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jmaikido Frequent Visitor
Frequent Visitor

Import excel banking transactions

HI folks,
I have an excel file (csv export) of banking transactions - (previous FY)
I have modifed the base export file to include Category columns based on the transaction details. This was first done
in excel before loading into PBI.
eg. purchases for Woolworths or Coles are Catagorized as 'Groceries' etc. I have 4 different Category columns.
Dilemma - If I export new banking transaction details (for a new date range) .....
the base file obviously does not contain the new Category columns.
I don't want to keep adding Categories to the new transaction export data before loading into PBI but I don't see
how this can be avoided as the visualizations are modelled using various Categories.
What is the most efficient method to create the Categories and import/refresh with new 'categorized' data?
TIA John
1 ACCEPTED SOLUTION

Accepted Solutions
SivaMani Senior Member
Senior Member

Re: Import excel banking transactions

@jmaikido,

 

Follow the below steps,

 

  1. Import your base file into PBI
  2. In Query Editor, you can create a conditional column based on your requirement
  3. Just refresh whenever your base file modified in its original location. 

Please give a try. It will be efficient in your case.

 

Thanks,

Siva

2 REPLIES 2
SivaMani Senior Member
Senior Member

Re: Import excel banking transactions

@jmaikido,

 

Follow the below steps,

 

  1. Import your base file into PBI
  2. In Query Editor, you can create a conditional column based on your requirement
  3. Just refresh whenever your base file modified in its original location. 

Please give a try. It will be efficient in your case.

 

Thanks,

Siva

jmaikido Frequent Visitor
Frequent Visitor

Re: Import excel banking transactions

Hi Siva,

 

Thanks for yor suggestion. I've looked into conditional columns and it appears it could provide me with a solution to my issue. I guess as long as i cover all the conditions that would populate the columns when a new file is imported, it could definately work.

 

Regards,

John