Merge Queries and Disable Load with Power BI
Lab
Beginner
0 h 30 m
2020-03-03
Lab Overview
In this lab, you will import Excel and CSV files into Power BI Desktop and then merge queries, group data, and group queries in the query pane. It is common to have to pull data from transactional systems and shape them. It is also common to add data from other sources to provide a more complete picture.First, you will stage the data from the multiple sources. Then you will merge and group data to get final reporting tables to be used in Power BI. Then you will disable staging queries. Finally, you will organize your queries into folders for better organization.

Related Learning Path(s):
Business Intelligence with Power BI
Objectives
  • Using Power Query/M to connect to data sources such as SQL Databases, Excel files, text files, JSON files, and websites
  • Cleansing and shaping data with Power Query/M
  • Disable query load
  • Group queries in the query pane
Pre-Requisites
  • Fundamentals of Power BI
Exercises
In this exercise, you will import multiple worksheets from an Excel file into Power BI Desktop, then you will import more data from two separate CSV files.
In this exercise, you will shape the staged data from Exercise 1 into final reporting tables and then group queries in the Queries pane.
Sometimes we need to create staging queries as intermediate steps that should not become tables in the final Power BI data model. In this lab, you will create a final reporting table for invoices and then disable the load on the staging queries related to invoices.
Once you have these “layers” of queries, it can be useful to organize them so it’s easy to identify the queries that result in tables in the model. So you’ll create new groups and move the queries into them.
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