Changing Columns & Measures in Visuals Easily with Field Parameters!
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- Опубликовано: 2 авг 2024
- Learn about the new Field Parameters feature in Power BI desktop, and how it can be utilized to easily create user selectable (dynamic) columns and measures that can be used in ANY visual within a report. Creating advanced visuals with dynamic axis and metric selections! What’s even better is how incredibly easy this is to setup, with no advanced modeling or setup required! Tune in to learn more.
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VIDEO CHAPTERS 🎥
0:00 - Start of Video
1:17 - Content Intro
3:51 - Add Category Field Parameter
7:40 - Add Value Field Parameter
8:37 - DAX Studio
11:25 - Add Date Hierarchy Parameter
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Finally! Parameter control on variables and measures have been available in Tableau since 2018 🙂. Now I am solely using Power Bi so I have been waiting for this feature eagerly quite some time.
haha...they've been in qlikview as well for over a decade. Nice to see it finally though!
Better late than never for sure!
One of the big calculation groups downside is the disabling of implicit measures.
As we all know, those are super handy when in a hurry.
Field parameters bridge some of that gap as it allows switching between measures super easily.
There'd be a huge potential nesting them together:
- Select your dimension
- Select the type of measure (like implicit measures + whatever else you fancy)
- Select the time intelligence (Current, SPLY, YoY, QoQ,...)
- Add a numerical slicer to affect some of these measures (Year on year rolling X months average by example)
- Dynamic number formatting based on type of measure selected would polish the whole thing up
Et Voilà !
Haven't tried yet but wanted to share some food for thoughts here 🙂
Great suggestions! I'll actually be running a Field Parameter contest soon to see what workbooks people come up with 😊
All this effort to avoid explicit measure? It makes no sense. If you are developing a model where your goal can be solved by implicit measure,you are developing an amateur model.
Wooow! Thanks, Reid. It's amazing to be able to do this so easily now. Power BI team is killing it.
They really are! Great new feature.
Such an awesome new feature! Thanks for the great demo and ideas!
You're welcome :)
from all the excitement Reid shows, you can see how much this is a game changer. It replaces so many hours formerly spent into buttons&bookmarks
Indeed! Loving this feature ♥
I have tested adding a "category" column to the tables created (manually editing the dax), so that I can group the breakdown fields and value fields. This then becomes like display folders in measure tables, and can even do it for breakdown fields, and best of all, work in report view! Add multiple visual types dan hide/show with bookmarks, then basically functionality of "personalized visual", that works even in publish to web.
This would be a great solution as well! I'm actually going to run a Field Parameter contest in the next few days to see what creative solutions people can come up with for this. :)
Nice feature and very well explain, thanks 😊
Fantastic. This will massively speed up my Tableau conversions. Thanks.
Would you say it is safe to use preview items in production or are they likely to change before final release?
I'd wait at least 3 months from it's initial release before using in production to be safe. Since this is the first month it was released in preview, I'd wait a few more months. Also make it transparent with users that it is a preview feature, meaning features or experience are subject to change.
Heh, exactly my thoughts :)
@Tony Phipps. My company wants to move from PowerBi to Tableau. What are your thoughts. I love Power Bi. I don't want to move to Tableau
@@samanthapikus3178 I too now love Power BI but I don't know enough about it to make a detailed comparison with Tableau. I can say that Tableau is a pleasure to use and you will get great visualisations, check out their 'viz of the day'. The downsides for me are just around licencing and site admin: 1) You have a smaller audience, anyone who wants to see your viz on Tableau Server needs to buy a viewer licence which may mean that not everybody gets one. (You can send a static Reader file for free but these are not very secure, all the data is potentially exposed). 2) Even among those with licences, access is controlled by Windows Active Directory and by Tableau Server Site management, two processes for every person you add.
Very cool feature Reid! Thanks for doing a video showing it ;)
Of course!
Hi, Thanks for the amazing video!
I am using field parameters to switch between different measures (actual, forecast & variance) in a matrix visual. But, I see that there is no option for conditional formatting. Do you know of any way that we can implement conditional formatting on this? Thanks!
You can find it under the format pane settings at the bottom. It's called "Cell Elements" :)
Great! The only thing missing is the ability to further slice the breakdown fields, which can be done with the previous method by adding another slicer which will change dynamically. What approach will be the best for this new method?
I ended up going the route of a separate slicer page, and below/at the side of the parameter slicer, a button that basically says "Click here to further slice by ..... (the name of the selected parameters), etc." Still wishing a way to make those appear directly.
Long Live NAMEOF function 🤘🔥! Awesome video Reid! 😁👌
Seriously! One of the best features to be released in a LONG time.
When I try to use a date hierarchy as a field parameter like you do, the visual sorts the x axis alphabetically, instead of by date. Do you have any tips on how to get this sorting by date instead? Thanks!
Is the column you're displaying text or a date datatype? If it is text you'll want to use the sort by column option. docs.microsoft.com/en-us/power-bi/create-reports/desktop-sort-by-column?tabs=powerbi-desktop
Would be awesome if we can use this based on a table. This would be ideal for target measures
Meaning use Field Parameters in a table? Totally possible! You can use them with basically any visual :)
If I have a Fields Parameter with my base measures, is there a way to reference that parameter in my other measures? I'm hoping to make a calculation group alternative using Fields Parameters.
