Optimize data models

Completed

Imported data often contains fields that you don't need for your reporting and visualization tasks. Data might contain unnecessary information or it might be available in another column. Power BI Desktop has tools to optimize your data and make it more usable for building reports and visuals.

Tasks in this module include: Conceptual graphic of the tasks in this module.

Hide fields

To hide a field in the Fields pane of Power BI Desktop, right-click the column and select Hide. Your hidden fields aren't deleted. If you've used a hidden field in existing visuals, the data is still there; the hidden field just isn't displayed on the Fields pane.

Screenshot of the Hide feature.

If you view tables in the Model view, hidden fields appear dimmed. The data in these tables is still available and is still part of the model. You can unhide any field that has been hidden by right-clicking the field and then selecting unhide.

Sort visualization data by another field

The Sort by Column tool, available on the Column tools tab, is useful to help ensure that your data is displayed in the order that you intended.

Screenshot of the Sort by Column field.

As a common example, data that includes the name of the month is sorted alphabetically by default, for example, August would appear before February.

Bar graph with months sorted alphabetically.

In this case, selecting the MonthName field in the Fields list, selecting Sort by Column from the Column tools tab, and then choosing a field to sort by can remedy the problem. The MonthNo category sort option will order the months as intended.

Bar graph with month sorted by month order.

Setting the data type for a field is another way to optimize your information so that it's handled correctly. To change a data type from the report canvas, select the column in the Fields pane, and then use the Format drop-down menu on the Column tools tab to select one of the formatting options. Any visuals you've created that display that field are updated automatically.

For more information, see Sort by column in Power BI Desktop.