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Extensibility Layer Objects

Extending Your Semantic Model via Composite Models

Field Parameters, Calculation Groups, What-If Parameters, Custom Calendars - objects that create composite model connections for departmental and report-specific extensions.

Creates DirectQuery Connection Layer
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The Three Layers

Understanding where objects belong in your Power BI architecture

Report Layer
Domain / Departmental Layer
Core Semantic Model

CORE MODEL

Semantic Model
Shared business logic, core measures, relationships. Sales, Profit, YTD - metrics everyone needs across all reports.

DEPARTMENTAL

Extensibility Layer
Composite model objects shared across multiple reports for a department or use case. Calculation groups, field params for specific teams.

SINGLE REPORT

Report-Scoped
Objects unique to one report. Dynamic titles, formatting measures, scenario sliders for this specific analysis.

Departmental vs Single-Report Patterns

When to share extensibility objects vs keeping them report-specific

Departmental Composite Models

Shared across multiple reports for a team or business unit

Create a single composite model PBIX that connects to the core semantic model and adds departmental-specific objects. Other reports connect to THIS model, getting both core and departmental features.

Common Patterns

  • Finance team calculation group (YTD, QTD, variance)
  • Sales field parameter (switch between revenue, units, margin)
  • Custom fiscal calendar for a specific region
  • Marketing attribution model disconnected tables
  • HR headcount scenarios with What-If parameters

Single-Report Composite Models

Objects specific to one report's analysis needs

When a report needs extensibility objects that don't make sense to share across the organization - scenario analysis for one executive, a specialized field parameter for a specific dashboard, experimental calculations, or one-off analysis requirements.

Common Patterns

  • Executive dashboard with custom KPI switcher
  • What-If slider for budget scenario analysis
  • Specialized time intelligence for one analysis
  • Disconnected table for report-specific Top N selection
  • Custom calendar for a one-off reporting period

Which Pattern Should I Use?

Will others need this?

If multiple reports need the same object, use departmental

Is it experimental?

Testing something new? Start with single-report

Who maintains it?

Departmental requires shared ownership

Objects That Create Composite Models

Each of these adds powerful functionality at the cost of model complexity

Field Parameters
Dynamic field switching

What It Does

Lets users switch which measure or column appears in a visual via slicer. One chart, many metrics on demand.

Perfect For

  • KPI selector dashboards
  • Dynamic axis switching (Month/Quarter/Year)
  • Consolidating similar reports
  • "Choose your metric" experiences
Calculation Groups
Measure transformations

What It Does

Applies transformations (YTD, Prior Year, % of Total) to ANY measure automatically. One definition, universal application.

Perfect For

  • Time intelligence (YTD, QTD, MTD, PY)
  • Variance calculations across all measures
  • Currency conversion
  • Scenario switching (Budget/Forecast/Actual)
What-If Parameters
Scenario sliders

What It Does

Creates numeric sliders for scenario analysis. Users adjust values (growth rate, discount %) and see impact in real-time.

Perfect For

  • Growth rate scenarios (0-50%)
  • Discount impact analysis
  • Headcount planning
  • Threshold adjustments
Custom Calendars
Specialized date tables

What It Does

Adds specialized date tables for fiscal years, retail calendars, or custom period logic not in the source model.

Perfect For

  • Fiscal year calendars (Apr-Mar, Jul-Jun)
  • Retail 4-4-5 or 4-5-4 calendars
  • Custom week definitions
  • Holiday/working day logic
Disconnected Tables
Standalone lookup tables

What It Does

Standalone tables for slicer options, configuration values, or lookup data without relationships to the main model.

Perfect For

  • Top N selector (5, 10, 20, All)
  • Display mode toggles
  • Sort order configuration
  • Report-specific lookups

Don't Need a Composite Model? Consider Visual Calculations NO COMPOSITE

Visual Calculations are report-scoped DAX calculations that work entirely within a single visual - without creating a composite model. Perfect for running totals, rankings, percent of parent, and moving averages when you only need the calculation in one visual.

Running totals Rankings within visual Percent of parent Moving averages

Limitation: Visual Calculations only exist within the visual where they're created - they can't be reused in other visuals or referenced by other measures.

Feature Comparison

Key differences at a glance

Feature Field Params Calc Groups What-If Custom Cal Disconn. Tables
Works in Excel No Yes No Yes Usually1
Built-in to Desktop Yes Yes Yes Yes Yes
Can have relationships Yes No No Yes N/A
Requires DAX/M code knowledge Basic Moderate Basic Moderate Basic
Code Language DAX DAX DAX DAX or M M2 or DAX
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1 Disconnected tables typically work in Excel when used with measures containing SWITCH statements or SELECTEDVALUE functions, which handle the slicer selection and pass values to calculations.
2 Disconnected tables are commonly created using the "Enter Data" button (M code), though they can also be defined using DAX with DATATABLE or similar functions.

