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Microsoft Power BI exam 70-778 preparation workshop

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Presentation of exam preparation workshop for Microsoft exam 70-778 "Analyzing and Visualizing data with Power BI". Held at Power BI days Belgium 06.2019.

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Microsoft Power BI exam 70-778 preparation workshop

  1. 1. martinraffeiner.com │ m_raffeiner 22.06.2019 Preparing for "Analyzing and Visualizing Data with Power BI (Microsoft Exam 70-778)”
  2. 2. Preparing for "Analyzing and Visualizing Data with Power BI (Microsoft Exam 70-778)” martinraffeiner.com │ m_raffeiner martinraffeiner.com │martin@martinraffeiner.com │ m_raffeiner
  3. 3. Preparing for "Analyzing and Visualizing Data with Power BI (Microsoft Exam 70-778)” martinraffeiner.com │ m_raffeiner This workshop... Managing expectations IS… • Interactive • Hands-on • Meant to be a guide • An overview of important concepts (and functionalities) • …hopefully fun with some light bulb moments for you! IS NOT… • Providing exam questions • A replacement for self-preparation • A detail training (in M, DAX,…) • A walkthrough of every functionality
  4. 4. Preparing for "Analyzing and Visualizing Data with Power BI (Microsoft Exam 70-778)” martinraffeiner.com │ m_raffeiner It‘s also possible to do a 3-day bootcamp... Managing expectations
  5. 5. Preparing for "Analyzing and Visualizing Data with Power BI (Microsoft Exam 70-778)” martinraffeiner.com │ m_raffeiner It is important to grasp the main concepts. The „Big Picture“ Power BI Desktop „Consuming and transforming data by using Power BI Desktop“ Queries „Modeling and visualizing data“ Data Reports Power BI Service „Configure dashboards, reports, and apps in the Power BI Service“ Datasets Workspaces Apps Reports Dashboards … Power BI Mobile App „Query“ „Publish“
  6. 6. Preparing for "Analyzing and Visualizing Data with Power BI (Microsoft Exam 70-778)” martinraffeiner.com │ m_raffeiner Let‘s get started. Consuming and transforming data by using Power BI Desktop Power BI Desktop „Consuming and transforming data by using Power BI Desktop“ Queries Data „Modeling and visualizing data“ Model Reports Power BI Service „Configure dashboards, reports, and apps in the Power BI Service“ Datasets Workspaces Apps Reports Dashboards … Power BI Mobile App „Query“ „Publish“
  7. 7. Preparing for "Analyzing and Visualizing Data with Power BI (Microsoft Exam 70-778)” martinraffeiner.com │ m_raffeiner You can connect to databases, files and folders with different connectivity modes. Consuming and transforming data by using Power BI Desktop Data sources Data connectivity modes • Import • Direct Query • Live Connection Model size, Data refresh, Performance, Data transformation, Data modeling, Security,… https://radacad.com/directquery-live-connection-or-import-data-tough-decision → Composite models!
  8. 8. Preparing for "Analyzing and Visualizing Data with Power BI (Microsoft Exam 70-778)” martinraffeiner.com │ m_raffeiner It used to be like that... Consuming and transforming data by using Power BI Desktop Pictures from a presentation held by Kasper de Jonge
  9. 9. Preparing for "Analyzing and Visualizing Data with Power BI (Microsoft Exam 70-778)” martinraffeiner.com │ m_raffeiner Then...composite models Consuming and transforming data by using Power BI Desktop Pictures from a presentation held by Kasper de Jonge
  10. 10. Preparing for "Analyzing and Visualizing Data with Power BI (Microsoft Exam 70-778)” martinraffeiner.com │ m_raffeiner And now... Consuming and transforming data by using Power BI Desktop Pictures from a presentation held by Kasper de Jonge
  11. 11. Preparing for "Analyzing and Visualizing Data with Power BI (Microsoft Exam 70-778)” martinraffeiner.com │ m_raffeiner Let‘s get some data Hands-on
  12. 12. Preparing for "Analyzing and Visualizing Data with Power BI (Microsoft Exam 70-778)” martinraffeiner.com │ m_raffeiner Let‘s talk about some Power Query essentials. Consuming and transforming data by using Power BI Desktop Power Query Editor • Formula Bar (Advanced Editor!) • Query Settings pane • Data preview (Caching!) • Query Dependencies • … Data types Power Query: Data Model:
  13. 13. Preparing for "Analyzing and Visualizing Data with Power BI (Microsoft Exam 70-778)” martinraffeiner.com │ m_raffeiner Let‘s look at the anatomy of a Power Query („M“) function. Consuming and transforming data by using Power BI Desktop let Source = Csv.Document(…) #"Promoted Headers" = Table.PromoteHeaders(Source, [PromoteAllScalars=true]), #"Changed Type" = Table.TransformColumnTypes(#"Promoted Headers",{{"SalesTerritoryKey", Int64.Type}, {"SalesTerritoryRegion", type text}, {"SalesTerritoryCountry", type text}, {"SalesTerritoryGroup", type text}}) in #"Changed Type" https://docs.microsoft.com/en-us/powerquery-m/understanding-power-query-m-functions https://docs.microsoft.com/en-us/powerquery-m/power-query-m-reference
