COURSE 8 – MICROSOFT PL-300 EXAM PREPARATION AND PRACTICE

Module 3: Visualize and Analyze Data

MICROSOFT POWER BI DATA ANALYST PROFESSIONAL CERTIFICATE

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INTRODUCTION – Visualize and analyze data

In this module, you will undertake a comprehensive review of key concepts related to visualizing and analyzing data in Power BI, all aimed at preparing you for the PL-300 exam. This entails revisiting the fundamental principles and advanced techniques necessary for creating insightful visualizations and conducting thorough data analyses within Power BI. By focusing on these critical aspects, the module ensures that you develop a deep understanding and the ability to apply these concepts effectively in practical scenarios. This thorough preparation is designed to enhance your proficiency and confidence, positioning you for success in the PL-300 exam.

Learning Objectives

  • Prepare for the PL-300 exam by revising how to visualize and analyze data in Power BI

SELF-REVIEW: WHAT DID YOU LEARN? 1

1. Which of the following visualizations would be the most appropriate for a categorical analysis of a field with more than 10 separate values?

  • Scatter plot.
  • Pie chart
  • Column chart (CORRECT)

That’s correct! Column charts are the most appropriate visualization when having to perform categorical analysis on a field with multiple separate values.

2. Within which formatting category would a user adjust the title of a visualization?

  • Conditional formatting 
  • General (CORRECT)
  • Visual

That’s correct! The General formatting options contain shared visualization configuration options like the adjustment of titles.

3. Which of the following conditional formatting settings was used to apply the color hex codes to the visualization?

  • Rules
  • Field value (CORRECT)
  • Gradient

That’s correct! The Field value setting of conditional formatting allows users to apply a color hex code on a visualization.

4. Which of the following filtering options offers the capability to apply a filter to all pages of the report?

  • Visualization settings
  • Filters pane (CORRECT)
  • Slicer

Correct! The Filters pane supports three levels of filtering in Power BI. Filters on a visual, on a page, or on all pages of a report.

5. What is the function of the Lock button in the Filters pane filters?

  • Hides the filter from users
  • Locks the filter pane adjustments to users
  • Disables the modification of the filter (CORRECT)

That’s correct! Locking a filter on the Filters pane prevents users from being able to adjust or remove it from the report.

6. True or False:The default option of a 16:9 ratio in the report page allows users to specifically adjust the number of pixels of the page’s width and height.

  • True
  • False (CORRECT)

That’s correct! The default 16:9 aspect ratio disables the modification of width and height. The “custom” page size option is the one that enables users to specifically adjust them.

7. Which of the following settings can be found in the Report page settings? Select all that apply.

  • Visual border 
  • Tooltips
  • Wallpaper  (CORRECT)
  • Filters pane (CORRECT)

That’s correct! Wallpaper is a Report page setting allowing users to add a background color or image to the report.

That’s correct! Report page settings allow users to modify the appearance of the Filters pane.

8. True or False: Custom apps in Power BI do not share the default visualization settings as native Power BI Visualizations.

  • True (CORRECT)
  • False

That’s correct! Custom apps in Power BI have their own specific settings, added by their respective developers.

9. When dealing with a small number of categories and aiming to show the proportion of each category, which visual is advisable to use in Power BI?

  • Line chart
  • Pie chart (CORRECT)
  • Scatter plot

That’s correct!  In pie charts, each sector represents a proportion of the whole, making them ideal for showing the proportion of each category when the number of categories is small.

10. True or false: Formatting options in Power BI are split into General and Visual formatting options that are the same across all visualizations.

  • True
  • False (CORRECT)

That’s correct!  General formatting options are shared across all visualizations, while Visual options differentiate according to the visualization being formatted.

11. Which of the following are available options for filtering in the Filters pane? Select all that apply.

  • Filter on this visual (CORRECT)
  • Filter on this page (CORRECT)
  • Filter on all pages (CORRECT)
  • Filter on this slicer

That’s correct! Filter on this visual is an available option in the Filters pane, applying a selected filter on just the visualization it’s configured upon.

That’s correct! Filter on this page is an available option in the Filters pane, applying a selected filter on all components of the selected report’s page.

That’s correct!  Filter on all pages is an available option in the Filters pane, applying a selected filter across all pages’ components in a report.

