book

Microsoft Power BI Data Analyst Certification Guide

by Orrin Edenfield, Edward Corcoran

June 2022

Beginner to intermediate

398 pages

7h 48m

English

Packt Publishing

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Who this book is forWhat this book coversTo get the most out of this bookDownload the example code filesDownload the color imagesConventions usedGet in touchShare Your ThoughtsLearn more on Discord
A brief overview of Power BIPower BI for business intelligencePower BI as a solutionWhy get certified?PL-300 Analyzing Data with Microsoft Power BIMicrosoft tests TimelinesStrategies to get a passing gradeSummaryQuestions
Technical requirementsIdentifying data sourcesLocal data sources, files, and databasesCloud and SaaS data sources Connecting to data sourcesOn-premises data gatewayExploring query typesPower BI datasetsPower BI dataflowsQuery performance tuningReducing the data sizeDirectQuery optimizationComposite model optimizationAdvanced options (what-if parameters, Power Query parameters, PBIDS files, and XMLA endpoints) What-if parametersPower Query parametersPBIDS filesXMLA endpointsSummaryQuestions
Technical requirementsIdentifying data anomaliesInterrogating column propertiesExamining data structuresInterrogating data statistics Column distributionColumn profileSummaryQuestions
Technical requirementsAccessing Power Query in Power BISorting and filteringManaging columnsUsing column transformationsTransforming any data type columnsTransforming text columnsTransforming number columnsTransforming date and time columnsAdding columnsUsing row transformationsCombining dataUsing merge queriesAppend queriesCombine filesEnriching data with AILanguage detectionKey phrase extractionSentiment analysisImage taggingAzure MLUsing advanced operations of Power QueryUsing the Advanced EditorUsing the Query Dependencies toolR and Python scriptsSummaryQuestions
Technical requirementsDefine the tablesFlatten out a parent-child hierarchyStar schemaDefining relationshipsCardinalityCross-filter directionRelationship test tipsDefine role-playing dimensionsDate table as a role-playing dimensionConfigure table and column propertiesThe General sectionThe Formatting sectionThe Advanced sectionDefine quick measuresResolve many-to-many relationshipsCreate a common date tablePower BI date hierarchy tablesUsing your own date tableDate mathModel sizeRole-playing with our date tableDefine the appropriate level of data granularityDesign the data model to meet performance requirementsSummaryQuestions
Technical requirementsUsing sensitivity labelsImplementing row-level securitySetting up row-level securityManaging row-level security Applying natural-language Q&A capabilityUsing Q&A in reports and dashboardsQ&A linguistic modelsOptimizing Q&A in data modelsSummaryQuestions

Technical requirementsBuilding complex measures with DAXQuick measuresCreating your own measureMeasures versus calculated columnsDefault summarizationContext is everything!Using CALCULATE to manipulate filtersSimple filteringThe FILTER functionThe ALL functionImplementing time intelligence using DAXDate tablesRole-playing dimensionsReplacing numeric calculated columns with measuresThe X functionsWhen to use calculated columnsWhen to use measuresUsing basic statistical functions to enhance dataChanging the default summarizationBinning and grouping histogramsImplementing top N analysisRanking functionTop N functionsCreating semi-additive measuresAdditive measuresNon-additive measuresSemi-additive measuresSummaryQuestions
Technical requirementsOptimizing data in the modelRemoving unnecessary rows and columnsSplitting numeric and text column dataOptimizing measures, relationships, and visualsOptimizing relationshipsOptimizing visualsOptimizing with aggregationsQuery diagnosticsSession diagnosticsStep diagnosticsUnderstanding query diagnosticsSummaryQuestions
Technical requirementsUnderstanding the capabilities of Power BIAdding visualization items to reportsChoosing an appropriate visualization typeTable and matrix visualizationsBar and column chartsLine and area chartsPie chart, donut chart, and treemapsCombination chartsCard visualizationFunnel visualizationGauge chartWaterfall chartScatter chartMap visualsQ&A visualizationFormatting and configuring visualizationsFormatting options for a visualizationImporting a custom visualConfiguring conditional formattingConfiguring small multiplesApplying slicing and filteringAdding an R or Python visualAdding a smart narrative visualConfiguring the report pageDesigning and configuring for accessibilityReport accessibility checklistConfiguring automatic page refreshCreating a paginated reportUsing Power BI datasets in Excel PivotTablesSummaryQuestions
Technical requirementsIntroducing Power BI dashboardsCreating a dashboardSetting a dashboard themeUsing a dashboardPinning tilesOptimizing dashboardsConfiguring views of a dashboardOptimizing the performance of a dashboardSummaryQuestions
Technical requirementsUsing bookmarksUsing the selection pane Creating custom tooltips Interactions between visuals Configuring navigation for a report Applying sorting Sync slicers Using drillthrough and cross-filter Drilling down into data using interactive visualsExporting report data Designing reports for mobile devicesSummaryQuestions
Technical requirementsExploring slicers and filtersThe Analytics paneSummaryQuestions
Technical requirementsIdentifying outliers Using anomaly detectionConducting time series analysisGrouping and binningGrouping BinningKey influencers Decomposition tree visualApplying AI insightsSummaryQuestions
Technical requirementsUsing workspacesUsing workspace rolesWorkspace licensingDistributing reports and dashboardsCreating a Power BI appUsing deployment pipelinesCreating a deployment pipelineUnassigning a workspace to a deployment pipeline stageAutomating deployment pipelinesMonitoring workspace usageUsing usage reportsSummaryQuestions
Technical requirementsConfiguring a dataset scheduled refresh Identifying when a gateway is requiredConfiguring row-level security group membership Providing access to datasetsSummaryQuestions
Practice test 1Practice Test 2Answer keysPractice Test 1Practice Test 2
Chapter 1, Overview of Power BI and the PL-300 ExamChapter 2, Connecting to Data SourcesChapter 3, Profiling the DataChapter 4, Cleansing, Transforming, and Shaping DataChapter 5, Designing a Data ModelChapter 6, Using Data Model Advanced FeaturesChapter 7, Creating Measures Using DAXChapter 8, Optimizing Model PerformanceChapter 9, Creating ReportsChapter 10, Creating DashboardsChapter 11, Enhancing ReportsChapter 12, Exposing Insights from DataChapter 13, Performing Advanced AnalyticsChapter 14, Managing WorkspacesChapter 15, Managing Datasets
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Content preview from Microsoft Power BI Data Analyst Certification Guide

Part 3 – Visualizing the Data

This section explores the visualization capabilities of Power BI to create reports and dashboards using data from previous parts. The visualization capabilities allow insights to be unlocked from data.

This section comprises the following chapters: