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Mandatory Learnings for Power BI Beginners

Writer's picture: nitin rungtanitin rungta

Updated: Dec 19, 2024


  1. Create connection with share point/Google sheet/folders.

    1. Know how to change the connection between GS to local excel, without getting rid of the original table,

                                                              i.      as everything is setup in dax based on this original table

                                                            ii.      as all the calc columns has been setup

                                                          iii.      Reference vs Duplicate Table; creating Bridge tables 

  1. Date locale Date formatting.

    1. Know how to use dates efficiently in any format without running into date errors. 

  2. Unpivot column.

    1. Other Columns

    2. Only Selected 

  3. Merge columns in Transform data. 

  4. Solutions and Challenges in Sorting 


  5. Formats

    1. creating blank table for key measures.

    2. To keep data in proper data type format.

    3. Proper formulas indentation

    4. Spelling and proper punctuation 

  6. Finding the errors and handle the errors during importing data in power query. 

  7. Working with Dates(Calendar Table) –

    https://www.dataroars.com/post/how-to-create-a-calendar-date-table

  8. Financial Calendar tables 

  9. Time Intelligence using Dates 

  10. UseRelationship for indirect columns 

  11. Dynamic Formatting which is a new feature and can be done in Modelling (Relationship) pane 

  12. Using Bookmarks, Selection pane, and Sync Slicers. 

  13. Showing Latest Refresh Data/Time in a given timezone. 

  14. Fields Parameter

  15. Group By (Power Query)

  16. Clearing and Giving permission in Data Source Settings.

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