custom aggregation that allow to define a calculation of measures while being writeable
M
Mikael Iuel-Brockdorff
As a financial planner or business user,
I want to define custom aggregation formulas between measures,
so that calculated values can be automatically derived at aggregated levels while still allowing manual input at detailed levels.
Description
Today, measures are aggregated using standard aggregation methods (Sum, Average, etc.). There is a need to support custom aggregation formulas where one measure is calculated from other measures at aggregated levels.
Example:
Measure A = Revenue
Measure B = Quantity
Measure C = Price
Custom aggregation formula:
Revenue / Quantity = Price
At aggregated levels, the system should calculate:
SUM(Revenue) / SUM(Quantity) = Price
rather than aggregating Price directly.
The calculated measure (Price) must remain writeable at the base planning level, allowing users to enter values manually. The custom formula should only be applied when displaying aggregated data.
Business Value
Enables correct KPI calculations at aggregated levels.
Supports ratios, percentages, unit prices, margins, and other non-additive measures.
Improves consistency between planning input and reporting output.
Reduces the need for external calculation logic in Power BI and reporting layers.