Maximize Insights: Master EXPAND & COLLAPSE in Visual Calculations
Power BI
Apr 10, 2024 12:32 AM

Maximize Insights: Master EXPAND & COLLAPSE in Visual Calculations

by HubSite 365 about SQLBI

Data AnalyticsPower BILearning Selection

Master Power BI Visual Calculations: EXPAND & COLLAPSE Techniques Unveiled!

Key insights

 

  • Understanding the use of EXPAND and COLLAPSE in Power BI for correct visual calculations is crucial.
  • Visual calculations can perform complex operations like adjusting sales based on inflation without altering the data model.
  • COLLAPSE is used as a navigation function in CALCULATE to navigate upwards in the visual lattice, contributing to dynamic result changes based on the visual level.
  • Visual calculations allow for creativity and adaptability, such as dynamically applying inflation rates to sales data by using a simple SWITCH statement for yearly adjustments.
  • Visual calculations have limitations, such as reliance on the visual structure and access only to the virtual table, contrasting with model measures that offer wider applicability.
 

Understanding Visual Calculations in Power BI

Visual calculations in Power BI represent a powerful tool for data analysts aiming to leverage the platform's robust capabilities without the need to modify the underlying data model directly. These calculations, particularly the use of EXPAND and COLLAPSE functions, allow users to achieve complex data manipulation tasks like adjusting values based on specific criteria (e.g., inflation rate adjustments) or computing percentages across different hierarchies seamlessly within the visual interface. Despite their advantages, it's important to acknowledge that visual calculations are strongly tied to the presentation layer and are limited by the constraints of the visual structure itself.

Direct modification or alteration of the visual layout might necessitate a reevaluation of the applied calculations. On the flip side, traditional model measures offer a degree of robustness and reusability across various reporting scenarios, unattached to any specific visual design. Essentially, Power BI users are encouraged to weigh the pros and cons of each method, understanding that mastering both visual calculations and model measures will cater to a wider array of reporting and analytical needs, ultimately enhancing one’s capability to deliver insightful and dynamic data visualizations.

 

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## Questions and Answers about Microsoft 365

Keywords

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