{"id":116,"date":"2022-11-22T07:27:29","date_gmt":"2022-11-22T06:27:29","guid":{"rendered":"https:\/\/www.syntera.ch\/blog\/?p=116"},"modified":"2022-11-22T07:31:15","modified_gmt":"2022-11-22T06:31:15","slug":"impact-of-renaming-columns-in-power-bi","status":"publish","type":"post","link":"https:\/\/www.syntera.ch\/blog\/2022\/11\/22\/impact-of-renaming-columns-in-power-bi\/","title":{"rendered":"Impact of renaming columns in Power BI"},"content":{"rendered":"\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-f56f613f wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><div class=\"wp-block-post-author has-medium-font-size\"><div class=\"wp-block-post-author__avatar\"><img alt='' src='https:\/\/secure.gravatar.com\/avatar\/bd3589b8a6ccc62e37c3cee8f8e06c73a4085816337ad7d6c154e30dc60cc4c1?s=48&#038;d=mm&#038;r=g' srcset='https:\/\/secure.gravatar.com\/avatar\/bd3589b8a6ccc62e37c3cee8f8e06c73a4085816337ad7d6c154e30dc60cc4c1?s=96&#038;d=mm&#038;r=g 2x' class='avatar avatar-48 photo' height='48' width='48' \/><\/div><div class=\"wp-block-post-author__content\"><p class=\"wp-block-post-author__byline\">LEAD DATA ENGINEERING<\/p><p class=\"wp-block-post-author__name\">Dominic Schranz<\/p><\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-top is-layout-flow wp-block-column-is-layout-flow\">\n<ul class=\"wp-block-outermost-social-sharing alignright has-small-icon-size has-icon-color is-style-logos-only is-content-justification-left is-layout-flex wp-container-outermost-social-sharing-is-layout-fa5e4718 wp-block-outermost-social-sharing-is-layout-flex\"><li style=\"color: #1a4548\" class=\"outermost-social-sharing-link outermost-social-sharing-link-linkedin has-primary-color wp-block-outermost-social-sharing-link\">\n\t<a href=\"https:\/\/www.linkedin.com\/shareArticle?mini=true&#038;url=https%3A%2F%2Fwww.syntera.ch%2Fblog%2F2022%2F11%2F22%2Fimpact-of-renaming-columns-in-power-bi%2F&#038;title=Impact%20of%20renaming%20columns%20in%20Power%20BI\" aria-label=\"Share on LinkedIn\" rel=\"noopener nofollow\" target=\"_blank\" class=\"wp-block-outermost-social-sharing-link-anchor\">\n\t\t<svg width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" version=\"1.1\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M19.7,3H4.3C3.582,3,3,3.582,3,4.3v15.4C3,20.418,3.582,21,4.3,21h15.4c0.718,0,1.3-0.582,1.3-1.3V4.3 C21,3.582,20.418,3,19.7,3z M8.339,18.338H5.667v-8.59h2.672V18.338z M7.004,8.574c-0.857,0-1.549-0.694-1.549-1.548 c0-0.855,0.691-1.548,1.549-1.548c0.854,0,1.547,0.694,1.547,1.548C8.551,7.881,7.858,8.574,7.004,8.574z M18.339,18.338h-2.669 v-4.177c0-0.996-0.017-2.278-1.387-2.278c-1.389,0-1.601,1.086-1.601,2.206v4.249h-2.667v-8.59h2.559v1.174h0.037 c0.356-0.675,1.227-1.387,2.526-1.387c2.703,0,3.203,1.779,3.203,4.092V18.338z\"><\/path><\/svg>\t\t<span class=\"wp-block-outermost-social-sharing-link-label screen-reader-text\">\n\t\t\tShare on LinkedIn\t\t<\/span>\n\t<\/a>\n<\/li>\n\n\n<li style=\"color: #1a4548\" class=\"outermost-social-sharing-link outermost-social-sharing-link-mail has-primary-color wp-block-outermost-social-sharing-link\">\n\t<a href=\"mailto:?subject=Impact%20of%20renaming%20columns%20in%20Power%20BI&#038;body=Impact%20of%20renaming%20columns%20in%20Power%20BI%20&mdash;%20https%3A%2F%2Fwww.syntera.ch%2Fblog%2F2022%2F11%2F22%2Fimpact-of-renaming-columns-in-power-bi%2F\" aria-label=\"Email this Page\"  class=\"wp-block-outermost-social-sharing-link-anchor\">\n\t\t<svg width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" version=\"1.1\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" aria-hidden=\"true\" focusable=\"false\"><path 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6.5057187 2 2.0234844 6.478375 2.0214844 11.984375 C 2.0204844 13.744375 2.4814687 15.462563 3.3554688 16.976562 L 2 22 L 7.2324219 20.763672 C 8.6914219 21.559672 10.333859 21.977516 12.005859 21.978516 L 12.009766 21.978516 C 17.514766 21.978516 21.995047 17.499141 21.998047 11.994141 C 22.000047 9.3251406 20.962172 6.8157344 19.076172 4.9277344 C 17.190172 3.0407344 14.683719 2.001 12.011719 2 z M 12.009766 4 C 14.145766 4.001 16.153109 4.8337969 17.662109 6.3417969 C 19.171109 7.8517969 20.000047 9.8581875 19.998047 11.992188 C 19.996047 16.396187 16.413812 19.978516 12.007812 19.978516 C 10.674812 19.977516 9.3544062 19.642812 8.1914062 19.007812 L 7.5175781 18.640625 L 6.7734375 18.816406 