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Microsoft PL-300 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Visualize the Data25-30%- Enhance reports for user experience
  • 1. Add tooltips and navigation
  • 2. Add accessibility features and compliance
  • 3. Apply artistic formatting to visuals
  • 4. Design for mobile and specific layouts
- Enrich reports with advanced visuals
  • 1. Use dynamic page navigation
  • 2. Configure R and Python visuals
  • 3. Create custom visuals
  • 4. Integrate Microsoft Copilot for Power BI
- Build visuals
  • 1. Apply AI insights and enhanced analytics
  • 2. Apply sorting and filtering to visuals
  • 3. Configure visual interactions and cross-filtering
  • 4. Format and configure pages and report backgrounds
  • 5. Configure data colors and shapes
  • 6. Determine the appropriate visual type
Topic 2: Prepare the Data10-15%- Clean, transform, and load the data
  • 1. Determine proper data types
  • 2. Identify the data structure
  • 3. Design and build intermediate tables
  • 4. Resolve data quality issues
  • 5. Profile the data
  • 6. Configure data loading and queries
  • 7. Apply user-friendly naming conventions to columns and tables
- Get data from various data sources
  • 1. Choose between DirectQuery, Import, and Dual storage modes
  • 2. Use Microsoft Fabric and OneLake
  • 3. Change data source settings
  • 4. Configure dataset refresh
  • 5. Select a shared dataset or create a local copy
  • 6. Identify and connect to a data source
Topic 3: Manage and Maintain Workspace Items10-15%- Create and manage workspaces
  • 1. Endorse sensitive content with sensitivity labels
  • 2. Publish and update a Power BI app
  • 3. Configure workspace membership and roles
  • 4. Configure content certification
- Manage datasets
  • 1. Manage gateways and data sources
  • 2. Manage dataset refresh scheduling
  • 3. Configure dataset metadata and properties
  • 4. Resolve dataset permission issues
Topic 4: Model the Data25-30%- Optimize model performance
  • 1. Improve user experience by hiding objects
  • 2. Validate performance and resolve issues
  • 3. Optimize Dax queries
  • 4. Configure aggregations
  • 5. Optimize DirectQuery models
- Design a data model
  • 1. Define tables and table schemas
  • 2. Design a star schema or snowflake schema
  • 3. Implement row-level security
  • 4. Determine the appropriate granularity
  • 5. Resolve performance issues with relationships
  • 6. Apply field metadata and groupings
- Develop the data model
  • 1. Build hierarchies and hierarchical fields
  • 2. Create common date tables
  • 3. Configure table relationships
  • 4. Create calculated tables and columns
  • 5. Implement row-level security roles
  • 6. Use the calculation group feature
- Create measures and DAX calculations
  • 1. Use CALCULATE and FILTER functions
  • 2. Implement context transition
  • 3. Create semi-additive measures
  • 4. Use Time Intelligence functions
  • 5. Write and use basic DAX syntax
  • 6. Create calculated measures
Topic 5: Analyze the Data10-15%- Work with metrics in Power BI
  • 1. Define and monitor KPIs
  • 2. Track goals with scorecards
  • 3. Create metrics using Microsoft measurements
  • 4. Use the Decomposition Tree visual
- Perform analysis in Power BI
  • 1. Configure auto-insights
  • 2. Generate Pinn visual insights
  • 3. Use the Q&A visual
  • 4. Identify patterns and trends
  • 5. Apply Quick Insights

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Microsoft Power BI Data Analyst Sample Questions (Q73-Q78):

NEW QUESTION # 73
You have the Power Bl model shown in the following exhibit.

There are four departments in the Departments table.
You need to ensure that users can see the data of their respective department only.
What should you do?

Answer: B


NEW QUESTION # 74
You have a Power BI model that contains a table named Sales. Sales has the following three measures:
* A measure named Total Sales Last Year that displays the sales from the previous calendar year. The current value is 32.89 million.
* A measure named Total Sales This Year that displays the sales from the current calendar year. The current value is 11.69 million.
* A measure named Total Sales Difference that uses a DAX formula of Sales[Last Year] - Sales[This Year].
You need to create the following visualization.

How should you configure the visualization? To answer, drag the appropriate measures to the correct fields.
Each value may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.

