dynamically change the column name in power bi
These tables will have different header titles based on the required language, however, only one of those tables will be shown depending on the language selected by the user. Again, remove any automatically added Changed Type step if Power Query added one. It certainly looks a lot simpler than my solution! Now fetch the names that are currently applicable to the columns. 2- After that create duplicate dataset for columns un-pivot. This is a good solution but after changing the column name with the help ofPower Query Formula Language (M), when I apply those chnages to dashboard the visuals were failed load. This way we are making the code easier to maintain and change in case we need to add more transformation logic to the new column names. The largest, in-person gathering of Microsoft engineers and community in the world is happening April 30-May 5. If your data has rows that move around a bit because someone inserts or deletes rows above it, see this blog post on how to dynamically find that first row and remove the appropriate number of rows. Infact, under column values it is showing error #This field can't be used since it is invalid. I have the exact same issue. Here I have some additional requirements. -- However I want the column names shown in the table to be have 202004, 202003 displayed instead of R1 - R6. Copy. Now we have 2 columns holding wrong and correct column names that we need to transform to list of nested lists.The easiest way to achieve that through the PowerQuery user interface is to add a new custom column and write the following expression. Thanks, that video makes much more sense! Any help would be most appreciated! Why refined oil is cheaper than cold press oil? Next, we need to zip the new names and the old names together using List.Zip. The Table.ToColumns(Table.Transpose) solves the "I need to merge List1 and List2 into a single list of pairs" nicely as the second argument for Table.RenameColumns. (adsbygoogle = window.adsbygoogle || []).push({}); Support only Import mode, it will not work with Direct Query Mode, reason behind when you transform the columns it will switch your dataset as in Import Mode. F1 F2 and F3 fields. All we need do is create a connection to SQL Server and import the FactInternetSales table to Power BI as seen below. For simplicity, I've hard coded the 5, but if your table can change (such that the columns you need to rename may not always be the last 5), then a more dynamic approach might be something like: oldNames = List.Select(Table.ColumnNames(someTable), each Text.EndsWith(_, " Value")). Why don't we use the 7805 for car phone chargers? As always, set the data types for all columns at this point too now that we know what our column names will be. Can you still use Commanders Strike if the only attack available to forego is an attack against an ally? No hidden fees. Change column names dynamically with parameters in Power BI. Generating points along line with specifying the origin of point generation in QGIS. In the CleanColumnNames step we called the table as it was at the source step (before we created the nested lists step), and as a second argument to the Table.RenameColumns() function we provided the nested lists applied step. Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type. Sometimes though the column you are renaming can have different names with each refresh, so this method won't work. {} is a syntax for creating a list object, and inside of that object, we added old and new column names separated with a comma. Hypothetically, if I had a slicer based on Seasons of the year, I would want my columns to reflect the names of the month in that season. Unless you have some complex requirements for the function to rename the columns, my solution here is overkill and too complex. Asking for help, clarification, or responding to other answers. If you have a table with old and new names then you can use following pattern. Microsoft Power BI Learning Resources, 2023, Learn Power BI - Full Course with Dec-2022, with Window, Index, Offset, 100+ Topics, Formatted Profit and Loss Statement with empty lines, How to Get Your Question Answered Quickly. Find out about what's going on in Power BI by reading blogs written by community members and product staff. This visual allows us to generate the title based on a measure: And thats it, the custom visual is ready to be tested. Which was the first Sci-Fi story to predict obnoxious "robo calls"? When you login first time using a Social Login button, we collect your account public profile information shared by Social Login provider, based on your privacy settings. Replace the format string with the following DAX expression, and then press Enter: DAX. As far as I know, it is not possible to do it currently. Now the date will fill the column. How do I properly use table.group in a PowerQuery query to dynamically summarize different rows and columns? In this code "Dimension" is the name of your previous step in the code. Effect of a "bad grade" in grad school applications. with Power BI reports and Excel pivot tables! This is so Power Query will generate the Table.RenameColumns() step for us and we will make minor tweaks. Find out more about the April 2023 update. I have a table in SQL that get's refreshed at the start of every month which has the following columns. Generating points along line with specifying the origin of point generation in QGIS. Typically a slicer is used to select data from table rows, not from columns. Just think about having to support 20 different languages, the report would rapidly turn into a nightmare. 