Power BI Desktop Mastery Series Level 2
Trainer: Zahidah Sharif
1.0 Text Transformation
1.1 Merge
1. Open Power BI Desktop
2. Home > Data > Get data > Excel workbook > Filename:
1.0 Text Functions.xlsx
3. Tick ☑ Text_Merge table
4. Click Transform Data
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Power BI Desktop Mastery Series Level 2
Trainer: Zahidah Sharif
5. Power Query Editor in Power BI window will be open
Ribbon
Formula Bar
Queries
Pane
Data
Preview
Home Ribbon Tab
Transform Ribbon Tab
Add Column Ribbon Tab
View Ribbon Tab
Tools Ribbon Tab
Help Ribbon Tab
2
Query
Name
Applied
Steps
Power BI Desktop Mastery Series Level 2
Trainer: Zahidah Sharif
6. Select Prefix column
7. Hold Ctrl > Select FirstName and LastName columns
Note : Must follow proper sequence
8. Transform > Text Column > Merge Columns
9. Separator: Space
10. New column name (optional): FullName
11. Click OK
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Power BI Desktop Mastery Series Level 2
Trainer: Zahidah Sharif
12. Result
13. Home > Close > Close & Apply
14. Power BI Desktop window
15. Drag FullName column to Build visuals with your data
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Power BI Desktop Mastery Series Level 2
Trainer: Zahidah Sharif
1.2 Split and Trim
1. Insert New page
2. Home > Data > Get data > Excel workbook > Filename: 1.0 Text Functions.xlsx
3. Place a check for Text_Split_and_Trim table
4. Click Transform Data
5. Select Shipping Address column
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Power BI Desktop Mastery Series Level 2
Trainer: Zahidah Sharif
6. Transform > Text Column > Split Column > By Delimiter
7. Accept the Default settings
8. Click OK
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Power BI Desktop Mastery Series Level 2
Trainer: Zahidah Sharif
9. Result
10. Rename Shipping Address.1: Place
11. Rename Shipping Address.2: City
12. Rename Shipping Address.3: State
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Power BI Desktop Mastery Series Level 2
Trainer: Zahidah Sharif
13. To remove unwanted spaces
14. Select City and State columns
15. Transform > Text Column > Format > Trim
16. Result
17. Home > Close > Close & Apply
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Power BI Desktop Mastery Series Level 2
Trainer: Zahidah Sharif
18. Power BI Desktop window
19. Insert Map visual > Location : City, Bubble size : Sales
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Power BI Desktop Mastery Series Level 2
Trainer: Zahidah Sharif
1.3 Upper, Lower and Proper
1. Insert New page
2. Home > Data > Get data > Excel workbook > Filename: 1.0 Text Functions.xlsx
3. Place a check for Text_UpperLowerProper table
4. Click Transform Data
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Power BI Desktop Mastery Series Level 2
Trainer: Zahidah Sharif
5. Select Prefix, FirstName and LastName columns
6. Transform > Text Column > Format > UPPERCASE
7. Result
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Power BI Desktop Mastery Series Level 2
Trainer: Zahidah Sharif
8. Transform > Text Column > Format > lowercase
9. Transform > Text Column > Format > Capitalize Each Word
10. Home > Close > Close & Apply
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Power BI Desktop Mastery Series Level 2
Trainer: Zahidah Sharif
11. Power BI Desktop window
12. Drag Prefix column to Build visuals with your data
13. Drag FirstName and LastName columns to the visual
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Power BI Desktop Mastery Series Level 2
Trainer: Zahidah Sharif
1.4 Add Suffix and Prefix
1. Insert New page
2. Home > Data > Get data > Excel workbook > Filename: 1.0 Text Functions.xlsx
3. Place a check for Text_PrefixSuffix table
4. Click Transform Data
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Power BI Desktop Mastery Series Level 2
Trainer: Zahidah Sharif
5. Select Age column
6. Transform > Text Column > Format > Add Suffix
7. Value: Years
8. Click OK
9. Result
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Power BI Desktop Mastery Series Level 2
Trainer: Zahidah Sharif
10. Transform > Text Column > Format > Add Prefix
11. Value: My Age is:
12. Click OK
13. Result
14. Home > Close > Close & Apply
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Power BI Desktop Mastery Series Level 2
Trainer: Zahidah Sharif
1.5 Left, Right and Mid
