Power BI - Data Preparation Workflow

Steps in preparing Power BI

  1. Click on "Get Data", select your source data.
  2. Click on "Edit Queries".
  3. If there are individual date columns (Year, Month and Day):
    • Then click on "Add Column", "Add Custom Column".
    • Name the column as "TempDate".
    • Put in the custom column formula.
    • Then click on "OK".
    • Select the generated column, and click on "Date", "Parse".
    • A new "ParseDate" column will be generated.
  4. Check on the measure columns, ensure that they are changed to "Decimal Number" as the column type.