How can I create 1 column by appending multiple column values, and also add a date field?

[PBIUWO]

Hi,

I have a SUMMARIZE Table (with column names) that looks like this. 

*summarize because the data has multiple tables, and so i had to use a DAX formula for it. 

Customer Account |  Value Returned 2019 | Value Returned 2020 | Value Returned 2021 

From this, I want to add another column called "Year Returned", that is a date value. 

And then, add another column "Value Returned" which is the values from the 3 columns (Value Returned 2019, Value Returned 2020, Value Returned 2021) 

The table then would look like this, 

Customer Account	Year Returned	Value Returned
ABC	2019	$10
ABC	2020	$20
CBD	2019	$30

Thank you, 

[v-luwang-msft · Accepted solution]

Hi @PBIUWO ，

You could try like following:

base data:

then create a new table by the following measure:

Table 2 =
UNION (
    SELECTCOLUMNS (
        'Table',
        "Customer Account", 'Table'[Customer Account],
        "Year Returned", "2019",
        "Value Returned", 'Table'[Value Returned 2019]
    ),
    SELECTCOLUMNS (
        'Table',
        "Customer Account", 'Table'[Customer Account],
        "Year Returned", "2020",
        "Value Returned", 'Table'[Value Returned 2020]
    ),
    SELECTCOLUMNS (
        'Table',
        "Customer Account", 'Table'[Customer Account],
        "Year Returned", "2021",
        "Value Returned", 'Table'[Value Returned 2021]
    )
)

And final you will get :

Wish it is helpful for you!

Best Regards

Lucien

[parry2k]

@PBIUWO although the calculated column for 2021 is a simple calculation that you can easily do in PQ. Having said that, do the calculation in PQ, append the tables, and then use unpivot as recommended by @amitchandak 

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[PBIUWO]

@parry2k 

Okay, I'll that.

Is there a function that does the same as "LOOKUPVALUE" in Power Query? 
I would need to bring the item cost column into the table.

[parry2k]

@amitchandak Unpivot will not work if tables are summarized using dax. 

@PBIUWO How your raw data look like? What is your DAX expression for summarize? As @amitchandak  suggested, it is easier to do it in PQ but for that, you need to share how your raw data looks like.

[PBIUWO]

@parry2k 

The Summarize table has 2 tables appended by UNION as well,

1. Customer Account |  Value Returned 2019 | Value Returned 2020 

*Now static file, nothing is changed

2. Customer Account | Date Requested | Item Code | Value Returned 2021 

*Date Requested date can be older than 2021, but is returned in 2021, so it is captured as 2021 Value Returned

*Value Returned 2021 is a calculated column, multiplying quantity and item cost

So the Summarize created a new calculated column, Value Returned 2021. 

Customer Account |  Value Returned 2019 | Value Returned 2020 | Value Returned 2021 

The question was raised because the problem was that the date requested is 1 date value, but the items can be returned in multiple years. 
Ex. Requested in 2019, but some $ returned in 2019, and 2020. So for each record, you can have 2 date returned. 

I can't do it in PQ because that 2021 returned value is a calculated column. 

[amitchandak]

I agree to @parry2k .

[amitchandak]

@PBIUWO , Based on what I got First Unpivot the Value Returned 2019 | Value Returned 2020 | Value Returned 2021 

https://radacad.com/pivot-and-unpivot-with-power-bi

Post that split the first column having the year on last occurrence of space

https://www.tutorialgateway.org/how-to-split-columns-in-power-bi/