Excel workbook – Annual Sales Plan

For the import mode dataset, the annual Sales and Margin Plan data is retrieved from a table object within an Excel workbook. In the following fact table query (Sales and Margin Plan), the SalesPlanFilePath staging query is referenced within an Excel.Workbook() data access function:

Sales and Margin Plan query from Excel workbook source

As you saw in the Power BI Desktop settings section earlier in this chapter, the automatic data type detection option for unstructured sources should be disabled. It's, therefore, necessary to explicitly define the appropriate data type for each column of the Excel table via ...

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