Planning - Dynamic Column Headers from Measures

Last updated About 3 hours ago

Starting from Planning v.1.0.1.3, you can use a measure to define column header titles instead of relying on static names. This allows dynamic, context-aware column headers that can change based on filters, scenarios, or other measure logic, providing greater flexibility and consistency in your planning reports.

The feature allows you to overwrite the planning measure name

How to use

  • In Format your visual > Fields locate your planning measure:

  • ℹ️ Any visible measure (i.e. the Hide measure toggle is off) can be renamed on the visual with the measure.

  • Click on “Conditional formatting” icon next to “Display name” setting:

  • In the pop up select the measure you’ve created for renaming column headers and press “Ok”:

Measure example:

PlanningColumnName = If(MAX('Calendar General Ledger'[YearMonthnumber]) IN {"2024/03", "2024/01", "2024/02"}, "ACT", "EST")

  • As a result, all columns are renamed except for the subtotal columns (by design).

  • You can affect the subtotal column name, by renaming the planning measure (as before):

  • Alternatively you can hide column header completely: