Forum Discussion
Imported and manually entered data
Hi,
I'm currently working on a small private project. Creating a budget book with Power BI.
One source is the export of my online banking as CSV. I am converting this flat file into a star schema.
Now I would like to work with categories (household, leisure time, etc.). Of course, these categories do not appear in the CSV. The first thing I would like to do is create a dimension table with all the categories. I can automatically link some bookings to categories. For example, the monthly rent payment is always category "Household". For some entries, however, I would have to assign the category manually.
How would you proceed here?
Have a nice day
Michael Hoffmann
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2 Replies
BmejiaSuper User
You can create a custom column in your current table. Something similar to the example.. sorry using products. Hope you get the idea.
If you just want to create a separate table then all you need to do is create a referrence copy of your table and then remove all they columns and just leave the category and then group by it so you only get each item once. Then create a custom column.Hello,
Thank you. I apologise for only getting back to you now.
Yes, I am aware of that.
I'm looking for a way to combine this "automatic" adjustment with a manual one.
There are postings where I can specify in advance which category it is, as in your example, because they are recurring postings.
However, I would also like to be able to decide freely for bookings and enter the category manually.
Have a nice day.
Michael
Translated with DeepL.com (free version)
