Using Query Editor to create rules on RAW Data

[ElioAngarita]

Hello Forum,

I'd like my users to be able to download RAW data (Excel) from our ERP and load it into PBI to create a Dashboard. I need PBI to follow rules previously created by me on the query edit to do some calculations for example:

- Replacing numbers and blanks in a column for Phrases or Words.

- Using separate spreadsheets to relation my RAW data with Organization units, Locations and Working days. How do I integrate them into my Dashboard data?

- I also need to re-learn how to create a custom order. Before the update, i was able to create a separate table with my custom order and impose it on my report through the Data tab. But now it's not there anymore!

The idea is to create a Dashboard that they can update with a simple load of data and no manipulation at all. Then, let PBI do all the modifications needed.

I know i'm in need of a starting point, i also know that im on the right place to ask. 

Would you be so kind to show me were can i start learning this?

Thank you in advance!

[v-robertq-msft · Accepted solution]

Hi, @ElioAngarita 

According to your description, I think you can achieve these data transformation operations in the Power query editor. Power query will transform multiple data through simple steps you set, you can follow these links to know what’s Power query editor and learn about it:

https://docs.microsoft.com/en-us/power-query/power-query-quickstart-using-power-bi

https://powerbi.microsoft.com/en-us/blog/getting-started-with-power-query-part-i/

https://www.sqlshack.com/getting-started-with-query-editor-in-power-bi-desktop/

Best Regards,

Community Support Team _Robert Qin

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

[PhilipTreacy]

Hi @ElioAngarita 

What you are describing is the operation of Power Query and PBI.  Are you asking where you can learn how to do these things? There are many courses you can take, here are a few

https://exceleratorbi.com.au/

https://www.skillwave.training/courses/power-query-fundamentals/

https://www.myonlinetraininghub.com/power-bi-course 

Regards

Phil