During the data loading process, Power BI Desktop evaluates
the incoming data, and then assigns what it thinks is the correct data type.
And in most cases, it makes a good choice. But what if it makes the wrong
choice?
For example, what if one of the columns is a text field made up of the month
and the year? Such as December, 2015. Power BI Desktop decides that this is a
data field, and changes the value to 12/1/2015. Great if that is what you want.
Editing the data types
During the initial load process, one of the first screens will
be the Navigator. On the bottom right, select/click on the Edit button.
This will bring up the Query Editor. The Query Editor is one
of the most powerful tools available to the Power BI Desktop, Over time,
you'll find this tool more and more useful. On the right side of the Query
Editor, locate the Applied Steps section. For this example, the last step the
query editor performed was the Change Type.
Simply right click on the Change Type item, and select
Delete. Or, simply select/click on the X immediately to the left of the Change
Type item. Once the change has been made, the Sales Month column is now back to
the value we wanted.
While we are in the Query Editor, lets update the data type
for the monetary columns. Holding the Ctrl button, select/click on the monetary
columns. On the Data Type combo box, select the Fixed Decimal Number value.
For
our example, the incoming column in Excel was configured as Currency. Once we
change the Data Type to Fixed Decimal Number, Power BI recognizes the columns
as Currency.
When you are finished, select/click the Close & Load
button. After loading the data, you can review using the Data Tools. The
currency columns are now presented as currency values.
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When loading data into Power BI, data types may change due to automatic detection or mismatches between the source data and Power BI's expected data format. For example, Power BI might interpret a text column as a number if the data contains only digits or mistakenly treat a date column as text. To prevent issues, you can manually set the correct data types in the Power Query Editor before loading the data into the model.
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This article is a game-changer for managing data in Power BI! You’ve explained it so well—will definitely refer back to this for future projects!
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Power BI Desktop often assigns data types automatically, but its assumptions may not always align with your needs, such as interpreting "December, 2015" as a date. You can correct this during data import by using the Query Editor, accessible via the Edit button in the Navigator. In the Query Editor, adjust data types in the Applied Steps section to ensure accurate data representation.
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Neel KBH
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"Great explanation of data type changes in Power BI! This is very helpful for avoiding common pitfalls when loading data. Thanks for sharing!"
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Great article onData type Changes when loading Power BI Data. You have thoroughly explained it. thank you.
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This is a very insightful post about handling data type changes in Power BI. Your explanation is clear and practical for solving common issues. For those interested in expanding their data analysis skills, check out this comprehensive guide on Data science courses in France.
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