Power Query records data preparation steps that can be refreshed. Preserve raw sources and make column types and transformation assumptions explicit.
Before you begin
Understand rows, keys and basic aggregation. Use a fictional dataset and define the report's audience and intended decision.
Work through the idea
Write metric definitions and the reporting period before styling the page. Reconcile a selected total with source records and explain active filters. Include data freshness and a route to supporting detail. Evaluate the report with a reader who did not build it, then revise confusing labels or interactions.
- Connect to a sample source
- Set intended types
- Inspect applied steps and refresh behavior
Practice task
Combine fictional monthly sales files with the same schema and remove a documented invalid row.
Check your result
Explain how a new file or changed column affects refresh.
A mistake to avoid
Do not manually repair every exported result instead of correcting a repeatable preparation step.
Keep a review note
Save the inputs or scenario, your reasoning and the result you checked. Explain one assumption and one case that needs more work. Revise the exercise after feedback and distinguish what you demonstrated from what remains untested.
Official reference for further study
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