PL-300: Microsoft Power BI Data Analyst
You have a Microsoft Excel workbook that is saved to Microsoft SharePoint Online. The workbook contains several Power View sheets.
You need to recreate the Power View sheets as reports in the Power BI service.
Solution: From Excel, click Publish to Power BI, and then click Export.
Does this meet the goal?
Yes
No
Answer is Yes
Aim is to have Power View sheets shown as Reports. That's done via Publish -> Export.
Export workbook data to Power BI
When you choose the Export option, any supported data in tables and/or a data model are exported into a new dataset in Power BI. Any Power View sheets in the workbook are re-created in Power BI as reports.
Reference:
https://docs.microsoft.com/en-us/power-bi/connect-data/service-publish-from-excel
You have a Microsoft Excel workbook that is saved to Microsoft SharePoint Online. The workbook contains several Power View sheets.
You need to recreate the Power View sheets as reports in the Power BI service.
Solution: From the Power BI service, get the data from SharePoint Online, and then click Import.
Does this meet the goal?
Yes
No
Answer is Yes
1. Excel workbook -> publish -> “upload’ -> PowerBI.com “connect” (view only in powerBI, only editable in Excel workbook)
2. Excel workbook -> publish -> “export’ -> PowerBI.com “import” (sync both side, editable both side and updated both side)
References:
https://docs.microsoft.com/en-us/power-bi/connect-data/service-excel-workbook-files
https://docs.microsoft.com/en-us/power-bi/connect-data/service-publish-from-excel
You have a query for a table named Sales. Sales has a column named CustomerID. The Data Type of CustomerID is Whole Number.
You refresh the data and find several errors. You discover that new entries in the Sales table contain nonnumeric values.
You need to ensure that nonnumeric values in the CustomerID column are set to 0.
Solution: From Query Editor, select the CustomerID column. Click Replace Errors"¦ and enter a value of 0
Does this meet the goal?
Yes
No
Answer is Yes
References:
https://www.dutchdatadude.com/power-bi-pro-tip-dealing-with-errors-when-reading-excel-files/
You have a query for a table named Sales. Sales has a column named CustomerID. The Data Type of CustomerID is Whole Number.
You refresh the data and find several errors. You discover that new entries in the Sales table contain nonnumeric values.
You need to ensure that nonnumeric values in the CustomerID column are set to 0.
Solution: From Query Editor, open Advanced Editor and add the following query step.
Does this meet the goal?
Yes
No
Answer is No
the code is correct but the answer is B (No) because you need to add the code and specify that the 'in' argument retrieves the last command line, not the previous step that was showing on.
You have a query for a table named Sales. Sales has a column named CustomerID. The Data Type of CustomerID is Whole Number.
You refresh the data and find several errors. You discover that new entries in the Sales table contain nonnumeric values.
You need to ensure that nonnumeric values in the CustomerID column are set to 0.
Solution: From Query Editor, select the CustomerID column and click Remove Errors.
Does this meet the goal?
Yes
No
Answer is No
NO is correct as, the operation in the solution completely removes all rows with error and we want to make the errors row as 0 not omit them.
Overview
Litware, Inc. is an online retailer that uses Microsoft Power BI dashboards and reports.
The company plans to leverage data from Microsoft SQL Server databases, Microsoft Excel files, text files, and several other data sources.
Litware uses Azure Active Directory (Azure AD) to authenticate users.
Existing Environment
Sales Data
Litware has online sales data that has the SQL schema shown in the following table.
In the Date table, the date_id column has a format of yyyymmdd and the month column has a format of yyyymm.
The week column in the Date table and the week_id column in the Weekly_Returns table have a format of yyyyww.
The sales_id column in the Sales table represents a unique transaction.
The region_id column can be managed by only one sales manager.
Data Concerns
You are concerned with the quality and completeness of the sales data. You plan to verify the sales data for negative sales amounts.
Reporting Requirements
Litware identifies the following technical requirements:
Executives require a visual that shows sales by region.
Regional managers require a visual to analyze weekly sales and returns.
Sales managers must be able to see the sales data of their respective region only.
The sales managers require a visual to analyze sales performance versus sales targets.
The sale department requires reports that contain the number of sales transactions.
Users must be able to see the month in reports as shown in the following example: Feb 2020.
The customer service department requires a visual that can be filtered by both sales month and ship month independently.
You need to create a calculated column to display the month based on the reporting requirements.
Which DAX expression should you use?
FORMAT('Date'[date], "MMM YYYY")
FORMAT('Date' [date], "M YY")
FORMAT('Date'[date_id], "MMM") & "" & FORMAT('Date'[year], "#")
FORMAT('Date' [date_id], "MMM YYYY")
Answer is FORMAT('Date' [date], "MMM YYYY")
date_id column data type is int and we cannot use in Format function. We need a date type column.
