Module 2: Transforming Financial Data for Reporting in Power Query
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- Description: Our data model design from the previous session has provided a blueprint for how we need to shape our data into the right structure. This is done through a sequence of activities known as j/ Extract, Transform and Load (ETL) – bringing data into Power BI from data source(s), cleaning and shaping that data as required, and loading it into a Power BI data model. In this course our data source is Excel/CSV files with some specific data cleaning activities (e.g. header rows in each of our actuals files, dates potentially in a different format to our machine locale) and transformation activities (e.g. calculating amounts in Reporting currency given local currency amounts/a separate table of exchange rates).
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- Outcome: After this you will know how to ingest data from a Teams Channel (SharePoint) in Power Query and create a sequence of queries to shape and clean data (without writing any code!) and embed logic for currency conversion.
