Module 3: Visualize and Analyze Data

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1 INTRODUCTION – Visualize and analyze data
2 SELF-REVIEW: WHAT DID YOU LEARN? 1
3 SELF-REVIEW: WHAT DID YOU LEARN? 2
4 SELF-REVIEW: WHAT DID YOU LEARN? 3
5 CONCLUSION – Visualize and analyze data
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INTRODUCTION – Visualize and analyze data

This is where you will review in detail the essentials of visualizing and analyzing data in Power BI in preparation for your PL-300 exam. You will focus on both the fundamentals and advanced techniques needed to create meaningful visualizations and conduct comprehensive analyses inside Power BI so that these important areas are well understood and practically applied by you. Get all the apt preparation such that as a result, your skills, and trust are heightened, paving the way to success in the PL-300 examination.

Learning Outcomes

  • An overview of visualizing and analyzing data in Power BI for the PL-300 exam.
  • Brush up on some of the most critical concepts and techniques in Power BI to strengthen your ability to create visualizations and analyses of data.

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 is correct. The ideal columns for categorical analysis concerning a field with several distinct values is the column chart. In presenting data using vertical bars, it helps compare the frequency or magnitude of the different categories with visualization to do so easily. It helps compare across different categories, thus allowing trends, patterns in the data to be recognized more easily.

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

  • Conditional formatting 
  • General (CORRECT)
  • Visual

Correct! The common formatting options include common settings regarding visualization, such as changing the 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

Exactly! The “Field Value” option in conditional formatting will allow users to apply a hex color code to 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 Filter pane in Power BI provides enabling three levels of filters: filter for a visual, for a page, or across 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! Blocking a filter in the Filter pane stops users from making any adjustment or removing 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 aspect ratio default of 16:9 does not allow me to change width and height, whereas the option under “Custom” page size lets users customize their specifications.

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 the background color or image of a report page which users use to personalize their reports.

That’s correct! It has settings in the page report that allow users to customize how the Filters pane looks like.

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! Every one of those custom applications in Power BI has its specific settings added by the developers of those applications.

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! A circular edge, where each part measures the whole, gives a visual category induced proportion available with a pie chart to represent just a little few categories.

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! All other visualizations share general formatting options with each other; however, specific visual options depend entirely on 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

Sure! The “Filters on this visualization” option in the Filters pane puts a selected filter on this given visualization only for which it configures.

Correct! The “Filter on this page” option in the Filters pane filters currently all the elements on this report page now.

Exactly! The “Filter on all pages” option in the Filters pane puts a selected filter on all elements all across the pages in the 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.

Bookmarks really save the report in the filtered condition and permit the users to return to that exact configuration without reapplying all the 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 allow storing the viewing state of a visualization, so every visualization will be shown either in visible or hidden state as it had been at the most recent update to the bookmark.Copy the visible state of the visualizations from bookmarks, and restore the visibility (visible or hidden) per each visualization, as it was during the last update of bookmark.

That’s correct! Bookmarks can hold the current condition of all filters on the report page, 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! The report page can be defined as a tooltip showing all visualizations in a report page as a tooltip for a particular visualization.

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! Even if new tooltip fields are added, the default fields that are part of the tooltip visualization will continue to remain in view.

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! The changes in sorting which are made in a report in Power BI Service are saved, and are applied the next time you access the report.

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! When the Month Name field is sorted using the column that tells the time succession, the Month Name field will be sorted also.

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 on mobiles should be composed of simple visuals and not overloaded with information.

That’s correct! Enabling the Mobile Layout view for report design in Power BI provides report optimization for better understanding and user-friendly access 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! In Power BI, bookmarks are actually used for keeping certain states or views in a report so that they can be easily accessed during presentations or during navigation of the report itself. This adds a higher degree of interactivity or effectiveness in the presentation as a whole.

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! The Highlight option then highlights the percentile of the selected filters while dimming the rest of the visualization to aid comparisons.

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 automatically update it across any other synced pages, ensuring that all pages display the same data within the report.

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! Selection Pane for visibility and layering management of visuals on a report page which helps in effective organization of report layout.

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! Any settings implemented in the mobile layout view won’t have an impact on the report layout view, even when the visualizations used are the same.

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

Yes, that’s correct! The Analyze option in Power BI automatically detects and highlights any trends, patterns, or anomalies pertaining to your data, thus making it easier for you to find relevant 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! Without using too many country-specific sales numbers, an analyst team can convert these or reorganize them by continent for the respective countries through data grouping.

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! It is very appropriate for this scenario, as data binning can categorize continuous price data into discrete intervals, such as low, medium, and high, for formulating specific marketing plans.

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, the creation of a new group can be done on any field, whether present in the data field or within 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 allows one to club several rows together of data under the values specific to a column with an aim to bring better organization and analysis to the data.

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! Errors usually lead to anomalies and outliers in the data but sometimes, they can also signify actual 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! The data group is used in Power BI to group the rows of a dataset based on specific column values to create a new column aggregated for those groups.

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 Tree visual serves the purpose to the maximum in terms of analyzing a more complex metric broken into its underlying elements by means of a structured method.

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 comprises an assortment of measures tracking progress on any important data points while giving a general perspective on performance.

CONCLUSION – Visualize and analyze data

Consequently, this module has been crafted to cover thoroughly the important areas of data visualization and analysis within Power BI for purposes of preparing the biggest topics for the PL-300 exam. The syllabus proceeds from the very basic fundamentals to advanced techniques for you to master the important aspects needed for data visualization and analysis in Power BI practically so that you can have a more practical understanding of the subject. This will help you hone your skills even further and increase your confidence level in his ability to tackle the exam, leading to an entirely successful experience with the PL-300.

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