Forum Discussion

Frequent Visitor

6 years ago

Solved

Will the custom column values will change with updated values from data source

Hi All, I 'm new in PowerBi space and was hoping to get some answers here. My data source is salesforce and excel. Using them I created a custom column with a specific formula. Will the column va...

Need Help

v-juanli-msft
6 years ago
Hi ST_OK

If you'd like to calculate the impact for every year per client, please creat a calculated column as below:

It works when there is more data updated.

Based on my knowledge, your formula also works after more data updated.

My formula can group data based on "year" and "client".

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.
Will the custom column values will change with updated values from data source.pbix60 KB

ST_OK

Frequent Visitor

6 years ago

HI v-juanli-msft

Yes, very close. Below will be my final table where Impact is a custom column i created and using append query I have combined 3 tables of 2018^, 2019 and 2020 values.

Client	spend 2018	impact 2018	spend 2019	Impact 2019
ABC	45K	90	30K	60
Metro	90K	405	55K	247

^Table For 2018

Client	Spend	Year	Impact for 100K Spend	2018 Impact (Custom column)
ABC	45K	2018	200	=( Spend * Impact for 100K ) / 100K
Metro	90K	2018	450	=( Spend * Impact for 100K ) / 100K

"Spend" is not the same with "Spend 2020", "Impact" is not the same as "Impact for 2020", right? Yes

Q. Will my custome column values will automatically update when I update my data source? i.e when I add more spend and client info in table for 2018, 2019, 2020?

I have tried to explain as much I can. Appricitae for your help. 🙂