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Power BIbi_tool~8 mins

Power Query interface overview in Power BI - Dashboard Guide

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Dashboard Mode - Power Query interface overview
Goal

Understand the main parts of the Power Query interface to prepare and clean data for analysis.

Sample Data
Order IDProductQuantityPriceDate
1001Notebook25.002024-01-10
1002Pen101.502024-01-11
1003Folder53.002024-01-12
1004Notebook15.002024-01-13
1005Pen201.502024-01-14
Dashboard Components
  • Query Settings Pane: Shows applied steps like filtering or adding columns. Helps track changes.
  • Data Preview Grid: Displays sample rows of data after each step. Lets you see changes live.
  • Ribbon Toolbar: Contains buttons for common tasks like removing columns, changing data types, or merging tables.
  • Formula Bar: Shows the formula for the current step. You can edit it to customize transformations.
  • Queries Pane: Lists all queries in the workbook or report. You can select and manage queries here.
Dashboard Layout
+-------------------------------------------------+
| Ribbon Toolbar                                  |
+----------------+----------------+--------------+
| Queries Pane   | Data Preview   | Formula Bar  |
|               | Grid           |              |
|               |                |              |
+----------------+----------------+--------------+
| Query Settings Pane                          |
+-------------------------------------------------+
Interactivity

When you select a query in the Queries Pane, the Data Preview Grid updates to show that query's data. Changes made using the Ribbon Toolbar or Formula Bar update the Data Preview and add steps in the Query Settings Pane. This keeps all parts connected and shows your data transformation progress.

Self Check

If you filter rows in the Data Preview Grid, which parts of the interface update to reflect this change?

  • Query Settings Pane shows a new filtering step.
  • Formula Bar updates with the filter formula.
  • Data Preview Grid shows filtered data.
Key Result
Overview of Power Query interface parts and how they work together to transform data.