HOW TO GROUP YOUR MEASURES IN FOLDERS HOW TO GROUP YOUR MEASURES IN FOLDERS

Grouping measures in folders is a way to organize and manage your measures in a more structured and efficient manner. This feature allows you to group related measures together in a folder, making it easier to find and use the measures you need. Let’s head into it.

In this practice file, you can see some basic measures under the data column like “sum of discount, sum of gross sales, profit, and sum of sales”.

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To group them into folders, we first put the measures into a measure table. To do that, under home, click on enter data to create a new table.

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Name the table. For this study, let’s call it measure table, then click on load.

The table usually comes with a default blank column
Go to your measures and click on the measure you want to move to the measures table (sum of discount).

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Go to home table and change it from financials to measure table.

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Do same for the rest of the measures you are interested in (sum of gross sales, profit, sum of sales)

Now we have all our measures of interest into one particular table

Navigate to the model view

In the model view, we can see our two tables. The financials and the measure table (which has all of our measures)

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In the properties box, under general, if we click on that, we can see the name of the table and some other information’s about the measure clicked.

Same thing happens if we click on any of the measures
To put the measures into a particular category, eg sum of gross sales, we click on gross sales, go to properties, navigate to general and under the display folder, we will name our folder. ie the folder we want to categorize under. For this class, we name it sales and hit enter.

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Once that is done, it will automatically move the sum of gross sales into the sales folder

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We will do same for sum of sales

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You can see that they have been shifted into the sales folder

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Let’s add another folder for sum of discount and name it others by going through the same process in 12.

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Let’s also add another folder called return for sum of profit.

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To add another measure in any of the sub columns, click on the sub column eg others, navigate to the right and right click on the three dots.

Select new measure

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Name your measure in the formula bar. For this class, we use unit sold = SUM(financials[units sold] and hit enter. That has been added)

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GoShedy

HOW TO GROUP YOUR MEASURES IN FOLDERS

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