1. Insert New page
2. Home > Data > Get data > Excel workbook > Filename: 1.0 Text Functions.xlsx
3. Place a check for Text_LeftRightMid table
4. Click Transform Data
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Power BI Desktop Mastery Series Level 2
Trainer: Zahidah Sharif
5. Add Column > From Text > Extract > First Characters
6. Count: 2
7. Click OK
8. Result
9. Select Order ID Column
10. Add Column > From Text > Extract > Last Characters
11. Count: 6
12. Click OK
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Power BI Desktop Mastery Series Level 2
Trainer: Zahidah Sharif
13. Result
14. Select Order ID Column
15. Add Column > From Text > Extract > Range
16. Starting Index: 3
17. Number of Characters: 4
18. Click OK
19. Result
20. Home > Close > Close & Apply
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Power BI Desktop Mastery Series Level 2
Trainer: Zahidah Sharif
1.6 Extract Text with Delimiter
1. Insert New page
2. Home > Data > Get data > Excel workbook > Filename: 1.0 Text Functions.xlsx
3. Place a check for Text_Delimiter table
4. Click Transform Data
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Power BI Desktop Mastery Series Level 2
Trainer: Zahidah Sharif
5. Add Column > From Text > Extract > Text Before Delimiter
6. Delimiter: #
7. Click OK
8. Result
9. Add Column > From Text > Extract > Text Between Delimiter
10. Start delimiter: #
11. End delimiter: @
12. Click OK
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Power BI Desktop Mastery Series Level 2
Trainer: Zahidah Sharif
13. Result
14. Add Column > From Text > Extract > Text After Delimiter
15. Delimiter: @
16. Click OK
22
Power BI Desktop Mastery Series Level 2
Trainer: Zahidah Sharif
17. Result
18. Right click Text with Delimiters column > Select Remove
19. Result
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Power BI Desktop Mastery Series Level 2
Trainer: Zahidah Sharif
20. Rename all the columns
21. Select all the columns
22. Transform > Text Column > Merge Columns
23. Separator: Space
24. New column
name (optional):
FullName
25. Click OK
26. Result
27. Home > Close > Close & Apply
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Power BI Desktop Mastery Series Level 2
Trainer: Zahidah Sharif
2.0 Transforming and Extracting Date
2.1 Year, Quarter, Month, Day
1. Open Power BI Desktop
2. Home > Data > Get data > Excel workbook > Filename: 2.0 Date Functions.xlsx
3. Place a check for Date_YearQuarterMonth table
4. Click Transform Data
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Power BI Desktop Mastery Series Level 2
Trainer: Zahidah Sharif
5. Add Column > From Date & Time > Date > Year > Year
6. Result
7. Select Order Date column
8. Add Column > From Date & Time > Date >
Quarter > Quarter of Year
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Power BI Desktop Mastery Series Level 2
Trainer: Zahidah Sharif
9. Result
10. Select Order Date column
11. Add Column > From Date & Time > Date > Month >
Month
12. Result
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Power BI Desktop Mastery Series Level 2
Trainer: Zahidah Sharif
13. Select Order Date column
14. Add Column > From Date & Time > Date > Day > Day
15. Result
16. Home > Close > Close & Apply
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Power BI Desktop Mastery Series Level 2
Trainer: Zahidah Sharif
2.2 Difference Between Dates, Earliest and Latest
1. Open Power BI Desktop
2. Home > Data > Get data > Excel workbook > Filename: 2.0 Date Functions.xlsx
3. Place a check for Date_Difference table
4. Click Transform Data
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Power BI Desktop Mastery Series Level 2
Trainer: Zahidah Sharif
5. Select Date1 and Date2 columns
6. Add Column > From Date & Time > Date > Subtract Days
7. Result
8. Select Date1 and Date2 columns
9. Add Column > From Date & Time > Date > Earliest
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Power BI Desktop Mastery Series Level 2
Trainer: Zahidah Sharif
10. Result
11. Select Date1 and Date2 columns
12. Add Column > From Date & Time > Date > Latest
13. Result
14. Home > Close > Close & Apply
31
Power BI Desktop Mastery Series Level 2
Trainer: Zahidah Sharif
2.3 Name of Day and Name of Month
1. Open Power BI Desktop
2. Home > Data > Get data > Excel workbook > Filename: 2.0 Date Functions.xlsx
3. Place a check for Date_NameOfX table
