Power Query – If Statements for Conditional Logic

In a previous post, we briefly looked at the if statement in Power Query, now we’re going to dig a bit deeper and understand how the Power Query if really works.

In Excel, IF is a core function, it’s one of the first ones we learn.  Last week, we looked at Functions in Power Query, but we didn’t cover a Power Query version of the IF function.  Surely there is an if function… right?  … well, kind of.

To use Power Query if logic, we need a programming based methodology, rather than tje function based methodology we find in Excel.  If you’ve ever programmed VBA or other languages, you will be familiar with this approach.  However, if you’re coming from a purely Excel world this may be new to you.

There are two options:

1. Using the conditional column feature for basic if logic
2. Writing M code for more advanced if logic.

We’ll cover both in this post.

Downloads

To work along with the examples below, download the sample files.  Click here, to subscribe and get access to the Downloads section.

The examples in this post use the file called Example 15 – If Function.xlsx

The Example

The file contains just one Table.  Select any cell in that Table and click Data -> From Table/Range to load the data into Power Query.

In this example, we will be calculating the value assuming the following:

• Scenario 1: Sundays have an additional 10% premium (requires basic logic)
• Scenario 2: Sundays have an additional 10% premium, with two products (Tiger & Farmhouse Bloomer) also attracting a 5% discount on that day (requires advanced logic).

Power Query If logic using a conditional column

Let’s start with Scenario 1 and use the Conditional Column feature.

Scenario 1 – Sunday Premium

Select the Date column, then add a column containing the weekday by clicking Add Column -> Date -> Day -> Day Name.

Next, click Add Column -> Conditional Column

Enter the following options on the Add Conditional Column dialog box:

New Column Name: Sunday Premium

If Day Name equals Sunday then 1.1 else 1

Click OK to accept the formula.

In the scenario above, we have only used a few of the options available in the Conditional Column dialog box.

Other operators are available :

• Equals
• Does not equal
• Begins with
• Does not begin with
• Ends with
• Does not end with
• Contains
• Does not contain

In the Add Conditional Column dialog box, we can click the 123ABC button to insert column values, or parameters, instead of hardcoded values.

Also, we can create as many if statements as we want by clicking the Add rule button.  The if statements execute in turn, so where the first if statement is not triggered, it will move to the second, then the third, and so on.. However, if the first if statement is true, the remaining logic is skipped over.

Finally, let’s add a formula.  Click Add Column -> Custom Column to display the Custom Column dialog box.

Enter the following formula:

=[Value] * [Sunday Premium]

Call the formula Adjusted Value, then click OK.

Alternatively, for this last stage, you could have used a multiplication column Add Column -> Standard -> Multiply, but I prefer the Custom Column approach.

Hopefully you’ve seen that conditional logic is pretty easy… right.

Scenario 2 – Sunday Premium & Product Discount

If you trying to use the Conditional Column with two or more conditions, things get tricky…very tricky.

I could go through a long list of transformations to illustrate how to achieve it with Scenario 2, but I’m not going to..  The Conditional Column feature is really for basic requirements; it doesn’t allow us to use AND or OR logic.

Instead, we are going to turn to option 2, which is writing the Power Query M code ourselves.  Don’t worry, I believe in you.  You can do this 🙂

IF logic by writing the M code

Before launching into the examples, let’s take a few minutes to understand how the Power Query if works.

In an Excel world, the IF function would be written as:

=IF( [thing] = "thing 2", [do this if true] , [do this if false] )

So, if you are coming from an Excel world it might be easier to think of it like this:

• remove the opening and closing brackets
• change the first comma for then
• change the last comma for else
• change IF for if

This would create the following the M code

= if [thing] = "thing 2" then [do this if true] else [do this if false]

Once you’ve been through it a few times, you’ll get then hang of it.  It has the added advantage that it sounds like a standard English sentence, making it much easier to understand that the Excel equivalent.

To nest an if within another if we use the same if – then – else methodology, as shown below

= if [thing to to test #1]  = "something else" then [do this if true]
else if [thing to to test #2]  = "something else" then [do this if true] else 
[do this if false]

There can be as many nested ifs as we want.  This works in a similar way to as adding new rules into a Conditional Column.

Using AND or OR logic is pretty simple too, we just use the words and or or in the code.  The code below demonstrates the use of and logic.

= if [thing to to test #1]  = "something else" 
and [thing to to test #2]  = "something else #2" 
then [do this if true] else [do this if false]

Where there is a mix of both and/or logic, brackets are required to ensure the logic evaluates in the correct order.

That’s covered the basics of if in Power Query, so it’s now time for the examples.

Start from scratch by loading the Table into Power Query again.  Then add the Week Day name column as we did in the example above.

Scenario 1 – Sunday Premium

Add a Custom Column to the table by clicking Add Column  -> Custom Column

Use the following formula:

= if [Day Name] = "Sunday" then [Value] * 1.1 else [Value]

Pay close attention to the words if, then and else, they are all lower case.  Power Query is case sensitive, so if we get this wrong, the formula will not work.

That’s it.  Click OK to add the formula.

Scenario 2 – Sunday Premium & Product Discount

There are a few ways to write this formula.  Based on our data set, there are three possible results for this scenario:

• Sunday premium & product discount
• Sunday premium only
• No premium or discount

Solution #1:

= if [Day Name] = "Sunday" and ([Product] = "Tiger" or [Product] = "Farmhouse Bloomer") then 
[Value] * 1.1 * 0.95
else if [Day Name] = "Sunday" 
then [Value] * 1.1
else [Value]

We needed to include some brackets in here to ensure the formula executes in the correct order.  We want the or element to be calculated first, so we put this section in brackets.

Solution #2:

Here is another solution you could try.

= if [Day Name] = "Sunday" then 
if [Product] = "Tiger" or [Product] = "Farmhouse Bloomer" then [Value] * 1.1 * 0.95
else [Value] * 1.1 
else [Value]

Conclusion

Conditional logic using an if statement in Power Query is different to Excel.  However, it’s not difficult to understand, so all it needs is practice.

Don’t forget:

If you’ve found this post useful, or if you have a better approach, then please leave a comment below.

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