dynamically change the column name in power bi

For the demonstration purposes, we will use an extract from the Contoso database. This is very easy to set up and awesome when it's finished. Right click on column to Unpivot: Right click on the column you want the data to be pivoted & click on unpivot Other Columns. i am exactly looking for this solution. For the moment I am going to rename the columns manually by double clicking on the column headers and changing the names. On top of that, title translations will end up being hardcoded into the visualizations, instead of using information provided, for example, from a database. 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. Let me show you how to change column names based on parameters given by the end user. I would like to dynamically change my column headers using that Excel table without the need to go throu. A minor scale definition: am I missing something? Right-click the column of your choice: A contextual menu is displayed and you can select the Rename option to rename the selected column. In that case, you would need to adjust the inner environment variable. The largest, in-person gathering of Microsoft engineers and community in the world is happening April 30-May 5. If you dont know what a custom visual is, you can check this introductory article where we talk about it. Did the drapes in old theatres actually say "ASBESTOS" on them? Receiving an adequate list argument for the Table.RenameColumns() function was the harder part of development. The hide/show effect can be achieved using bookmarks: Nevertheless, this method has a big downside. Is there a generic term for these trajectories? For this sample English, Spanish and French will be supported: First, we will add a slicer to let the users choose their language. What are the advantages of running a power tool on 240 V vs 120 V? If you continue to use this site we will assume that you are happy with it. Log In, Curbal has its own social media server on Mastodon. So it sounds like a strange request to me, but if you think something should be possible, I think you'd better start a new topic. We will need to use Table.RenameColumns() function, but with a dynamic argument holding column names to change. Not sure whathow that would be generated automatically. Making statements based on opinion; back them up with references or personal experience. Browse other questions tagged, Where developers & technologists share private knowledge with coworkers, Reach developers & technologists worldwide, Dynamically Changing the Field/Column Name Based on Value of Other Column, How a top-ranked engineering school reimagined CS curriculum (Ep. But I often come across scenarios where I would like the new column names to be created dynamically. The easiest way to rename a column in Power Query is to do it the same way you do in Excel - just double-click it and rename it. you said "TransformColumnTypes", did you mean TransformColumnNames? Hi I have many tables with codes as headers (ITMREF, ITMDESC) etc, and I have a 2-column Excel file in which I have the definition of each code (ITMREF = Item ID, ITMDESC = Item description). It is each column name in the table from the Promoted Headers step. e.g. If you wish to follow along or use the final function in your solutions, you can download the Excel file here. If I change the underlying sql script so that the column names are changed dynamically at the start of every month then it won't refresh because the same column names cannot be found by next month in the displayed table. something like "revenue June 2018 ". Which language's style guidelines should be used when writing code that is supposed to be called from another language? Lets analyze the following scenario. That isnt a problem and youll see why in a minute. Follow these steps in order to change column name dynamically. Why typically people don't use biases in attention mechanism? where Table2 is "Rename Table" and Table1 is initial table with data. when i select a month from slicer , i want to see my meaure "revenue" with the month name from slicer. if so please share? Find out about what's going on in Power BI by reading blogs written by community members and product staff. The easiest way to rename a column in Power Query is to do it the same way you do in Excel - just double-click it and rename it. This is why the errors dont matter. Out of an unknown reason, program was adding random spaces and non-printable characters before or after column names. This is the simplest part of the tip. 4) On the Home ribbon, click Use First Row as Headers. COMMENTS? (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. I only used Text.Trim transformation over the NewColumn, but you can also use any other transformation to further clean column names, like Clean, Text.Proper, etc. If we try to change the column names manually, this is the code we get: Now, if we focus on the second argument of the Table.RenameColumns() function, we can see that it is returning a nested list of lists! R1-6 represent their spend classification in text in regards to the current Month - For example today's date is 4th of May, 2020 then R1 represent Classifications in April and R2 for March etc etc. Consider this very simple example: You . To get items from a list, you can refer to the index of an item in the list using curly brackets again, so change your formula to this, and youll get the column name shown below. EXCEED Solutions d.o.o.Drenika 21, 10000 Zagreb, HrvatskaOIB: 25417969805MBS: 081124327IBAN: HR6523600001102641074info@exceed.hr+385 98 9461 471Ured: Modruka 2, 10000 Zagreb. 2.) 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. The filtering is set to single select to avoid selecting multiple languages at once. Does the 500-table limit still apply to the latest version of Cassandra? The easiest way to achieve that through the PowerQuery user interface is to add a new custom column and write the following expression. 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. To use this we need to get the column names from the 2nd and 3rd row. ={[OldColumnName],[NewColumnName]} {} is a syntax for creating a list object, and inside of that object, we added old and new column names separated with a comma. The try/otherwise construct says Try this formula. As a rule of thumb, you should not use it in iterative functions. In this article, we'll show you some simple and advanced techniques for replacing column names in bulk. It certainly looks a lot simpler than my solution! 