I just updated my PowerBI June 2023 version and it is a huge change in my perspective. Thank you so much Bas for putting up videos like this keeping us up to date! 🎉
Calculated groups is amaziiiingggg! Thanks for this video :) I downloaded the material and I tested use a field calculations instead one single measure and it works!!!!! Fantastic!!!!
Your expression is very clear and straightforward. First and foremost, I would like to extend my congratulations to you. I have acquired a wealth of valuable information through our interaction
Another really great and clear video! Thanks! One issue that came up to me in how you showed calculation groups is that in the matrix, there does not appear to be any header or title that shows the base measure was Actuals vs Forecast. This could lead to problems with end users if someone changes the base measure, forgets to change it back, and the rest of the team goes on making decisions on the report without knowing. Is there some built-in signal on the visual as to the base measure that you didn't show?
Awesome Video again, Bas - THANKS! @Changing the model to allow Incremental Refresh: when you convert the fact table Date column to datetime: Did you ever come across any issues with the relationship from Date table [Date] to the Datetime-column of the fact table. E.G. filtering, Time intelligence etc. - and if so would you still need an additional date column in the facts table? Thanks again!
the problem with calculations groups i faced 2 years ago and i believe its still there is that you cant do conditional formatting as much as you would like. lets say we have calculation group for current period, prior period and % difference. Now highlighting green/red for the % is pretty painful.
Good morning Thank you for your videos are really very interesting, I have a question: to export the Dashboard to Power Point without publishing it on the Power bi service, is there a way to do it Thanks in advance
Great video. As it’s almost half an hour, it would be really useful if you could split it into chapters so we can skip to the parts of the video we need.
Thanks Bas for all your hard work! 5:55 Could we apply group calculations for the 2 measures (Rev Actual & Forecast) in the same table/matrix? In your example, you only showed the case for one measure (Rev Actual OR Forecast) Again, thanks a lot for all the brilliant work!
This is freaking Amazingggggg......Both the Semantic Model and BAS. Infact Bas is more awesome as I would not have understood any of it without this video. Thank you Bas
Thank you Bas! your videos are so useful for our learning and development. You deserve to be the Microsoft MVP. If possible share us your learning and success path :)
Fantastic video and super helpful for all the finance scenarios as often we end up zillion measures to cover all this periodic calculations for all the scenarios
Great video , I have been looking into your videos from the beginning and learnt a lot from you ..thank you so much for the great videos .. This is my first comment.. keep up the good work 👏 👏
Excellent video as always master! One question, taking into account the matrix you presented, if you want to present several measures and leave one of them as current and the other measures you present as LY, for example, how can you do this quickly following this logic? I'm from Brazil and my English is still weak, lol. Any questions just ask. Thanks in advance!
Hi, a question about security and roles in relation to my org's setup. All our power bi reports are built on top of Azure Data warehouse. And we want to implement RBAC based access to data at warehouse level and authenticated with active directory. In this case, do we have to worry about data access at Power BI level? Thank you!
This video is awesome but by any chance do you have any videos on handing the unbalanced hierarchies..there are many videos but I have one requirement is that I have to show account ids to respect to that account whenever there are any blanks within the levels.
Calculation groups don't seem to exist in the version I'm using. Version: 2.120.963.0 64-bit (August 2023). Not sure if it's to do with using linked data and not imported data, but they aren't there.
H!, Bas I Hope you are good, I Love your Video this the First Time that i have landed on youtube page, Subscribed your in a minute of fraction. You are So Good..... Best Luck.....
Is it possible to filter off any measure from the calculation group. For example, there are two measures for total sales and total price. There are three calculation items for current, MTD and YTD. When I put the calculation group item in the report, that will display value from both two measures. But I want to display only total sales under current. Do not need MTD and YTD under current. But need to display total sales and total prices both under MTD and MTD. I will be very appreciated your advice. Thank you in advance
Thanks for this tutorial. Very useful! Actually, one of the drawbacks with calculation group in reality is that in the case of using user customization which users are mostly PBI beginners (or even little knowledge), it's very challenging for them to drop & drag the correct wanted measures & understand how it works.
Was waiting for a great video from you, instead of going through the Power BI October 2023 Feature Summary Blogpost! Great job as always, I will share the link with my colleagues.
Super video as always but I don't understand one thing. After creating a partition in the model and uploading it to the website. We can't download the model again. In that case will only 1 partition always be visible in power bi dashboard?
Hi, thanks for the video. Can you please help me understand, qhen one should use field parameters and when to use calculation groups? Please can u explain the difference in two?
