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PL-300: Design and Manage Analytics Solutions using Power BI

Course Summary

This course prepares participants to work as Power BI data analysts who deliver actionable business insights by aligning data processes with business and technical requirements. Participants will learn the best practices for the entire data lifecycle: accessing, connecting to, and cleaning data from a range of relational and non-relational sources. The curriculum covers building data models using DAX, creating interactive and accessible reports, and identifying trends and patterns. Finally, the course details how to manage, secure, and deploy Power BI assets—including workspaces, dashboards, and security roles—for effective content distribution, sharing, and governance.

Prerequisites:

  • Foundational understanding of data analysis concepts and terminology
  • Familiarity with Power BI Desktop and Power BI Service
  • Basic knowledge of data modeling concepts
  • Some hands-on experience working with business data and stakeholders
Purpose
Work with Power BI to deliver actionable business insights while preparing for the PL-300 certification exam
Audience
Data Analysts and IT professionals working closely with business stakeholders to identify requirements and who 
collaborate with analytics engineers and data engineers on data acquisition
Role
Data Analysts | Business Analysts
Skill level
Intermediate
Style
Lecture | Hands-on Activities | Labs
Duration
3 days
Related technologies
Azure | Cloud | Microsoft Power Platform

 

Learning objectives
  • Connect to, profile, and clean data from various sources, resolving data quality and import issues
  • Transform and load data using Power Query
  • Design and implement data models
  • Create calculations and measures using DAX
  • Design and build reports using appropriate visuals, themes, formatting, and Copilot-assisted features
  • Identify data patterns, trends, outliers, and anomalies 
  • Create and manage Power BI workspaces, apps, dashboards, and content distribution

What you'll learn:

In this PL-300: Design and Manage Analytics Solutions Using Power BI course, you'll learn:

Prepare the Data 

  • Get or connect to data
    • Identify and connect to data sources or a shared semantic model
    • Change data source settings, including credentials and privacy levels
    • Choose between DirectLake, DirectQuery, and Import
    • Create and modify parameters
  • Profile and clean the data
    • Evaluate data, including data statistics and column properties
    • Resolve inconsistencies, unexpected or null values, and data quality issues
    • Resolve data import errors
  • Transform and load the data
    • Select appropriate column data types
    • Create and transform columns
    • Group and aggregate rows
    • Pivot, unpivot, and transpose data
    • Convert semi-structured data to a table
    • Create fact tables and dimension tables
    • 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
    • Identify use cases for calculated columns and calculated tables
  • Create model calculations by using DAX
    • Create single aggregation measures
    • Use the CALCULATE function
    • Implement time intelligence measures
    • Use basic statistical functions
    • Create semi-additive measures
    • Create a measure by using quick measures
    • Create calculated tables or columns
    • Create calculation groups
  • Optimize model performance
    • Improve performance by identifying and removing unnecessary rows and columns
    • Identify poorly performing measures, relationships, and visuals by using Performance Analyzer and DAX query view
    • Improve performance by reducing granularity

Visualize and Analyze the Data

  • Create reports
    • Select an appropriate visual
    • Format and configure visuals
    • Create a narrative visual with Copilot
    • Apply and customize a theme
    • Apply conditional formatting
    • Apply slicing and filtering
    • Use Copilot to create a new report page
    • Use Copilot to suggest content for a new report page
    • Configure the report page
    • Choose when to use a paginated report
    • Create visual calculations by using DAX
  • Enhance reports for usability and storytelling
    • Configure bookmarks
    • Create custom tooltips
    • Edit and configure interactions between visuals
    • Configure navigation for a report
    • Apply sorting to visuals
    • Configure sync slicers
    • Group and layer visuals by using the Selection pane
    • Configure drillthrough navigation, including pages, filters, and buttons
    • Configure export settings
    • Design reports for mobile devices
    • Enable personalization in a report, including personalized visuals
    • Design and configure Power BI reports for accessibility
    • Configure automatic page refresh
  • Identify patterns and trends
    • Use the Analyze feature in Power BI
    • Use grouping, binning, and clustering
    • Use AI visuals
    • Use reference lines, error bars, and forecasting
    • Detect outliers and anomalies
    • Use Copilot to summarize the underlying semantic model

Manage and Secure Power BI 

  • Create and manage workspaces and assets
    • Create and configure a workspace
    • Configure and update an app
    • Publish, import, or update items in a workspace
    • Create dashboards
    • Choose a distribution method
    • Configure subscriptions and data alerts
    • Promote or certify Power BI content
    • Identify when a gateway is required
    • Configure a semantic model scheduled refresh
  • Secure and govern Power BI items
    • Assign workspace roles
    • Configure item-level access
    • Configure access to semantic models
    • Implement row-level security roles
    • Configure row-level security group membership
    • Apply sensitivity labels   

PL-300: Design and Manage Analytics Solutions using Power BI

real world content

Real-World Content

Project-focused demos and labs using your tool stack and environment, not some canned "training room" lab.
expert practitioners

Expert Practitioners

Industry experts that bring their battle scars into the classroom.
experiential learning

Experiential Learning

More coding than lecture, coupled with architectural and design discussions.
fully customized

Tailored Outlines

Once-size-fits-all doesn't apply to training teams. That's where we come in!

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