Avoid merge
Have a single header row
consistent data types
use proper table format
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?
These questions focus on the best practices for setting up data in Excel before you even touch Power BI.
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Leah Olawumi 0 Reputation points
2025-08-06T10:17:49.8333333+00:00 -
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:
- 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.
- Consistent Header Row
Place headers in the first row with unique, descriptive names.
Avoid blank headers or duplicate column names.
- Avoid Merged Cells
Merged cells break Power BI’s ability to read data cleanly.
Use center alignment or formatting instead of merging.
- No Subtotals or Totals in Data Rows
Keep raw data clean—totals should be calculated in Power BI, not embedded in Excel.
- 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.
- Avoid Blank Rows and Columns
Blank rows/columns can confuse Power BI’s data model.
Remove unnecessary spacing or use filters instead.
- Use a Flat Structure
Flatten hierarchical data (e.g., don’t nest categories).
Each row should represent a single record or transaction.
- 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.