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6. Power Query Essentials

6.3 The Power Query Ribbon at a Glance

Start with a problem

Ruhi trims the Store column but loses the original value she needed for an audit. She used the wrong tab.

Explain simply

Many commands are on two tabs. Transform changes the existing column. Add Column keeps the original and creates a new column.

Show the data

Before:

Store
"Kothrud "
baner
KOTHRUD
Baner

About this data: This table uses columns: Store, Trimmed Text. This table uses columns: Tab used, Columns after the step. This table uses columns: Tab, Main groups and commands. This table uses columns: Wrong result, Reason, Correction. Values shown are the lesson examples already on this page (not a new dataset).

Fictional sample data. Practice file: pq_raw_pune_export.csv (source: src/practice/).

Demonstrate

  1. Select Store › Transform › Format › Trim.

    Your result should look like this:

    Store
    Kothrud
    baner
    KOTHRUD
    Baner
  2. Delete that step (✕) to undo.

  3. Select Store › Add Column › Format › Trim.

    Your result should look like this:

    Store Trimmed Text
    "Kothrud " Kothrud
    baner baner
    KOTHRUD KOTHRUD
    Baner Baner
  4. Right-click a column header to see the most common commands without the ribbon.

Show the result

Your result should look like this (fictional sample):

Tab used Columns after the step
Transform Store (changed in place)
Add Column Store (original) + Trimmed Text (new)

Explain what happened

Transform rewrote the column with Table.TransformColumns; Add Column used Table.AddColumn and kept the original.

Explore further

  • Home tab repeats the most-used commands (Remove Rows, Group By, Data Type).

Detailed reference for this lesson:

Tab Main groups and commands
Home Close & Apply, New Source, Recent Sources, Enter Data, Data source settings, Manage Parameters, Refresh Preview, Advanced Editor, Choose/Remove Columns, Keep/Remove Rows, Sort, Split Column, Group By, Data Type, Use First Row as Headers, Replace Values, Merge Queries, Append Queries, Combine Files
Transform Table: Group By, Use First Row as Headers, Transpose, Reverse Rows, Count Rows · Any Column: Data Type, Detect Data Type, Rename, Replace Values, Fill, Pivot Column, Move, Unpivot Columns · Text Column: Split Column, Format, Merge Columns, Extract, Parse · Number Column: Statistics, Standard, Scientific, Trigonometry, Rounding, Information · Date & Time Column: Date, Time, Duration
Add Column General: Column From Examples, Custom Column, Invoke Custom Function, Conditional Column, Index Column, Duplicate Column · From Text · From Number · From Date & Time (full coverage in Module 8)
View Query Settings, Formula Bar, Monospaced, Show whitespace, Column quality, Column distribution, Column profile, Go to Column, Advanced Editor, Query Dependencies
Tools / Help Diagnostics (query diagnostics), help links

Transform tab vs Add Column tab

Lakshat theva, many commands appear on both tabs. On the Transform tab they change the existing column. On the Add Column tab they create a new column and keep the original. Choose carefully.

Ravindra Bagale's Tip

Friends, many students hunt through the ribbon for every transformation. Right-click the column header, or use the small table icon at the top-left of the data grid. Most common transformations are one click away there. Don't make this mistake!

Fix common mistakes

Wrong result Reason Correction
Original value lost Used Transform Use Add Column when you need both
Two near-identical columns in the model Used Add Column and never removed the old one Remove or hide the extra column
Cannot find a command Searching only the ribbon Right-click the header or use the table icon at top-left of the grid

Practise independently

Practice task

You need both the raw and the upper-case Order ID for an audit. Which tab?

Hints
  • Keep the original.
Solution

Add Column › Format › UPPERCASE – it keeps Order ID and adds a new upper-case column.

Think like a professional

Choosing the right tab keeps the model lean and the audit trail intact.

Ravi Sir's Cards for this lesson

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