Hi Nick, great question! I just tried this out and sadly it doesn't appear to let me bring in the field parameter (field) into a new measure to further calculate. I think the logic needs to be put in the measure first, then referenced in the field parameter.
@@HavensConsulting Thanks for looking into it! Hopefully they address this type of use case in a future update, because that would make Fields Parameters incredibly powerful. Basically something like the INDIRECT function in Excel that you could wrap the Fields Parameter column in and convert it to a measure reference. That would make my life so much easier right now haha.
@@triplebeatloaf agreed! Maybe in the next version
Hi Havens, I'm impressed with your two country comparison waterfall chart as well. Did you have historical video to teach how to do that?
Hi Ken, I do and thank you. As mentioned at 1:56 in the video the link to that other video (Waterfall Breakdown Comparison) is in the description of this video. :)
@@HavensConsulting That's awesome! Thanks for sharing!
@@kenleong7338 happy to help!
Hi Reid,
Do you know of a way to use a variable within the generated Field Parameter code and use it as a measure name override? I tried it using a VAR that captures a slicer's single selected value but it shows as (blank) in the auto-created measure slicer and on the table visual, it just defaulted to display the original measure name, ignoring the name override.
Column Measures =
VAR Actual = SELECTEDVALUE(Version1[Version])
Return
{
(Actual, NAMEOF('P&L Measures'[A_V1_Generic]), 0),
("Plan", NAMEOF('P&L Measures'[A_V2_Generic]), 1),
("Var", NAMEOF('P&L Measures'[A_V2-V1 Generic]), 2)
}
The slicer shows (blank) as the first item followed by Plan and Var. In the table visual, "A_V1_Generic" is displayed followed by Plan and Var.
Hi Ferdinand, great question. The field parameters are a model object, similar to a what if scenario range slicer, or dax calculated table. So it won't be updated except for model refreshes, it's similar to how you can't use a slicer to update a DAX calculated column, because the data contained within is only processed/changed during model refreshes.
How can you move your cursor so smoothly? Amazing!
Camtasia actually has a cursor smoothing option as part of the screen capture tool! Makes for really professional looking videos 😊
Any idea on performance comparison with SWITCH statements ? If it is only hiding multiple SWITCH statements in the background then I don't need to change my model. ;P
As shown in DAX studio there are no switch statements being ran. So this performs much faster than switch statements :)
Is there a way to make the name of fields dynamic meaning depending on other measures or varialbles? Thank you
Hi Omar, great question. You can definitely supply a measure for the name. Something like below would give you a name each refresh, that is reflected on the DAX logic in the [Name Measure]. Such as having a changing month name as example.
Breakdown Fields = {
([Name Measure], NAMEOF('Product'[Category]), 0),
("Sub Category", NAMEOF('Product'[Sub Category]), 1),
("Color", NAMEOF(Color[Color]), 2),
("Brand Name", NAMEOF('Company'[Brand Name]), 3)
}
@@HavensConsulting thank you very very much, just another question please: is it possible to retrieve the dynamic name from a variable stocked in the same formula of field parameters
VAR yyyy= some DAX
RETURN
{
yyyy, NAMEOF('Table'[column]),0),
(......)
}
@@omarbn92 If I'm understanding correctly. Field parameter names won't change with any type of slicer selections. Only model refreshes can trigger a measure name change for them
Fantastic !can you do small video on two different datetime slicers like start datetime and endtime slicers,getting between dates from them.i have a doubt can we include time inside datetime picker like custom chart, is this possible or any other approach is available .plz suggest
So are you wanting a visual where it shows an axis date range between a start and end date? If so there's a date range slicer for this :)
askgarth.com/blog/how-to-create-a-power-bi-date-range-slicer/
Yes,but time(hr:m:s) should be included with datepicker,scenario like shift management in manufacturing industry
@@dharanidhar4875 you’d want a date table, and a time table. Then two range slicers for each. Isn’t really feasible to have it in a single slicer sadly. The rows required for a dedicated date time table would add large model bloat, versus having separate date/time tables
@@havenscr any chance of having that in a video or reference, is greatly appreciated .
@@dharanidhar4875 Radacad has a great article on this radacad.com/how-to-use-time-and-date-dimensions-in-a-power-bi-model
Finally!
Great explanation. I think it's a massive step forward, but I think I've found a bug when this feature is used in the service. I have 4 line charts with the X axis as a field parameter (Year, Quarter, Month, Week, Day). This works great in Desktop. However, when published to the service the parameter's slicer initially only changes the X axis on 1 of the charts. Only after clicking Reset to Default will the slicer change all 4 charts. Has anyone else noticed similar?
Hmm, I wasn't able to reproduce that issue. But definitely file an issue in the (?) help section of the PBI service since this is still in preview!
This is great new feature, but isn't it a shame that Microsoft is lagging behind with improvements to slicer functionality (more formatting options, default state, etc.). I'd love to be able to format slicer to look like a button, for example.
It could use some other formatting and design functionality for sure. But between this and adding hierarchy options last year it's definitely make some good improvements though!
When I watched this, your thumbnail was broken. Not sure if that's your end or mine?
Should be working now I think?