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Calc groups

Skill jonathan-pap/PowerBI-Claude-Design/calc-groups

Claude.ai skill packages for authoring Power BI semantic models — TMDL, DAX measures, calculation groups, DAX UDFs, and a visual design system. Plain-text output ready to paste into Power BI Desktop or Tabular Editor.

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npx -y skills add jonathan-pap/PowerBI-Claude-Design --skill calc-groups

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Reference for Power BI Calculation Groups in TMDL. Use this whenever a user asks for time intelligence patterns (YTD, QTD, rolling periods, prior year), scenario switching (Actual/Budget/Forecast), currency conversion, or any pattern where the same transformation needs to apply dynamically across many measures. Always consult this before writing individual YTD/PY/Rolling measures from scratch — a calc group is the correct architecture and eliminates boilerplate at scale.

SKILL.md

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Calculation Groups — Power BI / TMDL Reference

Calculation groups intercept SELECTEDMEASURE() and transform it, applying the same logic across every measure in the model without duplicating DAX.

TMDL Structure

calculationItem entries are nested inside calculationGroup at 3 TABs. column entries are siblings of calculationGroup at 2 TABs.

createOrReplace              ← root
	table 'Name'             ← 1 TAB
		calculationGroup     ← 2 TABs
			precedence: …    ← 3 TABs
			calculationItem 'Name' = DAX_inline    ← 3 TABs (single-line)
			calculationItem 'Name' =               ← 3 TABs (multi-line)
					DAX body                       ← 5 TABs (jumps TWO levels)
				ordinal: …                         ← 4 TABs
		column Period        ← 2 TABs (sibling of calculationGroup)
			dataType: …      ← 3 TABs
		column Ordinal       ← 2 TABs
			dataType: …      ← 3 TABs

Key rules:

  • Multi-line calculationItem uses = on the declaration line — no expression: property
  • DAX body jumps TWO levels deeper (3 TABs → 5 TABs), same as measures
  • Properties (ordinal:) sit at 4 TABs — one level below the declaration
  • sourceColumn: Name — no brackets
  • Always include a separate Ordinal column with sortByColumn: Ordinal on the Name column

Time Intelligence Calculation Group

createOrReplace

	table 'Time Intelligence'

		calculationGroup
			precedence: 10

			calculationItem 'None' = SELECTEDMEASURE()

			calculationItem 'Current' = SELECTEDMEASURE()

			calculationItem 'YTD' =
					CALCULATE(
						SELECTEDMEASURE(),
						DATESYTD('Date'[Date])
					)
				ordinal: 2

			calculationItem 'QTD' =
					CALCULATE(
						SELECTEDMEASURE(),
						DATESQTD('Date'[Date])
					)
				ordinal: 3

			calculationItem 'MTD' =
					CALCULATE(
						SELECTEDMEASURE(),
						DATESMTD('Date'[Date])
					)
				ordinal: 4

			calculationItem 'PY' =
					CALCULATE(
						SELECTEDMEASURE(),
						SAMEPERIODLASTYEAR('Date'[Date])
					)
				ordinal: 5

			calculationItem 'PY YTD' =
					CALCULATE(
						SELECTEDMEASURE(),
						SAMEPERIODLASTYEAR(DATESYTD('Date'[Date]))
					)
				ordinal: 6

			calculationItem 'vs PY' =
					SELECTEDMEASURE()
					- CALCULATE(
						SELECTEDMEASURE(),
						SAMEPERIODLASTYEAR('Date'[Date])
					)
				ordinal: 7

			calculationItem 'vs PY %' =
					VAR CurrentValue = SELECTEDMEASURE()
					VAR PreviousYearValue =
						CALCULATE(
							SELECTEDMEASURE(),
							SAMEPERIODLASTYEAR('Date'[Date])
						)
					VAR DiffValue = CurrentValue - PreviousYearValue
					RETURN DIVIDE(DiffValue, PreviousYearValue)
				ordinal: 8

			calculationItem 'Rolling 3M' =
					CALCULATE(
						SELECTEDMEASURE(),
						DATESINPERIOD('Date'[Date], LASTDATE('Date'[Date]), -3, MONTH)
					)
				ordinal: 9

			calculationItem 'Rolling 12M' =
					CALCULATE(
						SELECTEDMEASURE(),
						DATESINPERIOD('Date'[Date], LASTDATE('Date'[Date]), -12, MONTH)
					)
				ordinal: 10

		column Period
			dataType: string
			isDefaultLabel
			sourceColumn: Name
			sortByColumn: Ordinal
			summarizeBy: none

		column Ordinal
			dataType: int64
			formatString: 0
			sourceColumn: Ordinal
			summarizeBy: sum

LASTDATE vs TODAY(): Always anchor rolling windows to LASTDATE('Date'[Date]), not TODAY(). LASTDATE respects the visual's date filter; TODAY() ignores it.

