Power BI Class 5: Group By, Append & Merge | 9 Essential Transformations

🚀 Welcome to Class 5 of the "Power BI with ChatGPT" Masterclass!

In today’s session, we master the 9 MOST CRITICAL transformations inside Power Query. These are not just "features"—these are the exact steps used by professional Data Analysts to turn messy raw data into clean, insightful models.

We start with the most powerful aggregation tool—Group By—and move through every essential technique to shape your data. Without mastering these 9 steps, your Data Modeling (Class 6) will fail.

👇 IN THIS VIDEO (CLASS 5), YOU WILL MASTER:

✅ 1. Group By: The most powerful way to summarize large datasets (e.g., Total Sales by Region) and create aggregation tables. ✅ 2. Append Queries: How to stack multiple tables (e.g., Jan + Feb + Mar Data) into one unified dataset. ✅ 3. Merge Queries: The "VLOOKUP" of Power BI—joining different tables using common keys like CustomerID. ✅ 4. Column Arrangement: Organizing your dataset logically to make report building easier. ✅ 5. Manage Columns: Optimizing performance by selecting only the columns you need and removing the rest. ✅ 6. Reduce Rows: Techniques to filter out duplicates, remove errors, and clean up blank rows. ✅ 7. Count Rows: A crucial validation step to ensure no data was lost during your transformations. ✅ 8. Enter Data: How to create manual static tables for custom mapping and categories. ✅ 9. Transpose: Flipping rows to columns (and vice versa) to fix badly structured data.

💡 WHY IS THIS CLASS CRITICAL? These 9 transformations are the "Swiss Army Knife" of ETL (Extract, Transform, Load). Mastering them ensures your reports load faster, your DAX calculates correctly, and your future Time Intelligence functions work without errors.

📅 THE FULL COURSE ROADMAP: This is part of a complete series!

Class 1: Introduction & Basics

Class 2: Interface, Data Loading & AI Integration

Class 3: Power Query Transformations (Part 1)

Class 4: Advanced Transformations & Parameters

Class 5: (You are here) - The 9 Essential Transformations

Next Up (Class 6): Data Modeling & Relationships (The Heart of Power BI)

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🔗 RESOURCES & DOWNLOADS: 📂 Download the Practice Dataset: https://ln.run/6xzsF 🤖 Try ChatGPT: https://chat.openai.com/ 📥 Download Power BI Desktop (Free): https://powerbi.microsoft.com/en-us/d...

⏱️ TIMESTAMPS (JUMP TO SECTION): 0:00 - Introduction: The 9 Pillars of Transformation 1:15 - 1. Group By (Aggregations & Summaries) 4:30 - 2. Append Queries (Combining Files) 7:45 - 3. Merge Queries (Joins Explained) 11:20 - 4. Column Arrangement & Reordering 13:10 - 5. Manage Columns (Best Practices) 15:40 - 6. Reduce Rows (Remove Duplicates/Errors) 18:30 - 7. Count Rows (Data Validation) 20:45 - 8. Enter Data (Creating Static Tables) 23:00 - 9. Transpose (Fixing Orientation) 26:30 - Summary & Homework for Class 6

👇 JOIN THE CONVERSATION! Question for you: Which transformation do you use the most in your daily work—Group By or Merge? Let me know in the comments!

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