May 2026
Beginner to intermediate
350 pages
8h 29m
English
book
Financial Modeling and Reporting with Microsoft Power BI
by Andy Clark, Tom Gough, Shailan Chudasama
Content preview from Financial Modeling and Reporting with Microsoft Power BI
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6
Streamlining with Power Query
In the previous chapter, we focused on an applied area when working with finance data: manual journal entries. In this chapter, we're going to change direction by focusing on some of our standard practices when shaping and managing the data we use for our semantic models.
When we think of Power BI, we need to think of two tools, not one. Power BI comprises Power BI and Power Query; the latter is launched by clicking the Transform data button from the Power BI ribbon and is used every time we work with Power BI. We're certain there will be some readers who haven't clicked Home | Transform Data to see what lies behind the button, and that's why we wrote this chapter to walk you through the basics of Power Query. ...
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I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.