L 4.8046875 19.28125 L 5.2851562 17.496094 L 5.5019531 16.695312 L 5.0878906 15.976562 C 4.3898906 14.768562 4.0204844 13.387375 4.0214844 11.984375 C 4.0234844 7.582375 7.6067656 4 12.009766 4 z M 8.4765625 7.375 C 8.3095625 7.375 8.0395469 7.4375 7.8105469 7.6875 C 7.5815469 7.9365 6.9355469 8.5395781 6.9355469 9.7675781 C 6.9355469 10.995578 7.8300781 12.182609 7.9550781 12.349609 C 8.0790781 12.515609 9.68175 15.115234 12.21875 16.115234 C 14.32675 16.946234 14.754891 16.782234 15.212891 16.740234 C 15.670891 16.699234 16.690438 16.137687 16.898438 15.554688 C 17.106437 14.971687 17.106922 14.470187 17.044922 14.367188 C 16.982922 14.263188 16.816406 14.201172 16.566406 14.076172 C 16.317406 13.951172 15.090328 13.348625 14.861328 13.265625 C 14.632328 13.182625 14.464828 13.140625 14.298828 13.390625 C 14.132828 13.640625 13.655766 14.201187 13.509766 14.367188 C 13.363766 14.534188 13.21875 14.556641 12.96875 14.431641 C 12.71875 14.305641 11.914938 14.041406 10.960938 13.191406 C 10.218937 12.530406 9.7182656 11.714844 9.5722656 11.464844 C 9.4272656 11.215844 9.5585938 11.079078 9.6835938 10.955078 C 9.7955938 10.843078 9.9316406 10.663578 10.056641 10.517578 C 10.180641 10.371578 10.223641 10.267562 10.306641 10.101562 C 10.389641 9.9355625 10.347156 9.7890625 10.285156 9.6640625 C 10.223156 9.5390625 9.737625 8.3065 9.515625 7.8125 C 9.328625 7.3975 9.131125 7.3878594 8.953125 7.3808594 C 8.808125 7.3748594 8.6425625 7.375 8.4765625 7.375 z\"><\/path><\/svg>\t\t<span class=\"wp-block-outermost-social-sharing-link-label screen-reader-text\">\n\t\t\tShare on WhatsApp\t\t<\/span>\n\t<\/a>\n<\/li>\n<\/ul>\n<\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Renaming columns in Power BI can have a severe impact on your reports. Initially, renaming columns in Power BI ensures that your end users don\u2019t have to deal with cryptic system names from your source system. Over time, you may need to change a name of a column because of new terminology or to standardize existing names according to your naming convention.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">There are many ways in which columns can be renamed and all of them have an impact on your reports in one way or another. In this post, the following options are discussed:<\/p>\n\n\n\n<ol class=\"wp-block-list\" type=\"1\">\n<li>Renaming columns in source<\/li>\n\n\n\n<li>Renaming columns in Power Query<\/li>\n\n\n\n<li>Renaming columns in Power BI graphical user interface (GUI)<\/li>\n<\/ol>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Option 1: Renaming columns in source<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">To Keep Roche\u2019s Maxim of Data Transformation in mind:<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\u201cData should be transformed as far upstream as possible, and as far downstream as necessary.\u201d<\/p>\n<\/blockquote>\n\n\n\n<p class=\"wp-block-paragraph\">Database tables often have technical names so it makes sense to create dedicated views which then can be loaded with Power BI. Using business friendly names inside these views ensures all reports building on the data have identical naming. Because multiple reports can build upon a single source view, changing the source has the potential to impact multiple reports<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2022\/11\/image.png\" alt=\"\" class=\"wp-image-118\" width=\"495\" height=\"532\" srcset=\"https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2022\/11\/image.png 660w, https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2022\/11\/image-279x300.png 279w\" sizes=\"auto, (max-width: 495px) 100vw, 495px\" \/><figcaption class=\"wp-element-caption\">Impact Overview: Renaming columns in source<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Renaming columns in the source may result in refresh failures of your reports. The moment Power BI can\u2019t find a referenced column, a refresh error message like the one below will be thrown.