Change Data Within Column

[AntWickenden]

I am in the process of building a fairly basic departmental revenue report in Power BI.

My aim is to update this by allowing the query editor to always refer to the same source csv files. Said source csv files will be updated with new data without changing the file name. So there should be no reading issues.

What I want to do, is perform minimal housekeeping/manipulation on the source data.

In the first data source (named "Branch Rev Data" I have the following departments...

AIR BROKERAGE

AIR IMPORT

OCEAN BROKERAGE

OCEAN IMPORT

Then in the second data source (named: "Import Data") I only have the following departments...

AIR IMPORT

OCEAN IMPORT

I want to be able to convert any entries in the "Branch Rev Data" which displays BROKERAGE to read IMPORT instead.

Is there a way of doing this in Power BI Desktop itself, or can this only be done in Query Editor?

As mentioned previously my aim is for there to be minimal manipulation of the source data.

To all intents and purposes, I want to be able to dump the raw data into the source file and have PowerBI make the change automatically.

Many thanks in advance

Anthony

[v-juanli-msft]

Hi @AntWickenden 

As you said, "source csv files will be updated with new data without changing the file name",

But next you said, the first data source named "Branch Rev Data", the second data source named: "Import Data",

Are they conflicting?

For the same file which you connect to with Power BI, If its data changes, then click on "refresh" from Power BI, then new data can be imported and the old data is be replaced.

The refresh process is full refresh, so we can't make some data refresh but some not.

There is another feature Incremental refresh in Power BI which you can define the refresh policy.

But it needs a premium subscription.

Best Regards
Maggie

Community Support Team _ Maggie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[AntWickenden]

Hi Maggie

Maybe I wasn't too clear on that...

There are 2 CSV source data files, one file named "Branch Rev Data" and the other "Import Data"

My plan is for the raw data files to be extracted from my companies internal systems as an when needed, then saved in the source location for the PowerBI Dashboard using the same naming protocol.

Then I will be refreshing in full using PowerBI...

The change I want to happen without manual input in the "Branch Rev Data" file is changing the word BROKERAGE to IMPORT

I don't ideally want to amend this in the CSV prior to refreshing the data, or amend in query editor either, is there any way of having a rule or measure or something which will automatically convert instances of BROKERAGE in a column to IMPORT instead?

Apologies if that isn't clear, i'm not sure how to better explain it.

Thanks in advance.

Anthony