How to Map staff names under Power Query

[SurferJames]

Hey BI,

I am uploading data into BI that has thousands of rows of data. One of the columns has staff names, and I am wondering if there is a quick way of adding a new column under what team each staff member sits on so each time their name comes up, it hits that team?

In the past, I have just uploaded an Excel sheet with a list of names and the team they fall under to match the relationship, but I am looking for a quicker way to do this.

Thanks,

James

[rubayatyasmin]

Hi, @SurferJames 

Create a Lookup Table:

• Create a new table in Power BI that includes two columns: "Staff Name" and "Team Name."
• Populate this table with the staff names and corresponding teams.
• In your original data table, ensure you have a column with staff names.
• Establish a relationship between the original data table and the new lookup table based on the staff name column.
• Now, you can add the "Team Name" column from the lookup table to your visuals, and Power BI will automatically assign the teams based on the relationships.

[mlsx4]

Hi @SurferJames 

Does the staff have any condition or characteristic in a way that you can create a Conditional column for the team?

[SurferJames]

They set with forename and surname combined in a column.