  14. 14. Preparing for "Analyzing and Visualizing Data with Power BI (Microsoft Exam 70-778)” martinraffeiner.com │ m_raffeiner Let‘s clean and transform some data. Hands-on Some keywords • Query folding • Duplicate/ reference queries • Enable load • Several ways to one goal (e.g. error handling, conditional column vs. column from example,… • Functions and Parameters • … https://www.biinsight.com/power-bi-desktop-query-parameters-part-1/ https://www.biinsight.com/power-bi-desktop-query-parameters-part2-dynamic-data-masking- and-query-parameters/ https://www.biinsight.com/power-bi-desktop-query-parameters-part-3-list-output/ https://radacad.com/custom-functions-made-easy-in-power-bi-desktop
  15. 15. Preparing for "Analyzing and Visualizing Data with Power BI (Microsoft Exam 70-778)” martinraffeiner.com │ m_raffeiner Let‘s move on. Modeling and visualizing data Power BI Desktop „Consuming and transforming data by using Power BI Desktop“ Queries Data „Modeling and visualizing data“ Model Reports Power BI Service „Configure dashboards, reports, and apps in the Power BI Service“ Datasets Workspaces Apps Reports Dashboards … Power BI Mobile App „Query“ „Publish“
  16. 16. Preparing for "Analyzing and Visualizing Data with Power BI (Microsoft Exam 70-778)” martinraffeiner.com │ m_raffeiner First things first: some theory. Modeling and visualizing data The „Model“ window Some keywords • Fact/ Dimension, Lookup/ Measure, Source/ Target tables • Active/ Inactive relationship • Cardinality • (Cross-) Filter direction
  17. 17. Preparing for "Analyzing and Visualizing Data with Power BI (Microsoft Exam 70-778)” martinraffeiner.com │ m_raffeiner Let‘s look at model ambiguity. Modeling and visualizing data Pictures from https://www.sqlbi.com/articles/bidirectional-relationships-and-ambiguity-in-dax/
  18. 18. Preparing for "Analyzing and Visualizing Data with Power BI (Microsoft Exam 70-778)” martinraffeiner.com │ m_raffeiner Let‘s calculate some columns and explore report features. Hands-on Some keywords • Sort by column • Create categories • Create hierarchy • Navigate hierarchy
  19. 19. Preparing for "Analyzing and Visualizing Data with Power BI (Microsoft Exam 70-778)” martinraffeiner.com │ m_raffeiner Let‘s look at some DAX functions. Modeling and visualizing data Aggregation functions e.g.: • SUM • AVERAGE Iteration functions e.g.: • SUMX • AVERAGEX https://docs.microsoft.com/en-us/dax/dax-function-reference Filter functions e.g.: • CALCULATE • CROSSFILTER Time-intelligence functions e.g.: • PREVIOUSYEAR • … And more… Date and time functions e.g.: • MONTH, DAY,… • TODAY Text functions e.g.: • CONCATENATE • FORMAT
  20. 20. Preparing for "Analyzing and Visualizing Data with Power BI (Microsoft Exam 70-778)” martinraffeiner.com │ m_raffeiner Let‘s do some DAX. Modeling and visualizing data Understanding „Filter context“ Some keywords • Every cell is an island • „Filter context“ and „Row context“ both are evaluation contexts • CALCULATE • ..and more! Picture from https://www.excelguru.ca/blog/
  21. 21. Preparing for "Analyzing and Visualizing Data with Power BI (Microsoft Exam 70-778)” martinraffeiner.com │ m_raffeiner Let‘s visualize some data using a gauge. Modeling and visualizing data From here… To here…( and e.g. showing only data for YEAR 2014) • Sales Amount • Sales Territory Plan
  22. 22. Preparing for "Analyzing and Visualizing Data with Power BI (Microsoft Exam 70-778)” martinraffeiner.com │ m_raffeiner Let‘s visualize some data using a stacked column chart. Modeling and visualizing data From here… To here…( and e.g. showing only data for YEAR 2014) • Sales Amount • Product Category • Year
  23. 23. Preparing for "Analyzing and Visualizing Data with Power BI (Microsoft Exam 70-778)” martinraffeiner.com │ m_raffeiner Some more keywords. Modeling and visualizing data (What) Do you know about… • Row Level Security • Interactions (between visuals) • Phone Layout • Custom visuals • Performance Analyzer • Themes • Q&A • AI • Incremental Refresh • Aggregations https://community.powerbi.com/t5/Themes-Gallery/bd-p/ThemesGallery
  24. 24. Preparing for "Analyzing and Visualizing Data with Power BI (Microsoft Exam 70-778)” martinraffeiner.com │ m_raffeiner Let‘s move on. Configure dashboards, reports, and apps in the Power BI Service Power BI Desktop „Consuming and transforming data by using Power BI Desktop“ Queries Data „Modeling and visualizing data“ Model Reports Power BI Service „Configure dashboards, reports, and apps in the Power BI Service“ Datasets Workspaces Apps Reports Dashboards … Power BI Mobile App „Query“ „Publish“
  25. 25. Preparing for "Analyzing and Visualizing Data with Power BI (Microsoft Exam 70-778)” martinraffeiner.com │ m_raffeiner Let‘s look at two of the most important topics here. Configure dashboards, reports, and apps in the Power BI Service Understanding data refresh (8 vs. 24 times) Sharing/ Collaborating Picture from https://docs.microsoft.com/en-us/power-bi/refresh-data Types of data refresh Picture from https://static1.squarespace.com/static/52d1b75de4b0ed895b7e7de9/t/5cfc076387c 0cc000168d8e8/1560020840670/BestPracticesForDeliveringAndSharingContentInPo werBI_MelissaCoates.pdf
  26. 26. Preparing for "Analyzing and Visualizing Data with Power BI (Microsoft Exam 70-778)” martinraffeiner.com │ m_raffeiner Some more keywords. Configure dashboards, reports, and apps in the Power BI Service (What) Do you know about… • Dashboards • Alerts • Analyze in .xls • Data Gateway • Power BI API • Embedding Power BI • ….
