"Data" view : Format your data

Power BI Desktop also offers a Query Editor, which opens in its own window.

The Query Editor lets you create queries and transform data, then upload this template of filtered data into Power BI Desktop in order to create reports

Click on Edit queries in the Root folder tab.

Adjusting your data mainly involves transforming data, like renaming columns or tables, for example, or replacing text with numbers, deleting rows, defining the first row as a header, or programming which data will be summable or not, etc.

All edits made will be saved by the Query Editor. Each time this query connects to the data source, these same operations will be carried out, so that the data is always formatted in the same way.

This process will be done each time you use the query in Power BI Desktop, or for any person who uses your shared query, as in the Power BI service. These steps are captured, in a sequential manner, in the Query Settings window, under Applied Steps.

The above illustration shows the Query settings window which has been formatted. Note that in Query Settings, the Applied Steps section displays the edits made. To delete any step in the formatting process, simply select the step you want to remove, and click the X to the left of the step.

To make edits in the Query Editor and load them in Power BI Desktop, click Close and Apply in the home banner.

Other edits can be made after the table has been loaded, and you can re-load a template in order to apply the edits made. But for now, we’ll stop here. In the Report view in Power BI Desktop, you can start generating reports. 

 

 

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