@luquimbo/bi-superpowers 3.1.1 → 3.2.0

package/library/snippets/dax/calculation-groups.md

@@ -1,489 +0,0 @@
-# Calculation Groups in DAX
-
-Patterns for creating and using calculation groups for time intelligence, currency conversion, and measure formatting.
-
----
-
-## What Are Calculation Groups?
-
-Calculation groups modify how measures are evaluated without changing the measures themselves. They're created in external tools (Tabular Editor, TMDL) and consist of:
-
-- **Calculation Group**: Container table
-- **Calculation Items**: Individual modifiers (e.g., YTD, PY, MTD)
-- **SELECTEDMEASURE()**: Reference to the measure being modified
-
----
-
-## Time Intelligence Calculation Group
-
-### Basic Time Intelligence Items
-
-```dax
-// Calculation Group: Time Calculations
-// Column: Time Calculation
-
-// Item: Current
-SELECTEDMEASURE()
-
-// Item: YTD (Year-to-Date)
-CALCULATE(
-    SELECTEDMEASURE(),
-    DATESYTD('Date'[Date])
-)
-
-// Item: PY (Prior Year)
-CALCULATE(
-    SELECTEDMEASURE(),
-    SAMEPERIODLASTYEAR('Date'[Date])
-)
-
-// Item: YTD PY (Prior Year YTD)
-CALCULATE(
-    SELECTEDMEASURE(),
-    DATESYTD(SAMEPERIODLASTYEAR('Date'[Date]))
-)
-
-// Item: QTD (Quarter-to-Date)
-CALCULATE(
-    SELECTEDMEASURE(),
-    DATESQTD('Date'[Date])
-)
-
-// Item: MTD (Month-to-Date)
-CALCULATE(
-    SELECTEDMEASURE(),
-    DATESMTD('Date'[Date])
-)
-
-// Item: Rolling 12 Months
-CALCULATE(
-    SELECTEDMEASURE(),
-    DATESINPERIOD('Date'[Date], MAX('Date'[Date]), -12, MONTH)
-)
-
-// Item: Rolling 3 Months
-CALCULATE(
-    SELECTEDMEASURE(),
-    DATESINPERIOD('Date'[Date], MAX('Date'[Date]), -3, MONTH)
-)
-```
-
-### YoY Variance Items
-
-```dax
-// Item: YoY Abs (Year-over-Year Absolute)
-VAR _Current = SELECTEDMEASURE()
-VAR _PY = CALCULATE(SELECTEDMEASURE(), SAMEPERIODLASTYEAR('Date'[Date]))
-RETURN
-    _Current - _PY
-
-// Item: YoY % (Year-over-Year Percentage)
-VAR _Current = SELECTEDMEASURE()
-VAR _PY = CALCULATE(SELECTEDMEASURE(), SAMEPERIODLASTYEAR('Date'[Date]))
-RETURN
-    DIVIDE(_Current - _PY, ABS(_PY))
-
-// Item: YTD YoY % (YTD Year-over-Year Percentage)
-VAR _CurrentYTD = CALCULATE(SELECTEDMEASURE(), DATESYTD('Date'[Date]))
-VAR _PYYTD = CALCULATE(SELECTEDMEASURE(), DATESYTD(SAMEPERIODLASTYEAR('Date'[Date])))
-RETURN
-    DIVIDE(_CurrentYTD - _PYYTD, ABS(_PYYTD))
-```
-
-### Fiscal Year Time Intelligence
-
-```dax
-// Item: FYTD (Fiscal Year-to-Date)
-// Assumes July 1 fiscal year start
-CALCULATE(
-    SELECTEDMEASURE(),
-    DATESYTD('Date'[Date], "6-30")  // Fiscal year end
-)
-
-// Item: FY PY (Fiscal Prior Year)
-CALCULATE(
-    SELECTEDMEASURE(),
-    DATEADD('Date'[Date], -1, YEAR)
-)
-```
-
----
-
-## Currency Conversion Calculation Group
-
-### Multi-Currency Items
-
-```dax
-// Calculation Group: Currency
-// Column: Currency Display
-
-// Item: Local Currency
-SELECTEDMEASURE()
-
-// Item: USD
-VAR _Result = SELECTEDMEASURE()
-VAR _AvgRate = AVERAGE(DimCurrency[ToUSD_Rate])
-RETURN
-    _Result * _AvgRate
-
-// Item: EUR
-VAR _Result = SELECTEDMEASURE()
-VAR _AvgRate = AVERAGE(DimCurrency[ToEUR_Rate])
-RETURN
-    _Result * _AvgRate
-
-// Item: GBP
-VAR _Result = SELECTEDMEASURE()
-VAR _AvgRate = AVERAGE(DimCurrency[ToGBP_Rate])
-RETURN
-    _Result * _AvgRate
-```
-
-### With Historical Rates
-
-```dax
-// Item: USD (Historical Rate)
-SUMX(
-    VALUES('Date'[Date]),
-    VAR _DailyAmount = CALCULATE(SELECTEDMEASURE())
-    VAR _DailyRate =
-        CALCULATE(
-            VALUES(DimExchangeRate[ToUSD]),
-            DimExchangeRate[Date] = EARLIER('Date'[Date])
-        )
-    RETURN
-        _DailyAmount * _DailyRate
-)
-```
-
----
-
-## Budget vs Actual Calculation Group
