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Transform data imported from a data exchange with the Power BI Connector, to ensure that it is usable in Power BI visuals.
Type:
Tutorial
Length:
3 min.
Transcript
00:03
When using the Power BI Connector to load an Autodesk Data Exchange into Power BI,
00:08
you can use the Power Query window to transform the data.
00:12
Transforming data is a way of cleaning up the data or making sure that it is of the specific type required for your dashboard or report.
00:20
Start in the Power BI desktop application with a Data Exchange already imported and the Autodesk Data Connector viewer loaded.
00:27
Here, you also see a Stack Bar Chart and a Slicer visual.
00:32
On the ribbon, Home tab, Queries panel, click Transform Data, and from the drop-down, select Transform Data.
00:42
The Power Query window opens, displaying all properties from the loaded Data Exchange.
00:48
Each column header displays the property name, and each row represents the property value.
00:53
Each column header also includes an icon indicating the data type.
00:58
For instance, a text string is represented by letters, and decimal values by numbers.
01:05
To adjust a data type, select the column you wish to change such as Number of People.
01:12
Then, on the ribbon, Transform panel, expand the Data Type: Decimal Number drop-down to select the desired data type.
01:21
Here, select Text.
01:24
The column updates, and in the Query Settings panel, in the Applied Steps group, a Changed Type step displays.
01:31
Any change made in the Power Query window is recorded in the Applied Steps.
01:36
To undo a change, click the X next to the step name.
01:41
In this example, some of the values in the selected Number of People column are set to null,
01:46
which could prevent some Power BI visuals from functioning properly.
01:50
To replace the null values, from the Transform panel, select Replace Values.
01:57
In the Replace Values dialog, in the Value to Find field, enter “null”.
02:03
Then, in the Replace With field, enter the value you wish to replace null with, such as “0”.
02:10
Click OK, and the column updates accordingly.
02:14
To apply any changes made in the Power Query window, from the ribbon, click the Close & Apply drop-down, and then select Close & Apply.
02:23
Once the data is loaded, the changes are applied to your report and dashboard.
02:28
Now you know how to transform data from a Data Exchange to make sure that it is usable for the Power BI visuals in your project.
Video transcript
00:03
When using the Power BI Connector to load an Autodesk Data Exchange into Power BI,
00:08
you can use the Power Query window to transform the data.
00:12
Transforming data is a way of cleaning up the data or making sure that it is of the specific type required for your dashboard or report.
00:20
Start in the Power BI desktop application with a Data Exchange already imported and the Autodesk Data Connector viewer loaded.
00:27
Here, you also see a Stack Bar Chart and a Slicer visual.
00:32
On the ribbon, Home tab, Queries panel, click Transform Data, and from the drop-down, select Transform Data.
00:42
The Power Query window opens, displaying all properties from the loaded Data Exchange.
00:48
Each column header displays the property name, and each row represents the property value.
00:53
Each column header also includes an icon indicating the data type.
00:58
For instance, a text string is represented by letters, and decimal values by numbers.
01:05
To adjust a data type, select the column you wish to change such as Number of People.
01:12
Then, on the ribbon, Transform panel, expand the Data Type: Decimal Number drop-down to select the desired data type.
01:21
Here, select Text.
01:24
The column updates, and in the Query Settings panel, in the Applied Steps group, a Changed Type step displays.
01:31
Any change made in the Power Query window is recorded in the Applied Steps.
01:36
To undo a change, click the X next to the step name.
01:41
In this example, some of the values in the selected Number of People column are set to null,
01:46
which could prevent some Power BI visuals from functioning properly.
01:50
To replace the null values, from the Transform panel, select Replace Values.
01:57
In the Replace Values dialog, in the Value to Find field, enter “null”.
02:03
Then, in the Replace With field, enter the value you wish to replace null with, such as “0”.
02:10
Click OK, and the column updates accordingly.
02:14
To apply any changes made in the Power Query window, from the ribbon, click the Close & Apply drop-down, and then select Close & Apply.
02:23
Once the data is loaded, the changes are applied to your report and dashboard.
02:28
Now you know how to transform data from a Data Exchange to make sure that it is usable for the Power BI visuals in your project.
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