Create measures from templates with TabularEditor

• MeasureMagic
  • Contents
  • Getting started
  • MeasureMagic.xml Structure
  • Implemented template variables
    • DAX expression
      • Examples for DAX expression
    • NameTemplate and Description
      • Examples for NameTemplate and Description
    • DisplayFolder
      • Examples for DisplayFolder
  • Features
  • TODO

• Open your model in Tabular Editor.
• Add an annotation with the name MeasureTemplates_FileLocation to your Model.
• Put the absolute path of your MeasureMagic.xml in the value of the annotation.
• Add new MeasureTemplateGroup to MeasureMagic.xml, disable all unwanted MeasureTemplateGroups, MeasureTemplate-Collections and MeasureTemplates
• Load MeasureMagic.cs advanced script
• Select one or more measures
• Hit F5

The XML document has the following structure:

<MeasureTemplateGroups>
    <MeasureTemplateGroup Enabled="true" Name="SeRA">
        <MeasureTemplates Enabled="true">
            <MeasureTemplate Enabled="true" NameTemplate="Datenstand Datum {2}" DisplayFolder="" Description="" IsHidden="true" FormatString="dd.MM.yyyy">
                TODAY()
            </MeasureTemplate>
            ...
        </MeasureTemplates>
        ...
    </MeasureTemplateGroup>
    ...
</MeasureTemplateGroups>

The file needs to have exactly one MeasureTemplateGroups node as the XML-root.

The root can contain one or many MeasureTemplateGroup nodes. Each of the groups can be disabled with the Enabled property set to false. The Name property of the group is only for your own reference, it will not be used for any processing as of now.

Next level is the MeasureTemplates node which can be used to group the templates further, e.g. one group for Time Intelligence, another one for descriptive measures, etc. The MeasureTemplates can be disabled with the Enabled property set to false.

MeasureTemplate nodes are on the lowest level and allow for several attributes:

• Enabled: set to false to disable this template in the next run
• NameTemplate: name of the measure created
• DisplayFolder: display folder of the measure - default: inherits from the base measure
• Description: description of the measure - default: empty
• IsHidden: is the new measure hidden? - default: false
• FormatString: provide a FormatString for the measure - default: inherits from the base measure

The DAX expression of the measure goes into the value of the node. If the expression contains xml-special characters < or > the expression needs to be wrapped in <![CDATA[ and ]]>.

For example:

<MeasureTemplate Enabled="true" NameTemplate="{0} Total" DisplayFolder="" Description="" IsHidden="true" FormatString="dd.MM.yyyy">
    <![CDATA[
        CALCULATE(
            {0},
            ALL( DimDate ),
            DimDate[Date] < MAX( Orders[OrderDate] ) 
        )
    ]]>
</MeasureTemplate>

The attributes NameTemplate, DisplayFolder and Description and of course the DAX expression allow for several variables that will be replaced.

• {0} = Base Measure Dax Expression, e.g. "[Base Measure]"
• {1} = Base Measure Name, e.g. "Base Measure"
• {2} = Value of the Description property of the base measure
• {3} = Table Name Datenstand or Table Name of Base Measure as fallback

tbc.

• {0} = Base Measure Name, e.g. "Base Measure"
• {1} = Base Measure Table Name, e.g. "Fact MeConnect"
• {2} = Table Name Datenstand or Table Name of Base Measure as fallback

tbc.

• {0} = Base Measure Name, e.g. "Net Revenue"
• {1} = Base Measure Display Folder, e.g. "Net Revenue\Time Intelligence"

• Put the measure in the "Time Intelligence" folder in the "root" of the table:

    DisplayFolder="Time Intelligence"
  

• Put the measure at the same folder as the base measure:

    DisplayFolder="{1}"
  

  This is the default, with no DisplayFolder attribute set the folder of the base measure will be inherited.

• Put the measure at the subfolder "Time Intelligence" below the folder of the base measure

    DisplayFolder="{1}\Time Intelligence"
  

• Put the measure at the root of the table

    DisplayFolder=""
  

  Set the DisplayFolder to "" if the base measure is within a folder but the new measure should be located at the "root" of the table.

• replacement of variables within templates
• easy to read/write DAX expressions (no escaping etc)
• annotate Model
• self-documenting templates

• tbc.