Bas, the partitions would work if I have one txt per month and I want to refresh it every month and just add the new month without refreshing the other ones?
Hey bro!, How are you doing?, Greetings from Chile. I have a question about your Power BI Desktop version.. because I updated it the lastest version (October , 23) from the official page, but it keeps showing the add-visual panel in the right side of the screen, not as yours that it's on the top. Could you help me what version should I download and Install, or what I have to do to get it?. Thanks so much for your time bro, I loyal follower here!
Thank you Bas for creating such an awesome content for PowerBI. One quick question, would Calculation group work simultaneously for 2 measures or it has to be 1 selected measure at a time?
@@HowtoPowerBI I was hoping to use a Parameter to toggle among several measures, say Rev, Margin, COGS and show only one set of each measure (CY, LY, YoY, YoY%) at a time, but the Values field won't take Parameter. Any thoughts on how to get around that? BTW, brilliant presentation, love it!
Hi, I have a transaction table in power bi,where Two Years Data(Jan-22 to Dec-23),I need cumulative of this amount in matrix with column?(Month-year) with a condition like need cumulative calculation from start of month year and also we have a slicer like Last Year,This Year ,when I select from slicer this year the give last month of previous year values Add with this year values & which month values in (-) they Give Total Cumulative, can you solve this issues, Because it's giving same as we need through Date slicer ,when we use the formula for This year and use in slicer they not give results according to us
Your calculated groups were conveniently named such that sorting was not required. However, in my case, the names are not as intuitive. Is there a way to sort them?
@@HowtoPowerBI avoid manual work of repeate same semantic model each time I want to create many workspaces with basically the same semantic model but I want to save time but trying to replicate the semantic model someway
I wonder if time intelligence should be presented as a good use case for calculation groups - at least not anymore. In my view, and the view of the guys of SQLBI, then the Bravo tool is a superior solution and takes away the need to author time intelligence measures in the first place. And also, if you change the type of date table (e.g. going to a 4-4-5 weeks based calendar) the time intelligence measures are updated for you.
bravo tool is also nice for that purpose. My guess would be that a lot of people wouldnt have this tool available on their work laptops though. Another consideration is the final use case in the report where you still might prefer calculation groups.
@@HowtoPowerBI I take your point, about IT departments restricting what can be installed, but that's also a seperate problem. Why might I choose calc groups for the final use case? Don't forget that the dataset might be accessed in Excel, in which case all the (automatically authored) time intelligence functions are all available for you to drag and drop into a pivot table. Much more intuitive than a calc group - don't you think? Anyway - thanks for the reply!
Hi , at first thanks for nice video. And now I would like to have a question. I have a problem in my report, I took this report from ssrs and remade it for power bi. And problem is this... in ssrs there was sql query behind report and that query took two DATE parameters and then used them in that query... this is the condition in query "Interviews.DateCreated BETWEEN @From AND @To OR Interviews.DateModified BETWEEN @From AND @To" and now in power bi I dont have this condition in my query and I import all the data into that report and then I use filters on that report but problem is that I can use just one date field in my date slicer... so instead of data where interview.DateCread OR interview.DateModified match value from my slicer input I can get data where it matches just one.. for exaplme I can use interviews.DateCreated in my slicer and then I get data based on this filter and thats fine but I also need to check if there is some interview where interviews.DateModified is in range from slicer. How to solve this issue? Thanks Martin
Thanks for using finance scenarios as an example. We're always dealing with CY, LY, Budget and Forecast and it's often a pain
I think a lot of people can relate to that 😅
@@HowtoPowerBIdo you have a video explaining the other calculation items you skipped (YOY, YTD, etc)?
I just updated my PowerBI June 2023 version and it is a huge change in my perspective. Thank you so much Bas for putting up videos like this keeping us up to date! 🎉
😯 just skipping july, aug, and september!? you dare devil 😉
I see what you did there
Calculated groups is amaziiiingggg! Thanks for this video :) I downloaded the material and I tested use a field calculations instead one single measure and it works!!!!! Fantastic!!!!
Your expression is very clear and straightforward. First and foremost, I would like to extend my congratulations to you. I have acquired a wealth of valuable information through our interaction
that's very niche to hear! thank you 😊
Thanks for covering this right away. What I really look forward to is seeing the use cases people come up with over the next couple months
so many use cases already out there (as everything was already possible before the update)
Brilliant as always Bas! You've managed to pack so many advanced concepts into half an hour. And explained each perfectly. So useful; thank you.
thanks again for watching 😁😊 happy it helped a bit
Another really great and clear video! Thanks! One issue that came up to me in how you showed calculation groups is that in the matrix, there does not appear to be any header or title that shows the base measure was Actuals vs Forecast. This could lead to problems with end users if someone changes the base measure, forgets to change it back, and the rest of the team goes on making decisions on the report without knowing. Is there some built-in signal on the visual as to the base measure that you didn't show?
