PL-300: Microsoft Power BI Data Analyst

This course will discuss the various methods and best practices that are in line with business and technical requirements for modeling, visualizing, and analyzing data with Power BI. The course will also show how to access and process data from a range of data sources including both relational and non-relational data. This course will also explore how to implement proper security standards and policies across the Power BI spectrum including datasets and groups. The course will also discuss how to manage and deploy reports and dashboards for sharing and content distribution. Finally, this course will show how to build paginated reports within the Power BI service and publish them to a workspace for inclusion within Power BI.

This course is relevant as preparation for the new Microsoft Certified: Power BI Data Analyst Associate.

Audience profile

The audience for this course are data professionals and business intelligence professionals who want to learn how to accurately perform data analysis using Power BI. This course is also targeted toward those individuals who develop reports that visualize data from the data platform technologies that exist on both in the cloud and on-premises.

Job role: Data Analyst

Prerequisites

Successful Data Analysts start this role with experience of working with data in the cloud. Specifically:

  • Understanding core data concepts
  • Knowledge of working with relational data in the cloud
  • Knowledge of working with non-relational data in the cloud
  • Knowledge of data analysis and visualization concepts

You can gain the prerequisites and a better understanding of working with data in Azure by completing the DP-900: Microsoft Azure Data Fundamentals before taking this course.

Course outline

Module 1: Get Started with Microsoft Data Analytics

This module explores the different roles in the data space, outlines the important roles and responsibilities of a Data Analysts, and then explores the landscape of the Power BI portfolio.
After completing this module, students will be able to:

  • Explore the different roles in data
  • Identify the tasks that are performed by a data analyst
  • Describe the Power BI landscape of products and services
  • Use the Power BI service

Module 2: Prepare Data in Power BI

This module explores identifying and retrieving data from various data sources. You will also learn the options for connectivity and data storage and understand the difference and performance implications of connecting directly to data vs. importing it. 
After completing this module, students will be able to:

  • Identify and retrieve data from different data sources
  • Understand the connection methods and their performance implications
  • Use Microsoft Dataverse
  • Connect to a data flow

Module 3: Clean, Transform, and Load Data in Power BI

This module teaches you the process of profiling and understanding the condition of the data. They will learn how to identify anomalies, look at the size and shape of their data, and perform the proper data cleaning and transforming steps to prepare the data for loading into the model. 
After completing this module, students will be able to:

  • Apply data shape transformations
  • Enhance the structure of the data
  • Profile and examine the data

Module 4: Design a Data Model in Power BI

This module teaches the fundamental concepts of designing and developing a data model for proper performance and scalability. This module will also help you understand and tackle many of the common data modeling issues, including relationships, security, and performance.
After completing this module, students will be able to:

  • Understand the basics of data modeling
  • Define relationships and their cardinality
  • Implement Dimensions and Hierarchies
  • Create histograms and rankings

Module 5: Create Model Calculations using DAX in Power BI

This module introduces you to the world of DAX and its true power for enhancing a model. You will learn about aggregations and the concepts of Measures, calculated columns and tables, and Time Intelligence functions to solve calculation and data analysis problems.
After completing this module, students will be able to:

  • Understand DAX
  • Use DAX for simple formulas and expressions
  • Create calculated tables and measures
  • Build simple measures
  • Work with Time Intelligence and Key Performance Indicators

Module 6: Optimize Model Performance in Power BI

In this module you are introduced to steps, processes, concepts, and data modeling best practices necessary to optimize a data model for enterprise-level performance. 
After completing this module, students will be able to:

  • Understand the importance of variables
  • Enhance the data model
  • Optimize the storage model
  • Implement aggregations

Module 7: Create Reports in Power BI

This module introduces you to the fundamental concepts and principles of designing and building a report, including selecting the correct visuals, designing a page layout, and applying basic but critical functionality. The important topic of designing for accessibility is also covered.
After completing this module, students will be able to:

  • Design a report page layout
  • Select and add effective visualizations
  • Add basic report functionality
  • Add report navigation and interactions
  • Improve report performance
  • Design for accessibility

Module 8: Create Dashboards in Power BI

In this module you will learn how to tell a compelling story through the use of dashboards and the different navigation tools available to provide navigation. You will be introduced to features and functionality and how to enhance dashboards for usability and insights.
After completing this module, students will be able to:

  • Create a Dashboard
  • Understand real-time Dashboards
  • Enhance Dashboard usability

Module 9: Enhance reports for usability and storytelling in Power BI

This module will teach you about paginated reports, including what they are how they fit into Power BI. You will then learn how to build and publish a report.
After completing this module, students will be able to:

  • Explain paginated reports
  • Create a paginated report
  • Create and configure a data source and dataset
  • Work with charts and tables
  • Publish a report

Module 10: Perform Advanced Analytics in Power BI

This module helps you apply additional features to enhance the report for analytical insights in the data, equipping you with the steps to use the report for actual data analysis. You will also perform advanced analytics using AI visuals on the report for even deeper and meaningful data insights.
After completing this module, students will be able to:

  • Explore statistical summary
  • Use the Analyze feature
  • Identify outliers in data
  • Conduct time-series analysis
  • Use the AI visuals
  • Use the Advanced Analytics custom visual

Module 11: Manage Datasets in Power BI

In this module you will learn the concepts of managing Power BI assets, including datasets and workspaces. You will also publish datasets to the Power BI service, then refresh and secure them.
After completing this module, students will be able to:

  • Create and work with parameters
  • Manage datasets
  • Configure dataset refresh
  • Troubleshoot gateway connectivity
  • Understand the aspects of Power BI security
  • Configure row-level security roles and group memberships

Module 12: Create and Manage Workspaces in Power BI

This module will introduce you to Workspaces, including how to create and manage them. You will also learn how to share content, including reports and dashboards, and then learn how to distribute an App. 
After completing this module, students will be able to:

  • Create and manage a workspace
  • Understand workspace collaboration
  • Monitor workspace usage and performance
  • Distribute an App

Certification

This course will help you prepare for exam PL-300: Microsoft Power BI Data Analyst

If you pass exam PL-300 you will achieve the new Microsoft Certified: Power BI Data Analyst Associate certification.