When a new month report comes out, many still use a manual method by copying and pasting the new month data into one big Excel master file. To speed up the process and reduce manual errors and typos, Power BI’s query editor comes as an effective solution.
The Power BI data modeling feature allows users to connect a bunch of tables from different sources together using a simple drag-and-drop function. No more formulas to maintain, it’s done a lot faster and even beginners can learn it quickly.
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We recommend using the Calendar function: TableName = Calendar ([Start Date], [End Date]).
If you don’t know the start and end dates in your model, one solution is to use functions MIN and MAX inside the Calendar function.
Upon importing the sales table to the Power Query editor, users can rely on functions, such as trim and format data, split columns using delimiters, change data types, filter, merge and unpivot columns and rows.
Watch our short video to see how you can quickly transform financial data into a proper database format for further analysis.