Power Query Editor Workflow

Step 1: Import the dataset

• Open Power BI Desktop

• Click Get Data

• Select the Excel or CSV file

• Click Transform Data to open Power Query Editor

Step 2: Explore the Power Query Editor Interface

• Ribbon Panel

• Queries Pane

• Data Preview Area

• Query Settings Pane

• Formula Bar

Step 3: Check and Correct Data Types

Change incorrect types:

• Text

• Whole Number

• Decimal Number

• Data

Step 4: Clean the Data

• Remove Duplicates

• Handle Missing Values

• Remove Unnecessary Columns

Step 5: Transform the Data

• Rename Columns

• Split Columns

• Merge Columns

• Format Text

Step 6: Create New Columns

• Custom Column

• Conditional Column

Step 7: Filter and Sort Data

• Filter - Remove unwanted records

• Sort - Arrange data in ascending or descending order

Step 8: Review Applied Steps

• Check the Applied Steps pane

• Verify each transformation

Step 9: Apply Changes

• Click Close & Apply

• Power BI loads the transformed dataset into the report view

Step 10: Build Reports and Dashboards

• Create Cards

• Charts

• Maps

• Tables

• KPI visuals