![]() ![]() Type this expression to add all the numbers in the Units Sold column. For now, let's write a basic expression and join two tables. There's lots to learn about DAX in the Power BI documentation. Writing measures and creating tables in the DAX formula language is super powerful for data modeling. Power BI also indicates the date field with a calendar symbol. You see the Sigma symbol in the Fields list? Power BI has detected that those fields are numeric. Our data is almost ready for building a report. You see that each transformation has been added to the list under Query Settings in Applied Steps.īack on the Home tab, select Close & Apply. We know the Montana product was discontinued last month, so we want to filter this data from our report to avoid confusion. In the Product column, select the dropdown and clear the box next to Montana. Double-click the Month Name column, and rename to just Month. Let's shorten the column name from Month Name to just Month. On the Transform tab, select Format, then select UPPERCASE. We want to make the segments easier to see in the chart later, so let’s format the Segment column. It doesn’t make sense to have 0.2 or 0.5 of a unit sold, does it? So let’s change that to whole number. In this case, the units sold are in decimal form. The top data cleaning step users do most often is changing data types. Choose Replace current to change the column type. ![]() On the Transform tab, select Data Type, then select Whole Number. Select the Financials table, and choose Transform Data. As you do each transformation, you see it added to the list under Query Settings in Applied Steps To make the visualizations easier to read later, we do want to transform the data now. ![]() If you need to make changes, transform your data before loading. The Navigator provides a preview of your data so you can verify that you have the correct range of data. In Navigator, you have the option to transform or load the data. Navigate to where you saved the sample workbook, and select Open.In the Data section of the Home ribbon, select Excel.Download the Financial sample Excel workbook.You can also download the sample workbook directly. If you've landed on this tutorial from Power BI Desktop, go ahead and choose Load data. When you open Power BI Desktop, select Try a sample dataset from the blank canvas. You can get the data for this tutorial using one of two methods. If you're planning to publish your report to the Power BI service and you aren't signed up yet, sign up for a free trial.Before you start, you need to download Power BI Desktop.Publish your report to the Power BI service so you can share it with your colleagues.Build a report with a title, three visuals, and a slicer.Prepare your data with a few transformations.Download sample data two different ways. ![]()
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