Forum Discussion

tryan's avatar
tryan
Frequent Visitor
9 years ago
Solved

Lookup Value and Transform

I have a two tables coming from a SQL database (a List of Asset Transactions table and a Security Class Key table).  I have succesfully used LOOKUPVALUE to add a new column to the transaction list table which refers to the Security Key and tags each transaction based on a common security code in both tables (so one row might be sale of a stock that gets tagged as "Mutual Fund" whereas another row might be purchased of a municipal bond that gets tagged as "Fixed Income".  How do I work with the data now?  Can I export the new table to Excel or access the new table through Power Pivot?  I don't need to use Power BI in this instance for charting and graphing.  I just want a pivot table so I can slice and dice the data with filters.  If I go to Query Editor, I don't see the new column that I added in Power BI Desktop.  It only shows me the original columns coming out of the SQL database.  So when I added the new column using LOOKUPVALUE, is there a way to actually store the new data as a table that I can export or access through Power Pivot?  Power Pivot does not allow me to access .pbix files.

  • parry2k's avatar
    parry2k
    9 years ago

    You can create table to PowerBI  and add the columns you needed and then export it.


    if you create new column using DAX function, you will not see those field in Power BI Data Model, to see these in Data model, you have to create those fields in model, in this case you can use merge queries in data model (as far as I understood from you post).

     

    If need further help, let me know and I can provide some samples.

     

    Thanks,

    P

4 Replies

  • parry2k's avatar
    parry2k
    Super User
    9 years ago

    You can create table to PowerBI  and add the columns you needed and then export it.


    if you create new column using DAX function, you will not see those field in Power BI Data Model, to see these in Data model, you have to create those fields in model, in this case you can use merge queries in data model (as far as I understood from you post).

     

    If need further help, let me know and I can provide some samples.

     

    Thanks,

    P

  • ImkeF's avatar
    ImkeF
    Community Champion
    9 years ago

    Wouldn't it be easiest to do everything in Excel/PowerPivot instead of Power BI then?

    • tryan's avatar
      tryan
      Frequent Visitor
      9 years ago

      Thank you.  Yes I'm still trying to learn when it would be appropriate to use Power Pivot vs. Power BI, so I'll have to use each application more to find what works best.