2.) Which language's style guidelines should be used when writing code that is supposed to be called from another language? This idea is described in details here Updated June 29, 2022. Is there a way to get around this? We will need to use Table.RenameColumns() function, but with a dynamic argument holding column names to change. When I rename columns it breaks the tables I have made. previous 2 = measure. Embedded hyperlinks in a thesis or research paper. Check it out, Introduction to Power BI FREE Online course, Power Query Online Training [updated 2022], M Language Online Course: The unofficial and Practical Reference Guide, Dynamically find and filter header rows and promote them in Power Query. Check this video if you want to do that to. Asking for help, clarification, or responding to other answers. As you say, the replacement column names would need to be listed in the correct order within List2. Its also used in row2filter context transition and other aspects of the data model that involve filter propagation throughout the model. Use the Remove Rows button on the Home ribbon, and remove the top 5 rows. Unfortunately, while typing, it jumped from the second line to the first line, but it is the same "Source". This is why the errors dont matter. If Department 2 will use my application that time the field names will be A B C which will replace the same Data Table(Table1) field names i.e F1 F2 & F3. The following M code will give us the old and new, cleaned column names. The Source step of the inner environment (environment of the ListObjectWithCleaningLogic variable) should also point to the function input variable. Is there a way to dynamically identify and expand an embedded table's columns? I am reallys stuck and have been hacking away at this for a while. Otherwise, return null. It is like IFERROR() in Excel. Explanation ALLSELECTED is one of the most complex functions in DAX. Looking at your first code in your reply, it looks like "Dimension" is the table in which the data is being pulled. All other structures of the file were correct. I feel like I am really close to getting this to work, but I keep getting the following error: Expression.Error: We expected a RenameOperations value. This slicer will grow automatically as we include more languages to the Internationalization table, making it easy to scale: Now we need to import and configure the custom visual. I can skip the Table.Transpose by using Table2 = Table.FromRows({List1,List2}). By Ruth Pozuelo Martinez. Wrestling Excel files to the ground until a decent Power BI report can be made. Better to show it, here is Power Query code snippet, query "columnNames . Since we needed to consolidate every daily export in a single database (we are talking about 365 different exports for a single year of data), we needed to create a function that will dynamically clean column names from additional spaces. "When you rename a column in the Query Editor of Power BI.., it implicitly triggers the column references in your reports to be updated. the Renamed columns1 step seems like it should work, but then it throws the error. For each trimmed column name, look up the value in the first row of that column (which should give you a list of 5 different strings, which will be the new column names). For instance, State column will have its header defined by State Title field, since both share the same order, which is 1. We also get your email address to automatically create an account for you in our website. NOTE: If you had any Changed Type step created by Power Query, delete it. Having said that, it is important to remember that small details can make a big difference. Infact, under column values it is showing error #, ------- Dynamic field names as values for the above line for Dept 2, not just with flat Excel tables, but also. However, when you rename columns through some dynamic logic, this mechanism isn't triggered and the column references in reports are broken. The first thing we do after importing the Excel file into Power Query is to remove the first 5 rows. Does a password policy with a restriction of repeated characters increase security? To get a nested list of lists, we also need to transform that NestedLists column to a list. Its current dataset consists of a single table with information about US states: However, this is not enough. Youll find me here: Linkedin https://goo.gl/3VW6Ky Twitter @curbalen, @ruthpozuelo Facebook https://goo.gl/bME2sB#CURBAL #SUBSCRIBE However if I leave it at R6-1 then I have to go to the displayed tables and changed the column names one by one every month. Find centralized, trusted content and collaborate around the technologies you use most. Power Query indexes at zero, so {0} would return the first item. Finally figured it out using the following function, Table.TransformColumnNames(table as table, nameGenerator as function, optional options as nullable record) as table. Consider this very simple example: You receive this file every day, and the column name starting in Row 6, Column B, constantly changes. 