Overview
Litware, Inc. is an online retailer that uses Microsoft Power BI dashboards and reports. The company plans to leverage data from Microsoft SQL Server databases, Microsoft Excel files, text files, and several other data sources. Litware uses Azure Active Directory (Azure AD) to authenticate users.
Existing Environment
Sales Data
Litware has online sales data that has the SQL schema shown in the following table.
In the Date table, the date_id column has a format of yyyymmdd and the month column has a format of yyyymm.
The week column in the Date table and the week_id column in the Weekly_Returns table have a format of yyyyww.
The sales_id column in the Sales table represents a unique transaction.
The region_id column can be managed by only one sales manager.
Data Concerns
You are concerned with the quality and completeness of the sales data. You plan to verify the sales data for negative sales amounts.
Reporting Requirements
Litware identifies the following technical requirements:
Executives require a visual that shows sales by region.
Regional managers require a visual to analyze weekly sales and returns.
Sales managers must be able to see the sales data of their respective region only.
The sales managers require a visual to analyze sales performance versus sales targets.
The sale department requires reports that contain the number of sales transactions.
Users must be able to see the month in reports as shown in the following example: Feb 2020.
The customer service department requires a visual that can be filtered by both sales month and ship month independently.
You need to review the data for which there are concerns before creating the data model.
What should you do in Power Query Editor?
Transform the sales_amount column to replace negative values with 0.
Select Column distribution.
Select the sales_amount column and apply a number filter.
Select Column profile, and then select the sales_amount column.
Answer is Transform the sales_amount column to replace negative values with 0.
Scenario: Data Concerns
You are concerned with the quality and completeness of the sales data. You plan to verify the sales data for negative sales amounts.
How to convert negative numbers into positive numb, editor and right click, select transform, and choose absolute value. That would give the positive number outcome you're looking for.
Reference:
https://www.xspdf.com/resolution/50510644.html
Overview
Contoso, Ltd. is a manufacturing company that produces outdoor equipment. Contoso has quarterly board meetings for which financial analysts manually prepare Microsoft Excel reports, including profit and loss statements for each of the company's four business units, a company balance sheet, and net income projections for the next quarter.
Existing Environment
Data and Sources
Data for the reports comes from three sources. Detailed revenue, cost, and expense data comes from an Azure SQL database. Summary balance sheet data comes from Microsoft Dynamics 365 Business Central. The balance sheet data is not related to the profit and loss results, other than they both relate dates.
Monthly revenue and expense projections for the next quarter come from a Microsoft SharePoint Online list. Quarterly projections relate to the profit and loss results by using the following shared dimensions: date, business unit, department, and product category.
Net Income Projection Data
Net income projection data is stored in a SharePoint Online list named Projections in the format shown in the following table.
Revenue projections are set at the monthly level and summed to show projections for the quarter.
Balance Sheet Data
The balance sheet data is imported with final balances for each account per month in the format shown in the following table.
There is always a row for each account for each month in the balance sheet data.
Dynamics 365 Business Central Data
Business Central contains a product catalog that shows how products roll up to product categories, which roll up to business units.
Revenue data is provided at the date and product level. Expense data is provided at the date and department level.
Business Issues
Historically, it has taken two analysts a week to prepare the reports for the quarterly board meetings. Also, there is usually at least one issue each quarter where a value in a report is wrong because of a bad cell reference in an Excel formula. On occasion, there are conflicting results in the reports because the products and departments that roll up to each business unit are not defined consistently.
Requirements
Planned Changes
Contoso plans to automate and standardize the quarterly reporting process by using Microsoft Power BI. The company wants to how long it takes to populate reports to less than two days. The company wants to create common logic for business units, products, and departments to be used across all reports, including, but not limited, to the quarterly reporting for the board.
Technical Requirements
Contoso wants the reports and datasets refreshed with minimal manual effort. The company wants to provide a single package of reports to the board that contains custom navigation and links to supplementary information.
Maintenance, including manually updating data and access, must be minimized as much as possible.
Security Requirements
The reports must be made available to the board from powerbi.com. A mail-enabled security group will be used to share information with the board.
The analysts responsible for each business unit must see all the data the board sees, except the profit and loss data, which must be restricted to only their business unit's data. The analysts must be able to build new reports from the dataset that contains the profit and loss data, but any reports that the analysts build must not be included in the quarterly reports for the board. The analysts must not be able to share the quarterly reports with anyone.
Report Requirements
You plan to relate the balance sheet to a standard date table in Power BI in a many-to-one relationship based on the last day of the month. At least one of the balance sheet reports in the quarterly reporting package must show the ending balances for the quarter, as well as for the previous quarter.
Projections must contain a column named RevenueProjection that contains the revenue projection amounts. A relationship must be created from Projections to a table named Date that contains the columns shown in the following table.
The definitions and attributes of products, departments, and business units must be consistent across all reports.