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2022\/11\/image-1.png\" alt=\"\" class=\"wp-image-119\" width=\"414\" height=\"250\" srcset=\"https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2022\/11\/image-1.png 828w, https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2022\/11\/image-1-300x181.png 300w, https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2022\/11\/image-1-768x464.png 768w\" sizes=\"auto, (max-width: 414px) 100vw, 414px\" \/><figcaption class=\"wp-element-caption\">Refresh errors<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Renaming columns in source doesn\u2019t always lead to refresh failures but errors in DAX and visuals are to be expected because the renamed column references are not updated. As a rule of thumb, renaming columns in the source system has the potential to disrupt anything building on top of it.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Option 2: Renaming columns in Power Query<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Renaming columns in Power Query is often used when the report creator has no access to change the names directly in the source system. When using Power Query to transform data, it is very likely columns are named differently than in the source system or entirely new columns are created.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Renaming columns in Power Query has possible impact on all reports which are connected to this data set. Downstream references in DAX or columns used in visuals break when renaming directly in Power Query. This is true for reports with a dataset in import mode but also for reports building on the dataset via live connection.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2022\/11\/image-2.png\" alt=\"\" class=\"wp-image-120\" width=\"497\" height=\"533\" srcset=\"https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2022\/11\/image-2.png 663w, https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2022\/11\/image-2-280x300.png 280w\" sizes=\"auto, (max-width: 497px) 100vw, 497px\" \/><figcaption class=\"wp-element-caption\">Impact Overview: Renaming columns in Power Query<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">To rename the columns directly in the source may be the more fitting approach especially if multiple reports are building on top of the same data.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Option 3: Renaming columns in Power BI GUI<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">When renaming columns directly in the Power BI user interface, the impact to the report you are currently working with is minimal. References in measures and visuals are automatically updated by Power BI. In the background, a new step is added in Power Query. Reports building on the current dataset via live connection will be impacted if the renamed column is directly added to a visual or used in a report level measure.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2022\/11\/image-3.png\" alt=\"\" class=\"wp-image-121\" width=\"495\" height=\"531\" srcset=\"https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2022\/11\/image-3.png 660w, https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2022\/11\/image-3-280x300.png 280w\" sizes=\"auto, (max-width: 495px) 100vw, 495px\" \/><figcaption class=\"wp-element-caption\">Impact Overview: Renaming columns in Power BI GUI<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">In the screenshots below the same visual is displayed. First in a .pbix file which contains the dataset via import mode and second in a report which is live connected with the same dataset. Changing the name of the column \u201cGroup\u201d to anything else like \u201cIncomeGroup\u201d is handled by Power BI in the .pbix file without problems. However, because the visual in the live connected report directly references the old column name, the visual breaks.<\/p>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-f56f613f wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2022\/11\/image-6.png\" alt=\"\" class=\"wp-image-125\" width=\"435\" height=\"281\" srcset=\"https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2022\/11\/image-6.png 450w, https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2022\/11\/image-6-300x194.png 300w\" sizes=\"auto, (max-width: 435px) 100vw, 435px\" \/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2022\/11\/image-7.png\" alt=\"\" class=\"wp-image-126\" width=\"450\" height=\"281\" srcset=\"https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2022\/11\/image-7.png 465w, https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2022\/11\/image-7-300x188.png 300w\" sizes=\"auto, (max-width: 450px) 100vw, 450px\" \/><\/figure>\n<\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\">If you have added these visuals to a dashboard, the same error will appear on your dashboard.