Power BI Data Connection and Transformation

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Questions and Answers

What is the primary purpose of connecting to a data source in Power BI Desktop?

  • To establish a connection for data import (correct)
  • To perform data analysis without loading data
  • To visualize the data directly in the report
  • To create a data model from unstructured data

Which feature allows developers to manage data from multiple sources in Power BI Desktop?

  • Power Query Editor (correct)
  • Report Builder
  • Visual Studio Integration
  • Data Management Studio

During the data connection process, what occurs after selecting a data source on the Get Data screen?

  • Application settings are reconfigured
  • The Navigator screen shows the available tables (correct)
  • The data is automatically visualized
  • The metadata of the data source is displayed

What can a developer do after combining queries from multiple data sources in Power BI Desktop?

<p>Create a unified data model for visualizations (C)</p> Signup and view all the answers

What is the first step a developer should take when starting a new file in Power BI Desktop?

<p>Connect to a data source using the Get data button (B)</p> Signup and view all the answers

What must be done before using data from different sources to create visualizations in Power BI?

<p>Perform data modeling on the combined data (C)</p> Signup and view all the answers

Which of the following is NOT a feature of Power BI when connecting to data sources?

<p>Automatic correction of data inconsistencies (C)</p> Signup and view all the answers

What option is available to developers in Power BI Desktop after the initial connection to a data source?

<p>Access an additional data source and add it to the report (A)</p> Signup and view all the answers

What is the main purpose of data modeling in Power BI?

<p>To optimize data for effective visualization in reports. (C)</p> Signup and view all the answers

Which action is NOT considered a part of data transformation in Power Query?

<p>Backing up original data sources. (C)</p> Signup and view all the answers

When a developer changes the data type of a column in Power Query, what happens to the original data in its source?

<p>The original data remains unchanged. (D)</p> Signup and view all the answers

How can a developer undo a previously applied data transformation in Power Query?

<p>By deleting the transformation from the Applied Steps list. (C)</p> Signup and view all the answers

What is the distinction between merging and appending queries in Power BI?

<p>Merging combines columns, while appending adds new rows. (D)</p> Signup and view all the answers

Which of the following tasks can be performed to modify data types in Power Query?

<p>Using the Change Type option from the context menu. (B)</p> Signup and view all the answers

What visual indicator shows that a column's data type has been changed to number in Power Query?

<p>The number '123' tag in the column header. (C)</p> Signup and view all the answers

If a developer needs to use state abbreviations instead of full state names, what action might they take during data transformation?

<p>They will merge another data source containing both names and abbreviations. (A)</p> Signup and view all the answers

In Power Query, which action would a developer take to remove columns that are no longer needed?

<p>Select the columns and use the Manage Columns &gt; Remove Command. (B)</p> Signup and view all the answers

What is indicated by the 'table' label in the merged query column after performing a merge?

<p>It shows that the merged query contains multiple columns. (A)</p> Signup and view all the answers

After completing data modeling, how does a developer incorporate the modeled data into a report in Power BI?

<p>By selecting Close &amp; Apply in the ribbon’s Close group. (D)</p> Signup and view all the answers

What must a developer do to ensure columns are named correctly after importing data?

<p>Right-click each column and rename them if necessary. (D)</p> Signup and view all the answers

Which function is primarily used in Power Query to combine data from different sources?

<p>Merge Queries. (A)</p> Signup and view all the answers

Flashcards

Connecting to a data source

The first step in creating a Power BI report, where you connect to a data source and retrieve the data.

Get Data screen

The screen in Power BI Desktop where you can choose from hundreds of data sources to connect to.

From Web dialog box

The screen in Power BI Desktop where you can enter website addresses to access data from webpages.

Navigator screen

A screen in Power BI Desktop that displays all the tables found in a selected data source.

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Combining data sources

The process of combining data from multiple sources into a single data model in Power BI Desktop.

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Power Query Editor tool

The tool in Power BI Desktop used for transforming data from various sources and preparing it for analysis.

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Report view

A feature in Power BI that allows users to create visualizations and reports based on the data they retrieve.

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Fields pane

A pane in Power BI Desktop that displays all the fields from the connected data sources, which can be used to create visualizations.

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Data Modeling

The process of modifying data to make it suitable for use in reporting, such as changing data types, removing rows or columns, renaming elements, and combining data from different sources.

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Modifying Data Types

Changing the data type of a column, for example, from text to a whole number, allowing for mathematical operations.

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Removing Rows and Columns

Removing unnecessary rows or columns from a data source to focus on the relevant information.

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Renaming Elements

Changing the names of tables, rows, or columns to improve clarity and consistency.

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Splitting Columns

Splitting a single column into multiple columns based on a specific delimiter or pattern.

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Merging Queries

Combining data from multiple sources into a single data source by adding columns from one to another.

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Appending Queries

Combining data from multiple sources by adding rows from one to another.

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Power Query Editor

A specialized tool within Power BI Desktop used for cleaning, transforming, and shaping data before it is used in reports.

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Applied Steps

A list of steps applied during the data modeling process in Power Query Editor.

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Merged Query

The visual representation of the merged data, indicating that the column contains all the merged columns in a condensed form.

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Expand Dialog Box

A dialog box used to select the specific columns from a merged query to be displayed in the final data source.

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Data Modeling in Power BI

The process of using Power Query to manipulate and prepare data before it is used in reports.

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Study Notes

Connecting to and Consuming Data in Power BI

  • Power BI allows connecting to various data sources
  • Power BI Desktop allows combining data from multiple sources
  • To start, click "Get Data" to access the "Get Data" screen
  • Select data sources (e.g., web pages), and provide necessary credentials
  • Power BI evaluates the data sources and displays available tables (Navigator screen)
  • Load tables into the Fields pane (Report view)
  • Repeat for additional sources

Transforming Data with Power Query

  • Data modeling/shaping/transforming prepares data for visualizations
  • Data modifications do not affect original data
  • Modifying Data Types:
  • Change column types (e.g., text to whole number) in the Power Query Editor
  • Right-click or use the drop-down menu
  • Modifications are recorded (Applied Steps) for potential reversal
  • Removing Rows/Columns:
  • Remove unneeded columns/rows using "Manage Columns > Remove Columns"
  • Renaming Elements:
  • Use first row as headers or manually rename to match other data sources
  • Combining Queries:
  • Merge: Adds columns from one source to another.
  • Append: Adds rows from one source to another.

Merging Queries

  • Use "Combine > Merge Queries" to merge queries
  • Specify columns to match during merging (e.g., "State" and "State Name" columns)
  • The merged data appears as a single column with the merged data contained
  • Use the "Expand" button to show expanded columns
  • Select specific columns needed for the merged query—deselecting unneeded columns.
  • Clicking "Close & Apply" adds the model to Power BI Desktop and prepares the visualization.

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