Vlookup in Power BI: Key Functions & Features Explained

The LOOKUP function is common in data representation. Just like Excel, the VLOOKUP function in Power BI is one of the extensively used LOOKUP functions. However, it is not built into Power BI. You’ll have to replicate the LOOKUP function using DAX for the VLOOKUP function in Power BI.

In this guide, you’ll discover what Vlookup in Power BI is, why Power BI Vlookup is important, and when to use the Vlookup function in Power BI.

Table of Contents:

1. What is VLOOKUP in Power BI?
2. Why is Power BI VLOOKUP Important?
3. When to Use the VLOOKUP Function in Power BI?
4. How to Replicate VLOOKUP in Power BI?
5. How to Visualize Data Using Power BI?
6. What are the Best Practices for Using VLOOKUP in Power BI?
7. Wrap Up

First…

What is VLOOKUP in Power BI?

In Power BI, VLOOKUP is not directly used in Excel. However, it would help if you used DAX (Data Analysis Expressions) functions like LOOKUPVALUE or RELATED to perform similar lookups.

• LOOKUPVALUE: You’ll have to search for a value in a column and return the corresponding value from another column. It’s useful for relationships that are not set up.
• RELATED: It retrieves a value from a related table based on a relationship defined in the data model.

Why is Power BI VLOOKUP Important?

• Data Integration: It’s used for combining data from multiple tables or sources to create comprehensive reports.
• Enhanced Analysis: Used for accessing related data points for comparisons and detailed insights.
• Dynamic Relationships: It’s used for establishing and using relationships between tables to automatically pull in related data.
• Efficiency: Used for performing lookups without manually merging data. It also saves time and reduces errors.

When to Use the VLOOKUP Function in Power BI?

Use lookup functions like LOOKUPVALUE and RELATED when you need to:

• Combine Data: Integrate data from various tables based on common fields and relationships.
• Retrieve Related Values: Fetch values from a related table to enrich the current dataset.
• Create Calculated Columns: Add columns with data from other tables to enhance reporting and data analysis.
• Perform Data Matching: Match and retrieve values from one dataset based on criteria in another dataset.

How to Replicate VLOOKUP in Power BI?

Let’s say you have three tables: “Sales,” “City,” and “Manager.”

Copy the data to an Excel file and import it to Power BI as an Excel file reference. You should also download the Excel workbook from the link below, and that’s what is being used in this illustration.

Upload the tables to Power BI.

A close look at the “Sales_Table” shows that there are no “Region Names” and “Manger” names. You can fetch the data from the other two tables. There is “City” as the common column or value among these tables.

With the LOOKUPVALUE DAX function, you can fetch the data from other tables to the “Sales Table.” Here’s the syntax of the LOOKUPVALUE DAX function.

• Result_ColumnName: You have to specify the column the result comes from. For instance, if you’re fetching the “Region” name from “City Table,” the result column will be “Region Names” from “City Table.”
• Search_ColumnName: It’s based on the column you’re searching the Result Column in the other table. For instance, in “City Table,” “City” is the base column.
• Search_Value: In the result required table (Sales_Table), it’s based on the column you’re searching for the result. In “Sales_Table,” “City” is the search base value.

Pro Tip: Search_Column Name and Search Value should be the same in both tables.

For instance, in the above tables:

• Navigate to the “Data” tab and choose “Sales_Table.”

• Right-click on the “Sales_Table” and choose “New column.”

• You’ll have to name the column. You can name it “Regions.”

• Open the LOOKUPVALUE function.

• The first argument of the DAX function is “Result_Column Name.” From “City Table,” choose the “Region Names” column.

• The next argument is “Search Column Name.” From “City Table” based on “City Names,” you’ll have to fetch the data. Therefore, choose the “City Names” column from the “City Table.”

• The next argument is Search Value. From the current table, the “Sales_Table” base value is the “City Names” column. Choose the column.

Close the bracket and press the “Enter” key. You’ll get a new “Sales Table” column as “Regions.”

You’ll have to fetch the “Manager Names” from the “Manager Table.” Right-click on the “Sales_Tabel” and choose “New Column.” You’ll have to name the column, name it “Manager.”

Open the LOOKUPVALUE function again.

You’ll need results from “Manager_Table.” The Result_Column Name will be “Manager” from “Manager_Table.”

You’ll have to select the “Search_Column” name. From “Manager_Table” based on “City” you’ll be fetching the data. Choose the “City” column from “Manager_Table.”

Search Value will also be “City” name but from “Sales_Table.”

Close the bracket and press the “Enter” key to get the “Manager” names as the new column.

That’s how to use the LOOKUPVALUE DAX function in Power BI to replicate VLOOKUP in Power BI.

How to Visualize Data Using Power BI?

Stage 1: Logging in to Power BI

• Log in to Power BI.
• Enter your email address and click the “Submit” button.

• You are redirected to your Microsoft account.
• Enter your password and click “Sign in“.

• You can choose whether to stay signed in.

• Once done, the Power BI home screen will open.

Stage 2: Creating a Data Set and Selecting the Data Set to Use in Your Chart

• Go to the left-side menu and click the “Create” button.
• Select “Paste or manually enter data“.

• We’ll use the sample data below for this example.