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can always check the lineage of your data in the Power BI Service. The lineage view allows to identify which downstream artefacts are impacted by your changes.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"173\" src=\"https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2022\/11\/image-8.png\" alt=\"\" class=\"wp-image-127\" srcset=\"https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2022\/11\/image-8.png 940w, https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2022\/11\/image-8-300x55.png 300w, https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2022\/11\/image-8-768x141.png 768w\" sizes=\"auto, (max-width: 940px) 100vw, 940px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>A word about apps.<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Apps allow you to publish multiple Power BI artefacts to your users. When publishing, the current state of your reports is packaged and made available to your audience. Although, it is not obvious form the lineage view, all discussed options to rename columns have the potential to break visuals in your published apps. Because the reports in your app are building on top of the dataset, there are multiple ways your apps in production can have issues after a column rename. With option 1 &#8220;renaming columns in source&#8221;, you risk refresh issues of the data or problems with visuals in your published app. With option 2 and 3, you risk issues with visuals not displaying data because the referenced columns are not available in the dataset anymore. It is necessary to fix all the issues in the report and then redeploy your app again with the updated reports.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2022\/11\/image-12-1024x495.png\" alt=\"\" class=\"wp-image-137\" width=\"512\" height=\"248\" srcset=\"https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2022\/11\/image-12-1024x495.png 1024w, https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2022\/11\/image-12-300x145.png 300w, https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2022\/11\/image-12-768x371.png 768w, https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2022\/11\/image-12.png 1383w\" sizes=\"auto, (max-width: 512px) 100vw, 512px\" \/><figcaption class=\"wp-element-caption\">Errors in published app after changing dataset<\/figcaption><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Final thoughts<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">For small reports, there are simple solutions to rename columns. Over time, your BI landscape tends to grow and ensuring smooth changes isn&#8217;t staying a simple task for long. Planning a consistent naming scheme ahead of time goes a long way. But change will always be a part of your data journey. Adopt a robust deployment strategy, which allows you to develop and test without the worries of accidentally impacting your reports in production.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Renaming columns in Power BI can have a severe impact on your reports. Initially, renaming columns in Power BI ensures that your end users don\u2019t have to deal with cryptic system names from your source system. Over time, you may need to change a name of a column because of new terminology or to standardize [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":134,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5,7],"tags":[],"class_list":["post-116","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-intelligence","category-data-engineering"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Impact of renaming columns in Power BI - Syntera<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.syntera.ch\/blog\/2022\/11\/22\/impact-of-renaming-columns-in-power-bi\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Impact of renaming columns in Power BI - Syntera\" \/>\n<meta property=\"og:description\" content=\"Renaming columns in Power BI can have a severe impact on your reports. Initially, renaming columns in Power BI ensures that your end users don\u2019t have to deal with cryptic system names from your source system. 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