PL-300 certification prep: Microsoft Power BI Data Analyst

Course content
Introduction
 Introduction
 Welcome to Udemy
 The Udemy Interface
 Do you want auto-translated subtitles in more languages?
 What are we going to learn?
 Installing Power BI Desktop
 Resources
 Saved Power BI files
Part 1 Level 1: Creating and formatting a table visualization
 Welcome to Part 1: Visualizations
 Importing from Excel, and Creating our first visualization
 Exploring Power BI Desktop - Report view
 Exploring Power BI Desktop - Data view
 Focus mode, Different visualizations and Dark mode
 Why do I need a Work email address? And how can I get one, if I don't have it?
 Saving visualization to the Desktop and to the Power BI service
 Creating and formatting a table visualization
 Practice Activity Number 1
 Practice Activity Number 1 - The Solution
Part 1 Level 2: Formatting our first visualization
 Opening the Format Pane - for older versions of Power BI
 Exploring the Format Pane (for all versions of Power BI)
 Formatting using On-object Interaction
 Formatting font and font size
 Formatting colors
 Stylistic options
 Formatting our first visualization
 Position visuals
 Align visuals
 Format Painter
 Configuring summarization, both default and in a specific visualization
 Changing number and date formatting
 Custom number and date formatting
 Visual level formatting
 Configuring visuals
 Practice Activity Number 2
 Practice Activity Number 2 - The Solution
Part 1 Level 3: Creating different visualizations: Matrices and bar charts
 Matrix
 Drill down data, see data and records, and export data
 Stacked bar charts and switch theme for reports
 Bar Chart formatting, including continuous versus categorical axes
 Configure interactions between visual (Edit interactions)
 Clustered and 100% Stacked bar charts
 Line and area charts, including 8b. Configure duplicate pages
 Combo charts (Line and column charts)
 Sparklines
 Matrices and bar charts
 Practice Activity Number 3
 Practice Activity Number 3 - The Solution
Part 1 Level 4: Adding more control to your visualization – filters and slicers
  Adding Text boxes, Images and Shapes
 Visual level, page level and report level filters - basic filters
 Advanced Filtering
 Filter Top N Items
 Slicer
Including View - Sync slicers
 Synchronizing slicers to multiple pages
 Slicer Warning
 Button, text and list slicer visuals
 Adding more control to your visualizations - Filters and slicers
Part 1 Level 4b: Sort, small multiples, bookmarks and the selection pane
 Sort visuals
Including clicking on the "More Options" button
 Configure small multiples
 Use Bookmarks for reports
 Group and layer visuals by using the Selection pane
 Adding more control to your visualizations - Part 2
Part 1 Level 4c: Drillthrough, buttons and tooltip pages
 Drillthrough
 Buttons and Actions
 Page Navigation and Drill through actions
 Enable Natural Language Queries (Ask A Question) and Page Formatting
 Tooltip Pages
 Page and Bookmark Navigator
 Adding more control to your visualizations - Part 3
 Practice Activity Number 4
 Practice Activity Number 4 - The Solution
Part 1 Level 5: Other visualizations
 Ribbon charts
 Waterfall charts
 Scatter, bubble and dot charts
 Other visualizations - Part 1
 Pie charts and donut charts
 Treemaps
 Funnel charts
 Import a Custom Visual - not needed from 21 October 2024
 Other visualizations - Part 2
 Practice Activity Number 5
 Practice Activity Number 5 - The Solution
Part 1 Level 6: Mapping
 Enabling maps
 Maps
 Formatting maps
 Adding Data Categories
 Filled Maps,Conditional Formatting, and color blindness
 Creating hierarchies
 ArcGIS Maps for Power BI
 Maps
 Practice Activity Number 6
 Practice Activity Number 6 - The Solution
Part 1 Level 7: Measure performance by using KPIs, gauges and cards
 Gauges
a) calculate the actual
b) calculate the target
c) calculate actual to target
d) configure values for gauges
e) use the format settings to manually set values
 Cards and Multi-row cards
 More conditional formatting
 The new card visual
 KPIs
 Measure performance by using KPIs, gauges and cards
