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Anonymous
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6 years ago
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What are the best practices when customizing data between Power Query Editor or Power BI Desktop

I have a custom column I want to create. How do I decide if I should do it in Power Query Editor or in Power BI Desktop? I'm sure there are advantegous to each but I'm not sure how to choose?

  • Anonymous 

     

    My understanding is the sooner in the process the better (especially performance-wise). So:

    1) At data source

    2) Power Query

    3) In the model

     

    If the dataset is "small" you should have no issues doing it in the model itself.

2 Replies

  • PaulDBrown's avatar
    PaulDBrown
    Icon for Community Champion rankCommunity Champion

    Anonymous 

     

    My understanding is the sooner in the process the better (especially performance-wise). So:

    1) At data source

    2) Power Query

    3) In the model

     

    If the dataset is "small" you should have no issues doing it in the model itself.

  • Greg_Deckler's avatar
    Greg_Deckler
    Icon for Community Champion rankCommunity Champion

    Generally agree with PaulDBrown  but sometimes there are mitigating circumstances. For example, if the column depends on other tables within the data model, then you are going to wind up being forced into DAX most likely. Then there comes the issue of supportability and if you are going to have DAX columns anyway, do you want one place to maintain additional columns or mulitple places to maintain additional columns. And what is the skill sets of the people involved that will be maintaining long term. There is some nuance but generally PaulDBrown is correct.