Data Formatting: I'm working on a simple sales data table in Excel. What are the key best practices for structuring my data (e.g., using a table format, a consistent header row, no merged cells) before importing it into Power BI?

Leah Olawumi 0 Reputation points
2025-08-06T10:01:40.3133333+00:00

These questions focus on the best practices for setting up data in Excel before you even touch Power BI.

Developer technologies | Windows Forms
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  1. Leah Olawumi 0 Reputation points
    2025-08-06T10:17:49.8333333+00:00

    Avoid merge
    Have a single header row
    consistent data types
    use proper table format

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  2. Gade Harika (INFOSYS LIMITED) 330 Reputation points Microsoft External Staff
    2025-08-07T04:00:16.9166667+00:00

    Thank you for sharing the details, To ensure your data is Power BI-ready, follow these key formatting guidelines:

    1. Use Excel Tables

    Convert your data range into an official Excel Table (Insert > Table).

    Tables auto-expand with new data and are easier for Power BI to recognize and refresh.

    1. Consistent Header Row

    Place headers in the first row with unique, descriptive names.

    Avoid blank headers or duplicate column names.

    1. Avoid Merged Cells

    Merged cells break Power BI’s ability to read data cleanly.

    Use center alignment or formatting instead of merging.

    1. No Subtotals or Totals in Data Rows

    Keep raw data clean—totals should be calculated in Power BI, not embedded in Excel.

    1. Keep One Data Type per Column

    Don’t mix text and numbers in the same column.

    This ensures proper data typing and avoids import errors.

    1. Avoid Blank Rows and Columns

    Blank rows/columns can confuse Power BI’s data model.

    Remove unnecessary spacing or use filters instead.

    1. Use a Flat Structure

    Flatten hierarchical data (e.g., don’t nest categories).

    Each row should represent a single record or transaction.

    1. Date Columns Should Be Properly Formatted

    Use Excel’s date format—not text—for date fields.

    • This enables time intelligence features in Power BI

    Let me know if the issue persists after following these steps. I’ll be happy to assist further if needed.

    If the issue has been resolved, kindly mark the response as answered.


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