Learned colleagues,
I have for example an excel spreadsheet (bank transaction export).
Say the file contains 5 columns; Date, Tx Details, Amount, Category, Sub-Category
If for example the ‘Tx Details’ column contained the text either ‘Coles’ or ‘Woolworths’
How can I bulk update
the ‘Category’ column with the text ‘Expenses’ and
the ‘Sub-Category’ column with the text '‘Groceries’
or …… is this type of update better handled elsewhere in PBI?
TIA john
Hi @jmaikido,
This sounds like something a Power Query if-then-else statement should be able to sort easily. This article shows just that in Excel, you’ll find the ribbon looks a bit different but the options are all there in the Power BI Query Editor as well.
I hope this is helpful.
Hi jmaikido,
Hope you are doing great.
For the above question, you can add custom column for Category and Sub-Category.
Below is just a highlevel idea on how to get the result.
Category: if [Tx Details] = “Coles” or [Tx Details] = “Woolworths” then “Expenses” else null
Sub-Category: if [Tx Details] = “Coles” or [Tx Details] = “Woolworths” then “Groceries” else null
Folks,
Thanks for your collective code and reference.
Regards, John