Thanks Bas, Lots of interesting new elements to work with 🙂
You bet! lot of model exploring to do 😉
Awesome Video again, Bas - THANKS!
@Changing the model to allow Incremental Refresh: when you convert the fact table Date column to datetime: Did you ever come across any issues with the relationship from Date table [Date] to the Datetime-column of the fact table. E.G. filtering, Time intelligence etc. - and if so would you still need an additional date column in the facts table? Thanks again!
Thank you for the quick and informative upload! Cheers!
Yea tried to be quick with this update 😅 glad it was helpful!
the problem with calculations groups i faced 2 years ago and i believe its still there is that you cant do conditional formatting as much as you would like. lets say we have calculation group for current period, prior period and % difference. Now highlighting green/red for the % is pretty painful.
is possible though
Good morning
Thank you for your videos are really very interesting,
I have a question: to export the Dashboard to Power Point without publishing it on the Power bi service, is there a way to do it
Thanks in advance
no dont think that is possible
Great video. As it’s almost half an hour, it would be really useful if you could split it into chapters so we can skip to the parts of the video we need.
thanks, it already has chapters
@@HowtoPowerBI thanks but you can’t see the chapters when you seek through the video in the player
Seeking this subject I found this, I hope it can be useful to my project
Thank you so much for going through each and every par of the semantic model. It was so overwhelming at first!
glad it was helpful 😊 thx for watching!
*our Mentor is back, how wonderful.*
😎👊 lovely to b back ;)
Thanks Bas for all your hard work!
5:55 Could we apply group calculations for the 2 measures (Rev Actual & Forecast) in the same table/matrix?
In your example, you only showed the case for one measure (Rev Actual OR Forecast)
Again, thanks a lot for all the brilliant work!
Yes you can! 😁 thx for watchn
@@HowtoPowerBI How it can be? Do we need to add measures in calc group? If so we are again creating all the measures right? 🤔
Try using a Field Parameter 😀
Create one column in the table where Actual- forecast and use the column as selected value
This is brilliant! Finally I was able to grasp, how to set up an incremental refresh! Thanks a lot!
Glad it helped! 😊
This is freaking Amazingggggg......Both the Semantic Model and BAS. Infact Bas is more awesome as I would not have understood any of it without this video. Thank you Bas
Thank you Bas! your videos are so useful for our learning and development. You deserve to be the Microsoft MVP. If possible share us your learning and success path :)
Row level security!!! Finally. Thanks
:p well it was there already, just you can see it now as well in the model explorer
This is such a game changer for new reports, thanks for all the great content!
Fantastic video and super helpful for all the finance scenarios as often we end up zillion measures to cover all this periodic calculations for all the scenarios
Best comprehensive video on the new features. Thank you very much 😊
glad to hear that 😊 thx for watchn
Thank You so Much Bas. You are the BEST Ever. Your videos are always so helpful. Grateful and Regards from Portugal
Great video , I have been looking into your videos from the beginning and learnt a lot from you ..thank you so much for the great videos .. This is my first comment.. keep up the good work 👏 👏
😯🎉 your first comment! .. thanks! 😉 what an honor
There is a way to change the language in Date Hierarchy of a graphic?
Big question about calculation groups - why can’t I sort the columns in a matrix visual?? This is a show stopper for me…
Excellent video as always master!
One question, taking into account the matrix you presented, if you want to present several measures and leave one of them as current and the other measures you present as LY, for example, how can you do this quickly following this logic?
I'm from Brazil and my English is still weak, lol. Any questions just ask. Thanks in advance!
Hi, a question about security and roles in relation to my org's setup.
All our power bi reports are built on top of Azure Data warehouse. And we want to implement RBAC based access to data at warehouse level and authenticated with active directory. In this case, do we have to worry about data access at Power BI level?
Thank you!
Thank you for your videos!! Are amazing!!
Thanks for watching them! 😊
you are the absolute best instructor out there!
Hola cómo estás ? Veo tus videos desde Colombia y me has ayudado mucho en mi proceso, Muchísimas gracias por todos tus videos
muchas gracias.M e alegra oír eso.
Great video, as always, Baz. Please make a video explaining how to use Power BI (.pbip) save options. Herzliche Grüße aus Guatemala
Thanks for the idea! will put it on my list 😁
So many measures I could avoid. Will try in a next model.
