1.0 Prepare the data
25-30%
- 1.1Get 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
- 1.2Profile 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
- 1.3Transform 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
2.0 Model the data
25-30%
- 2.1Design 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
- 2.2Create 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
- 2.3Optimize 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
3.0 Visualize and analyze the data
25-30%
- 3.1Create 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
- 3.2Enhance 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
- 3.3Identify 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
4.0 Manage and secure Power BI
15-20%
- 4.1Create 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
- 4.2Secure 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