SELF-REVIEW: WHAT DID YOU LEARN? 2

1. In the activity, how did bookmarks assist you in creating a Power BI presentation of the sales benchmarks for Europe in 2019?

  • Bookmarks increased the report loading speed.
  • Bookmarks saved the relevant filtered state of the report. (CORRECT)
  • Bookmarks filtered the dataset to contain only relevant data.

That’s correct! Bookmarks save the report in a filtered state, enabling users to return to that state without having to reconfigure all filters.

2. What information is contained in a bookmark? Select all that apply.

  • Graph position
  • Color Theme
  • Visualization visibility (CORRECT)
  • Slicer filters (CORRECT)

That’s correct! Bookmarks save the visibility of visualizations, returning each visualization to the visible or hidden state that it was when bookmark was updated. 

That’s correct! Bookmarks save the current state of all report filters, including slicer selections.

3. How was Adventure Works able to incorporate a Visualization within another Visualization’s Tooltip?

  • Assigned a report page Tooltip. (CORRECT)
  • Changed the Tooltip settings to “Visualization”.
  • Modified the Tooltip to custom by adding additional fields.

That’s correct! Report pages can be assigned as Tooltips, showing all visualizations of a report page as the visualization’s tooltip.

4. What is the effect on the default Tooltip fields when new fields are added to a tooltip?

  • They are still visible together with the added fields. (CORRECT)
  • They are aggregated in a single field.
  • They are replaced by the added fields.

That’s correct! The default fields of a Tooltip that are part of the visualization are still visible when adding new Tooltip fields.

5. True or False: When you re-launch a published Power BI Report, the sorting previously applied in a published Power BI Report gets reapplied.

  • True (CORRECT)
  • False

That’s correct! If you make any sorting changes on a report in Power BI Service, these modifications are saved the next time you access it.

6. How can a text field, such as a Month name field, be sorted chronologically instead of alphabetically?

  • Applied two-column sorting on the visualization.
  • Adjusting the sorting method from the visualization’s settings.
  • Sorting the field by another column. (CORRECT)

That’s correct! By sorting the Month Name field with another column that is chronological, the Month Name field is sorted as needed.

7. Which of the following design methods are effective when optimizing a Power BI report for mobile use?

  • Utilize simple and focused visualizations. (CORRECT)
  • Using text annotations to explain data points.
  • Designing the report on horizontal layout.
  • Creation of a separate layout in Mobile Layout view. (CORRECT)

That’s correct! Power BI reports for mobiles should contain simple visualizations that are not cluttered with information.

That’s correct! Utilizing the Mobile Layout view of Power BI ensures the report is readable and user-friendly on mobile devices.

8. In Microsoft Power BI, what are bookmarks used for?

  • To quickly navigate to specific states of a report. (CORRECT)
  • To link to external data sources.
  • To sort data based on user preference.

Correct! Bookmarks in Power BI are used to save and quickly navigate to specific states or views within a report, enhancing interactivity and presentation efficiency.

9. Which of the following interaction options shows the percentage of the applied filter against the whole value on the visualization?

  • Highlight (CORRECT)
  • Filter
  • None

Correct! Highlight option focuses on the percentile of the filters selected, graying out the rest of the visualization for comparison purposes.

10. What is the primary function of the Sync Slicers feature in Power BI?

  • To create new slicers automatically.
  • To synchronize filter selections across multiple report pages. (CORRECT)
  • To automatically link slicers with similar data fields.
  • To merge data from different sources.

That’s correct! Sync Slicers in Power BI allows you to apply a filter selection on one page and have it automatically update across other synced pages, ensuring consistency in data views.

11. In Power BI, what is the primary function of the Selection Pane?

  • To manage the visibility and layering of visuals in a report. (CORRECT)
  • To filter data based on specific criteria.
  • To change the data source of the report.
  • To create new visualizations.

That’s correct! The Selection Pane in Power BI is primarily used to manage the visibility and layering of different visuals on a report page, helping in organizing the report layout effectively.

12. True or False: When you modify visualizations in the Power BI Mobile layout view, they do not change in the desktop layout view.

  • True (CORRECT)
  • False

That’s correct! Configurations in Mobile layout view do not get reflected on the report layout view, even on the same visualizations.

