Create calculated columns

Sometimes, the data that you’re analyzing doesn’t contain a field that you need. The answer might be calculated columns. You can create a new calculated column by transforming two or more elements of existing data. For example, you can create a new column by combining two columns into one.

Tasks in this unit include: Conceptual graphic of the tasks in this module.

Video: Create calculated columns

One reason for creating a calculated column is to establish a relationship between tables when no unique fields exist. The lack of a relationship becomes obvious when you create a simple table visual in Power BI Desktop and get the same value for all entries.

Spreadsheet with identical Revenue values in every row.

For example, to create a relationship with unique fields in data, you can create a new calculated column for "CountryZip" by combining the values from the Country and the Zip columns.

To create a calculated column, select the Data view in Power BI Desktop from the left side of the report canvas.

Screenshot of the Data view canvas.

From the Modeling tab, select New Column to enable the formula bar. You can enter calculations by using Data Analysis Expressions (DAX) language. DAX is a powerful formula language, also found in Excel, that lets you build robust calculations. As you type a formula, Power BI Desktop displays matching formulas or data elements to assist and accelerate the creation of your formula.

The Power BI formula bar will suggest specific DAX functions and related data columns as you enter your expression.

Screenshot of the New Column button

After you have created the calculated columns in each table, they can be used as a unique key to establish a relationship between them. By going to the Relationship view, you can then drag the field from one table to the other to create the relationship.

Screenshot of graphical relationship between two fields.

When you return to the Report view, notice that a different value for each district shows.

Corrected spreadsheet with correct Revenue values by district.

For more information on calculated columns, including the use of IF statements, see Tutorial: Create calculated columns in Power BI Desktop.