Brent Jones

# Calculation Groups in Power BI Desktop

As of this date (Oct 2023), Calculation groups can now be authored directly within Power BI desktop - no Tabular editor required!

**How to create calculation groups in Power BI Desktop?**

**Because it's still in preview (as of this writing), you'll need to first enable it in the options first.**

File -> Options -> Global -> Preview features -> **Model explorer and Calculation group authoring**

1. Once enabled, navigate to the Model view. You'll now see a new tab in the Data pane on the right.

2. Click "Calculation groups" and select "+ New calculation group".

3. The DAX editor will open. You can now begin writing the DAX code.

4. Write the DAX code. I'll create a YTD calculation group for this example.

5. This will now show up in two places; in the calculation group section and in the tables section.

6. To create an additional calculation item, select the calculation item section, and click "+ New calculation item" again.

**If you are unsure what Calculation groups are or how to use them, read on below.**

**What are Calculation groups?**

Calculation groups essentially allow you to create "generic" or "cookie cutter" measures. For instance, instead of creating a YTD measure for [Total Sales], [Total Quantity], [Total Purchased], etc... you can create a YTD calculation group that will apply a YTD transformation to your measures (and indeed, any other measure you have).

It's almost like a custom function for DAX, that takes in a parameter (your measure), and applies a function to it. The syntax is as follows (i.e. for a YTD transformation):

```
CALCULATE(
SELECTEDMEASURE(),
DATESYTD( 'Date Table'[Date])
)
```

In the above example, SELECTEDMEASURE() is a DAX function specially used for calculation groups that allows you to "pass" in the measure you that want to apply the YTD transformation on.

**How to Use a calculation group on your dashboard?**

Once you have a calculation group...

1. Add a visual (i.e. a matrix) to the canvas.

2. Add the calculation group to the X or Y axis.

3. Add your measure to the Values (i.e. [Total Sales])

And that's how you can create and use calculation groups on your Power BI desktop dashboard! Cheers!