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Tuesday, 9 January 2024

How to add a Calculated Column in Power BI? Power BI interview questions and answers 315

 How to add a Calculated Column in Power BI?


Here's how to add a Calculated Column in Power BI:

1. Access the Fields Pane:

  • In Power BI Desktop, locate the "Fields" pane on the right side of the workspace.

2. Create a New Calculated Column:

  • Right-click on the table where you want to add the column.

  • Choose "New column" from the context menu.

3. Enter the DAX Formula:

  • In the formula bar that appears above the table, type in your DAX formula to define the calculation for the new column.

  • Use existing column names, operators, functions, and logic to create the desired calculation.

4. Verify and Name the Column:

  • Click the "Check formula" button (checkmark icon) to ensure the formula is valid.

  • Provide a meaningful name for the column in the field above the formula bar.

5. Confirm and Use the Column:

  • Press Enter or click "Create" to finalize the calculated column.

  • The new column will appear in the Fields pane, ready to be used in visuals and further calculations.

Example:

Formula: Profit Margin = Sales[Profit] / Sales[Total Cost] Result: Creates a new column named "Profit Margin" that calculates the profit margin for each row in the Sales table.

Key Points:

  • Calculated columns are static, meaning their values are computed once when the data is loaded.

  • They are useful for creating new insights, preparing data for analysis, or adding custom metrics.

  • DAX (Data Analysis Expressions) is the formula language used to define calculated columns.

Additional Tips:

  • Use IntelliSense: Take advantage of Power BI's IntelliSense feature to assist with formula writing and suggest available functions and column names.

  • Format Data Types: Adjust the data type of the calculated column (e.g., percentage, currency) for appropriate display and calculations.

  • Complex Calculations: Break down complex formulas into smaller, easier-to-understand steps for better maintainability.

  • Refer to Documentation: Consult Power BI's documentation and resources for a comprehensive list of DAX functions and their usage.

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