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Power Query in Power BI: Prepare Data Before You Model

By CharterPeak Editorial Team · Last updated

Direct answer: Power Query is the data-preparation layer of Power BI. You connect to a source, apply recorded transformation steps, and load clean tables to the model. It is the same editor as in Excel.

Typical flow

  1. Get Data and choose the source.
  2. Promote headers, set data types.
  3. Remove or rename columns, trim and clean text.
  4. Merge or append tables.
  5. Close & Apply.

Do work upstream

Splitting columns and filtering rows in Power Query is usually better than creating DAX calculated columns, because it keeps the model lean.

Reference and staging queries

Keep a raw query (disable load) and build cleaned queries from it. Name steps clearly.

Common mistakes

  • Changing types late, causing errors
  • Merging before removing duplicate keys
  • Loading unused tables

Conclusion

Clean data first, then model. Learn the full chain in the Power BI course.

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About the author

Written and reviewed by the CharterPeak training team, who teach Excel, Power BI and data analytics to working professionals and career changers. See our trainers and how we teach.

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