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. 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. Asking for help, clarification, or responding to other answers. Youll notice I used {1} to get the second item in the list. Well add it back at the end when our column names are predictable. Generally, we use the output of the previous step in here. Current = measure. Does anyone know a good workaround to preserve column references in the visuals after applying such a bulk rename step? Many thanks for your help. 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. The article was inspired by a request from a client who had issues exporting data from its data warehousing program to .csv files. Hi, @MarcelBeug. I am also trying to do this for my report and am trying to follow along your explanation. were you able to get this working? 2.) Information and consulting on Business Intelligence using Microsofts Power BI and Excel applications. From here, you can type in the new column name, and click "Ok" when done. When I rename columns it breaks the tables I have made. Effect of a "bad grade" in grad school applications. Find out about what's going on in Power BI by reading blogs written by community members and product staff. This will open the "Rename" dialog box. Dynamic header titles text will be defined based on a value (the language) selected by the user on a slicer. 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")). The largest, in-person gathering of Microsoft engineers and community in the world is happening April 30-May 5. if it would have been #"Changed Type", then: The first #"Changed Type" is generated automatically, so you need to use this name in the adjusted formula. There was no predictable logic on where it could introduce additional characters in the export. Connect and share knowledge within a single location that is structured and easy to search. Each dynamic column value must . 3) Right-click on the Date column and select the Fill menu, then Down. 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. Now, lets focus on the formula bar, specifically each keyword. 3- Create relationship between both datasets on the basis of Index. Thanks Carl, I'll take a look at this. 2- After that create duplicate dataset for columns un-pivot. By clicking Post Your Answer, you agree to our terms of service, privacy policy and cookie policy. Fortunately, theres a better option to the one described above. We can state that lineage is Crossfilter is a feature of DAX when it filters the underlying dataset even though there arent any visual filters present. Power Query will then automatically update the column . To see how it works, remove your manual renaming step, and type in this formula, and you will get the list shown below. All other structures of the file were correct. 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. We have only a single table argument entering our function (TableWithDirtyNames). These fields are retrieved from the States table: Finally, we need to determine the fields that will serve as the title of the dynamic column values. Here you can find the available courses:https://curbal.com/courses-overviewABOUT CURBAL:Website: http://www.curbal.comContact us: http://www.curbal.com/contact************************QUESTIONS? the Renamed columns1 step seems like it should work, but then it throws the error. The table columns can have either a static header title or a dynamic header title. Posted June 27, 2022. However, when you rename columns through some dynamic logic, this mechanism isn't triggered and the column references in reports are broken. By clicking Post Your Answer, you agree to our terms of service, privacy policy and cookie policy. Lets see what we can do about it. As Power BI designers, we always put our focus on giving the best experience to the users that will interact with our dashboard and reports. Sometimes though the column you are renaming can have different names with each refresh, so this method won't work. If you have a table with old and new names then you can use following pattern. What's up guys! STEP 1: Import the dataset. Generating points along line with specifying the origin of point generation in QGIS. Better to show it, here is Power Query code snippet, query "columnNames . 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. However, when you rename columns through some dynamic logic, this mechanism isn't triggered and the column references in reports are broken. Again, remove any automatically added Changed Type step if Power Query added one. Now we have something that looks like this: Ok, lets get to work. 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. Content Discovery initiative April 13 update: Related questions using a Review our technical responses for the 2023 Developer Survey. We can transform rows from a table to a record type using the curly brackets syntax.On the other hand, we transform tables to lists by writing the name of the column in round brackets.If we were to combine round and curly brackets, we would drill into a single cell from that table (picture below). I am reallys stuck and have been hacking away at this for a while. Parabolic, suborbital and ballistic trajectories all follow elliptic paths. The Source step of the inner environment (environment of the ListObjectWithCleaningLogic variable) should also point to the function input variable. NOTE: If you had any Changed Type step created by Power Query, delete it. We also get your email address to automatically create an account for you in our website. We put the whole logic of nested lists inside of a ListObjectWithCleaningLogic step. All we need do is create a connection to SQL Server and import the FactInternetSales table to Power BI as seen below. Now we have this: Both the 2nd and 3rd column need to be renamed, and we cannot double-click to rename, otherwise the refresh will fail tomorrow when the date changes to Nov 21, 2020. Is there a more intelligent way of doing it? Explanation ALLSELECTED is one of the most complex functions in DAX. The column you are selecting can be your primary key or unique key. Power BI. with Power BI reports and Excel pivot tables! The first thing we do after importing the Excel file