Thanks!
This video is awesome but by any chance do you have any videos on handing the unbalanced hierarchies..there are many videos but I have one requirement is that I have to show account ids to respect to that account whenever there are any blanks within the levels.
Calculation groups don't seem to exist in the version I'm using. Version: 2.120.963.0 64-bit (August 2023). Not sure if it's to do with using linked data and not imported data, but they aren't there.
H!, Bas I Hope you are good, I Love your Video this the First Time that i have landed on youtube page, Subscribed your in a minute of fraction. You are So Good..... Best Luck.....
Thanks alot, but the powerbi file download page shows error, can you check it
Is it possible to filter off any measure from the calculation group. For example, there are two measures for total sales and total price. There are three calculation items for current, MTD and YTD. When I put the calculation group item in the report, that will display value from both two measures. But I want to display only total sales under current. Do not need MTD and YTD under current. But need to display total sales and total prices both under MTD and MTD. I will be very appreciated your advice. Thank you in advance
Thanks for this tutorial. Very useful! Actually, one of the drawbacks with calculation group in reality is that in the case of using user customization which users are mostly PBI beginners (or even little knowledge), it's very challenging for them to drop & drag the correct wanted measures & understand how it works.
in think in most organizations those people would be consuming the reports that are created for them
Thanks Bas! You're an amazing Teacher!!! 😃😃
thank you so much, that's really nice to hear 😊
Was waiting for a great video from you, instead of going through the Power BI October 2023 Feature Summary Blogpost! Great job as always, I will share the link with my colleagues.
awesome thanks Wilco. and I was waiting for your comment 😉😁
Loved the run through, just updated and was wondering how to tackle the new view
happy it helped 😊 have fun exploring
Thanks, you are the best!!!
A question, why this pbix file does not found on datatraining?
Super video as always but I don't understand one thing. After creating a partition in the model and uploading it to the website. We can't download the model again. In that case will only 1 partition always be visible in power bi dashboard?
Always Fabulous!!
😎👊😊
Does cultures handle date? So we get UK week Monday to Sunday and also not UTC when uploaded to service
Thank you Bas, loaded with good stuff.
thx!!! 😊 .. definitely nice new feature
You don’t have any weak content , all is great ❤❤❤❤❤
🤗
Is there anyway in power bi import by mean of which I can only update the data which have been changed or inserted in back date.
Fantastic!
But the portion on PARTITIONS could use a tutorial on it's own.
thanks for sharing, was very helpful. subscribed :)
I really like how you explain things. Are you able to do some consulting?
Let me know your email, we will be in touch
Hi, thanks for the video. Can you please help me understand, qhen one should use field parameters and when to use calculation groups? Please can u explain the difference in two?
Excellent Comprehensive Video!!
Glad you enjoyed it! thanks 😎👊
Muchas gracias!!! excelente información!!!!
Gracias 🙏
Awesome explanation. I always wait for your new videos please keep making such wonderful content :)
Thanks a lot 😊 definitely will
Bas, the partitions would work if I have one txt per month and I want to refresh it every month and just add the new month without refreshing the other ones?
That's incredible!!! Thanks for sharing!!
Danke!
Can you show how the "Role" option in "Model" helps to set up dynamic row level security more easily
no, still works in the same way
Thank you for the video. It was very interesting.
I appreciate sharing your knowledge with us, thx!
thanks for watching 😊
Bas, Check out the custom labels in data labels, its not working for many.
Bas, kudos. Always impressed by your knowledge.
just brilliant, Thank you so much Bas
Great learning ….. thanks Bas for all your hard work !!!
Always welcome
Really good video! Thanks and please continue sharing interest topics like this ☺
Sure thing! thanks for watching 😊
Hey bro!, How are you doing?, Greetings from Chile.
I have a question about your Power BI Desktop version.. because I updated it the lastest version (October , 23) from the official page, but it keeps showing the add-visual panel in the right side of the screen, not as yours that it's on the top. Could you help me what version should I download and Install, or what I have to do to get it?.
Thanks so much for your time bro, I loyal follower here!
Love your videos!! I always learn a ton from you!
Thank you for showing this. Quick question. Are you able to condition format a single part of calculated groups?
yes you can, there view vids here on youtube and blogs that explain howto
This was your best video yet
yey 🎉 :p depends how you measure it though ;)
Great informative video! Very clear explained.
Excellent, Wow 😊 thanks for this video, great content as always !
Thanks again for watching 😊!
this video is fantastic, really useful, thanks!
