Career upgrade: Learn practical AI skills for better jobs and higher pay.
Level up
Cheat sheet

PL-300 Cheat Sheet

Prepare Data

25-30%of exam

Data SourcesPower QueryStorage ModesData ProfilingQuery Folding

Model Data

25-30%of exam

Star SchemaRelationshipsDAXTime IntelligencePerformance

Visualize + Analyze

25-30%of exam

ReportsBookmarksAI VisualsCopilotAccessibility

Manage + Secure

15-20%of exam

WorkspacesAppsRefreshRLSSensitivity Labels

Quick Facts

Exam
PL-300
Credential
Data Analyst
Time
100 min
Pass
700/1000
Product
Power BI
Renewal
12 months
Blueprint
Apr 20 2026

Mode Memory

Import caches; DirectQuery asks source

Import: fastDirectQuery: freshDirect Lake: Fabric

Import vs DirectQuery

Import

  • Cached data
  • Fast visuals
  • Scheduled refresh

DirectQuery

  • Live source
  • Source load
  • Query limits

Speed vs freshness

Mode Picker

  1. Need fastest visualsImport
  2. Need live sourceDirectQuery
  3. Fabric lakehouseDirect Lake
  4. Mixed mode neededComposite model
  5. Large historyIncremental refresh
  6. On-prem sourceGateway

Data Sources

SQL Server
Relational source
Excel
File source
SharePoint
Cloud files
Dataflow
Reusable ETL
Dataverse
Business data
Semantic model
Shared model
Gateway
On-prem bridge

DirectQuery vs Direct Lake

DirectQuery

  • Queries source
  • Many sources
  • SQL generated

Direct Lake

  • Fabric lake
  • Delta tables
  • No import

Source query vs lake

Transform Picker

  1. Combine columnsMerge queries
  2. Stack same schemaAppend queries
  3. Wide repeated columnsUnpivot
  4. Rows become columnsPivot
  5. Shared base queryReference
  6. Independent branchDuplicate

Power Query

M
Query language
Applied steps
Transform history
Merge
Join columns
Append
Stack rows
Pivot
Rows to columns
Unpivot
Columns to rows
Reference
Dependent query
Duplicate
Independent copy

Merge vs Append

Merge

  • Adds columns
  • Join keys
  • Lookup style

Append

  • Adds rows
  • Same schema
  • Union style

Columns vs rows

Storage Modes

Import
In-memory cache
DirectQuery
Source query
Direct Lake
Lakehouse tables
Dual
Import or DirectQuery
Composite
Mixed sources
Incremental refresh
Partitioned refresh
Query folding
Source executes

Model Flow

Facts measure; dimensions filter

Facts: eventsDimensions: attributesStar: preferred

Measure vs Column

Measure

  • Aggregates
  • Filter context
  • Visual time

Column

  • Row value
  • Stored data
  • Model size

Dynamic vs stored

DAX Picker

  1. Aggregate at visualMeasure
  2. Store row valueCalculated column
  3. Change filter contextCALCULATE
  4. Iterate rowsX function
  5. Avoid divide errorsDIVIDE
  6. Time shiftDATEADD

Model Design

Fact table
Events/measures
Dimension table
Descriptive attributes
Star schema
Facts plus dimensions
Cardinality
Relationship shape
Cross-filter
Filter direction
Date table
Time intelligence
Hierarchy
Drill path
Role-playing
Repeated dimension

DAX Context

Measures live in filter context

Row contextFilter contextCALCULATE changes

DAX

Measure
Query-time calc
Column
Row-time calc
CALCULATE
Modify filters
SUMX
Row iterator
ALL
Remove filters
RELATED
Lookup related
DATEADD
Shift dates
DIVIDE
Safe division

Performance

Cardinality
Distinct values
Granularity
Detail level
Aggregations
Precomputed summaries
Performance Analyzer
Visual timings
DAX query view
Query testing
Unused columns
Remove them
Bi-directional
Use sparingly

Visuals

Bar chart
Category compare
Line chart
Trend over time
Card
Single KPI
Matrix
Grouped table
Slicer
User filter
Tooltip
Hover detail
Theme
Report styling

Analysis

Analyze
Explain increase
Key influencers
Driver analysis
Decomposition tree
Drill drivers
Q&A
Natural language
Forecast
Future trend
Outliers
Unusual points
Copilot
Narrative/report help

Share Stack

Workspace builds; app ships

Workspace: creatorsApp: consumersShare: ad hoc

RLS vs OLS

RLS

  • Filters rows
  • User-specific data
  • Role rules

OLS

  • Hides objects
  • Tables/columns
  • Metadata security

Rows vs objects

Sharing Picker

  1. Team authoringWorkspace
  2. Broad distributionApp
  3. Single recipientShare
  4. Scheduled emailSubscription
  5. Certified sourceEndorsement
  6. Data restrictionRLS

Workspace Assets

Workspace
Collaboration container
App
Packaged distribution
Report
Interactive pages
Dashboard
Pinned tiles
Semantic model
Dataset model
Subscription
Email schedule
Alert
Threshold notification

Workspace vs App

Workspace

  • Build content
  • Role access
  • Collaboration

App

  • Consume content
  • Packaged view
  • Audience targeting

Author vs distribute

Security

Viewer
Read content
Contributor
Edit content
Member
Publish app
Admin
Full workspace
RLS
Row filtering
OLS
Object hiding
Sensitivity label
Data classification
Endorsement
Promote/certify

Common Traps

Measure vs column

Measure aggregates Column stores rows

Merge vs append

Merge adds columns Append adds rows

RLS vs OLS

RLS filters rows OLS hides objects

Workspace vs app

Workspace authors App distributes

DirectQuery tradeoff

Fresh data Slower visuals

Gateway need

On-prem refresh Cloud bridge

Last Minute

  1. 1.Weights: 25-30 / 25-30 / 25-30 / 15-20
  2. 2.Power Query = prepare data
  3. 3.Star schema beats snowflake
  4. 4.Measures aggregate at query time
  5. 5.Columns increase model size
  6. 6.Merge columns; append rows
  7. 7.Import fast; DirectQuery fresh
  8. 8.RLS rows; OLS objects
  9. 9.Workspace builds; app distributes
  10. 10.Gateway bridges on-prem sources
Same family resources

Explore More Microsoft Certifications

Continue into nearby exams from the same family. Each card keeps practice questions, study guides, flashcards, videos, and articles in one place.