Study guide for Exam PL-300: Microsoft Power BI Data Analyst

Purpose of this document

This study guide should help you understand what to expect on the exam and includes a summary of the topics the exam might cover and links to additional resources. The information and materials in this document should help you focus your studies as you prepare for the exam.

Useful links Description
Review the skills measured as of April 23, 2024 This list represents the skills measured AFTER the date provided. Study this list if you plan to take the exam AFTER that date.
Review the skills measured prior to April 23, 2024 Study this list of skills if you take your exam PRIOR to the date provided.
Change log You can go directly to the change log if you want to see the changes that will be made on the date provided.
How to earn the certification Some certifications only require passing one exam, while others require passing multiple exams.
Certification renewal Microsoft associate, expert, and specialty certifications expire annually. You can renew by passing a free online assessment on Microsoft Learn.
Your Microsoft Learn profile Connecting your certification profile to Microsoft Learn allows you to schedule and renew exams and share and print certificates.
Exam scoring and score reports A score of 700 or greater is required to pass.
Exam sandbox You can explore the exam environment by visiting our exam sandbox.
Request accommodations If you use assistive devices, require extra time, or need modification to any part of the exam experience, you can request an accommodation.
Take a free Practice Assessment Test your skills with practice questions to help you prepare for the exam.

Updates to the exam

Our exams are updated periodically to reflect skills that are required to perform a role. We have included two versions of the Skills Measured objectives depending on when you are taking the exam.

We always update the English language version of the exam first. Some exams are localized into other languages, and those are updated approximately eight weeks after the English version is updated. Although Microsoft makes every effort to update localized versions as noted, there may be times when the localized versions of an exam are not updated on this schedule. Other available languages are listed in the Schedule Exam section of the Exam Details webpage. If the exam isn't available in your preferred language, you can request an additional 30 minutes to complete the exam.

Note

The bullets that follow each of the skills measured are intended to illustrate how we are assessing that skill. Related topics may be covered in the exam.

Note

Most questions cover features that are general availability (GA). The exam may contain questions on Preview features if those features are commonly used.

Skills measured as of April 23, 2024

Audience profile

As a candidate for this exam, you should deliver actionable insights by working with available data and applying domain expertise. You should:

  • Provide meaningful business value through easy-to-comprehend data visualizations.

  • Enable others to perform self-service analytics.

  • Deploy and configure solutions for consumption.

As a Power BI data analyst, you work closely with business stakeholders to identify business requirements. You collaborate with enterprise data analysts and data engineers to identify and acquire data. You use Power BI to:

  • Transform the data.

  • Create data models.

  • Visualize data.

  • Share assets.

You should be proficient at using Power Query and writing expressions by using Data Analysis Expressions (DAX). You know how to assess data quality. Plus, you understand data security, including row-level security and data sensitivity.

Skills at a glance

  • Prepare the data (25–30%)

  • Model the data (25–30%)

  • Visualize and analyze the data (25–30%)

  • Deploy and maintain items (15–20%)

Prepare the data (25–30%)

Get data from data sources

  • Identify and connect to a data source

  • Change data source settings, including credentials, privacy levels, and data source locations

  • Select a shared semantic model, or create a local data model

  • Choose between DirectQuery, Import, and Dual mode

  • Change the value in a parameter

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

  • Transform a 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 (25–30%)

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

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

  • Create calculated tables

Optimize model performance

  • 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

Visualize and analyze the data (25–30%)

Create reports

  • Identify and implement appropriate visualizations

  • Format and configure visualizations

  • Use a custom visual

  • 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

Enhance reports for usability and storytelling

  • Configure bookmarks

  • Create custom tooltips

  • Edit and configure interactions between visuals

  • Configure navigation for a report

  • Apply sorting

  • 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

  • Enable personalized visuals in a report

  • Design and configure Power BI reports for accessibility

  • Use the Analyze feature in Power BI

  • Use grouping, binning, and clustering

  • Incorporate the Q&A feature in a report

  • Use AI visuals

  • Use reference lines, error bars, and forecasting

  • Detect outliers and anomalies

  • Create and share scorecards and metrics

Deploy and maintain items (15–20%)

Create and manage workspaces and items

  • Create and configure a workspace

  • Assign workspace roles

  • Configure and update a workspace app

  • Publish, import, or update items 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

Manage semantic models

  • Identify when a gateway is required

  • Configure a semantic model scheduled refresh

  • Configure row-level security group membership

  • Provide access to semantic models

  • Configure automatic page refresh

Study resources

We recommend that you train and get hands-on experience before you take the exam. We offer self-study options and classroom training as well as links to documentation, community sites, and videos.