Country	Revenue Stream	Revenue (in $)
USA	Digital Advertising Revenue	39,620,000
USA	Event Marketing Revenue	10,670,000
USA	Content Marketing Revenue	5,580,000
USA	Print & Outdoor Revenue	455,270
UK	Digital Advertising Revenue	40,710,000
UK	Event Marketing Revenue	24,770,000
UK	Content Marketing Revenue	6,330,000
UK	Print & Outdoor Revenue	552,190
DNK	Digital Advertising Revenue	47,040,000
DNK	Event Marketing Revenue	29,070,000
DNK	Content Marketing Revenue	7,740,000
DNK	Print & Outdoor Revenue	600,690
DNK	Media Relations Revenue	106,430
AUS	Digital Advertising Revenue	53,790,000
AUS	Event Marketing Revenue	38,530,000
AUS	Content Marketing Revenue	6,590,000
AUS	Print & Outdoor Revenue	9,040,000
AUS	Media Relations Revenue	6,130,000
FR	Digital Advertising Revenue	57,860,000
FR	Event Marketing Revenue	50,450,000
FR	Content Marketing Revenue	3,560,000
FR	Print & Outdoor Revenue	18,790,000
FR	Media Relations Revenue	15,460,000
IND	Digital Advertising Revenue	60,470,000
IND	Event Marketing Revenue	63,200,000
IND	Content Marketing Revenue	2,080,000
IND	Print & Outdoor Revenue	29,500,000
IND	Media Relations Revenue	30,020,000

• Paste the data above into the “Power Query” window. After that, select the “Create a dataset only” option.

• Navigate to the left-side menu, and click on the “Data Hub” option. Power BI will populate the data set list. You will get an error message if no data set has been created. Next, click “Create report.”

• Click on “Expand All” to see the chart metrics. Check the dimensions and metrics.

• Click on “Get more visuals.” Search for ChartExpo and select the Comparison Bar Chart.

• Click on “Add.”

• You’ll see the Comparison Bar Chart in the visuals list.

• In Visual, click on License Settings and add the key. After adding the key, you’ll see the comparison bar chart.

• Here’s the Comparison Bar Chart final look in Power BI.

Insights

• India has the highest total revenue, and they’re closely followed by France, Australia, and Denmark.
• “Digital Advertising” tends to be a significant revenue contributor in most countries. However, “Event Marketing” is the leading revenue contributor in India.
• The “Media Relations” revenue stream is absent in the UK and the US.
• France has a lower contribution from content marketing compared to other revenue streams, while India has the lowest revenue from content marketing despite its overall high revenue.

Simplify Data Updates in Charts with Power BI Refresh Techniques:

1. Open your Power BI Desktop or Web.
2. From the Power BI Visualizations pane, expand three dots at the bottom and select “Get more visuals”.
3. Search for “Comparison Bar Chart by ChartExpo” on the AppSource.
4. Add the custom visual.
5. Select your data and configure the chart settings to create the chart.
6. Customize your chart properties to add header, axis, legends, and other required information.
7. Share the chart with your audience.

The following video will help you create a Comparison Bar Chart in Microsoft Power BI.

What are the Best Practices for Using VLOOKUP in Power BI?

Here are the best practices for using lookup functions in Power BI:

• Define Relationships: Use the data model to establish relationships between tables whenever possible. It allows the RELATED function to efficiently fetch related data.
• Optimize Performance: Limit using complex or nested lookups in large datasets to avoid performance issues. You have to ascertain that lookup columns are indexed for faster retrieval.
• Use LOOKUPVALUE Wisely: Apply LOOKUPVALUE for lookups when relationships are not defined or when you need to perform more complex queries. You should properly handle cases where lookup values may not be found.
• Validate Results: Always verify lookup results to ensure they align with expected outcomes. This will help you identify and correct any data integrity issues.
• Handle Missing Data: Implement error handling for cases where lookup values are not found. Use IFERROR or similar functions to adequately manage missing data.
• Keep It Simple: Use lookups when necessary and keep formulas straightforward to maintain readability and ease of maintenance.

FAQs

Can you use VLOOKUP in Power BI?

VLOOKUP is not directly used in Power BI. You can use DAX functions like LOOKUPVALUE or RELATED to achieve similar results like looking up and integrating data between tables.

Is VLOOKUP a DAX function?

No, VLOOKUP is not a DAX function. In Power BI, similar functionality is achieved using DAX functions like LOOKUPVALUE and RELATED for data integration and lookups.

Which is the replacement of the VLOOKUP function in Power BI?

In Power BI, RELATED and LOOKUPVALUE are used as replacements for VLOOKUP. LOOKUPVALUE retrieves values based on criteria, while RELATED fetches values from related tables.

Wrap Up

VLOOKUP in Power BI is replaced by RELATED and LOOKUPVALUE. These functions are used for integrating data, enriching reports, and performing advanced analysis. They can also be used to effectively link tables.

To get the best out of VLOOKUP in Power BI, you’ll have to keep things simple. Use lookups when necessary, and always keep the formulas straightforward. All these help maintain readability and ease of maintenance.

You should also verify the lookup results. This will help you ascertain that the results align with the expected outcomes. All these come in handy when identifying and correcting any data integrity issues.

Always define relationships. And that can be done by using data models to establish relationships between tables. This way, it becomes easy for the RELATED function to efficiently fetch related data.

By following the steps in this guide, users will become proficient in using Power BI to create interactive and engaging visualizations.