Answer:

Explanation:

Explanation
Diagram, table Description automatically generated

References:
https://docs.microsoft.com/en-us/power-bi/visuals/power-bi-visualization-radial-gauge-charts


NEW QUESTION # 75
Drag and Drop Question
You are using Power BI Desktop to profile data in Power Query Editor.
You need to review the percentage of errors and the maximum value of each column.
Which options should you use in Power Query Editor? To answer, drag the appropriate options to the correct requirements. Each option may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.

Answer:

Explanation:

Explanation:
Box 1: Column Quality
To review the percentage of errors in Power Query Editor, you can leverage the "Column Quality" feature and use the "try" function to handle errors and create a custom error tracking column. The
"Column Quality" feature provides a visual overview of errors, valid entries, and empty values within each column, while the "try" function allows you to capture and analyze error records.
Box 2: Column profile
Provides detailed statistics about a column, including minimum, maximum, average, standard deviation, and count of distinct/unique values.


NEW QUESTION # 76
You have a query that returns the data shown in the following exhibit.

You need to configure the query to display the data as shown in the following exhibit.

Which step should you use in the query?

Answer: C

Explanation:
Power Query Unpivot columns: You might want to unpivot data, sometimes called flattening the data, to put it in a matrix format so that all similar values are in one column. This is necessary, for example, to create a chart or a report.
Chart Description automatically generated

Note:
Syntax: Table.Unpivot(table as table, pivotColumns as list, attributeColumn as text, valueColumn as text) as table Table.Unpivot translates a set of columns in a table into attribute-value pairs, combined with the rest of the values in each row.
Reference:
https://docs.microsoft.com/en-us/power-query/unpivot-column
https://docs.microsoft.com/en-us/powerquery-m/table-unpivot


NEW QUESTION # 77
You publish the semantic model to powerbi.com.
For each of the following statements, select Yes if the statement is true. Otherwise, select No.
NOTE: Each correct selection is worth one point.

Answer:

Explanation:

Topic 2, Contoso Ltd,
Overview
Contoso Ltd. is a manufacturing company that produces sports equipment. Contoso holds quarterly board meetings for which financial analysts manually prepare Microsoft Excel reports, including balance sheets and profit and loss statements for each of the company s four business units.
Data for the reports comes from the sources shown in the following table.

The balance sheet data is unrelated to the profit and loss results other than they both relate to dates.
The balance sheet data is imported and includes the final monthly balances of each account in the format shown in the following table.

The balance sheet data always includes a row for each account for each month.
The product catalog shows how products roll up to product categories, which roll up to the business units the product list is provided in the format shown in the following table.

Revenue data is provided at the date and product level. Expense data is provided at the date and department level.
Contoso wants the reports and datasets refreshed with minimum manual effort.
The company wants to provide the board with 3 single package of reports that will contain custom navigation and links to supplementary information.
Maintenance, including maturity updating data and access, must be minimized as much as possible.
The reports must be made available to the board from powerbi.com. A group in Microsoft Azure Active Director)' (Azure AD), part of Microsoft Entr a. will be used to share information with the board. Contoso identifies the following security requirements for analyst access:
* Analysts must be able to access all balance sheet and product catalog data.
* Analysts must be able to access only the profit and loss data of their respective business unit
* Analysts must be able to create new reports from the dataset that contains the profit and loss data, but the reports built by the analysts must NOT be included in the quarterly reports for the board.
* Analysts must NOT be able to share the quarterly reports with anyone.
* Analysts must NOT be able to make new reports by using the balance sheet data.
You plan to relate the balance sheet table to a date table in Power Bl in a many-to-one relationship based on the last day of the month. At least one of the balance sheet reports in the quarterly reporting package must show the ending balances for the quarter, as well as for the previous quarter.
The date table will contain the columns shown in the following table.

The definitions and attributes for the products departments, and business units must be consistent across all the reports. The board must be able to get the following information from the quarterly reports:
* Revenue trends over time
* The ending balances of each account
* Changes m long-term liabilities from the previous quarter
* The percent of total revenue contributed by each product category
* A comparison of quarterly revenue versus the same quarter from the previous year The reports must be updated with the latest data by 5 AM each day.
Overview
This is a case study. Case studies are not timed separately. You can use as much exam time as you would like to complete each case. However, there may be additional case studies and sections on this exam. You must manage your time to ensure that you are able to complete all questions included on this exam in the time provided.
To answer the questions included in a case study, you will need to reference information that is provided in the case study. Case studies might contain exhibits and other resources that provide more information about the scenario that is described in the case study. Each question is independent of the other questions in this case study.
At the end of this case study, a review screen will appear. This screen allows you to review your answers and to make changes before you move to the next section of the exam. After you begin a new section, you cannot return to this section.
To start the case study
To display the first question in this case study, click the Next button. Use the buttons in the left pane to explore the content of the case study before you answer the questions. Clicking these buttons displays information such as business requirements, existing environment and problem statements. If the case study has an All Information tab, note that the information displayed is identical to the information displayed on the subsequent tabs. When you are ready to answer a question, click the Question button to return to the question.
Existing Environment
Contoso, Ltd. is a manufacturing company that produces outdoor equipment Contoso has quarterly board meetings for which financial analysts manually prepare Microsoft Excel reports, including profit and loss statements for each of the company's four business units, a company balance sheet, and net income projections for the next quarter.
Data and Sources
Data for the reports comes from three sources. Detailed revenue, cost and expense data comes from an Azure SQL database. Summary balance sheet data comes from Microsoft Dynamics 365 Business Central. The balance sheet data is not related to the profit and loss results; other than they both relate to dates.
Monthly revenue and expense projections for the next quarter come from a Microsoft SharePoint Online list. Quarterly projections relate to the profit and loss results by using the following shared dimensions: date, business unit, department, and product category.
Net Income Projection Data
Net income projection data is stored in a SharePoint Online list named Projections in the format shown in the following table.

Revenue projections are set at the monthly level and summed to show projections for the quarter.
Balance Sheet Data
The balance sheet data is imported with final balances for each account per month in the format shown in the following table.

There is always a row for each account for each month in the balance sheet data.
Dynamics 365 Business Central Data
Business Central contains a product catalog that shows how products roll up to product categories, which roll up to business units. Revenue data is provided at the date and product level. Expense data is provided at the date and department level.
Business Issues
Historically, it has taken two analysts a week to prepare the reports for the quarterly board meetings. Also, there is usually at least one issue each quarter where a value in a report is wrong because of a bad cell reference in an Excel formula. On occasion, there are conflicting results in the reports because the products and departments that roll up to each business unit are not defined consistently.
Planned Changes
Contoso plans to automate and standardize the quarterly reporting process by using Microsoft Power Bl. The company wants to how long it takes to populate reports to less than two days. The company wants to create common logic for business units, products, and departments to be used across all reports, including, but not limited, to the quarterly reporting for the board.
Technical Requirements
Contoso wants the reports and datasets refreshed with minimal manual effort The company wants to provide a single package of reports to the board that contains custom navigation and links to supplementary information.
Maintenance, including manually updating data and access, must be minimized as much as possible.
Security Requirements
The reports must be made available to the board from powerbi.com. A mail-enabled security group will be used to share information with the board.
The analysts responsible for each business unit must see all the data the board sees, except the profit and loss data, which must be restricted to only their business unit's data. The analysts must be able to build new reports from the dataset that contains the profit and loss data, but any reports that the analysts build must not be included in the quarterly reports for the board. The analysts must not be able to share the quarterly reports with anyone.
Report Requirements
You plan to relate the balance sheet to a standard date table in Power Bl in a many-to-one relationship based on the last day of the month. At least one of the balance sheet reports in the quarterly reporting package must show the ending balances for the quarter, as well as for the previous quarter.
Projections must contain a column named RevenueProjection that contains the revenue projection amounts. A relationship must be created from Projections to a table named Date that contains the columns shown in the following table.

The relationships between products and departments to business units must be consistent across all reports.
The board must be able to get the following information from the quarterly reports:
* Revenue trends over time
* Ending balances for each account
* A comparison of expenses versus projections by quarter
* Changes in long-term liabilities from the previous quarter
* A comparison of quarterly revenue versus the same quarter during the prior year


NEW QUESTION # 78
......

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