3) Right-click on the Date column and select the Fill menu, then Down. Is there a more intelligent way of doing it? Sometimes though the column you are renaming can have different names with each refresh, so this method wont work. Parker here. Would there be a way to utilize a Switch or IF function for the name based on a slicer? These fields will be used in all the charts and Slicers. It says all of the columns in the table are invalid and I have to redrag the newly named columns to get it to work again. (adsbygoogle = window.adsbygoogle || []).push({}); 1- Assign index to each rows using Index column under Power Query Editor. We can use a List in Power Query to make this dynamic. What is Wario dropping at the end of Super Mario Land 2 and why? The easiest way of drilling to a single column from a table and transforming it to a list is to write the name of the column inside of round brackets right after the expression that is returning a table. Without the sugar syntax, this would be the equivalent of the each keyword. I think it might be possible using advanced editor, but i'm not very good at writing M. I have Dimension table and i want Dimension_name column to have its name dynamically from its values whitch is same in every row in this case. Power Query - conditional column with multiple entry criteria, How to get Column Names dynamically in Excel Power Query, Power Query: how to add columns for each row in a list, Power Query: (Data from Folder) New CSV with added columns replacing last columns from other csv in folder. The hide/show effect can be achieved using bookmarks: Nevertheless, this method has a big downside. My knowledge is specifically with Power Query. To learn more, see our tips on writing great answers. Youll notice I used {1} to get the second item in the list. 1. Consider this very simple example: You . In that case, you would need to adjust the inner environment variable. Carl's has the same result and is a little simpler for the example I gave, however, my situation will benefit from having the rename pairs set out explicitly in a table (ie. With Power BI Import Mode, you can change column name dynamically on visuals, to achieve this you have to follow below steps. With the Index column selected click Transform > Standard (dropdown) > Modulo. For the demonstration purposes, we will use an extract from the Contoso database. When a gnoll vampire assumes its hyena form, do its HP change? This is how the final product looks: Both the source code of the custom visual and the sample report can be found in this public repository along side with more technical details about how this demonstration was achieved. Example of my measure DAX: Previous 2Month = calculate([Sales Amount], PARALLELPERIOD('Date' [Date],-2,MONTH)) I want an output like this: Message 1 of 4. The underscore is a record type argument holding all the column values of the current row of an iteration. Not the answer you're looking for? The easiest way to achieve that through the PowerQuery user interface is to add a new custom column and write the following expression. Check it out!Elite Power BI Consulting:https://bielite.com/Data Insights Tools:https://www.impktful.com/Link to PBIX:https://www.dropbox.com/s/fhcsodi6mms8d89/Dynamic%20Columns%20in%20a%20Table%20-%20Finished.pbix?dl=0To enroll in my introductory or advanced Power BI courses:https://training.bielite.com/Connect with me on Twitter!https://twitter.com/PowerBIElite I've gone with Ivan's answer because in production, I have some columns that I don't want to rename plus I was trying to figure out how to use the Table.RenameColumns function properly. Notice the Index column has values 0, 1, 2 repeating. However if I leave it at R6-1 then I have to go to the displayed tables and changed the column names one by one every month. Date.FromText() will take the date in the first row and convert 11/20/2020 to a real date. In my example, here's my code for MyFuncRenameColumns: Here's where you use it as one of the parameters for Table.TransformColumnNames: Thanks for contributing an answer to Stack Overflow! We use cookies to ensure that we give you the best experience on our website. So if user is selection Money in column names should be (EUR) and if selected volumes it should be written (HL). you said "TransformColumnTypes", did you mean TransformColumnNames? Connect and share knowledge within a single location that is structured and easy to search. Not sure whathow that would be generated automatically. I'll learnt a lot from stepping through your solution, thank you! The best way to maintain this data is to create a new table, which will be responsible of storing these translations. 2- After that create duplicate dataset for columns un-pivot. I have released my first template app which is Free to download here: http://bit.ly/2othNWm and one trick I use is to change column names based on parameters. It should now look like this: It is dynamically finding the column name of the 2nd and 3rd columns and replacing it with specific text! The standard function to rename columns in the query editor of Power BI or Power Query is Table.RenameColumns. The solution is simple, instead of using a static text box, like in the first approach, well opt for a card. Which was the first Sci-Fi story to predict obnoxious "robo calls"? I like how Table.ToRows strips out the column names and Table.FromRows rebuilds the table again with List2 as the column new names. Connect and share knowledge within a single location that is structured and easy to search. For this scenario, we will implement the following ones: The association between the dynamic column values and dynamic column headers will be done through their data role index. Thats how we programmed our custom visual. I think I need to merge List1 and List2 into a single list of pairs, but can't figure out the correct syntax. As there are 3 columns, enter 3 into the Modulo window and click OK. EXCEED Solutions d.o.o.Drenika 21, 10000 Zagreb, HrvatskaOIB: 25417969805MBS: 081124327IBAN: HR6523600001102641074info@exceed.hr+385 98 9461 471Ured: Modruka 2, 10000 Zagreb. The syntax for the function is: Table.TransformColumnNames (table as table, nameGenerator as function, optional options as nullable record) The first parameter is the table name. There are three ways to rename a column in Power Query. 