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D3K
Advocate II
Advocate II

Keep data format during import to Power Query

Hello everyone!

Researched a 1000 of materials, but didn't find an answer. Hope someone knows the answer here

I've got an Excel file (.xlsx) with a columns which contains 2 types of values: $ and %.
Cell format in the Excel is Financial.
$ and % characters are shown in Excel (i.e. $25 or 10%)

When inporting this file to Power Query it removes these ($ and %) characters and converts the whole column to ABC123 format.

Question: is there any possibility to keep/save those $ and % symbols during import phase?

Thanks a lot! Any help will be highly appreciated  


1 ACCEPTED SOLUTION
Ritaf1983
Super User
Super User

Hi @D3K 
You can import the signs of $ and percent only if in Excel you will modify the data type to text...but this is not an efficient way to work with formats because in Power BI it will be text too

Ritaf1983_0-1702576671881.png

 

The right way to work is to import the format as is and modify the data type from Power BI itself

Ritaf1983_1-1702576836640.png

The steps are :

In power query :

 

Ritaf1983_2-1702576975095.pngRitaf1983_3-1702577020194.png

 

Table view : 

Ritaf1983_4-1702577167343.pngRitaf1983_5-1702577228451.png

PBIX and Excel that I imported are attached, you can use them to follow my steps.

If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly

 

Regards,
Rita Fainshtein | Microsoft MVP
https://www.linkedin.com/in/rita-fainshtein/
Blog : https://www.madeiradata.com/profile/ritaf/profile

View solution in original post

3 REPLIES 3
Ritaf1983
Super User
Super User

Hi @D3K 
You can import the signs of $ and percent only if in Excel you will modify the data type to text...but this is not an efficient way to work with formats because in Power BI it will be text too

Ritaf1983_0-1702576671881.png

 

The right way to work is to import the format as is and modify the data type from Power BI itself

Ritaf1983_1-1702576836640.png

The steps are :

In power query :

 

Ritaf1983_2-1702576975095.pngRitaf1983_3-1702577020194.png

 

Table view : 

Ritaf1983_4-1702577167343.pngRitaf1983_5-1702577228451.png

PBIX and Excel that I imported are attached, you can use them to follow my steps.

If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly

 

Regards,
Rita Fainshtein | Microsoft MVP
https://www.linkedin.com/in/rita-fainshtein/
Blog : https://www.madeiradata.com/profile/ritaf/profile

Hi @Ritaf1983 
Thanks a lot for your reply! It definately helps!

Happy yo help 🙂

Regards,
Rita Fainshtein | Microsoft MVP
https://www.linkedin.com/in/rita-fainshtein/
Blog : https://www.madeiradata.com/profile/ritaf/profile

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