SELF-REVIEW: WHAT DID YOU LEARN? 3

1. What is the primary function of the Analyze feature in Microsoft Power BI when examining data trends?

  • To highlight trends and patterns in your data (CORRECT)
  • To create complex DAX formulas
  • To import new datasets into Power BI
  • To modify data source settings

That’s correct! The Analyze feature in Power BI is designed to automatically find and highlight trends, patterns, and anomalies in your data, making it easier to draw meaningful insights.

2. The data analysis team at Adventure Works receives a dataset detailing sales figures across various countries. However, the stakeholders are interested in a broader view of the sales performance. They want to see the sales figures aggregated by continents rather than individual countries. How can the data analysis team solve this problem?

  • Requesting the team to recreate the dataset with continents
  • Using treemaps
  • By data grouping (CORRECT)
  • By data binning

That’s correct! By applying data grouping, the analyst team can effectively reorganize the sales figures from individual countries into larger groups based on continents.

3. The data analysis team at Adventure Works is analyzing recent data relating to bicycle sales data. They are focusing on varying sale prices. The marketing team has requested that this price data be organized into value categories so that they target different customer segments effectively. Which method should the data analysis team use to categorize continuous sale price data for this targeted campaign planning?

  • Time series analysis
  • Data binning (CORRECT)
  • Data grouping
  • Cluster analysis

That’s correct! Data binning is ideal in this scenario, as it allows for categorizing continuous price data into discrete ranges, such as low, medium, and high, facilitating targeted marketing strategies.

4. True or False: You can create a new group on any field in the data pane or in a field well.

  • True (CORRECT)
  • False

That’s correct! In Microsoft Power BI, you have the flexibility to create a new group on any field in the data pane or in the field well.

5. Which of the following statements is true about data grouping?

  • Data grouping is primarily used for creating visualizations.
  • Data grouping allows you to combine data rows based on specific column values. (CORRECT)
  • Data grouping is only useful for text columns.
  • Data grouping creates new fields for each group.

That’s correct! Data grouping in Power BI involves combining data rows based on specific column values.

6. Which of the following statements is true about anomalies and outliers in a dataset?

  • Anomalies and outliers are data points that conform to the expected pattern.
  • Anomalies and outliers are both explained by the base distribution
  • Identifying and handling anomalies and outliers is generally unnecessary in data analysis.
  • Anomalies and outliers are not always errors or mistakes in the data. (CORRECT)

That’s correct! Anomalies and outliers can result from errors, but they can also represent genuine variations in the data.

7. In Power BI, what is the primary purpose of data grouping?

  • To combine data rows based on specific column values and create a new column for aggregated data. (CORRECT)
  • To create histograms for numeric columns.
  • To create histograms for numeric columns.
  • To analyze data in continuous intervals.
  • To arrange multiple visuals for creating dashboards.

That’s correct! Data grouping in Power BI is used to combine data rows based on specific column values, creating a new column that represents aggregated data.

8. Which of the following is the most suitable option for breaking down a complex metric into its underlying components in Power BI?

  • Forecasting
  • Scatter chart
  • Decomposition trees visual  (CORRECT)
  • Key influencers visual

That’s correct! The Decomposition trees visual is the most suitable option for breaking down a complex metric into its underlying components, providing a structured approach to data dissection.

9. Which of the following are reference line types in Power BI?  Select all that apply.

  • Standard Deviation 
  • Median (CORRECT)
  • Max (CORRECT)
  • Percentile (CORRECT)

That’s correct! Median line is a type of reference line in Power BI, adding a line with the median value on the visual.

That’s correct! Power BI can add the maximum value of a field as a reference line in a visualization.

That’s correct! The percentile of any field can be added directly onto a Power BI visualization as a reference line.

10. In the context of Power BI, what is a scorecard?

  • A collection of related goals to track progress. (CORRECT)
  • A measure that serves as a key indicator of business performance.
  • A visualization in Power BI that assigns scoring on fields based on criteria.

That’s correct! A scorecard is a group of metrics, tracking the progress of important data points.

CONCLUSION – Visualize and analyze data

In conclusion, this module is carefully structured to provide an in-depth review of essential concepts related to visualizing and analyzing data in Power BI, with the primary objective of preparing you for the PL-300 exam. By revisiting both fundamental principles and advanced techniques, you will develop a solid understanding and practical skills necessary for effective data visualization and analysis within Power BI. This targeted preparation will not only improve your proficiency but also boost your confidence, ensuring you are well-prepared to excel in the PL-300 exam.

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