Thursday, February 29, 2024

Case Sensitivity in Power BI

  1. Case Sensitivity in Power BI:
    • By default, Power BI is case-insensitive. This means that lowercase letters are treated as identical to uppercase letters.
    • For example, “Bonk” is considered the same as “BONK” in Power BI.
  2. Language-Specific Behavior:
    • Different programming languages have varying rules regarding case sensitivity.
    • DAX (Data Analysis Expressions), the formula language used in Power BI, is case-insensitive.
    • However, the M language (used in Power Query) is case-sensitive, even though it coexists with DAX in the same environment.
  3. Collation Style:
    • If you use Power BI Desktop, Power BI Service, or Azure Analysis Services, string comparison remains case-insensitive.
    • However, if you use SQL Server Analysis Services, you can choose between case-sensitive or case-insensitive collation styles.
  4. Why Case Insensitivity:
    • When creating reports, you generally don’t want to distinguish between lowercase and uppercase.
    • In databases, strings may be stored in uppercase to avoid distinctions.
    • Power BI retains the original casing of strings but ignores it during comparisons.
    • For instance, “A” equals “a” and “JOHN” equals “John” even though they’re stored differently.
  5. Unexpected Results:
    • When your tables store a mix of lowercase and uppercase strings, be aware of potential unexpected outcomes.
    • Knowing this in advance helps you design your models effectively.

Remember, while case sensitivity can be a complex matter, Power BI’s default choice of case-insensitivity aligns well with reporting needs!

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