 Practice Activity Number 7
 Practice Activity Number 7 - The Solution
Part 1 Level 8: Identify patterns and trends and other visualization items
 Define quick measures
 Export report data
 Create reference lines by using Analytics pane, including the Forecast feature
 Use error bars
 Identify patterns and trends and Other Visualization Items - Part 1
 Identify outliers
 Use clustering
 Use Anomaly Detection
 Add a (Smart) Narrative visual
 Use groupings and binnings
 Identify patterns and trends and Other Visualization Items - Part 2
 Use the AI Visual Key Influencers to explore dimensional variances
 Use the Analyze feature in Power BI
 Use the AI Visual decomposition tree visual to break down a measure
 Design and configure for accessibility
 Creating a custom theme
 Creating a paginated report
 Exploring Power BI Report Builder
 Identify patterns and trends and Other Visualization Items - Part 3
Additional lessons – Visualize and analyze the data
 Not needed for the PL-300 exam
 R and Python Visualizations
 Use or create a PBIDS file
Part 2 Get and transform data: Level 1 – Home Part 1
 Welcome to Part 2: Get and Transform Data
 Introduction - let's Get some more Data
 Exploring the Power Query Editor interface
 Introducing the M language
 Let's start look at the Home tab
 Home menu - Manage Columns
 Home menu - Reduce Rows and Use First Row as Headers
 Get and Transform Data: Level 1 - Home Part 1
 Practice Activity Number 8
 Practice Activity Number 8 - The Solution
Part 2 Level 1 – Get data - Home
 Sort and Filter
 Split Column
Split the path by delimiter.
Then look at the other options.
 September 2024 update - Group By
 Other Transform activities
 Get Data - Home
 Practice Activity Number 9
  Practice Activity Number 9 - The Solution
Part 2 Level 2 – Getting multiple files
 Merge Queries and Expand Table
 Merge Queries with Group By, and different types of Joins
 Comma Separated Files
 Appending two queries together
Divide Computer logins into 12 months worth of data. Import the first two.
 Appending three or more queries together + resolving a problem with data types
 Combine Files (getting information from a folder)
 Getting Multiple files
 Practice Activity Number 10
 Practice Activity Number 10 - The Solution
Part 2 Level 3 – Transform menu
 Transform - Table and Any Column
Transpose, and Reverse Rows
Count Rows, Group By (reminder).
Data Type (reminder).
Detect Data Type
Rename
Replace Values
Fill Down/Up (reverse rows if needed).
Move left/right.
Convert to list
 Pivot Column
Pivot the tblHPAdmins by RegionName going across and Date going down.
 Unpivot
· pvtHPIAdmin - Unpivot – 1 level deep – Regions Across, Date down
 Practice Activity Number 11
 Practice Activity 11 - The Solution
 Unpivot in conjunction with other Transform features
· pvtHPIAdmin2 - Unpivot – 2 levels deep – have Year and Month running across – Region Across
with subtotals, Years and Month going down, with gaps in the year.
 Transform Menu
 Practice Activity Number 12
 Practice Activity 12 - The Solution
Part 2 Level 4 – Transform – text and numbers
 Transform/Add Column - Text - Format
 Transform/Add Column - Text - Merge Columns
 Transform/Add Column - Text - Extract
 Transform/Add Column - Text - Parse
 Transform/Add Column - Number Column - Statistics and Standard
 Transform/Add Column - Other Number Column functions
 Transform/Add Column - Text and Numbers
 Practice Activity Number 13
 Practice Activity Number 13 - The Solution
Part 2 Level 5 – Transform – Dates and time
 Creating a list of dates
 Transform/Add Column - Date
 Transform/Add Column - Dates in other cultures/languages
 Transform/Add Column - Time
 Transform/Add column - Duration
 Transform - Dates and Time
 Practice Activity Number 14
 Practice Activity Number 14 - The Solution
Part 2 Level 6 – Add columns, view and help menus
 Column from examples - dates and numbers
 Column from examples - text
 Importing CSV/text files and Extract Tables Using Examples
 Conditional Column and Convert semi-structured data to a table
How can you use data such as pvtHPIRegions3? It has year, quarter and month in one column.