  27. 27. Preparing for "Analyzing and Visualizing Data with Power BI (Microsoft Exam 70-778)” martinraffeiner.com │ m_raffeiner The exam itself. Microsoft Exam 70-778 Microsoft Exam 70-778: https://www.microsoft.com/en-us/learning/exam-70-778.aspx Types of exam questions: https://www.microsoft.com/en-us/learning/certification-exams.aspx?types=true
  28. 28. Preparing for "Analyzing and Visualizing Data with Power BI (Microsoft Exam 70-778)” martinraffeiner.com │ m_raffeiner 5 personal tips. Microsoft Exam 70-778 1. Relax, you are prepared! It’s maybe just the same thing as it was for me: Your last exam has been quite some time ago. So just actively accept the upcoming tension and let it go again. 2. Don’t make the mistake to search in the internet for exam questions. There will be always a question you might not be able to answer. Beside that, you do not even know if the provided answers are correct. 3. Expect long questions. There is a lot of information. Read through each question line by line. Filter which information is relevant. Use paper and pencil to write down the main points. Also drawing sometimes helps. Especially when it comes to data modelling questions. 4. Don’t panic if you do not know an answer immediately. Maybe you want to revisit the respective question at the very end of the exam. 5. Plan your time wisely. Divide the number of questions by the time given. Like this, you can roughly estimate how much time you can spend for one question. This also prevents you from overthinking a question. https://www.martinraffeiner.blog/preparing-for-analyzing-and-visualizing-data-with-power-bi-microsoft-exam-70-778-part-2/
  29. 29. Preparing for "Analyzing and Visualizing Data with Power BI (Microsoft Exam 70-778)” martinraffeiner.com │ m_raffeiner Besides the links directly included in the presentation, some other resources which I can highly recommend for your exam preparation. Resources General/ Overarching: • Exam preparation playlist from “Guy in a Cube”: https://www.youtube.com/playlist?list=PLv2BtOtLblH1dQPV49Ni12olDcUoW-GEl Loading and transforming data: • Pivot and Unpivot with Power BI: https://radacad.com/pivot-and-unpivot-with-power-bi • Data Privacy Settings: https://blog.crossjoin.co.uk/2017/05/24/data-privacy-settings-in-power-bipower-query-part-1-performance-implications/ (there are several parts) • Power Query site by Ken Puls and Miguel Escobar with lots of useful articles and resources (Free eBook, 1h trial training for their academy): https://www.powerquery.training/ Modeling data and DAX: • Understanding “the model” in PowerBI, free webinar (“Strengthen Your Data Modeling Skills with Power BI”) by Kasper de Jonge: https://www.kasperonbi.com/on-demand-webinar-strengthen-your-data-modeling-skills-with-power-bi/ • (Free) Intro courses about DAX and Data Modeling: https://www.sqlbi.com/training/ • MS Business Application Summit Session by Marco Russo (Microsoft Power BI: Deep dive into DAX evaluation context): https://www.youtube.com/watch?v=teYwjHkCEm0 • Super useful resource about the DAX language itself: https://dax.guide/ • Session @ SQL Bits by Alberto Ferrari (Time intelligence in DAX): https://www.sqlbi.com/tv/time-intelligence-in-dax-sqlbits-x/ Power BI Service: Best thing is to subscribe to the monthly newsletter of the PowerBI blog to stay up-to data about the newest features (https://powerbi.microsoft.com/en- us/blog/) and also have from time to time a look to the PowerBI YouTube channel when the videos summarizing/ explaining the new features of the monthly releases are posted (https://www.youtube.com/user/mspowerbi/featured)
  30. 30. Preparing for "Analyzing and Visualizing Data with Power BI (Microsoft Exam 70-778)” martinraffeiner.com │ m_raffeiner martinraffeiner.com │martin@martinraffeiner.com │ m_raffeiner

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