add a column with the region to the seller

[NeroX]

Hello,

I have excel with Salesman:

and I need to add a region to the salesman but no in excel.

I want add regions to the salesman in Data wiew.

What can i do? Any ideas?

PS: i can't use the query editor because excel will always be uploaded new and my column would be canceled, but when i create it in data wiev it stays there.

Thank you. 🙂

[BA_Pete · Accepted solution]

Hi @NeroX ,

Query Editor in Power BI will work fine. It will add the custom column after the new Excel has been imported each time. Either way, you want to create a conditional column:

In Power Query:

if List.Contains( {"aadamek", "adomanski"}, [Salesman] ) then "CEE"
else if List.Contains( {"adous", "jim", "jane"}, [Salesman] ) then "GER"
else if ...
...
else // your escape value here e.g. null, "No Region" etc.

In DAX:

SWITCH(
    TRUE(),
    yourTable[Salesman] IN {"aadamek", "adomanski"}, "CEE",
    yourTable[Salesman] IN {"adous", "jim", "jane"}, "GER",
    ...,
    ...,
    // your escape value here e.g. "No Region" etc.
    // you can ignore this last argument if you want the escape to be BLANK()
)

Pete

[NeroX]

niceee, thank you. I used in power query. But correct is:

------------------------------------------------------------------------------------

else if List.Contains( {"adous", "dperret", "fdidierjean", "rtimmers"}, [Salesman] ) then "CH"

------------------------------------------------------------------------------------

chatGPT helped me little bit.

Thank you.

[BA_Pete]

Ah yes, silly mistake.

I've updated my post for the benefit of future readers.

Pete