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Function examples in Power Query

Learn practical Power Query Function examples with M code, UI steps, common mistakes, FAQs and copy-ready transformation patterns.

Updated 2026-06-125 practical examplesCopy-ready M code

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When to use this Power Query pattern

Use this pattern when the same data preparation step needs to happen every time a file, table or report refreshes.

Syntax or pattern

(InputText as text) as text => Text.Upper(Text.Trim(InputText))

Typical UI steps

  1. Open Power Query Editor.
  2. Select the relevant column or query.
  3. Apply the transformation from the ribbon or formula bar.
  4. Review the generated step.
  5. Check data types and row counts before loading.
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5 practical examples

1

Use Function in a sales report

This example shows how to use Function when preparing a sales report.

(InputText as text) as text => Text.Upper(Text.Trim(InputText))

Use this pattern when the sales report needs a repeatable transformation instead of manual cleanup.

2

Use Function in a customer list

This example shows how to use Function when preparing a customer list.

(InputText as text) as text => Text.Upper(Text.Trim(InputText))

Use this pattern when the customer list needs a repeatable transformation instead of manual cleanup.

3

Use Function in a inventory export

This example shows how to use Function when preparing a inventory export.

(InputText as text) as text => Text.Upper(Text.Trim(InputText))

Use this pattern when the inventory export needs a repeatable transformation instead of manual cleanup.

4

Use Function in a monthly dashboard

This example shows how to use Function when preparing a monthly dashboard.

(InputText as text) as text => Text.Upper(Text.Trim(InputText))

Use this pattern when the monthly dashboard needs a repeatable transformation instead of manual cleanup.

5

Use Function in a operations tracker

This example shows how to use Function when preparing a operations tracker.

(InputText as text) as text => Text.Upper(Text.Trim(InputText))

Use this pattern when the operations tracker needs a repeatable transformation instead of manual cleanup.

Common mistakes to avoid

  • Hard-coding file paths or dates that should be parameters.
  • Creating custom functions before the basic query is stable.
  • Forgetting to test the function with several input values.

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FAQ

When should I use Function in Power Query?

Use Function when the transformation should be repeatable every time the data refreshes.

Can I do Function from the Power Query interface?

Usually yes. The interface creates the M code for many common transformations, and you can adjust it in the formula bar or Advanced Editor.

Should I edit the M code manually?

Edit M manually when the interface cannot express the pattern clearly, or when you need reusable logic, parameters or cleaner step names.