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Calculation Groups for YoY, MoM & QoQ in Power BI — Powerful, but Maybe Not Worth It? 🤔

How I built a flexible time-comparison demo… and why I still reach for UDFs in real-world reports


PBIX available at the end of this article! 🥳


As I mentioned in my previous article, one of my Power BI resolutions this year was to try to leverage calculation groups more in my reports.


One very obvious use case for me was time-based comparisons: YoY, QoQ, MoM, WoW… the usual suspects.


In most of my reports, I end up needing these comparisons across multiple KPIs: turnover, engagement, absence, burnout risk, financial metrics, etc.And historically, that usually means a lot of duplicated measures 🙈.


So naturally, calculation groups felt like a promising solution.



In this article, I’ll walk through:

  • how I built the demo visual you see above using calculation groups

  • how this approach compares to DAX user-defined functions (UDFs)

  • and my honest opinion after experimenting with calculation groups in a more realistic setup





 
 
 

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