You can now add visual calculations to embedded Power BI dashboards in the Insights App and on the Dashboard tab in the Portfolio App. Visual calculations let you enrich your visuals with additional computations — such as running sums, moving averages, or custom DAX expressions — without modifying the underlying data model.
Adding a visual calculation
- Open a dashboard in edit mode in the Insights App or the Dashboard tab of a portfolio.
- Right-click on a visual (for example a table or chart).
- Select New visual calculation.
- Choose one of the built-in templates, or select Custom to write your own calculation using DAX.
The calculation is added directly to the visual and appears as a new column or value alongside your existing data.
Using templates
Several templates are available to quickly add common calculations:
- Running sum — cumulative total across rows.
- Moving average — average over a sliding window of values.
- Percent of parent — value as a percentage of its parent group.
- Percent of grand total — value as a percentage of the overall total.
- Versus previous / Versus next — compare a value to the preceding or following row.
Select a template to insert it into the formula bar, then adjust the fields and parameters to match your data.
Writing custom calculations
If the templates do not cover your use case, select Custom to open the formula bar and write your own DAX expression. For example, to calculate profit from two existing columns:
Profit = [Sales Amount] – [Total Cost]Visual calculations operate on the aggregated data already shown in the visual, so you do not need to add aggregation functions like SUM unless your scenario specifically requires them.
For a full overview of available functions and parameters, see Visual calculations in Power BI on Microsoft Learn.