3- Create relationship between both datasets on the basis of Index. something like "revenue June 2018 ". Name the column Date and use this formula: You dont have to have the line breaks and indents, it just makes it easier to read. From here, you can type in the new column name, and click "Ok" when done. Getting the most out of Power BI, Power Query, and Power Pivot, Microsoft MVP - Data Platform (Power BI): 2020 - CurrentMobile Devices: 2000-2011, Renaming A Column In Power Query Based On Position, see this blog post on how to dynamically find that first row, Microsoft MVP - Data Platform (Power BI): 2020 - Current, Why You Should Avoid Calculated Columns in Power BI, Working With Multiple Windows in Tabular Editor 3, Working With Sparklines In Power BI - All About The Filter Context, Add an Animated GIF to Your Power BI Reports, Be Careful When Filtering for Blanks in DAX, Quickly Format All DAX Code in Tabular Editor, Working With Multiple Row Headers From Excel in Power Query, Change The Day Your Week Starts In Power Query, Replace Power BI Alerts with Power Automate Alerts for SQL Server Data, Use List.PositionOf() To Find The First Row of Data In An Excel File, Group By In Power Query When Data In Column Changes, Add a Refresh Time Stamp To Your Power BI Reports, Return Row Based on Max Value From One Column when Grouping, Using List.Contains To Filter Dimension Tables, Use Power BI's Enter Data Feature In Excel, Avoid Using Excel XLS Files As A Data Source, Quick Tip: Use Recent Sources to Add New Tables, Making Sense Of Subtotals Settings In The Power BI Matrix Visual, Create A Dynamic Date Table In Power Query, Quickly Pad Columns in Power Query with Text, Intellisense in Power BI's Power Query Formula Bar. These are retrieved from the Internationalization table: Remember that each title on the Dynamic column header data role will be associated to the Dynamic column column value field that shares the same data role index. How about you take one of our courses? I don't think there is anyway to rename column dynamically, You can create 5 measures, using current date and figure out all the years, You can add those measures to a table/matrix and overlay it on your main table. The try/otherwise construct takes care of it. Content Discovery initiative April 13 update: Related questions using a Review our technical responses for the 2023 Developer Survey. Specializing in Power Query Formula Language (M), Power Query Formula Language (M), when I apply those chnages to dashboard the visuals were failed load. Power Query will then automatically update the column . On the other side, doing so makes Power Query code less readable and editable plus you need to do some typing (coding). A minor scale definition: am I missing something? 2) On the Add Column ribbon click Add Custom Column. Lets analyze the Visualizations pane: This data role will contain only a single field and thats the ID. by PowerBIDocs. ID F1 F2 F3 ------Columns same as Data table(Table1) name, 1 X Y Z ------- Dynamic field names as values for the above line for Dept 1, 2 A B C------- Dynamic field names as values for the above line for Dept 2, So, whenever Departement 1 will use my application that time the field names will be X Y Z which will replace the Data Table(Table1) field names i.e. In my example we can switch in a slicer between Money and Volumes. Content Discovery initiative April 13 update: Related questions using a Review our technical responses for the 2023 Developer Survey, Filter specific value on a concatenate field in DAX, Subtracting from the same column based on select filters Options, Get values from one table and put in other table based on other column DAX/Power Query M. Is there a formula to automatically drag data form many columns into a new column? Thanks for contributing an answer to Stack Overflow! Log In, Curbal has its own social media server on Mastodon. The try/otherwise construct says Try this formula. Right click on column to Unpivot: Right click on the column you want the data to be pivoted & click on unpivot Other Columns. To learn more, see our tips on writing great answers. Sadly, the built-in table visualization provided by Power BI does not support this feature, since the header titles can only have a static value: Even so, theres a way to get this feature done and thats by creating our own custom visual. I need this that i can use same template in every customer case and i dont have to change Dimension names every time i change data source. As a rule of thumb, you should not use it in iterative functions. For the moment I am going to rename the columns manually by double clicking on the column headers and changing the names. Date to Invoice Date; Customer to Client; You'll see that a new step "Renamed Columns" got inserted with the following code. If you have a table with old and new names then you can use following pattern. rev2023.5.1.43404. Watch this video in which "Source"is the name of the previous step in my query.
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