Exam PL-300 Microsoft Power BI Data Analyst

Chris Sorensen, CPA, CGA, is the Founder and President of Iteration Insights, a tech-enabled data analytics solutions provider based in Calgary, Alberta. He is a Microsoft Certified Data Analyst Associate and Microsoft Certified Trainer with a combined 20+ years of industry and teaching experience. Chris provides partners with the data-driven solutions they seek and has proven capabilities to train and empower their people in analytics. In his career, he has led numerous analytics projects in more than 15 industries across small to enterprise-sized organizations.  As an adjunct instructor of the Business Intelligence program at SAIT, he plays a significant role in shaping new talent in Calgary's emerging tech sector. Following his lifelong learning approach, Chris also coordinates both Power Platform and Azure Analytics User Groups, providing a space dedicated to knowledge-sharing and growing Alberta's tech community. His favorite hashtag is #neverstoplearning.  

 

Introduction

 

Module 1: Prepare the Data

Lesson 1: Get Data from Different Data Sources

   1.1 Identify and connect to a data source

   1.2 Change data source settings

   1.3 Select a shared dataset or create a local dataset

   1.4 Select a storage mode

   1.5 Use Microsoft Dataverse

   1.6 Change the value in a parameter

   1.7 Connect to a data flow

Lesson 2: Clean, Transform, and Load the Data

   2.1 Profile the data

   2.2 Resolve inconsistencies, unexpected or null values, and data quality issues

   2.3 Identify and create appropriate keys for joins

   2.4 Evaluate and transform column data types

   2.5 Shape and transform tables

   2.6 Combine queries

   2.7 Apply user-friendly naming conventions to columns and queries

   2.8 Configure data loading

   2.9 Resolve data import errors

 

Module 2: Model the Data

Lesson 3: Design a Data Model

   3.1 Define the tables and design a data model that uses a star schema

   3.2 Configure table and column properties

   3.3 Design and implement role-playing dimensions

   3.4 Define a relationship's cardinality and cross-filter direction

   3.5 Create a common date table

Lesson 4: Develop a Data Model

   4.1 Create calculated tables

   4.2 Create hierarchies

   4.3 Create calculated columns

   4.4 Implement row-level security roles

   4.5 Use the Q&A feature

Lesson 5: Create Model Calculations by Using DAX

   5.1 Create basic measures by using DAX

   5.2 Use CALCULATE to manipulate filters

   5.3 Implement Time Intelligence using DAX

   5.4 Replace implicit measures with explicit measures

   5.5 Use basic statistical functions

   5.6 Create semi-additive measures

   5.7 Use quick measures

Lesson 6: Optimize Model Performance

   6.1 Remove unnecessary rows and columns

   6.2 Identify poorly performing measures, relationships, and visuals

   6.3 Reduce cardinality levels to improve performance

 

Module 3: Visualize and Analyze the Data

Lesson 7: Create Reports

   7.1 Add visualization items to reports

   7.2 Choose an appropriate visualization type

   7.3 Format and configure visualizations

   7.4 Use a custom visual

   7.5 Apply and customize a theme

   7.6 Configure conditional formatting

   7.7 Apply slicing and filtering

   7.8 Configure the report page

   7.9 Use the Analyze in Excel feature

   7.10 Choose when to use a paginated report

Lesson 8: Create Dashboards

   8.1 Manage tiles on a dashboard

   8.2 Configure mobile view

   8.3 Use the Q&A feature

   8.4 Add a Quick Insights result to a dashboard

   8.5 Apply a dashboard theme

   8.6 Pin a live report page to a dashboard

Lesson 9: Enhance Reports for Usability and Storytelling

   9.1 Configure bookmarks

   9.2 Create custom tooltips

   9.3 Edit and configure interactions between visuals

   9.4 Configure navigation for a report

   9.5 Apply sorting

   9.6 Configure Sync Slicers

   9.7 Group and layer visuals by using the selection pane

   9.8 Drilldown into data using interactive visuals

   9.9 Export report data

   9.10 Design reports for mobile devices

Lesson 10: Identify Patterns and Trends

   10.1 Use the Analyze feature in Power BI

   10.2 Identify outliers

   10.3 Choose between continuous and categorical axes

   10.4 Use groupings, binnings, and clustering

   10.5 Use AI visuals

   10.6 Use the Forecast feature

   10.7 Create reference lines by using the Analytics pane

 

Module 4: Deploy and Maintain Assets

Lesson 11: Manage Files and Datasets

   11.1 Identify when a gateway is required

   11.2 Configure a dataset scheduled refresh

   11.3 Configure row-level security group membership

   11.4 Provide access to datasets

   11.5 Manage global options for files

Lesson 12: Manage Workspaces

   12.1 Create and configure a workspace

   12.2 Assign workspace roles

   12.3 Configure and update a workspace app

   12.4 Publish, import, or update assets in a workspace

   12.5 Apply sensitivity labels to workspace content

   12.6 Configure subscriptions and data alerts

   12.7 Promote or certify Power BI content




Summary