power BI?

  • @andrustamm8690
    @andrustamm8690 Před rokem

    Aitäh!

  • @jeffhoney100
    @jeffhoney100 Před 2 lety

    I think you said calculation group 1000 times and calculation about 700. Very distracting and slow in delivering concept. Meant as constructive criticism