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Getting started in Power BI

This post was originally published on The Data School blog between 2018 and July 2025, before our program was renamed to MIP’s Analytics Career Accelerator. References throughout this article to “The Data School” or “DS” all refer to what is now MIP’s Analytics Career Accelerator. The program, its people, and its commitment to launching outstanding analytics careers remain the same – just under a new name.

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1.Introduction

Today let’s go over some of the key features of the Power BI interface. We will go over how to connect to an excel file, and the important Power BI features we can use to transform the data.

 

2.The solution

After starting up Power BI you can connect to your data source. For this example, I have connected to an Excel file. Select the sheet, and click on transform data.

Now you have arrived in the Power Query Editor. There are a lot of options here, so let’s go over some of the important features.
 1. The home, transform, and add columns are used to convert data into structured tables.
 2. Queries contain the Power Query tables that are opened.
 3. The data preview area, which shows the first 1,000 rows of data.
 4. The formula bar, shows the “M” language formula.
 5. The properties which you can rename the sheet name.
 6. The Query steps, which list the steps that have been used to transform the data.

Zooming in, we can see the column names are in the first row of the data.

Click on home and select “use first row as headers”. Now the table will have the correct column names.

Now we have connected to the table we can start exploring other features of Power BI.

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