Power BI Power Query Transformation Steps for a Messy Source
Plan clean-up steps that can be refreshed.
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[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it.
Plan Power Query steps in Power BI for a messy source. Description and first rows of the source: [SOURCE_SAMPLE]. The shape I need: [TARGET_SHAPE]. Known issues: [ISSUES]. Use only the columns I described and ask for missing sample rows. Present the applied steps as a table in order with the action, the columns, the reason and the result on my sample rows: promoting headers, changing types, trimming and cleaning text, splitting columns, replacing errors, unpivoting columns into rows, merging queries, and removing duplicates. Give M formulas only where needed, marked [VERIFY]. Point out steps that break when the source changes, with tolerant alternatives such as selecting columns by name rather than position. Explain query folding in plain words and when a step may stop it, slowing refresh [VERIFY]. Name queries and steps clearly. Checklist: row counts before and after, no errors, totals match, dates parse correctly, no text numbers. Keep the step list as short as the shape allows, merging steps that do one job. If next month's file may differ, say which two steps are most likely to fail first.
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