Customize default values for each user in Power BI reports

Learn how to use calculation groups to define a default set of values for columns in your model. Different users can have different default values, and yet retain the full capability to select different values.

[sidimohamdy]

Thanks a lot it works for me, but only after I changed the "ISCROSSFILTERED" to "ISFILTERED". very helpful

[Bharath_PBI]

Thank you, this is another feature which would be great to have it implemented in power bi, just like many others (ex: dynamically switching dimensions on the chart axis).

However 1 note, the code at the last was written for Yes Generic, but couldn't get to see that in the video, anyway that's for us to check it.

Thank you 👍

[williamrodriguez]

I think the unsung hero is the true/false statements within the '___ToUse' variables.

Example: If YearsAlreadyFiltered = false, apply the filter (i.e., 'Date'[Calendar Year] IN UserDefaultYears); if YearsAlreadyFiltered = true, do not apply the filter ('Date'[Calendar Year] IN UserDefaultYears).

Alot to ponder... I think a blog post on this point alone would be brilliant. Thanks!

[henrifanda]

very good video. in the last section, you didn't select 'Yes-3' to demonstrate the result, but I am sure it is exactly like Yes-2. thanks so much for this enlightening DAX coding. very clear step by step.

[joaoluismartins]

Heyy Alberto, I think you've showed the YES-2 and not the Generic at the end of the video 😂.
Despite, great video and learning! Super thanks for sharing!

Cheers,

João Martins

[bryanchaves]

Great video. Just one question: is it possible to use USERRELATIONSHIP to retrieve a TEXT table?

[fernalication]

Great video. At the beginning you mentioned about the current limitation. If only USERPRINCIPALNAME() could be used in calculated tables and calculated columns this problem could be solved, right?

[gonzalocasanova]

Liked the explanation, just a but...
last Item was Yes -Generic and you showed Yes-2 . So not really checked if the code worked fine.
Btw, great content each week !!

[ricci.hidalgo]

Many thanks, very useful and clear explanation. I developed a simple report based on 2 tables in Excel (conventional data model), one table as "Sales by group" and the other table a "Username by group" with a many to many limited relationship, following your video step by step. Unfortunately the filter did not work with the connected user USEREPRINCIPALNAME() when no values are selected on the slicer. I think that your example on the video is a cube model from SSAS; does this solution work only in this mode? Maybe the problem is the limited relationship between the 2 tables on my model (with parenthesis on the model diagram in PBI desktop)?

[abhishekroy]

In the last step you still checked with YES-2 instead of YES-generic.
I know the code is right but it's just good if you did test the code with right calculation group.

[masumbillah]

Thanks for your video.
I have a problem. I a table that have some same Date, section & two line wise manpower for two manpower. Now need date maximum manpower in a line & minimum Manpower is Zero. Plz Help me

[michelehomem]

At the end of the video, the Calculation Item "YES-Generic" was created, but the final test was done with "YES-2" again, wasn't it? Thanks for the excellent video, like always!

[dariuszspiewak]

Hi Alberto. Would it not solve the problem if you stored in your helper tables a user called ALL that would be paired with all the possible values that exist in the other tables? I think that would solve the problem nicely.

[mabl]

Very nice!

You never tested "Yes generic".

Also isn't there a problem with the logic in "Yes generic"? Would not the default values always be included even ef the user place a filter on the year our country using the slicers? The default values will always be included in the YearsToUse and CountriesToUse.

I have not tested this myself.

[saratchandra]

We have syncslicer in report which is year, quarter, month name slicer and a line chart visual which show calculation based on 29 days before current date calculation.in line chart we need default to latest 3 months and user can select on slicer other than 3 months but we can't filter on slicer to latest 3 months because it is synced with other pages.how can we achieve this one could you suggest any idea? As there is calculation on date in measure which filter down to 29 days how can we achieve this one ?

[aryansena]

Hi,
Can you create a table as per slicer selection .. consider I'd column in a rows like 1, 2, 3, 4. And a slicer using this I'd column.. now if I select I'd from slicer 3 then a table will be created which has all data with I'd 3. Please let me know if requirement is not clear

[samuelmanseau]

Very usefull video ! Thanks for the concrete advice ! Hope tahe Microsoft will listen to you!

[granand]

sir, why do we need Tabular editor, I might have missed a video when you have explained. Can we do the same in powerBI DAX

[sane]

Great Vid, though I don't understand why we even bother making "Generic" Calculation?

[joaorataoo]

Instead of using the
CALCULATE with ISCROSSFILTER() with ALLSELETED()
could not be used ?