Details

Subject(s)

• Microsoft software—Examinations—Study guides [Browse]
• Business—Data processing—Examinations—Study guides [Browse]
• Microsoft Power BI (Computer file)—Examinations—Study guides [Browse]

Series

• Certification Study Companion Series, [More in this series]
• Certification Study Companion Series, 2731-877X [More in this series]

Summary note

Use this book to study for the PL-300 Microsoft Power BI Data Analyst exam. The book follows the “Skills Measured” outline provided by Microsoft to help focus your study. Each topic area from the outline corresponds to an area covered by the exam, and the book helps you build a good base of knowledge in each area. Each topic is presented with a blend of practical explanations, theory, and best practices. Power BI is more than just the Power BI Desktop or the Power BI Service. It is two distinct applications and an online service that, together, enable business users to gather, shape, and analyze data to generate and present insights. This book clearly delineates the purpose of each component and explains the key concepts necessary to use each component effectively. Each chapter provides best practices and tips to help an inexperienced Power BI practitioner develop good habits that will support larger or more complex analyses. Many business analysts come to Power BI with a wealth of experience in Excel and particularly with pivot tables. Some of this experience translates readily into Power BI concepts. This book leverages that overlap in skill sets to help seasoned Excel users overcome the initial learning curve in Power BI, but no prior knowledge of any kind is assumed, terminology is defined in non-technical language, and key concepts are explained using analogies and ideas from experiences common to any reader. After reading this book, you will have the background and capability to learn the skills and concepts necessary both to pass the PL-300 exam and become a confident Power BI practitioner. What You Will Learn Create user-friendly, responsive reports with drill-throughs, bookmarks, and tool tips Construct a star schema with relationships, ensuring that your analysis will be both accurate and responsive Publish reports and datasets to the Power BI Service, enabling the report (and the dataset) to be viewed and used by your colleagues Extract data from a variety of sources, enabling you to leverage the data that your organization has collected and stored in a variety of sources Schedule data refreshes for published datasets so your reports and dashboards stay up to date Develop dashboards with visuals from different reports and streaming content.

Notes

Includes index.

Source of description

Description based on print version record.

