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Power BI - Data Preparation Workflow

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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.