into Power Query is to remove the first 5 rows. Dynamically updating column names based on a mapping tablecould be super useful if only the output workednot just with flat Excel tables, but alsowith Power BI reports and Excel pivot tables! Why refined oil is cheaper than cold press oil? One approach using Power Query might be to implement some steps like: The code below basically tries to do the above. let rename_list = Table.ToColumns (Table.Transpose (Table2)), result = Table.RenameColumns (Table1, rename_list, MissingField.Ignore) in result. The easiest way is to create some base code in M by double clicking the column header and change the name in just something. "When you rename a column in the Query view of the Power BI Designer Preview, it implicitly triggers the column references in your reports to be updated. The solution is simple, instead of using a static text box, like in the first approach, well opt for a card. (adsbygoogle = window.adsbygoogle || []).push({}); (adsbygoogle = window.adsbygoogle || []).push({}); Hope you enjoyed the post. As you say, the replacement column names would need to be listed in the correct order within List2. 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. Thats how we programmed our custom visual. this looks like a bug - you should send a frown" [2015], "Once the column name changes the report breaks because it's expecting the previous column name" [2017]. Each row will represent a different language: Please, notice that this table includes translations not only for column titles but for visual titles as well. How about you take one of our courses? In the Measure tools ribbon, click the Format drop down, and then select Dynamic. For example, the Dynamic column header with a data role index of 1 will be linked to the Dynamic column value that has a data role index of 1: Once we create the custom visual, its time to go back to the report. To rename a column heading using Power Query, first select the column you want to rename. The standard function to rename columns in the query editor of Power BI or Power Query is Table.RenameColumns. 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 https://bondarenkoivan.wordpress.com/2015/04/17/dynamic-table-headers-in-power-query-sap-bydesign-odata/, If you have the resulting column names you want, it seems like you could convert Source back to rows, then call Table.FromRows on List2, (Unless it is wrong to assume that e.g. 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. A possible solution for this requirement would be to create a different copy of our table visualization for each of the languages that we want to support. Can you clarify on "Dimension" being the previous step of the code? Let's load both these tables to Power Query! What risks are you taking when "signing in with Google"? Date.FromText() will take the date in the first row and convert 11/20/2020 to a real date. I like it - it will always pair up the correct oldname/newname pairs. 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. So for each row in a table, the underscore will push the currently iterating row old and new column name inside of the list structure that was introduced with the {} bracket syntax. Any help would be appreciated with solving this in either DAX or Power Query. 1.) I need a way to dynamically change the header names of my matrix to display what those month names would be. Every time program had exported the data, column names exported with a random number of spaces. 565), Improving the copy in the close modal and post notices - 2023 edition, New blog post from our CEO Prashanth: Community is the future of AI. Benedikt Alat za raunovodstveni kontroling i analizu, {0} in DemoteHeaders step is used to create a record from a table holding only the first row from the demoted headers source table. What's up guys! I like how Table.ToRows strips out the column names and Table.FromRows rebuilds the table again with List2 as the column new names. By Ruth Pozuelo Martinez. Date to Invoice Date; Customer to Client; You'll see that a new step "Renamed Columns" got inserted with the following code. To learn more, see our tips on writing great answers. Adding EV Charger (100A) in secondary panel (100A) fed off main (200A). Table indexing starts from 0, so running this expression will yield the following record. Would love your thoughts, please comment. For instance, State column will have its header defined by State Title field, since both share the same order, which is 1. Improve your PowerQuery skills with Exceed Academy. 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. In order to add multilanguage support to our report, we need to have a record for each title translation that can be displayed. The first 5 steps give my my column value (the publication year +1). 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. With Power BI Import Mode, you can change column name dynamically on visuals, to achieve this you have to follow below steps. This idea is described in details here This is because this column is the only one that does not require multiple translations and therefore its header title will always remain static: Here will be stored the columns that need to have a dynamic header title. SOUTHWORKS Development on Demand is the new model for nearshore software development. Key features our custom visual will have: Data roles define the type of data that our visualization will receive as input. Typically a slicer is used to select data from table rows, not from columns. Is there a way to get around this? As the list of supported languages grows, more visualizations and bookmarks will need to be created, making it hard to scale in the long run. 1) We need that date in a new Date column so we can relate it to a Date table later. Specializing in Power Query Formula Language (M), Power Query Formula Language (M), when I apply those chnages to dashboard the visuals were failed load. 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. In the last 2 steps, we renamed both columns and cleaned values in the. Wrestling Excel files to the ground until a decent Power BI report can be made. This will pick up all column names ending in " Value", including any that you might not want to rename, but it's just an example and you can tweak the predicate function as necessary. Thank you. Remember! The keyword each is a sugar syntax for iterating function invoke that is holding a single underscore argument that is entering the function. 