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Transformations & Modeling

Learn how to clean, optimize and model data tables to develop effective, insightful and actionable Power BI reports. This course covers in detail the query editor and how to develop effective Power BI data models.

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Data Transformations & Modeling, transform data in power bi course

Here's What You'll Get

With The Course

Over 4 hours of

video training

Demo data sets for practical application

Data Transformations & Modeling

Develop Effective Power BI Data Models

  • Develop an effective reporting solution by mastering two important areas in Power BI
  • Intermediate to advanced techniques that enable you to optimize your raw data tables and then connect them into a functioning analytical model to get the correct results that will answer your analytical questions

Details Of What You Will Learn

During This Course

  • Learn - best practice techniques when using the query editor
  • Learn - how to work with 'M' code and the advanced editor
  • Understand - the row and column query transformation options
  • Implement - advanced data cleaning and transformation techniques
  • Work - through end to end examples of querying multiple tables
  • Learn - how to think about and manage the data model
  • Learn - effective techniques applicable to any data scenario
  • Apply - advanced data modeling techniques to your own models
  • Understand - advanced modeling scenarios and situations
Data Transformations & Modeling

This Course Module is Tailored for:

Data Analysts

Reporting Managers

Excel Users

Participants of this module should have basic knowledge and understanding of how to use Power BI and DAX. It is recommended to have completed the Ultimate Beginners Guide to Power BI and DAX, and the Power BI Super Users Workshop modules. No other advance preparation needed to take this course.


Utilize the key features within Power BI

Data Transformations & Modeling
  • Utilize the query editor to clean up and optimize your raw data tables
  • Learn the great functionality hidden away in the query editor
  • Implement advanced transformation techniques to improve your solutions
  • Organize your queries so you can manage complexity
  • Manage tables of data from multiple different data sources
  • Design and execute on an effective data model
  • Analytical think about your data model and then create the correct relationships
  • Lay out your data model so it is designed intuitively

Course Curriculum

1. Introduction to the Course

  • How to get certified for this course?
  • Course resources - demo data, demo models, date table code
  • My best practice tips for the query editor & data model
  • Why you always need to use the query editor
  • What's possible with the query editor
  • How to bring in data to the query editor
  • Tips and techniques to work through in the query editor
  • Understanding M code
  • How to fix things if they fall over in here
  • How to organize the query editor well
  • Review Questions
  • Review Question Feedback

2. Data transformation examples

  • Column transformations
  • Row transformations
  • Filtering tables for unrequired data
  • Creating and modifying a date table

3. Advanced transformation and querying techniques

  • Staging queries
  • Referencing & duplicating queries
  • Appending queries
  • Merging or joining your queries
  • Unpivoting your tables
  • Columns from examples
  • Custom & conditional columns
  • Creating & using parameters
  • Custom functions
  • Bringing advanced transformations together
  • Review Questions
  • Review Question Feedback

4. Designing advanced data models

  • What are we trying to achieve with the data model?
  • Best practice tips for setting up the data model
  • Setting up complex models
  • What to do if you don't have a lookup table
  • Measure tables / groups
  • Intermediary tables
  • Supporting tables
  • Scenario tables ('what if' parameters)
  • Adding dimensions to lookup tables
  • Multi layered models

5. Advanced modeling concepts

  • Active vs inactive relationships

6. Optimising your models

  • PreviewHow you can improve your models
  • How to reduce the file size of your models
  • Review Questions
  • Review Question Feedback

What our Students Say

Your Instructor

Sam McKay

Sam very early on saw the immense opportunity of using Power BI to create analytical solutions. After years of developing some advanced analysis and tools in excel, he was amazed that he could re-create most of those things in about 10% of the time with Power BI.

He is the founder and CEO at Enterprise DNA, a business intelligence training & consultancy business primarily focused on driving better decision making within organisations by empowering individuals and teams to transform raw data into unmatched insights using Microsoft's Power BI suite of tools.

Sam has a strong history in Finance, previously working at ANZ, PIMCO, and Fonterra. He is also a CFA charterholder, achieving the designation in 2011.

He has a passion for building highly scalable analytical solutions within organisations, and wants to see others learn how to do the same.

Frequently Asked Questions

  • How long do I have access to the course? You have access to this course as long as you have Enterprise DNA On-Demand Subscription.

  • Can I purchase a single course instead of the Enterprise DNA On-Demand? The option to purchase a single course has been discontinued. To access any of our courses, you will need to upgrade to full On-Demand Subscription here.
  • Do you offer one-off support or coaching? All support around Power BI and Enterprise DNA's online training content now occurs at the Enterprise DNA Forum. You must have an Enterprise DNA On-Demand Subscription or CoE access to receive support.

  • What if I need to train my team? We recommend exploring Enterprise DNA Center of Excellence platform. To learn more, see here.

Get full access to unparalleled training

& skill-building resourcess

For Individuals

Enterprise DNA


Empowering the most valuable Power BI users to expand their analytical thinking and insight generation possibilities

For Teams

Enterprise DNA

Center of Excellence

Training, tools, and guidance to unify and upskill the Power BI analysts in your workplace