Power BI  

Best Practice for Splitting Fields in Power BI: A Practical Guide

Introduction

While working with real-world datasets in Power BI, you may often encounter a column like this:

Month
Jan_2025
Feb_2025
Mar_2025

At first glance, this looks fine. But for proper reporting, filtering, and time-based analysis, combining Month and Year in a single column is not ideal. In this article, you’ll learn:

  • Why splitting Month and Year is important

  • How to split it correctly in Power BI (Step - by - Step Implementation)

  • What is the best practice to Split.

Why Should We Split Month and Year?

Keeping Jan_2025 in one column creates limitations:

  • Cannot create separate Year slicer

  • Hard to sort months properly

  • Difficult to build relationships with Date table

  • Time intelligence functions may not work properly

Splitting the column helps you:

  • Create Year-wise filters

  • Sort months correctly (Jan, Feb, Mar…)

  • Build clean data models

  • Improve report flexibility

Practical Steps to Split Month and Year

We’ll do this using Power Query Editor (Recommended approach).

Step 1: Open Power Query

  1. Open Power BI Desktop

  2. Click Home → Transform Data

  3. Power Query Editor will open

    2_GetData

Step 2: Select the Column

Click the Month column that contains: Jan_2025

1_SplitColumnsData

Step 3: Split by Delimiter

  1. Go to the Transform tab in Power Query Editor.

  2. Click Split Column → By Delimiter

    3_SplitSteps

  3. Choose delimiter: _

  4. Select Each occurrence of the delimiter

  5. Click OK

    4_PopUp_forSplit

Step 4: Result :

5_SplitResult

Rename Columns to :

  • Month.1 → Month

  • Month.2 → Year

Step 5: Change Data Types

  • Select Year column → Change to Whole Number

  • Keep Month as Text.

  • After splitting and following the above steps, your data becomes structured and analysis-ready:

    6_Renamed

Why Use Split Column Instead of DAX?

Although it is possible to split Month and Year using DAX calculated columns, Power Query is the recommended and professional approach for structural transformations. Here’s why:

  1. Better Performance:

Power Query transformations occur during data load (ETL stage).
DAX calculated columns are computed after data is loaded and consume memory in the data model.

  1. Cleaner Data Model:

Structural changes (split, pivot, unpivot, etc.) should be handled before data enters the model.
This keeps your model simple, optimized, and easier to maintain.

  1. Reduced Model Size:

DAX calculated columns increase model size.
Power Query transformations do not increase memory consumption in the same way.

  1. Easier Maintenance:

If your dataset structure changes in the future, Power Query steps are easier to adjust compared to modifying multiple DAX columns.

Note : Data shaping should always be done in Power Query, not in DAX.

Conclusion

Clean data structure is the foundation of powerful dashboards. Small transformations like splitting Month and Year may look simple, but they significantly improve data modeling, report usability, and analytical accuracy in Power BI.

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