Scenario / Budget Calculation Group

createOrReplace

	table Scenario

		calculationGroup
			precedence: 20

			calculationItem 'None' = SELECTEDMEASURE()

			calculationItem 'Actual' =
					CALCULATE(
						SELECTEDMEASURE(),
						FactTable[Scenario] = "Actual"
					)
				ordinal: 1

			calculationItem 'Budget' =
					CALCULATE(
						SELECTEDMEASURE(),
						FactTable[Scenario] = "Budget"
					)
				ordinal: 2

			calculationItem 'Forecast' =
					CALCULATE(
						SELECTEDMEASURE(),
						FactTable[Scenario] = "Forecast"
					)
				ordinal: 3

			calculationItem 'vs Budget' =
					VAR _actual =
						CALCULATE(SELECTEDMEASURE(), FactTable[Scenario] = "Actual")
					VAR _budget =
						CALCULATE(SELECTEDMEASURE(), FactTable[Scenario] = "Budget")
					RETURN _actual - _budget
				ordinal: 4

			calculationItem 'vs Budget %' =
					VAR _actual =
						CALCULATE(SELECTEDMEASURE(), FactTable[Scenario] = "Actual")
					VAR _budget =
						CALCULATE(SELECTEDMEASURE(), FactTable[Scenario] = "Budget")
					RETURN DIVIDE(_actual - _budget, _budget)
				ordinal: 5

		column Scenario
			dataType: string
			isDefaultLabel
			sourceColumn: Name
			sortByColumn: Ordinal
			summarizeBy: none

		column Ordinal
			dataType: int64
			formatString: 0
			sourceColumn: Ordinal
			summarizeBy: sum

Currency Conversion Calculation Group

createOrReplace

	table Currency

		calculationGroup
			precedence: 5

			calculationItem 'USD' = SELECTEDMEASURE()

			calculationItem 'EUR' =
					VAR _rate =
						CALCULATE(
							AVERAGE(ExchangeRates[Rate]),
							ExchangeRates[CurrencyCode] = "EUR"
						)
					RETURN SELECTEDMEASURE() * _rate
				ordinal: 2

			calculationItem 'GBP' =
					VAR _rate =
						CALCULATE(
							AVERAGE(ExchangeRates[Rate]),
							ExchangeRates[CurrencyCode] = "GBP"
						)
					RETURN SELECTEDMEASURE() * _rate
				ordinal: 3

			calculationItem 'JPY' =
					VAR _rate =
						CALCULATE(
							AVERAGE(ExchangeRates[Rate]),
							ExchangeRates[CurrencyCode] = "JPY"
						)
					RETURN SELECTEDMEASURE() * _rate
				ordinal: 4

		column Currency
			dataType: string
			isDefaultLabel
			sourceColumn: Name
			sortByColumn: Ordinal
			summarizeBy: none

		column Ordinal
			dataType: int64
			formatString: 0
			sourceColumn: Ordinal
			summarizeBy: sum

Precedence

Higher number = applied first (outermost). Lower number wraps last.

Precedence 20 → Scenario  (outermost)
Precedence 10 → Time      (middle)
Precedence  5 → Currency  (innermost)

Excluding Specific Measures

			calculationItem 'YTD' =
					IF(
						ISSELECTEDMEASURE([# Headcount], [Balance]),
						SELECTEDMEASURE(),
						CALCULATE(SELECTEDMEASURE(), DATESYTD('Date'[Date]))
					)
				ordinal: 2

Checklist Before Publishing

  • calculationItem at 3 TABs — nested inside calculationGroup
  • Multi-line items use = on the declaration line, DAX at 5 TABs, properties at 4 TABs
  • No expression: property, no formatStringDefinition, no formatStringExpression
  • column and column Ordinal at 2 TABs — siblings of calculationGroup
  • sourceColumn: Name (no brackets), sortByColumn: Ordinal
  • Every group has a None item (= SELECTEDMEASURE())
  • Rolling window items use LASTDATE('Date'[Date]), not TODAY()
  • Precedence order intentional: 20 → Scenario, 10 → Time, 5 → Currency

Related References

  • tmdl-standards/SKILL.md — TMDL syntax ground rules: indentation, createOrReplace wrapper, property order
  • measures/SKILL.md — Base measures that calc group items operate on; naming and folder conventions
  • dax-udf/SKILL.md — UDFs that can be called from within calculationItem expressions
  • svg-measures/SKILL.md — SVG icon badges reflecting the active calc group selection (e.g. period label)

Version: 1.5 Last Updated: 2026-05-02

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