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2023 | Buch

Exam Overview Kapitel lesen Erstes Kapitel lesen

Microsoft Power BI Data Analyst Certification Companion

Preparation for Exam PL-300

verfasst von: Jessica Jolly

Verlag: Apress

Buchreihe : Certification Study Companion Series

Enthalten in: Springer Professional "Wirtschaft+Technik" , Springer Professional "Technik" , Springer Professional "Wirtschaft"

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Über dieses Buch

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 LearnCreate user-friendly, responsive reports with drill-throughs, bookmarks, and tool tipsConstruct a star schema with relationships, ensuring that your analysis will be both accurate and responsivePublish 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 sourcesSchedule data refreshes for published datasets so your reports and dashboards stay up to dateDevelop dashboards with visuals from different reports and streaming content

Who This Book Is For
Power BI users who are planning to take the PL-300 exam, Power BI users who want help studying the topic areas listed in Microsoft’s outline for the PL-300 exam, and those who are not planning to take the exam but want to close any knowledge gaps they might have

Inhaltsverzeichnis

Frontmatter

Prepare to Study

Frontmatter
Chapter 1. Exam Overview
Abstract
Welcome, reader. I hope that this book will be informative and helpful as you prepare for the PL-300 exam. I am a big believer in certification and want to encourage as many people as possible to get certified.
Jessica Jolly
Chapter 2. PL-300 Coverage
Abstract
As I mentioned in Chapter 1, I consider the PL-300 exam a “broad-spectrum” exam. That means that the domains covered are comprehensive: from the Power Query Editor (PQE) to the Power BI Desktop and then the Power BI Service. Before we dive into each of these domains in turn (in subsequent chapters), I would like to provide an overview of the Power BI ecosystem. I start all my training classes with this overview, and invariably there are elements that surprise students.
Jessica Jolly

Prepare the Data

Frontmatter
Chapter 3. Get Data from Different Sources
Abstract
Power BI can connect to many different data sources. These connection options are called connectors. Take the time to review all the connectors available; you probably will not encounter a question on the PL-300 about an obscure connector, but you should know the commonly used connectors:
Jessica Jolly
Chapter 4. Clean, Transform, and Load the Data
Abstract
This chapter covers exam topics around cleaning data, transforming data, and loading that data into Power BI where it can be analyzed. We cover the Power Query Editor, the M language that underlies transformations, and various topics relating to data quality.
Jessica Jolly

Model the Data

Frontmatter
Chapter 5. Design a Data Model
Abstract
What is a data model and why is it necessary? This is (perhaps) the most difficult concept to understand for a business user because Excel works in a flat world. Any summarization you want to perform requires that all the data is on the same worksheet. So, at most, you must use some LOOKUP functions to “retrieve” the data you need to include. While having everything on one worksheet is easy to comprehend, it is unwieldy and inefficient. Enter the data model.
Jessica Jolly
Chapter 6. Develop a Data Model
Abstract
In the previous chapter, we covered the basic principles of creating a data model. A star schema, dim and fact tables, and relationships are the building blocks of a data model. Once you have those in place, you can proceed to refine your model. The one assumption that we made was that all the data we needed was either in the source(s), or we created it using the Power Query Editor. But sometimes that isn’t sufficient or possible; we need to explore how to add data using DAX in the Power BI Desktop.
Jessica Jolly
Chapter 7. Create Model Calculations Using DAX
Abstract
DAX (Data Analysis Expressions) is the language Power BI uses to create content: tables, columns, security roles, and measures. We covered the first three uses of DAX in the last chapter. In this chapter, we will focus on measures. Measures are calculations that your data doesn’t already have. What kind of calculations? They can be anything from a simple addition to a way to conditionally format a visual or to create a dynamic title for a visual.
Jessica Jolly
Chapter 8. Optimize Model Performance
Abstract
When you first start writing DAX, you are bound to write some “ugly baby” DAX—DAX only an author can love! And that is okay—at the beginning. There’s an expression “Perfect is the enemy of done,” which means don’t let the quest for perfect DAX get in the way of writing DAX. Good DAX takes practice and some tools, one of which is built into the Power BI Desktop.
Jessica Jolly

Visualize and Analyze the Data

Frontmatter
Chapter 9. Create Reports
Abstract
When I teach, I notice that many students use the terms “report” and “dashboard” interchangeably. Understandably so, because from a user perspective, the function of a report is to serve as a dashboard, as defined by the Oxford Dictionary:
Jessica Jolly
Chapter 10. Enhance Reports
Abstract
In Chapter 9, we covered the steps and features for creating a report. In this chapter, we will delve a bit deeper into some of the features we have already covered and explore some new ones. Because in some cases we are talking about enhancements to features we covered previously, you may need to page back and forth between these two chapters.
Jessica Jolly
Chapter 11. Identify Patterns and Trends
Abstract
Power BI’s purpose is to allow you to visualize your data and thereby facilitate analysis of that data. In this chapter, I will explore several features and visualization types that are available to make analysis both easy and comprehensive. Let’s start with the Analytics feature.
Jessica Jolly

Deploy and Maintain Assets

Frontmatter
Chapter 12. Manage Files and Datasets
Abstract
You have created and published your report. Bravo! In Chapter 14, you read about how to publish and update a report once it is published in the Service. In that chapter, I specifically say that updating the report does not include updating the data. “But wait,” you say! Isn’t the whole point to be able to see the latest data in the report, at any time? Yes, you are correct—having up-to-date data in the report is one of the main benefits of using Power BI. It is time to talk about refreshing the data.
Jessica Jolly
Chapter 13. Create Dashboards
Abstract
When students introduce themselves in my classes, I ask them to tell me what they want to learn. Invariably, I will hear that they are using dashboards and they want to learn how to create one. When I dig a little deeper, it often turns out that they are using reports, not dashboards. Now that we are close to the end of this book, I hope that it is clear that dashboards and reports are two different things. So far, we have focused on reports. This chapter is dedicated to dashboards.
Jessica Jolly
Chapter 14. Manage Workspaces in the Service
Abstract
Your report is done, and you want to share it with colleagues and, possibly, a wider audience within your organization. It can be tempting to email your PBIX (a Power BI Desktop file), but you will quickly find this method of sharing less than optimal, to say the least. PBIX files can be very large, and many email servers will block them. Additionally, there are features of your report that will not work properly unless the report is published to the Power BI Service. So what do you do? You publish your report to a specific workspace in the Power BI Service. Not sure what that means? Read on.
Jessica Jolly

Continue Your Learning

Frontmatter
Chapter 15. Where Do You Go from Here?
Abstract
Congratulations! If you have made it this far in the book, my hope is that you are ready to sit the PL-300 exam. But remember what I said in the first chapter? I want you to be ready to work with Power BI. How can you continue your growth?
Jessica Jolly
Backmatter
Metadaten
Titel
Microsoft Power BI Data Analyst Certification Companion
verfasst von
Jessica Jolly
Copyright-Jahr
2023
Verlag
Apress
Electronic ISBN
978-1-4842-9013-2
Print ISBN
978-1-4842-9012-5
DOI
https://doi.org/10.1007/978-1-4842-9013-2

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