PL-300T00 | Design and Manage analytics solutions using Power BI

This course covers 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 show how to access and process data from a range of data sources including both relational and non-relational sources. Finally, this course will also discuss how to manage and deploy reports and dashboards for sharing and content distribution.
The audience for this course is data professionals and business intelligence professionals who want to learn how to accurately perform data analysis using Power BI. This course is also targeted at those individuals who develop reports that visualize data from the data platform technologies that exist both in the cloud and on-premises.
By the end of this course, students will be able to prepare, model, and visualize data using Power BI. Participants will gain hands-on experience in cleaning and transforming data with Power Query, writing DAX formulas, designing effective reports and dashboards, and securing data with row-level security to drive impactful business decisions.
Part 1: Get started with Microsoft data analytics
Module 01: Discover data analysis
Explore the role of a data analyst and how Power BI tools transform data into impactful reports.
Topics
- Overview of data analysis
- Roles in data
- Tasks of a data analyst
Module 02: Get started building with Power BI
Learn about Power BI building blocks and how to create compelling, interactive reports.
Topics
- Use Power BI
- Building blocks of Power BI
- Tour and use the Power BI service
Module 03: Introduction to end-to-end analytics using Microsoft Fabric
Discover how Microsoft Fabric can meet your enterprise's analytics needs in one platform.
Topics
- Explore end-to-end analytics with Microsoft Fabric
- Explore data teams and Microsoft Fabric
- Enable and use Microsoft Fabric
Module 04: Get started with Copilot in Power BI
Topics
- Copilot in Power BI increases productivity when developing semantic models.
- Use Copilot in Power BI to prepare and model data
- Create reports with Copilot in Power BI
- Get your data ready for AI usage in Power BI
Part 2: Prepare data for analysis with Power BI
Module 05: Get data in Power BI
Topics
- Learn how to retrieve data from a variety of data sources.
- Get data from files
- Get data from relational data sources
- Create dynamic reports with parameters
- Get data from online services
- Select a storage mode
- Exercise - Get data in Power BI
Module 06: Clean, transform, and load data in Power BI
Learn how to simplify a complicated model, change data types, and profile columns.
Topics
- Shape the initial data
- Simplify the data structure
- Evaluate and change column data types
- Combine multiple tables
- Profile data in Power BI
- Exercise - Load data in Power BI Desktop
Module 07: Choose a Power BI model framework
Topics
- Describe model frameworks, their benefits and limitations.
- Describe Power BI model fundamentals
- Determine when to develop an import model
- DirectQuery vs Composite models
- Choose a model framework
Part 3: Model data with Power BI
Module 08: Configure a semantic model
Semantic models organize complex data into an intuitive structure.
Topics
- Configure relationships
- Configure tables, columns, and hierarchies
- Configure measures and parameters
- Exercise - Configure a semantic model in Power BI Desktop
Module 09: Write DAX formulas for semantic models
Topics
DAX is a formula language for Power BI that enables you to create calculations.
- Understand DAX calculation types
- Write DAX formulas
- Work with DAX functions, operators, and variables
Module 10: Create DAX calculations in semantic models
Define custom logic within your data model to enable deeper analysis.
Topics
- Create calculated tables and columns
- Understand implicit vs explicit measures
- Use iterator functions
- Exercise - Create DAX calculations
Module 11: Modify DAX filter context in semantic models
Control how calculations evaluate data in Power BI semantic models.
Topics
- Understand and modify filter context
- Use filter modifier functions
- Perform context transition
- Exercise - Modify DAX filter context
Module 12: Use DAX time intelligence functions in semantic models
Analyze and compare data across different time periods.
Topics
- Use DAX time intelligence functions
- Additional time intelligence calculations
- Exercise - Use time intelligence functions
Module 13: Create visual calculations in Power BI Desktop
Simplify complex formulas, enhance performance, and reduce maintenance.
Topics
- Understand and create visual calculations
- Use parameters in visual calculations
- Exercise - Create visual calculations in Power BI Desktop
Module 14: Optimize a model for performance in Power BI
Optimize the semantic model so that it runs more efficiently.
Topics
- Describe optimization techniques
- Review performance of measures and visuals
- Use variables and reduce cardinality
- Optimize DirectQuery models
- Manage aggregations
Part 4: Design effective reports in Power BI
Module 15: Scope report design requirements
Identify audience and define interface/experience requirements.
Topics
- Identify audience and report types
- Define UI/UX requirements
- Explore designs in a Power BI report
Module 16: Design Power BI reports
Design visually appealing and easy to understand reports.
Topics
- Design analytical layouts
- Use report objects and visuals
- Apply filters and slicers
- Exercise - Design Power BI reports
Module 17: Enhance Power BI report designs for the user experience
Enable users to explore data in an easy and meaningful way.
Topics
- Design for details and highlights
- Work with bookmarks and navigation
- Optimize for mobile use
- Exercise - Enhance Power BI reports
Module 18: Perform analytics in Power BI
Identify trends and make data-driven decisions.
Topics
- Explore statistical summary
- Identify outliers
- Group and bin data
- Conduct time series analysis
- Exercise - Perform analytics in Power BI
Part 5: Manage and secure Power BI
Module 19: Manage workspaces in Power BI service
Create and manage workspaces, and distribute reports.
Topics
- Understand Power BI service and workspaces
- Publish to Power BI service
Module 20: Manage semantic models in Power BI
Ensure data connectivity and improve report performance.
Topics
- Use Power BI gateways
- Configure scheduled and incremental refresh
- Manage and promote semantic models
- Lineage and impact analysis
Module 21: Choose a content distribution method
Choose the best distribution method for your scenario.
Topics
- Understand sharing models
- Create a Power BI app
- Apply data governance principles
- Track usage
Module 22: Create dashboards in Power BI
Dashboards allow consumers to create personalized directed data artifacts.
Topics
- Configure data alerts
- Explore data with Q&A
- Review Quick insights
- Pin visuals and live pages
- Exercise - Create dashboards in Power BI
Module 23: Secure data access in Power BI
Implement RLS and OLS to target data for specific users.
Topics
- Configure static and dynamic RLS
- Restrict access to model objects
- Exercise - Enforce row-level security in Power BI