Glad it was helpful! thanks a lot 😊
Hi is calculation groups possible in Power Bi Report Server Version
Thank you Bas for creating such an awesome content for PowerBI.
One quick question, would Calculation group work simultaneously for 2 measures or it has to be 1 selected measure at a time?
yes it would :)
@@HowtoPowerBI I was hoping to use a Parameter to toggle among several measures, say Rev, Margin, COGS and show only one set of each measure (CY, LY, YoY, YoY%) at a time, but the Values field won't take Parameter. Any thoughts on how to get around that? BTW, brilliant presentation, love it!
Learnt a lot from your videos. Thanks Bas
awesome, glad to hear that 😊
Great as always, Bas. Thank You so much!
What if you only want to show a few of the columns in a visual not ALL the Date Calculations in the group?
Very useful, thank you so much!
Glad to hear that! thx for watching 😊
Hi, I have a transaction table in power bi,where Two Years Data(Jan-22 to Dec-23),I need cumulative of this amount in matrix with column?(Month-year) with a condition like need cumulative calculation from start of month year and also we have a slicer like Last Year,This Year ,when I select from slicer this year the give last month of previous year values Add with this year values & which month values in (-) they Give Total Cumulative,
can you solve this issues, Because it's giving same as we need through Date slicer ,when we use the formula for This year and use in slicer they not give results according to us
Your calculated groups were conveniently named such that sorting was not required. However, in my case, the names are not as intuitive. Is there a way to sort them?
Thanks Bas, as always with awesome content!
thanks a lot! great work as always😎
Hi Bas. At 7:16 you forgot to insert the link to the formatting video - just thought you would like to know ;). Great video as always.
aaaah totally forgot! thank you so much for pointing it out
@@HowtoPowerBINo problem. Keep up the good work - it is soooo inspiring.
Awesome video!! Thanks for the content!
😊😎 thank you
Great video - big thanks !!
thank you! 😊
MAN you are a Legend 💥💥
😎👊 thx for watching!
It is possible to automate the creation of the semantic model each time a create a new workspace?
what would be the use case for that?
@@HowtoPowerBI avoid manual work of repeate same semantic model each time I want to create many workspaces with basically the same semantic model but I want to save time but trying to replicate the semantic model someway
Nice one!
Hello Bas. Hope you're good. A part from the content, I like the way you share the screen. What Apps do you use please?
thanks a lot :) editing is done in premiere pro, animations in after effect, and audition for the sound
@@HowtoPowerBI Thanks for the reply.
@@HowtoPowerBI please, what do you use to record your screen ?
Can we use these calc groups in a slicer?
Yes 🙂
Can you Show us how to calculate YoY% in to Calculation Items ?
you can see the calculation item in the file (see download link in the description)
Cool 🎉🎉🎉
😎👊
This new change is great. Thanks Bas.
Thanks ! Awesome video
😎👊
I wonder if time intelligence should be presented as a good use case for calculation groups - at least not anymore. In my view, and the view of the guys of SQLBI, then the Bravo tool is a superior solution and takes away the need to author time intelligence measures in the first place. And also, if you change the type of date table (e.g. going to a 4-4-5 weeks based calendar) the time intelligence measures are updated for you.
bravo tool is also nice for that purpose. My guess would be that a lot of people wouldnt have this tool available on their work laptops though. Another consideration is the final use case in the report where you still might prefer calculation groups.
@@HowtoPowerBI I take your point, about IT departments restricting what can be installed, but that's also a seperate problem. Why might I choose calc groups for the final use case? Don't forget that the dataset might be accessed in Excel, in which case all the (automatically authored) time intelligence functions are all available for you to drag and drop into a pivot table. Much more intuitive than a calc group - don't you think?
Anyway - thanks for the reply!
Great job Bas!
thank you! 😁
Hi , at first thanks for nice video. And now I would like to have a question.
I have a problem in my report, I took this report from ssrs and remade it for power bi.
And problem is this... in ssrs there was sql query behind report and that query took two DATE parameters and then used them in that query... this is the condition in query "Interviews.DateCreated BETWEEN @From AND @To
OR
Interviews.DateModified BETWEEN @From AND @To"
and now in power bi I dont have this condition in my query and I import all the data into that report and then I use filters on that report but problem is that I can use just one date field in my date slicer... so instead of data where interview.DateCread OR interview.DateModified match value from my slicer input I can get data where it matches just one.. for exaplme I can use interviews.DateCreated in my slicer and then I get data based on this filter and thats fine but I also need to check if there is some interview where interviews.DateModified is in range from slicer.
How to solve this issue?
Thanks Martin