 Resolving Errors from Conditional Columns
 Index Column and Duplicate Column
 Custom Column - If Then Else
 Converting text from a different locale to a number
 Add Columns, View and Help Menus
 Practice Activity Number 15
 Practice Activity Number 15 - The Solution
Part 2 Level 7 – View and help menus and advanced functionality
 Other M Functions
 View and Help menus, including Column Properties
 Profile the data
Includes:
o identify data anomalies
o examine data structures
o interrogate column properties
o interrogate data statistics
 Advanced Editor
 Functions and Parameters
 DateTimeZone date type and M functions
 View and Help menus and advanced functionality
 Worked Practice Activity Number 16 - Dividing Annual data into Months
Part 2 Level 8 – Get other types of data
 Installing SQL Server
 Introduction to SQL Server
Connect to databases, files, folders; import from Excel; connect to SQL Azure, Big Data, SQL Server
Analysis Services (SSAS)
 Importing database data into Power BI, and Query Folding
 Expanding multiple tables in SQL Server
 Select a storage mode
 Importing data from SQL Server Analysis Services (SSAS)
 Setting up Azure SQL Database
 Using Azure SQL Database in Power BI
 Automatic page refresh
 Use the Microsoft Dataverse
 Configure data loading
 Get other types of data
Additional lessons – Get and transform
 Not needed for the PL-300 exam
 * Using Big Data
 * Resolve problems
Including:
o Choose an appropriate query type,
o Resolve inconsistencies,
o Resolve unexpected or null values,
o Resolve data quality issues
o Apply user-friendly value replacements
 * Identify query performance issues, including Query Diagnostics
 * Apply AI Insights
Part 3 Level 1: Creating a Data model
 Welcome to Part 3 - Modeling and DAX functions
 Get multiple data sets, and connecting them together
 The problems with direction of relationships between data sets
 Creating a Data Model
 Practice Activity Number 17
 Practice Activity Number 17 - The Solution
Part 3 Level 2 – An introduction to DAX functions, including logical functions
 DAX functions - A useful Resource
 Calculated columns - an introduction
 Basic operators
 IF, BLANK and ISBLANK
 AND, OR and NOT
 SWITCH
 Other functions
 An introduction to DAX functions
 Practice Activity Number 18
 Practice Activity Number 18 - The Solution
Part 3 Level 3 – Statistical functions (aggregation and iterator functions)
 Measures - an introduction, with standard aggregations including Countblank
 Aggregation of calculations (iterator functions)
 Other statistical functions
 Statistical functions
 Practice Activity Number 19
 Practice Activity Number 19 - The Solution
Part 3 Level 4 – Mathematical functions
 Introduction to mathematical functions
 Rounding functions
 Division functions - MOD and QUOTIENT
 SIGN (and use with SWITCH) and ABS
 Exponential functions
 Other mathematical functions
 Mathematical functions
 Practice Activity Number 20
 Practice Activity Number 20 - The Solution
Part 3 Level 5 – Text functions
 Text searching
 Text extraction and substitution
 Text conversion
 Other text functions
 Text functions
 Practice Activity Number 21
 Practice Activity Number 21 - The Solution
Part 3 Level 6 – Information Functions
 ISERROR and LOOKUPVALUE
 Other information functions
 Practice Activity Number 22
 Practice Activity Number 22 - The Solution
Part 3 Level 7 – Filter and value functions
 RELATED - Flatten out a parent-child hierarchy
 Design a data model that uses a star schema
 RELATEDTABLE and COUNTROWS
 Context
 ALL
  FILTER
 CALCULATE
 ALLEXCEPT
 ALLSELECTED
 Other filter and value functions
 Filter and Value Functions
 Practice Activity Number 23
 Practice Activity Number 23 - The Solution
Part 3 Level 8 – Time intelligence functions
 Date and Time Functions
 FIRSTDATE, LASTDATE
 Start of... and End of...
 Previous... and Next...