-
-### Scenario Comparison Items
-
-```dax
-// Calculation Group: Scenario Analysis
-// Column: Scenario
-
-// Item: Actual
-CALCULATE(
-    SELECTEDMEASURE(),
-    DimScenario[ScenarioName] = "Actual"
-)
-
-// Item: Budget
-CALCULATE(
-    SELECTEDMEASURE(),
-    DimScenario[ScenarioName] = "Budget"
-)
-
-// Item: Forecast
-CALCULATE(
-    SELECTEDMEASURE(),
-    DimScenario[ScenarioName] = "Forecast"
-)
-
-// Item: Variance (Actual - Budget)
-VAR _Actual = CALCULATE(SELECTEDMEASURE(), DimScenario[ScenarioName] = "Actual")
-VAR _Budget = CALCULATE(SELECTEDMEASURE(), DimScenario[ScenarioName] = "Budget")
-RETURN
-    _Actual - _Budget
-
-// Item: Variance %
-VAR _Actual = CALCULATE(SELECTEDMEASURE(), DimScenario[ScenarioName] = "Actual")
-VAR _Budget = CALCULATE(SELECTEDMEASURE(), DimScenario[ScenarioName] = "Budget")
-RETURN
-    DIVIDE(_Actual - _Budget, ABS(_Budget))
-
-// Item: Attainment %
-VAR _Actual = CALCULATE(SELECTEDMEASURE(), DimScenario[ScenarioName] = "Actual")
-VAR _Budget = CALCULATE(SELECTEDMEASURE(), DimScenario[ScenarioName] = "Budget")
-RETURN
-    DIVIDE(_Actual, _Budget)
-```
-
----
-
-## Format String Calculation Group
-
-### Dynamic Formatting Items
-
-```dax
-// Calculation Group: Display Format
-// Column: Format
-
-// Item: Number
-SELECTEDMEASURE()
-// Format String: #,##0
-
-// Item: Currency
-SELECTEDMEASURE()
-// Format String: $#,##0
-
-// Item: Percent
-SELECTEDMEASURE()
-// Format String: 0.0%
-
-// Item: Thousands (K)
-DIVIDE(SELECTEDMEASURE(), 1000)
-// Format String: #,##0 K
-
-// Item: Millions (M)
-DIVIDE(SELECTEDMEASURE(), 1000000)
-// Format String: #,##0.0 M
-
-// Item: Billions (B)
-DIVIDE(SELECTEDMEASURE(), 1000000000)
-// Format String: #,##0.00 B
-```
-
-### Conditional Formatting
-
-```dax
-// Item: Auto Scale
-VAR _Value = SELECTEDMEASURE()
-RETURN
-    SWITCH(
-        TRUE(),
-        ABS(_Value) >= 1000000000, DIVIDE(_Value, 1000000000),
-        ABS(_Value) >= 1000000, DIVIDE(_Value, 1000000),
-        ABS(_Value) >= 1000, DIVIDE(_Value, 1000),
-        _Value
-    )
-// Dynamic format string (requires Tabular Editor 3):
-// "Auto" -- or implement via FORMAT in the item
-```
-
----
-
-## Advanced Patterns
-
-### Moving Averages
-
-```dax
-// Calculation Group: Moving Averages
-// Column: Moving Average
-
-// Item: Current
-SELECTEDMEASURE()
-
-// Item: 3-Month Moving Average
-AVERAGEX(
-    DATESINPERIOD('Date'[Date], MAX('Date'[Date]), -3, MONTH),
-    CALCULATE(SELECTEDMEASURE())
-)
-
-// Item: 6-Month Moving Average
-AVERAGEX(
-    DATESINPERIOD('Date'[Date], MAX('Date'[Date]), -6, MONTH),
-    CALCULATE(SELECTEDMEASURE())
-)
-
-// Item: 12-Month Moving Average
-AVERAGEX(
-    DATESINPERIOD('Date'[Date], MAX('Date'[Date]), -12, MONTH),
-    CALCULATE(SELECTEDMEASURE())
-)
-```
-
-### Period-over-Period
-
-```dax
-// Item: MoM (Month-over-Month)
-VAR _Current = SELECTEDMEASURE()
-VAR _PM = CALCULATE(SELECTEDMEASURE(), DATEADD('Date'[Date], -1, MONTH))
-RETURN
-    _Current - _PM
-
-// Item: MoM %
-VAR _Current = SELECTEDMEASURE()
-VAR _PM = CALCULATE(SELECTEDMEASURE(), DATEADD('Date'[Date], -1, MONTH))
-RETURN
-    DIVIDE(_Current - _PM, ABS(_PM))
-
-// Item: QoQ (Quarter-over-Quarter)
-VAR _Current = SELECTEDMEASURE()
-VAR _PQ = CALCULATE(SELECTEDMEASURE(), DATEADD('Date'[Date], -1, QUARTER))
-RETURN
-    _Current - _PQ
-
-// Item: QoQ %
-VAR _Current = SELECTEDMEASURE()
-VAR _PQ = CALCULATE(SELECTEDMEASURE(), DATEADD('Date'[Date], -1, QUARTER))
-RETURN
-    DIVIDE(_Current - _PQ, ABS(_PQ))
-```
-
-### Growth Rates
-
-```dax
-// Item: CAGR (Compound Annual Growth Rate)
-VAR _StartValue =
-    CALCULATE(
-        SELECTEDMEASURE(),