The Trade-Off Analysis

Benefits vs. considerations when creating composite models

Benefits

  • Enhanced interactivity - Dynamic user experiences
  • Rapid iteration - Test without model deployments
  • Self-service enablement - Authors can add features
  • Report-specific logic - Tailored calculations
  • Clean core model - Report clutter stays in reports
  • Scenario analysis - What-if capabilities

Considerations

  • Composite model layer - Adds DQ connection
  • Refresh behavior changes - May differ from import
  • Feature limitations - Some features restricted
  • Field params break upstream - Don't work via DQ
  • Maintenance overhead - Logic in multiple places
  • Testing required - Verify behavior after adding

Performance & Query Behavior

Understanding the query cost of each object type

No/Minimal Impact

Field Parameters, What-If Parameters, Disconnected Tables (simple)

Field Parameters simply switch between existing measures - no additional query complexity since the underlying measures already exist.

What-If Parameters and simple Disconnected Tables have no model relationships. They just pass a value to a measure via SELECTEDVALUE() - negligible cost.

Low to Medium Impact

Calculation Groups, Complex Disconnected Tables

Calculation Groups modify query behavior by wrapping measures. Simple time intelligence (YTD, PY) adds minimal overhead. Complex DAX or poorly structured items can increase cost. In rare cases, CGs can create unexpected many-to-many patterns causing timeouts.

Complex Disconnected Tables with heavily nested SWITCH statements accumulate overhead from the complexity routed through them, not the table itself.

Higher Impact

Custom Calendars, Nested Composite Models

Custom Calendars introduce actual model relationships. Performance depends on relationship type (single vs bidirectional), cardinality, and interaction with existing date logic.

Nesting Composite Models compounds DirectQuery overhead. Each layer adds latency. Avoid chains where Report A connects to Composite B which connects to Composite C.

Choosing the Right Object

Match your scenario to the appropriate extensibility object

Use These Objects When...

Dynamic Switching Needed

Users need to toggle between measures, columns, or time calculations without multiple visuals.

Field ParametersCalc Groups

Scenario Analysis

What-if analysis and sensitivity testing where users adjust numeric parameters in real-time.

What-If Parameters

Specialized Time Logic

Custom calendar periods, fiscal years, or time intelligence not available in the core model.

Custom CalendarsCalc Groups

Report-Specific Configuration

Slicer options, Top N selectors, or lookup values that only apply to this specific report or analysis.

Disconnected Tables

Avoid These Objects When...

Excel Connectivity Required

Users need to analyze data in Excel PivotTables - these objects break Excel connectivity.

Field ParametersWhat-If

Chaining Composite Models

Other reports will DirectQuery connect to your composite - creates fragile dependency chains.

All Objects

Core Business Logic

The calculation defines universal business rules - it belongs in the semantic model, not extensions.

All Objects

Pro Tips for Extensibility Layer Objects

Start with Single-Report

Test new patterns in a single report first. Promote to departmental only when proven and others need it.

Document Your Architecture

Create a diagram showing Core Model, Departmental Models, and Report connections. Helps teams understand dependencies.

Test Composite Behavior

After adding objects that create composite models, test refresh and verify all features still work as expected.

Consider Future Reuse

If you find yourself copying the same object to multiple reports, it's time to create a departmental model.

Surface Key Objects at Top

Use a dot prefix to sort calc groups and field parameters to the top of the field list where users find them easily.

Name with Type and Intent

Use a clear pattern like ".Calc Group - Time Intelligence" or ".Parameter - Metric Selection" so users know what each object does at a glance.

Common Gotchas

Pitfalls to watch out for when working with extensibility objects

Field Parameters Don't Pass Downstream

If another report connects to your composite model via DirectQuery, your field parameters won't be available to them. They only work within the report where they're defined.

Calculation Group Precedence

When multiple calculation groups are applied simultaneously, precedence rules determine the order of evaluation. This can cause unexpected results if not planned carefully - test thoroughly.

What-If Values Reset Each Session

User selections on What-If parameter sliders don't persist between sessions. Each time a user opens the report, the slider resets to its default value.

Custom Calendar Relationship Conflicts

If the source semantic model already has a date table marked as a date table, adding another calendar can create ambiguous or conflicting relationships. Plan your relationship strategy carefully.

Disconnected Tables Need Explicit Measures

Selections from disconnected tables don't automatically filter data. You must use SELECTEDVALUE() or similar functions in your measures to respond to user selections.

Composite Model Refresh Timing

Local model data (like disconnected tables) and remote semantic model data may have different refresh schedules, potentially leading to data inconsistency during certain windows.

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