The board must be able to get the following information from the quarterly reports:
Revenue trends over time
Ending balances for each account
A comparison of expenses versus projections by quarter
Changes in long-term liabilities from the previous quarter
A comparison of quarterly revenue versus the same quarter during the prior year
What is the minimum number of Power BI datasets needed to support the reports?
two imported datasets
a single DirectQuery dataset
two DirectQuery datasets
a single imported dataset
Answer is two imported datasets
Scenario: Data and Sources
Data for the reports comes from three sources. Detailed revenue, cost, and expense data comes from an Azure SQL database. Summary balance sheet data comes from Microsoft Dynamics 365 Business Central. The balance sheet data is not related to the profit and loss results, other than they both relate dates.
Monthly revenue and expense projections for the next quarter come from a Microsoft SharePoint Online list. Quarterly projections relate to the profit and loss results by using the following shared dimensions: date, business unit, department, and product category.
Reference:
https://docs.microsoft.com/en-us/power-bi/connect-data/service-datasets-understand
Overview
Litware, Inc. is an online retailer that uses Microsoft Power BI dashboards and reports.
The company plans to leverage data from Microsoft SQL Server databases, Microsoft Excel files, text files, and several other data sources.
Litware uses Azure Active Directory (Azure AD) to authenticate users.
Existing Environment
Sales Data
Litware has online sales data that has the SQL schema shown in the following table.
In the Date table, the date_id column has a format of yyyymmdd and the month column has a format of yyyymm.
The week column in the Date table and the week_id column in the Weekly_Returns table have a format of yyyyww.
The sales_id column in the Sales table represents a unique transaction.
The region_id column can be managed by only one sales manager.
Data Concerns
You are concerned with the quality and completeness of the sales data. You plan to verify the sales data for negative sales amounts.
Reporting Requirements
Litware identifies the following technical requirements:
Executives require a visual that shows sales by region.
Regional managers require a visual to analyze weekly sales and returns.
Sales managers must be able to see the sales data of their respective region only.
The sales managers require a visual to analyze sales performance versus sales targets.
The sale department requires reports that contain the number of sales transactions.
Users must be able to see the month in reports as shown in the following example: Feb 2020.
The customer service department requires a visual that can be filtered by both sales month and ship month independently.
Question
You need to provide a solution to provide the sales managers with the required access.
What should you include in the solution?
Create a security role that has a table filter on the Sales_Manager table where username = UserName().
Create a security role that has a table filter on the Region_Manager table where sales_manager_id = UserPrincipalName().
Create a security role that has a table filter on the Sales_Manager table where name = UserName().
Create a security role that has a table filter on the Sales_Manager table where username = sales_manager_id.
Answer is Create a security role that has a table filter on the Sales_Manager table where username = UserName().
The Power BI DAX USERNAME() function helps to return the user domain login with the form of (DomainUser) in the locality or your local system. The Power BI DAX USERPRINCIPALNAME() function helps to return the user principal name with the form of (User’s login credential or Preeti@
Overview
Litware, Inc. is an online retailer that uses Microsoft Power BI dashboards and reports.
The company plans to leverage data from Microsoft SQL Server databases, Microsoft Excel files, text files, and several other data sources.
Litware uses Azure Active Directory (Azure AD) to authenticate users.
Existing Environment
Sales Data
Litware has online sales data that has the SQL schema shown in the following table.
In the Date table, the date_id column has a format of yyyymmdd and the month column has a format of yyyymm.
The week column in the Date table and the week_id column in the Weekly_Returns table have a format of yyyyww.
The sales_id column in the Sales table represents a unique transaction.
The region_id column can be managed by only one sales manager.
Data Concerns
You are concerned with the quality and completeness of the sales data. You plan to verify the sales data for negative sales amounts.
Reporting Requirements
Litware identifies the following technical requirements:
Executives require a visual that shows sales by region.
Regional managers require a visual to analyze weekly sales and returns.
Sales managers must be able to see the sales data of their respective region only.
The sales managers require a visual to analyze sales performance versus sales targets.
The sale department requires reports that contain the number of sales transactions.
Users must be able to see the month in reports as shown in the following example: Feb 2020.
The customer service department requires a visual that can be filtered by both sales month and ship month independently.
Question
You need to create a relationship between the Weekly_Returns table and the Date table to meet the reporting requirements of the regional managers.
What should you do?
Add the Weekly_Returns data to the Sales table by using RELATED DAX functions.
In the Weekly_Returns table, create a new calculated column named date_id in a format of yyyymmdd and use the calculated column to create a relationship to the Date table.
Create a new table based on the Date table where date_id is unique, and then create a many-to-many relationship to Weekly_Return.
Answer is In the Weekly_Returns table, create a new calculated column named date_id in a format of yyyymmdd and use the calculated column to create a relationship to the Date table.
Scenario:
Regional managers require a visual to analyze weekly sales and returns.
To relate the two tables we need a common column.