-        FIRSTDATE('Date'[Date])
-    )
-VAR _EndValue =
-    CALCULATE(
-        SELECTEDMEASURE(),
-        LASTDATE('Date'[Date])
-    )
-VAR _Years =
-    DATEDIFF(
-        MIN('Date'[Date]),
-        MAX('Date'[Date]),
-        YEAR
-    )
-RETURN
-    IF(
-        _Years > 0 && _StartValue > 0,
-        POWER(DIVIDE(_EndValue, _StartValue), DIVIDE(1, _Years)) - 1,
-        BLANK()
-    )
-```
-
----
-
-## Multiple Calculation Groups
-
-### Combining Time + Currency
-
-When you have multiple calculation groups, they compose:
-
-```
-Revenue with "YTD" + "USD" =
-    Revenue calculated YTD, then converted to USD
-```
-
-**Order matters in Tabular Editor:**
-- Set precedence for each calculation group
-- Higher precedence applies outer (last)
-
-```dax
-// If Time has precedence 10, Currency has precedence 20:
-// Currency(Time(SELECTEDMEASURE()))
-
-// The currency conversion wraps the time calculation
-```
-
-### Precedence Example
-
-```
-Calculation Group: Time Intelligence (Precedence: 10)
-Calculation Group: Currency (Precedence: 20)
-Calculation Group: Format (Precedence: 30)
-
-Result: Format(Currency(Time(Measure)))
-```
-
----
-
-## Using in Reports
-
-### Slicer on Calculation Group
-
-1. Add calculation group column to slicer
-2. User selects "YTD" or "PY"
-3. All measures automatically adjust
-
-### Matrix with Calculation Items
-
-| Product | Current | YTD | PY | YoY % |
-|---------|---------|-----|----|----- |
-| Widget A | 100K | 800K | 90K | 11% |
-| Widget B | 75K | 600K | 80K | -6% |
-
-### Combining with Regular Measures
-
-```dax
-// Measure that uses calculation group result
-Revenue with Time Calc =
-VAR _TimeCalc = SELECTEDVALUE('Time Calculations'[Time Calculation], "Current")
-RETURN
-    SWITCH(
-        _TimeCalc,
-        "Current", [Revenue],
-        "YTD", [Revenue YTD],  // Explicit measure
-        [Revenue]  // Fallback
-    )
-```
-
----
-
-## Best Practices
-
-### 1. Name Items Clearly
-
-```
-✓ "YTD (Year-to-Date)"
-✓ "PY (Prior Year)"
-✓ "YoY % (Year-over-Year %)"
-
-✗ "Calc1"
-✗ "Time1"
-```
-
-### 2. Include "Current" Item
-
-```dax
-// Always have a baseline item
-// Item: Current
-SELECTEDMEASURE()
-```
-
-### 3. Handle Blanks
-
-```dax
-// Item: YoY % (with blank handling)
-VAR _Current = SELECTEDMEASURE()
-VAR _PY = CALCULATE(SELECTEDMEASURE(), SAMEPERIODLASTYEAR('Date'[Date]))
-RETURN
-    IF(
-        ISBLANK(_PY) || _PY = 0,
-        BLANK(),
-        DIVIDE(_Current - _PY, ABS(_PY))
-    )
-```
-
-### 4. Set Format Strings
-
-Each calculation item can have its own format string:
-
-| Item | Format String |
-|------|---------------|
-| Current | #,##0 |
-| YoY % | 0.0% |
-| YoY Abs | +#,##0;-#,##0;0 |
-
-### 5. Test with Multiple Measures
-
-Calculation groups apply to ALL measures. Test with:
-- Sum measures (Revenue, Quantity)
-- Average measures (Avg Price)
-- Count measures (Customer Count)
-- Ratio measures (Margin %)
-
----
-
-## Limitations
-
-| Limitation | Workaround |
-|------------|------------|
-| Cannot use with semi-additive measures (Avg, Distinct Count) without care | Create explicit measures for these |
-| Format strings limited in Power BI Desktop | Use Tabular Editor 3 |
-| No nested calculation groups | Set precedence carefully |
-| Can't reference another calc item | Use explicit measures |
-
----
-
-## Setup Checklist
-
-- [ ] Identify repetitive time intelligence patterns
-- [ ] Create calculation group in Tabular Editor
-- [ ] Add calculation items with clear names
-- [ ] Set format strings for each item
-- [ ] Set precedence if multiple groups
-- [ ] Test with various measure types
-- [ ] Add slicer to report
-- [ ] Document for users