Contents

• Intro
• Table of Contents
• About the Author
• About the Technical Reviewer
• Acknowledgments
• Introduction
• Part I: Prepare to Study
• Chapter 1: Exam Overview
• Why Certify?
• When Should You Take the Exam?
• What Is Reasonably Confident?
• Taking the Exam
• Signing Up
• Online or at a Testing Center?
• Choosing Your Time Block
• Marking Your Calendar
• Canceling or Rescheduling Your Exam
• The Exam Format
• General Tips for Exam Taking
• You've Passed. Now What?
• You've Failed. Now What?
• Chapter 2: PL-300 Coverage
• The Tools
• Power BI Desktop
• Desktop Updates
• Reports and Dashboards
• Power Query Editor
• The Power BI Service
• Workspaces, My workspace, and Apps
• Licensing
• Languages
• Practicing Before the PL-300
• Northwind Excel and CSV Files
• AdventureWorks Database
• What and Why?
• Part II: Prepare the Data
• Chapter 3: Get Data from Different Sources
• Getting the Data
• Entering Your Credentials
• Change Data Source Settings
• Changing Data Source Settings
• When a Data Source Moves
• Editing Permissions
• Clear Permissions
• Privacy Levels
• Selecting a Storage Mode
• Import
• Direct Query
• For Future Reference: Writing Your Own SQL Code
• Live Connection
• Using Different Data Sources
• Dataverse
• Dataflows
• Shared Dataset
• Local Dataset
• Using Folders and SharePoint Folders
• Parameters
• Defining Parameters
• Within the Power Query Editor
• In the Power BI Desktop
• Chapter 4: Clean, Transform, and Load the Data
• Accessing the Power Query Editor
• What Is the Power Query Editor?
• The M Language
• Undoing and Redoing a Step
• Naming and Documenting
• Data Quality and Distribution
• Keys and IDs
• Data Types Matter!
• For Future Reference: Query Folding
• Replacing Data
• Blanks and Nulls
• Errors
• Adding New Data
• Adding a New Column.
• Adding a New Query
• Keep Only What You Need
• Combining Queries
• Append
• Merging
• Duplicating a query
• Referencing a Query
• Deleting a Query
• Working with Some Data
• Only 1000 Rows?
• For Future Reference: Future-Proofing Your Work
• Excluding and Including Columns
• Resolving Errors in Your Query
• Incorrect Data Type
• Missing or Renamed Column
• For Future Reference: Reusing Your Work
• The Advanced Editor
• Copying a Query
• Copying Parts of an M Script
• Loading Your Queries (or Not)
• A Few Tips and Tricks
• Additional Resources
• Part III: Model the Data
• Chapter 5: Design a Data Model
• Define the Tables
• Dims and Facts
• Using Fields in Visuals
• Relationships: A Model's Connective Tissue
• One-to-Many Relationship (1-Many)
• Many-to-Many Relationships (Many-Many)
• One-to-One (1-1)
• For Future Reference: Disconnected Tables
• Active and Inactive Relationships
• Star Schema
• Relationships and Directions
• Single-Direction Relationships
• Bidirectional Relationships
• Finally, Cardinality!
• Adding a Date Table
• Inactive Relationships
• Role-Playing Dimensions
• Critical to Success
• Chapter 6: Develop a Data Model
• Wait! What Is DAX?
• Adding Data to Your Model
• Calculated Tables
• Calculated Columns
• Refining Your Model
• Hierarchies
• Hiding Fields
• Summarization
• Default Summarization
• Categorization
• Setting Up Q&
• A Functionality
• Preparing for Q&
• A
• Security
• Multilayer Security
• Access Credentials
• Row-Level Security
• For Future Reference: Object-Level Security
• Chapter 7: Create Model Calculations Using DAX
• Measures
• DAX Syntax: A Quick Review
• Filter Context
• Introducing CALCULATE
• Modifying the Filter Context
• Modifying the Model (Temporarily)
• Row Context
• Implicit and Explicit Measures
• Quick Measures.
• The Wonderful World of DAX Functions
• Time Intelligence Functions
• Semi-additive Measures
• Statistical Functions
• DAX Is Simple, but Not Easy
• Chapter 8: Optimize Model Performance
• Measuring Report Performance
• Examining DAX Query Performance
• Checking Number of Visuals per Page
• Considering Other Performance Factors
• Part IV: Visualize and Analyze the Data
• Chapter 9: Create Reports
• The Canvas
• Just Because You Can…
• Built-In Themes
• Accessibility
• Visualizations
• Standard Visuals
• Custom Visuals
• For Future Reference: Build Your Own Visual
• Selecting the Right Visual Type
• Formatting Visuals
• Configuring Visualizations
• Slicing and Filtering
• Slicers
• Copying Slicers, Syncing Slicers
• The Filters Pane
• For Future Reference: Controlling the Performance Impact of Filtering
• Formatting the Filters Pane
• Drill-Through
• For Future Reference: Drill Through from One Report to Another
• Conditional Formatting
• Web URL
• For Future Reference: Using DAX to Conditionally Format
• Other Page Elements
• Images and Shapes
• Text Boxes
• Buttons
• Button States
• Using the Navigation Button
• Paginated Reports
• Chapter 10: Enhance Reports
• Specifying a Sort Order
• Expand Down and Drill Down Controls
• Interactions Between Visuals
• For Future Reference: Interactions Impact Page Performance
• Bookmarks
• Using the Bookmark Navigator Button
• Viewing Your Bookmarks
• For Future Reference: Bookmark Settings
• Changing What Is Visible on a Bookmark
• Combining Bookmarks and Buttons
• Tooltips
• Tooltip Pages
• Designing for Mobility
• Chapter 11: Identify Patterns and Trends
• The Analytics Pane
• Using the Analyze Feature
• Identifying Outliers
• Categorical vs. Continuous Axes
• Groupings, Binnings, and Clustering
• Creating Groups
• Creating Bins
• Clustering.
• Using AI Visuals
• The Key Influencer Visualization
• The Decomposition Tree Visualization
• Part V: Deploy and Maintain Assets
• Chapter 12: Manage Files and Datasets
• Schedule a Refresh
• Do You Need a Gateway?
• For Future Reference: Connecting OneDrive and Power BI
• Configuring Row-Level Security
• Build and Share Permissions
• Chapter 13: Create Dashboards
• Creating a Dashboard
• Editing the Dashboard
• Streaming Data
• Dashboard Themes
• Editing a Tile
• Export to .csv
• View Insights
• Pin Tile
• Pinning Live Pages
• Managing Tiles on a Dashboard
• Configuring the Mobile View
• Use the Q&
• A Feature
• Enabling Q&
• A in the Power BI Desktop
• A in the Service
• Refreshing a Dashboard
• Chapter 14: Manage Workspaces in the Service
• Publishing Your Report
• Logging Into the Power BI Service
• Choosing the Workspace
• Overview of the Power BI Service
• Getting There
• The Structure of the Service
• Navigating to Your Workspace
• The Anatomy of a Workspace
• Governance
• Creating a Workspace
• Premium Capacity
• Creating Reports in the Service
• Adding Additional Content
• Updating a Report
• A Workspace and Its App
• Creating an App
• Deleting an App
• Subscribing to a Report or Dashboard
• Other Settings in the Workspace
• Data Sensitivity Labels
• Promoting and Certifying Content
• Promoting Your Work
• Certifying Content
• Part VI: Continue Your Learning
• Chapter 15: Where Do You Go from Here?
• YouTube
• Guy in a Cube
• Havens Consulting (Reid Havens)
• Ruth Curbal
• RADACAD
• SQLBI
• Chris Wagner
• Two Alex
• Explicit Measures
• Blogs
• Chris Webb
• Ben Gribaudo
• Paul Turley
• Books
• The Definitive Guide to DAX by Marco Russo and Alberto Ferrari.
• Collect, Combine, and Transform Data Using Power Query in Excel and Power BI by Gil Raviv
• Master Your Data with Power Query in Excel and Power BI by Ken Puls and Miguel Escobar
• Super Charge Power BI by Matt Allington
• Star Schema by Chris Adamson
• Paid Training
• Mastering DAX with Marco Russo and Alberto Ferrari
• Power Query Editor and M with Ben Gribaudo
• Video Training Courses by SQLBI
• User Groups
• Conferences
• Social Media
• Twitter
• Reddit
• LinkedIn
• External Tools
• DAX Studio
• Bravo
• Tabular Editor
• Other Tools
• Conclusion
• Index.

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ISBN

• 9781484290132
• 1484290135

OCLC

1371297658

Doi

• 10.1007/978-1-4842-9013-2

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