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Microsoft PL-300 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Manage and secure Power BI15-20%- Implement security and governance
  • 1. Configure row-level security (RLS) and object-level security
    • 2. Manage permissions and access
      • 3. Apply data sensitivity labels and protection
        - Deploy and distribute content
        • 1. Embed content in applications or websites
          • 2. Share reports, dashboards, and apps
            • 3. Monitor usage and performance
              - Manage workspaces and assets
              • 1. Publish, update, and organize reports/datasets
                • 2. Create and configure workspaces
                  • 3. Manage data refresh and scheduled updates
                    Topic 2: Visualize and analyze data25-30%- Perform data analysis
                    • 1. Create and manage bookmarks and tooltips
                      • 2. Implement custom visuals and R/Python scripts
                        • 3. Interpret results and identify trends
                          - Enhance reports with analytics
                          • 1. Create paginated reports
                            • 2. Apply conditional formatting and custom visuals
                              • 3. Use AI visuals, forecasts, and key influencers
                                - Create reports and dashboards
                                • 1. Choose appropriate visualizations
                                  • 2. Design report layout, formatting, and interactivity
                                    • 3. Apply filters, slicers, and drill-through
                                      • 4. Create dashboards and pinned elements
                                        Topic 3: Prepare the data25-30%- Get or connect to data
                                        • 1. Configure data source settings, credentials, and privacy levels
                                          • 2. Create and modify parameters
                                            • 3. Choose storage modes: Import, DirectQuery, DirectLake
                                              • 4. Identify and connect to data sources or shared semantic models
                                                - Profile and clean data
                                                • 1. Transform data using Power Query Editor
                                                  • 2. Evaluate data statistics and column properties
                                                    • 3. Manage data types, columns, and rows
                                                      • 4. Resolve inconsistencies, null values, and errors
                                                        - Load and configure data
                                                        • 1. Configure data refresh settings
                                                          • 2. Integrate data from multiple sources
                                                            • 3. Define table structures and properties
                                                              Topic 4: Model the data25-30%- Design data models
                                                              • 1. Implement role-playing dimensions
                                                                • 2. Define tables, columns, and hierarchies
                                                                  • 3. Create common date tables
                                                                    • 4. Create relationships: cardinality, cross-filter direction, security
                                                                      - Create model calculations
                                                                      • 1. Implement aggregation and time intelligence
                                                                        • 2. Use CALCULATE and filter context
                                                                          • 3. Use DAX: calculated columns, calculated tables, measures
                                                                            - Optimize model performance
                                                                            • 1. Use aggregations and composite models
                                                                              • 2. Reduce cardinality and data size
                                                                                • 3. Optimize relationships and calculations

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                                                                                  Microsoft Power BI Data Analyst Sample Questions (Q201-Q206):

                                                                                  NEW QUESTION # 201
                                                                                  You have a dataset that has the permissions shown in the following exhibit.

                                                                                  Answer:

                                                                                  Explanation:


                                                                                  NEW QUESTION # 202
                                                                                  You need to create a relationship in the dataset for RLS.
                                                                                  What should you do? To answer, select the appropriate options in the answer area.
                                                                                  NOTE: Each correct selection is worth one point.

                                                                                  Answer:

                                                                                  Explanation:

                                                                                  Explanation
                                                                                  Text Description automatically generated

                                                                                  Box 1: many-to-one
                                                                                  Each employee in the Sales Employees table is assigned to one sales region. Multiple employees can be assigned to each region.
                                                                                  The Suppliers table has a Region column.
                                                                                  Box 2: Suppliers table


                                                                                  NEW QUESTION # 203
                                                                                  You have a query named All Sales that imports sales data into a Power BI model.
                                                                                  You plan to create a star schema by separating columns into separate queries and performing further transformations. The solution must meet the following requirements:
                                                                                  * Use All Sales as the source for three other queries named Sales Fact Product Dimension, and Customer Dimension.
                                                                                  * Minimize maintenance effort.
                                                                                  What should you do to create the Sales Fact query, and for which query should you clear Enable load? To answer, select the appropriate options in the answer area.
                                                                                  NOTE: Each correct selection is worth one point.

                                                                                  Answer:

                                                                                  Explanation:


                                                                                  NEW QUESTION # 204
                                                                                  Which DAX expression should you use to get the ending balances in the balance sheet reports?

                                                                                  Answer: B

                                                                                  Explanation:
                                                                                  Scenario: 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.
                                                                                  DATESQTD returns a table that contains a column of the dates for the quarter to date, in the current context.
                                                                                  Reference:
                                                                                  https://docs.microsoft.com/en-us/dax/datesqtd-function-dax
                                                                                  Topic 1, Contoso Ltd, Case Study
                                                                                  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 Entra. 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 # 205
                                                                                  Drag and Drop Question
                                                                                  You have a Power BI semantic model.
                                                                                  You need to configure row-level security (RLS) to restrict data access for users that have the Viewer permissions.
                                                                                  Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

                                                                                  Answer:

                                                                                  Explanation:


                                                                                  NEW QUESTION # 206
                                                                                  ......

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