Study resources Links to learning and documentation
Get trained Choose from self-paced learning paths and modules or take an instructor-led course
Find documentation Power BI documentation
Microsoft Power Apps documentation
Ask a question Microsoft Q&A | Microsoft Docs
Get community support Power Apps - Power Platform Community
Power Query - Power Platform Community
Building Power Apps - Power Platform Community
Follow Microsoft Learn Microsoft Learn - Microsoft Tech Community
Find a video Exam Readiness Zone | Microsoft Learn
#LessCodeMorePower | Shows
Browse other Microsoft Learn shows

Change log

Key to understanding the table: The topic groups (also known as functional groups) are in bold typeface followed by the objectives within each group. The table is a comparison between the two versions of the exam skills measured and the third column describes the extent of the changes.

Skill area prior to April 23, 2024 Skill area as of April 23, 2024 Changes
Audience profile No change
Prepare the data Prepare the data No change
Get data from data sources Get data from data sources No change
Clean the data Clean the data No change
Transform and load the data Transform and load the data No change
Model the data Model the data No change
Design and implement a data model Design and implement a data model No change
Create model calculations by using DAX Create model calculations by using DAX No change
Optimize model performance Optimize model performance No change
Visualize and analyze the data Visualize and analyze the data No change
Create reports Create reports No change
Enhance reports for usability and storytelling Enhance reports for usability and storytelling Major
Identify patterns and trends Identify patterns and trends No change
Deploy and maintain items Deploy and maintain items No change
Create and manage workspaces and items Create and manage workspaces and items No change
Manage semantic models Manage semantic models Minor

Skills measured prior to April 23, 2024

Audience profile

As a candidate for this exam, you should deliver actionable insights by working with available data and applying domain expertise. You should:

  • Provide meaningful business value through easy-to-comprehend data visualizations.

  • Enable others to perform self-service analytics.

  • Deploy and configure solutions for consumption.

As a Power BI data analyst, you work closely with business stakeholders to identify business requirements. You collaborate with enterprise data analysts and data engineers to identify and acquire data. You use Power BI to:

  • Transform the data.

  • Create data models.

  • Visualize data.

  • Share assets.

You should be proficient at using Power Query and writing expressions by using Data Analysis Expressions (DAX). You know how to assess data quality. Plus, you understand data security, including row-level security and data sensitivity.

Skills at a glance

  • Prepare the data (25–30%)

  • Model the data (25–30%)

  • Visualize and analyze the data (25–30%)

  • Deploy and maintain items (15–20%)

Prepare the data (25–30%)

Get data from data sources

  • Identify and connect to a data source

  • Change data source settings, including credentials, privacy levels, and data source locations

  • Select a shared semantic model, or create a local data model

  • Choose between DirectQuery, Import, and Dual mode

  • Change the value in a parameter

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

  • Transform a 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 (25–30%)

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

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

  • Create calculated tables

Optimize model performance

  • 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

Visualize and analyze the data (25–30%)

Create reports

  • Identify and implement appropriate visualizations

  • Format and configure visualizations

  • Use a custom visual

  • 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

Enhance reports for usability and storytelling

  • Configure bookmarks

  • Create custom tooltips

  • Edit and configure interactions between visuals

  • Configure navigation for a report

  • Apply sorting

  • 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

  • Use the Analyze feature in Power BI

  • Use grouping, binning, and clustering

  • Incorporate the Q&A feature in a report

  • Use AI visuals

  • Use reference lines, error bars, and forecasting

  • Detect outliers and anomalies

  • Create and share scorecards and metrics

Deploy and maintain items (15–20%)

Create and manage workspaces and items

  • Create and configure a workspace

  • Assign workspace roles

  • Configure and update a workspace app

  • Publish, import, or update items 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

Manage semantic models

  • Identify when a gateway is required

  • Configure a semantic model scheduled refresh

  • Configure row-level security group membership

  • Provide access to semantic models