I don’t think it’s good to simply come up with calculated results automatically. This, I think, is a better way to use Power BI.Īnother reason why I’m hesitant to recommend Quick Measures is that I believe it’s important to know what a formula is doing. The DAX formula pattern can be modified to compute Cumulative Sales Last Year. You can see that with formula patterns, you can copy and paste formulas and then change a single element to come up with a new calculation. I can do this by simply changing a single letter in the formula highlighted below, from DATESMTD to DATESYTD. You can’t do this with Quick Measures in Power BI.
What’s more, I can use a technique that will enable me to calculate Sales Year-To-Date from Month-To-Date without the help of Quick Measures. The formula is much more concise and easy to follow. It’s comprehensive but it makes things more complicated than it’s supposed to be.Ĭonsider this Sales Month-to-Date measure I created without using Quick Measures: What this formula tries to do is cover every possible scenario where the Quick Measure might be used. You also don’t need the dotted date highlighted below. What’s more, Quick Measures uses TOTALYTD whereas I prefer to use DATESYTD inside of CALCULATE. There is no need for an IF statement, an ERROR statement, and an ISFILTERED statement. Take a look at our Total Sales Year-to-Date calculation.įirst of all, the information below is way more complicated than it needs to be. I can come up with those measures by using table functions and by having a thorough understanding of how DAX core functions work in Power BI.įor example, in using Quick Measures for simple Filters, you can use the FILTER function instead as I’ve discussed in previous tutorials. You can utilize it to do Totals, Time Intelligence, Filters, Aggregates Per Category, Text, Mathematical Operations, and Concatenated Lists among others.īut the thing is, you can achieve the same results using DAX functions. One of the advantages of using Quick Measures is that it is easy to use, you just have to click and drag fields as I’ve demonstrated earlier. The Pros And Cons Of Quick Measures In Power BI
This is how straightforward the Quick Measures feature is. You’ll notice here that the Total Sales was stored in the Customers’ Table because I clicked on that particular Home Table.įrom here, I can easily change where the Total Sales measure will be stored by clicking on the Home Table drop-down menu and choosing Key Measures. I’m also going to drag the Date column to the Date field.Īfter filling out the necessary fields on the Quick Measures dialogue box, I’m going to click “OK.” In this case, I’m going to plug-in Total Sales by dragging the measure for Total Sales to the Base Value field. Next, I need to select a field as my base value or the measure I want calculated. Using Quick Measures, I just need to click on the Year-To-Date Total under Time Intelligence from the Calculation drop-down menu. In this tutorial, I’m going with a Year-To-Date Total calculation. Then, I’m going to decide what I want to create. To get started, I’m going to click the feature on the task pane. Through point and click, Quick Measures enables you to create different Key Measures such as the ones I’ve created below.
Year over yaer of grandtotal free#
Go back and re-enter the formula, or follow the steps in "Calculations Outside of Pivot Tables" on page 408.Download Free Resources Here Using The Quick Measures Feature Gotcha: If you used the mouse in step 9, you will find that the percentage growth does not change as you copy it down. Year-over-year report created with a pivot table.On the Options ribbon tab, click the Field Headers to prevent those from being shown in the report.In the Options ribbon tab, click in the Active Field box and change the field name to "Revenue " (with a space after the word Revenue.) Format D5 as a percentage with 1 decimal place.
Do not use the mouse or arrow keys while entering this formula!
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