4. Click Transform Data
32
Power BI Desktop Mastery Series Level 2
Trainer: Zahidah Sharif
5. Result
7. Add Column > From Date & Time > Date > Day > Name of Day
8. Result
9. Add Column > From Date & Time > Date > Month >
Name of Month
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Power BI Desktop Mastery Series Level 2
Trainer: Zahidah Sharif
10. Result
11. Select Day Name column
12. Transform > Text Column > Extract > First Characters
13. Count: 3
14. Click OK
15. Result
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Power BI Desktop Mastery Series Level 2
Trainer: Zahidah Sharif
16. Select Month Name column
17. Transform > Text Column > Extract > First Characters
18. Count: 3
19. Click OK
20. Result
21. Home > Close > Close & Apply
35
Power BI Desktop Mastery Series Level 2
Trainer: Zahidah Sharif
2.4 Day of Week / Month / Year and Week of Month / Year
1. Open Power BI Desktop
2. Home > Data > Get data > Excel workbook > Filename: 2.0 Date Functions.xlsx
3. Place a check for Date_DayWeekOfX table
4. Click Transform Data
5. Result
36
Power BI Desktop Mastery Series Level 2
Trainer: Zahidah Sharif
6. Add Column > From Date & Time > Date > Day > Day
7. Select Date1 column
8. Add Column > From Date & Time > Date > Day > Day of Week
Note: 0 – Sunday, 1 – Monday
9. Select Date1 column
10. Add Column > From Date & Time > Date > Day > Day of Year
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Power BI Desktop Mastery Series Level 2
Trainer: Zahidah Sharif
11. Select Date1 column
12. Add Column > From Date & Time > Date > Week > Week of Year
13. Select Date1 column
14. Add Column > From Date & Time > Date > Week > Week of Month
15. Home > Close > Close & Apply
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Power BI Desktop Mastery Series Level 2
Trainer: Zahidah Sharif
2.5 Extract Date from Date and Time
1. Open Power BI Desktop
2. Home > Data > Get data > Excel workbook > Filename: 2.0 Date Functions.xlsx
3. Place a check for Date_DateTime table
4. Click Transform Data
5. Result
39
Power BI Desktop Mastery Series Level 2
Trainer: Zahidah Sharif
6. Select Date and Time column
7. Add Column > From Date & Time > Date > Date Only
8. Select Date and Time column
9. Add Column > From Date & Time > Time > Time Only
10. Home > Close > Close & Apply
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Power BI Desktop Mastery Series Level 2
Trainer: Zahidah Sharif
2.6 Calculate Age
1. Open Power BI Desktop
2. Home > Data > Get data > Excel workbook > Filename: 2.0 Date Functions.xlsx
3. Place a check for Date_DateOfBirth table
4. Click Transform Data
5. Result
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Power BI Desktop Mastery Series Level 2
Trainer: Zahidah Sharif
6. Select Date of Birth column
7. Add Column > From Date & Time > Date > Age
8. Add Column > From Date & Time > Duration > Total Years
9. Click on Decimal > Select Whole Number
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Power BI Desktop Mastery Series Level 2
Trainer: Zahidah Sharif
10. Result
11. Remove Age column
12. Result
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Power BI Desktop Mastery Series Level 2
Trainer: Zahidah Sharif
13. Transform > Text Column > Format > Add Suffix
14. Value: Years
15. Click OK
16.Result
17. Home > Close > Close & Apply
44
Power BI Desktop Mastery Series Level 2
Trainer: Zahidah Sharif
2.7 Which day of Year, Quarter, Month your Date of Birth
1. Open Power BI Desktop
2. Home > Data > Get data > Excel workbook > Filename: 2.0 Date Functions.xlsx
3. Place a check for Date_DayOfYearQuarterMonth table
4. Click Transform Data
5. Result
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Power BI Desktop Mastery Series Level 2
Trainer: Zahidah Sharif
6. Select Date of Birth column
7. Add Column > From Date & Time > Date > Day > Day
8. Select Date of Birth column
9. Add Column > From Date & Time > Date > Year > Start of Year
9. Select Date of Birth and Start of Year column
10. Add Column > From Date & Time > Date > Subtract Days
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Power BI Desktop Mastery Series Level 2
Trainer: Zahidah Sharif
11. Remove Start of Year column
12. Rename Subtraction column to Day of Year
13. Select Date of Birth
14. Add Column > From Date & Time > Date > Quarter > Start of Quarter
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