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Fix Power BI Text Values Displaying in Uppercase Without Transformations
Question details
Text values imported into a Power BI dataset are unexpectedly appearing in uppercase, despite having no text transformation steps explicitly configured.
- Product
- Power BI
- Device & OS
- not provided
- Scenario
- Importing and viewing text data within a Power BI dataset.
- Observed behavior
- Text fields are automatically converting to uppercase without any user-configured case transformations in Power Query or the data model.
Verify your original data source directly (such as the SQL database or Excel file) to ensure the text is not natively stored or formatted in uppercase before being pulled into Power BI.
Review Power Query Applied Steps
Inspect the Power Query Editor to ensure no hidden case-conversion steps were automatically generated or applied during data import.
In Power BI Desktop, click on 'Transform Data' in the Home ribbon to launch the Power Query Editor.
Select the affected query on the left, then review the 'Applied Steps' pane on the right side. Look for any steps named 'Uppercased Text'.
Click 'Advanced Editor' on the Home tab to view the raw M code. Check for any instances of the Text.Upper function and delete them if they are overriding your text formatting.
Escalate to the Power BI Community Forum
Since unexpected text case conversions can stem from deep data model configurations, seeking assistance from dedicated Power BI and Power Query experts is highly recommended.
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Frequently Asked Questions
Is Power Query case-sensitive?
Yes, the M language used in Power Query is strictly case-sensitive. Values like 'Apple' and 'apple' are treated as two distinct entities during transformations, filtering, and merging operations.
How do I force text to lowercase in Power BI?
In the Power Query Editor, right-click the target column header, select 'Transform', and click 'Lowercase'. This will apply the Text.Lower function to standardize the column data.
Why does DAX ignore text case while Power Query enforces it?
The Power BI data model (which uses DAX) is designed to be case-insensitive by default to optimize query performance and data compression. Conversely, Power Query (M) acts as an ETL data transformation language that rigorously enforces case sensitivity for precise data cleaning.
