In Power BI, data shaping techniques refer to the various operations you can perform to transform and prepare your data for analysis. These techniques are typically carried out in the Power Query Editor, which allows you to clean, transform, and shape your data before loading it into the data model. Some common data shaping techniques in Power BI include:
Filtering: Filtering allows you to remove rows from your dataset based on specific criteria. You can filter data based on text, numeric values, dates, or other conditions.
Sorting: Sorting allows you to arrange the rows of your dataset in ascending or descending order based on one or more columns.
Grouping: Grouping enables you to aggregate data by specific columns, such as summing up values within groups or counting the number of items in each group.
Merging: Merging allows you to combine multiple tables into one by matching rows based on common columns. Power BI supports various types of merges, including inner joins, left joins, right joins, and full outer joins.
Appending: Appending allows you to stack multiple tables on top of each other vertically, combining them into a single table. The tables must have the same schema (i.e., the same columns in the same order) to be appended.
Pivoting and Unpivoting: Pivoting involves rotating data from rows into columns, while unpivoting does the opposite, converting columns into rows. These techniques are useful for restructuring your data to better suit your analysis or visualization needs.
Splitting Columns: Splitting columns allows you to divide a single column into multiple columns based on delimiters, such as commas, spaces, or custom characters.
Data Type Conversion: Data type conversion enables you to change the data type of a column to another type, such as converting text to numbers, dates, or other formats.
Conditional Columns: Conditional columns allow you to create new columns in your dataset based on specified conditions. You can use logical expressions to define the conditions for creating the new column.
Custom Columns: Custom columns enable you to create new columns in your dataset using custom formulas or expressions. You can perform calculations, concatenate strings, or apply other transformations to generate the values for the new column.
These are just a few of the many data shaping techniques available in Power BI. By leveraging these tools effectively, you can clean and prepare your data to derive valuable insights and create compelling visualizations in your Power BI reports.
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