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Power Query Editor 

Table of Contents
May 22, 2024 Lokesh Paliwal – Data Analyst
What is Power Query Editor? 
It’s a data transformation/data cleaning tool that uses M language in the background to record every action. It enables users to transform data using a user-friendly interface and create reusable data. 
Features in Power Query Editor 
S. No.TransformationDescription
1FilterExclude rows or columns from the dataset based on specified criteria, such as value ranges or text patterns.
2SortArrange rows in ascending or descending order based on one or more columns.
3Group byGroup rows together based on shared values in one or more columns, allowing for aggregation of grouped data.
4PivotRotate rows into columns based on unique values in a specified column, creating a pivot table-like structure.
5UnpivotTransform columns into rows, converting a pivot table-like structure back into a tabular format.
6Remove DuplicatesEliminate duplicate rows from the dataset, keeping only unique records.
7Replace ValuesSubstitute specific values in the dataset with alternative values or expressions.
8Split ColumnDivide a single column into multiple columns based on delimiter characters or positions within the text.
9Merge ColumnsCombine two or more columns into a single column, concatenating their values together.
10Add Custom ColumnsCreate a new column based on custom expressions or calculations using existing column values.
11Extract TextExtract substrings or patterns from text values in a column using regular expressions or predefined functions.
12AggregateCalculate summary statistics, such as sums, averages, counts, or maximum/minimum values, for grouped data.
13Data Type ConversationConvert the data type of columns to ensure compatibility with analysis tools or downstream processes.
14RenameChange the names of columns or tables to improve clarity and consistency in the dataset.
15Conditional ColumnAdd a new column with values based on specified conditions or logical expressions.
16Fill Down/UpPopulate empty cells in a column with the value from the nearest non-empty cell above or below.
17Data SplittingSplit text values in a column into multiple columns based on predefined delimiters or patterns.
18Data Type CastingConvert values in a column to a different data type, such as converting text to numbers or dates.
19Custom TransformationImplement custom transformations using M-code, the underlying language of Power Query.

These transformations empower users to clean, manipulate, and prepare their data for analysis or reporting, ensuring data accuracy, consistency, and relevance.  

Power Query Editor Interface:  
The following illustration shows a few of the transformations available in Power Query Editor.
Steps to access Power Query Editor: 

Difference between Transform Tab and Add Column
  • Transform Tab: This is where you tweak your data. Need to split a column, change data types, or clean up messy data? You’ll find all those tools here. It’s like your data makeover studio! 
  • Add Column Tab: Think of this as your data expansion kit. Here, you can add new columns based on existing data or bring in fresh insights from other sources. It’s all about giving your dataset a boost with extra information. 
Where can we use Power Query? 
Power Query is a versatile tool that can be used in various contexts across the Microsoft Power Platform. Let’s explore where you can leverage its magic: 
ProductM EnginePower Query DesktopPower Query OnlineDataflows (Power Platform)
Excel for WindowsNoNoNoNo
Power BI DesktopYesYesYesYes
Power AppsNoNoNoYes
Power AutomateNoNoNoYes
Power Virtual AgentsNoNoNoYes
Azure Data FactoryNoNoNoYes
Power Query Conclusion: The Power Query Editor in Power BI Desktop is a tool for transforming or editing data files before they are loaded into Power BI. The Query Editor acts as an intermediate data container where users can modify data by selecting rows and columns, splitting rows and columns, pivoting and unpivoting columns, and more.  

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