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Use a different aggregation for each measure/column in Power BI 

by Inforiver | Nov 02, 2021 | ,

When dealing with Power BI table/matrix reports, there might be occasions where we prefer to apply customized measure aggregations in a particular report—such as calculating the average quantity sold at the company level —rather than relying on the default aggregation specified in the data model, like the sum of quantity sold. 

Often, altering the aggregation in the data model may not be possible for several reasons, such as the following: 

  • Multiple Power BI reports may consume the same data model, so the model-level measure aggregates cannot be changed. 
  • The report developer may not have modeling rights to the database objects while using Direct Query. 

Inforiver’s aggregation feature allows you to override the standard measure aggregation for specific measures or categories in Power BI table/matrix reports. It supports aggregations such as sum, average, standard deviation, minimum, maximum, and more. This allows you to build reports rapidly without making extensive model-level changes. 

With Inforiver, you can define aggregation at three different levels: 

  1. Report-level: A consistent aggregation for all the measures in the report. 
  1. Measure-level: One aggregation type for each measure. 
  1. Hierarchy-level: if your data is hierarchical, Inforiver offers the flexibility to apply row aggregations for different levels of the hierarchy. This is applied across all measures. 

Let us explore this further. 

Report-level Aggregation

Click on the Insert --> Aggregation and select “ALL” to set the report level aggregation. 

This option sets the aggregation type for all measures in the report. Note that this functionality is accessible only when there are three or more measures present in the report. 

Report level aggregation

Clicking on the dropdown will reveal the following aggregation options: 

As demonstrated below, after setting the aggregation for "All" to "Sum," all the measures automatically adopt the "Sum" aggregation. 

Measure-level aggregation 

As shown below, we also have the option to choose specific measures and define the aggregation for each. For instance, we can set PY Sales as Native (as defined in the Power BI data model), Sales to be aggregated as a Sum, Margin as an Average, and Margin% as a Maximum

Hierarchy-level Aggregation 

When we use hierarchies, we may want to aggregate the same measure differently at different levels. To apply an aggregation method to a specific level in the hierarchy, go to the Aggregation popup and switch the view from Measure to Category. In this example, the Country records will use Sum aggregation, the Category will use Average, and the Subcategory will use Max

What happens when I set up both hierarchy-level and measure-level aggregation?  

When you configure both types of aggregation, the hierarchy-level aggregations override measure-level aggregations. If you wish to cancel the hierarchy-level aggregation, click on the "Reset" option in the popup window as shown below. 

A note on ‘Visible Rounding’ aggregation

You will see an item called ' Visible Rounding ' in the list of aggregation options shown earlier (and reproduced below). This is mainly used in financial statements. Click here to learn more about why financial statements need a different type of aggregation 

Check out our latest video tutorial: Implement Advanced Aggregations in Power BI

Visit our product documentation page to learn how to manage aggregations.

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Inforiver is the fastest way to do everything in Power BI. It enables citizen developer productivity and unleashes true self-service with our intuitive and interactive no-code data app suite for Microsoft Power BI. The product is developed by Lumel Technologies Inc, who are #1 Power BI Visuals AppSource Partner serving over 3,000+ customers worldwide with their xViz, Inforiver, and ValQ offerings.
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