Advanced Data Modeling and Shaping with Power BI — Lesson 1: Advanced Power Query Shaping

Learning Objectives

• Create reusable custom functions, parameters, and dynamic transformation patterns
• Apply grouping, pivoting, unpivoting, joins, fuzzy matching, and complex column logic
• Manage query folding, privacy, types, errors, and data-quality evidence

Detailed Topics

• Create reusable custom functions: Create reusable custom functions, parameters, and dynamic transformation patterns
• Apply grouping: Apply grouping, pivoting, unpivoting, joins, fuzzy matching, and complex column logic
• Manage query folding: Manage query folding, privacy, types, errors, and data-quality evidence

Guided Demonstration

1. Review the requirement, users, data, dependencies, permissions, risks, and expected result.
2. Demonstrate the relevant configuration, application, automation, analysis, or administration workflow step by step.
3. Capture settings, outputs, logs, screenshots, calculations, test results, and other useful evidence.
4. Compare the observed result with acceptance criteria and explain any corrective action.

Hands-On Activity

Develop an advanced reusable data-shaping pipeline.

• Document assumptions, prerequisites, and the planned sequence before starting.
• Complete the activity and preserve evidence of normal, boundary, and failure behavior.
• Record issues, corrective actions, reusable notes, and the next improvement priority.

Scenario Analysis

• Identify the business or technical decision that must be made.
• Compare valid implementation approaches and their trade-offs.
• Consider security, privacy, accessibility, performance, support, and operational impact.

Troubleshooting Focus

• Separate symptoms from causes and collect evidence before applying a fix.
• Check configuration, data, permissions, dependencies, capacity, connectivity, and recent changes.
• Validate rollback, recovery, ownership, user impact, and business continuity.

Validation Checklist

• The requirement, scope, inputs, and expected outcome are clear.
• The selected design or configuration is documented and follows approved standards.
• Normal, boundary, failure, security, accessibility, and operational conditions are reviewed.
• The result is supported by evidence and the next improvement is prioritized.

Lesson Outcome

Learners can explain and apply Advanced Power Query Shaping in a realistic scenario and validate the result with documented evidence.