 DATESINPERIOD
 DATESMTD, DATESQTD, DATESYTD, TOTALMTD, TOTALQTD, TOTALYTD
 Opening Balance and Closing Balance
 Semi-additive Measures
 SAMEPERIODLASTYEAR and PARALLELPERIOD
 Other Time Intelligence Functions
 Time Intelligence Functions
 Practice Activity Number 24
 Practice Activity Number 24 - The Solution
Part 3 Level 9 – Creating date tables, calculation groups, visual calculations
 Create calculated tables
 Create a common date table
 Creating a Time Intelligence model
 Creating a Calculation Group and Items
 Expanding our Calculation Group and Items, and adding a filter
 Creating a basic Visual Calculation
 Visual Calculations: Moving Average and Running Total
 Other Visual Calculations
Part 3 Level 10 – Other modelling and DAX topics for the exam
 Define role-playing dimensions
 Resolve many-to-many relationships - Joint Bank Accounts
 Resolve many-to-many relationships - Different types of granularity
 Improve cardinality levels through summarization and by changing data types
 Identify poorly performing measures, relationships, and visuals
 Using DAX Query View
 Other Modeling and DAX Topics for the exam
Part 4 Section 1 – An introduction to the power bi service
 Welcome to Part 4: The Power BI Service
 Logging into Power BI Service and a quick look around
 Power BI Terminology: data sources, semantic models, reports and dashboards
 Power BI Terminology: workspaces and apps
 Power BI Terminology
 Using Semantic models (Datasets) in the Power BI Service
 Using Reports in the Power BI Service
 Importing Your Data as a Semantic Model (Dataset)
 Other ways to access semantic models
 The Navigation Pane, including Add a Quick Insights and Lineage
 Getting Data
Part 4 Section 2 – Power bi pro, adding users and sharing reports and visuals
 Signing up for Power BI Pro with additional users
 Creating a new report
  Sharing my new report
 Sharing reports and visuals to PowerPoint
 Using exported reports and visuals in PowerPoint
 Power BI Pro, adding users and sharing reports and visuals
Part 4 Section 3 – Row level security
 Adding role-based Row Level Security
 Adding Dynamic Row Level Security
 Testing Dynamic Row Level Security in the Power BI Service
 Row Level Security
Part 4 Section 4 – Dashboards
 Differences between dashboards and reports
 Manage Tiles on a Dashboard and other Tiles options
 Dashboards: Options including Set Mobile View
 Configure Subscriptions
 Pin a Live Report Page to a Dashboard
 Use the Q&A Feature
 Add a Dashboard Theme
 Apply or Change Sensitivity Labels
 Configure Data Alerts
 Dashboards
Part 4 Section 5 – Manage semantic models
 Analyze in Excel
 Connecting to a Power BI semantic model in Excel
 Promote or Certify (Endorse) a semantic model
 Data Gateways; Providing Access to Semantic models
 Configure a Semantic Model Scheduled Refresh
 Configure Incremental Refresh Settings - Step 1
 Configure Incremental Refresh Settings - Step 2
 Manage semantic models
Part 4 Section 6 – Create and manage workspaces, and publish items
 Create and Configure a Workspace
 Assign Workspace Roles
 Providing Access to Semantic Models
 Creating a Workspace App
 Updating a Workspace App
 Promote or certify Power BI report or app
 Publish, Import or Update Assets in a Workspace - Publish securely
 Publish reports on the web, so the public can see
 Personalize visuals
 Create and manage workspaces
Let's see what you can remember.
Part 4 Section 7 – Scorecards and metrics
 Not needed for the PL-300 exam
 Creating Scorecards and Metrics - not needed from 21 October 2024
 Sharing Scorecards and Metrics - not needed from 21 October 2024
 Using Scorecards and Metrics - not needed from 21 October 2024
 Scorecards and Metrics - not needed from 21 October 2024
Not needed for the PL–300 exam
 Drillthrough from another report
 Export Data
 Dataflow Scheduled Refresh and Endorsement
 Use or create a dataflow
Practice
 Practice Tests
  Practice Test 1 - Creating/Formatting Visuals, and the Power Query window
 Practice Test 2 - DAX formulas, creating a model, and the Power BI Service
 Congratulations for finishing the course!
 Bonus Lecture - PL-300

https://careers.washu.edu/classes/practice-exam-3-for-power-bi-data-analyst-associate-pl-300/