Sunday, December 10, 2017

How to Add a Custom Column to a Table in Power BI

What is Custom Column and How to Add it to a Table in Power BI
A Custom Column is a new Column that we add to a Table based on the Custom Expression, build using the Existing Columns.

The Custom Column is similar to the Conditional Column. The main difference between them is , a Conditional Column will be created using only using the IF Else Conditions with Logical Operators. but a Custom Column can be created using different Custom formulas, as well as with IF  Else Conditions.

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Scenario 1 : 
Suppose we have a Sales Table where we want to create a Custom Column called "Discount" which should be Calculated as 2% of Gross_Sales .


We can do this by the following way..

1) Go to Home > Edit Queries


2) Next Go to Query Editor > Add Column > Custom Column
Select your Table and then click on Custom Column


3) Next define the Custom formula or expression for Custom Column
Formula :
Discount = [Gross_Sales]*(0.02)


Next say OK. Now we can see a new Custom Column "Discount" added to the Table.


Finally Save and Close the Query Editor then Refresh the Data. A New Column will be available now in the Table.

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Scenario 2 : 

Suppose we have an Employee Table where we want to create a Custom Colum called "New_Job_Role" which should be Calculated based on the existing Column "Job_Tiltle"

based on the below logic :
IF [Job_Title]="Business Analyst" then "Data Analyst"
Else IF [Job_Title]="Business Manager" then "Analytics Manager"
Else [Job_Title]

The Employee Tables is as follows...

Now from Query Editor > Add Column tab , select the "Custom Column" and define the logic as follows..
Formula :
=if[Job_Title]="Business Analyst" then "Data Analyst"
else if[Job_Title]="Business Manager" then "Analytics Manager" else [Job_Title]


Next say OK. Now we will see a new Column has been added as "New_Job_Role"

Finally Save and Close the Query Editor then Refresh the Data. A New Column will be available now in the Table.

Important Note :
Please write the if  then else formula in the lower case to avoid the following error.
Expression error : The name 'IF' wasn't recognized. Make sure it's spelled correctly.

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Thanks, TAMATAM ; Business Intelligence & Analytics Professional 
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