PREPARE THE DATA
Get Data from Different Data Sources
- Identify and connect to a data source
- Change data source settings, including credentials, privacy levels, and data source locations
- Select a shared dataset, or create a local dataset
- Choose between DirectQuery, Import, and Dual mode
- Change the value in a parameter
PREPARE THE DATA (CONTINUED)
Clean the Data
- Evaluate data, including data statistics and column properties
- Resolve inconsistencies, unexpected or null values, and data quality issues and Resolve data import errors
PREPARE THE DATA (CONTINUED)
Transform and Load the Data
- Select appropriate column data types
- Create and transform columns and query
- Design a star schema that contains facts and dimensions
- Identify when to use reference or duplicate queries and the resulting impact
- Merge and append queries
- Identify and create appropriate keys for relationships
- Configure data loading for queries
MODEL THE DATA
Design and Implement a Data Model
- Configure table and column properties
- Implement role-playing dimensions
- Define a relationship’s cardinality and cross-filter direction
- Create a common date table
- Implement row-level security roles
MODEL THE DATA (CONTINUED)
Create Model Calculations by Using DAX
- Create single aggregation measures
- Use CALCULATE to manipulate filters
- Implement time intelligence measures
- Identify implicit measures and replace with explicit measures
- Use basic statistical functions
- Create semi-additive measures
- Create a measure by using quick measures
MODEL THE DATA (CONTINUED)
Optimize Model Performace
- Improve performance by identifying and removing unnecessary rows and columns
- Identify poorly performing measures, relationships, and visuals by using Performance Analyzer
- Improve performance by choosing optimal data types
- Improve performance by summarizing data
DEPLOY AND MAINTAIN ASSETS
Create and Manage Workspaces and Assets
- Create and configure a workspace
- Assign workspace roles
- Configure and update a workspace app
- Publish, import, or update assets in a workspace
- Create dashboards
- Choose a distribution method
- Apply sensitivity labels to workspace content
- Configure subscriptions and data alerts
- Promote or certify Power BI content
- Manage global options for files
DEPLOY AND MAINTAIN ASSETS (CONTINUED)
Manage Datasets
- Identify when a gateway is required, configure a dataset scheduled refresh
- Configure row-level security group membership
- Provide access to datasets
VISUALIZE AND ANALYZE THE DATA
Create Reports
- Identify and implement appropriate visualizations
- Format and configure visualizations
- Use a custom visual and apply and customize a theme
- Configure conditional formatting
- Apply slicing and filtering
- Configure the report page
- Use the Analyze in Excel feature
- Choose when to use a paginated report
VISUALIZE AND ANALYZE THE DATA (CONTINUED)
Enhance Reports for Usability and Storytelling
- Configure bookmarks and custom tooltips
- Edit and configure interactions between visuals
- Configure navigation for a report
- Apply sorting and configure sync slicers
- Group and layer visuals by using the Selection pane
- Drill down into data using interactive visuals
- Configure export of report content, and perform an export
- Design reports for mobile devices
- Incorporate the Q&A feature in a report
VISUALIZE AND ANALYZE THE DATA (CONTINUED)
Identify Patterns and Trends
- Use the Analyze feature in Power BI, use grouping, binning, and clustering and AI visuals
- Use reference lines, error bars, and forecasting
- Detect outliers and anomalies
- Create and share scorecards and metrics
