Organizing Measures into Categories using Folders
Adding few measures to your data model in PowerBI could be easily managed, but what about adding tens or even hundreds of measures! Organizing those measure into categories using folders could help a lot.
To show you what I exactly mean, I will demonstrate the alternative way to create those folders using empty tables:
- Select "Enter Data" from the Home ribbon > Change the column name to "Id" and choose the table name e.g. "_Financial Measures" (Create all the tables)
- Select "New Measure" from the Modeling ribbon (Or choose any shortcut) > Type and create a new measure e.g. Total Sales = SUM(Sales[SalesAmount])
- Select the created measure in the "FIELDS" pane or just click inside the formula bar > Open the "Home Table" list from the modeling ribbon and select a table
- When done, right-click on the "Id" columns and select Hide
- Now, Power BI will change the Icon from Table to Measures. How nice!
Certainly a nice to have so +1 vote, but not my highest need relative to other voted items
Would be great to Catgorize & filter/search without moving into different folders!
E.g. Categorize by Scenario: "Forecast" vs. " Actual" vs. "Budget"
Categorize by Calc type: "Trailing-Twelve-Month" vs. "Year-to-Date" vs. "Prior Month, Year etc"
Henry Goodmann commented
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We definitely need a way to group these without resorting to clumsy annoying to read names and hacky tables. This would be a great QoL upgrade.
Jeff Birrer commented
I believe this is already a feature that is a available. We have created "Measure tables" and used the DisplayFolder property to group like measures together.
Brian Connelly commented
You can group measures into folders with the modeling feature: https://powerbi.microsoft.com/en-us/blog/power-bi-desktop-november-2018-feature-summary/
I really miss this function, or at least just let me change the order how the measures appear within a table.
David PROVOST commented
That's a cool feature that Tableau already has
I went through it this week and thought I'd post an idea when I already found this one. This would be a great feature.
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Measure table is a sort of solution to this, but folder-structure would a bit more useful feature. We should be able to create multilevel folder-structure to group different kinds of measures to their own folders (for example, current year measures, previous year measures, percentage measures, count measures, sum measures, etc..). I know that SSAS would be a better solution in my case, but that's not always an option to the customer.
Jack Wells commented
You can kind of create these but it's a bit of long winded method and not really well advertised. Would be helpful if we just had a "create measure folder" button.
Sounds like you need to look into packaging your data up into Tabular/OLAP cubes or even SSIS packages then you can create your structures.
you can create measure tables by creating a manual table with 1 empty column, then add/move a measure into that table then delete the column. This will create a "table" with only measures contained in it. Then next time you reload the model it will change the icon to a measure icon and pin it to the top
Naji El Kotob commented
A screenshot for the suggested idea