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. If you have a table with old and new names then you can use following pattern. If I change the underlying sql script so that the column names are changed dynamically at the start of every month then it won't refresh because the same column names cannot be found by next month in the displayed table. I have a table in SQL that get's refreshed at the start of every month which has the following columns. We have a simple report that shows some useful insights about US states: So far so good, but it turns out that this report will be consumed by several people from around the globe, whose mother tongue isnt necessarily English. After we transformed that record to a table, we duplicated the values column which is holding the old column names. These fields will be used in all the charts and Slicers. I am trying to dynamically rename a set of columns in Power Query, List1 being the original column names and List2 the new column names. Generating points along line with specifying the origin of point generation in QGIS. It should be this again: 6) Replace the 11/20/2020 Production Quantity" with Table.ColumnNames(#"Promoted Headers"){1} and replace 11/20/2020 with Table.ColumnNames(#"Promoted Headers"){2}. Then, click the small drop-down arrow located to the right of the column name. 3- Create relationship between both datasets on the basis of Index. Otherwise I think you need to clarify your question for DAX/Report experts. Using the general approach of demoting headers -> transposing tables -> cleaning the first column -> transposing again was not an option because files were big, therefore double transpose would take forever to process. And Index column not support the Direct Query Mode. Lets break this down from the inside out: Text.BeforeDelimiter([Column2], ) - in the first row of data, this will return the 11/20/2020 text. If it works, give me the result. 5) Delete any steps you have up to the Promote Headers. https://community.powerbi.com/t5/Power-Query/Dynamic-Column-Names/m-p/862358, https://www.youtube.com/watch?v=fSHcLxA9rY4, https://www.youtube.com/watch?v=yEemVBiaTuk. Otherwise, return null. It is like IFERROR() in Excel. Where can I find a clear diagram of the SPECK algorithm? Now, when switching between the available languages, the header titles will change dynamically to the corresponding translation: Last but not least, we need to add dynamic titles to both slicer and table visualization. Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type. 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. "Signpost" puzzle from Tatham's collection. If we want to make our rename columns function dynamic we need to alter the nested lists argument so that it accepts wrong and correct column names for each column. Following is the solution we created that could be further enhanced to provide even more flexibility with dynamic column names renaming. Can you still use Commanders Strike if the only attack available to forego is an attack against an ally? by PowerBIDocs. Finally figured it out using the following function, Table.TransformColumnNames(table as table, nameGenerator as function, optional options as nullable record) as table. If you have a date in your date model, you always need a good date table. Introduction In this example, we will explain a very important feature of CALCULATE filter arguments. Is there a way to dynamically identify and expand an embedded table's columns? We used records, lists, and an iteration to reach the solution, so this should be a pretty educational topic. 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. Rename the table: Rename the duplicated table to avoid the confusion. Dynamic column values: defines the table columns which their header title must be dynamic. As far as I know, it is not possible to do it currently. The underscore is a record type argument holding all the column values of the current row of an iteration. Find centralized, trusted content and collaborate around the technologies you use most. 565), Improving the copy in the close modal and post notices - 2023 edition, New blog post from our CEO Prashanth: Community is the future of AI. The preview window now looks like this. Therefore, if that value changes, the header title will dynamically change as well. rev2023.5.1.43404. Its based on three core promises: transparent pricing, short-term flexible contracts, and time zone affinity. To subscribe to this RSS feed, copy and paste this URL into your RSS reader. Parker here. 1- Assign index to each rows using Index column under Power Query Editor. 2) On the Add Column ribbon click Add Custom Column. Copy. previous = measure. In this video, I take you through a quick tutorial to demonstrate how to set up dynamic columns in a table in Power BI. 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? English version of Russian proverb "The hedgehogs got pricked, cried, but continued to eat the cactus", Get the names of the 5 rightmost columns of the table (which should give you a list of 5 strings, all of which end in. To get a nested list of lists, we also need to transform that NestedLists column to a list. Let's get started and learn how to rename columns like a pro in Power Query. Its current dataset consists of a single table with information about US states: However, this is not enough. If we run that expression, this is how it looks like in PowerQuery: Each nested list is holding the original and new name of the column. (adsbygoogle = window.adsbygoogle || []).push({}); 1- Assign index to each rows using Index column under Power Query Editor. English version of Russian proverb "The hedgehogs got pricked, cried, but continued to eat the cactus". The goal is to always keep the Internationalization table filtered by a single row/translation. 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! Has the Melford Hall manuscript poem "Whoso terms love a fire" been attributed to any poetDonne, Roe, or other? 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). Lets explain the most important parts about the script so far: As a side note, the same could be achieved by using Table.ColumnNames() function which would give us a list of all table column names.

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