Analyzing Data with Microsoft Power BI v1.0

Case Study -
This is a case study. Case studies are not timed separately. You can use as much exam time as you would like to complete each case. However, there may be additional case studies and sections on this exam. You must manage your time to ensure that you are able to complete all questions included on this exam in the time provided.
To answer the questions included in a case study, you will need to reference information that is provided in the case study. Case studies might contain exhibits and other resources that provide more information about the scenario that is described in the case study. Each question is independent of the other question on this case study.
At the end of this case study, a review screen will appear. This screen allows you to review your answers and to make changes before you move to the next section of the exam. After you begin a new section, you cannot return to this section.

To start the case study -
To display the first question on this case study, click the Next button. Use the buttons in the left pane to explore the content of the case study before you answer the questions. Clicking these buttons displays information such as business requirements, existing environment, and problem statements. If the case study has an All Information tab, note that the information displayed is identical to the information displayed on the subsequent tabs. When you are ready to answer a question, click the Question button to return to the question.

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 relationships to meet the reporting requirements of the customer service department.
What should you create?

Case Study -
This is a case study. Case studies are not timed separately. You can use as much exam time as you would like to complete each case. However, there may be additional case studies and sections on this exam. You must manage your time to ensure that you are able to complete all questions included on this exam in the time provided.
To answer the questions included in a case study, you will need to reference information that is provided in the case study. Case studies might contain exhibits and other resources that provide more information about the scenario that is described in the case study. Each question is independent of the other question on this case study.
At the end of this case study, a review screen will appear. This screen allows you to review your answers and to make changes before you move to the next section of the exam. After you begin a new section, you cannot return to this section.

To start the case study -
To display the first question on this case study, click the Next button. Use the buttons in the left pane to explore the content of the case study before you answer the questions. Clicking these buttons displays information such as business requirements, existing environment, and problem statements. If the case study has an All Information tab, note that the information displayed is identical to the information displayed on the subsequent tabs. When you are ready to answer a question, click the Question button to return to the question.

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

Which DAX expression should you use to get the ending balances in the balance sheet reports?

Case Study -
This is a case study. Case studies are not timed separately. You can use as much exam time as you would like to complete each case. However, there may be additional case studies and sections on this exam. You must manage your time to ensure that you are able to complete all questions included on this exam in the time provided.
To answer the questions included in a case study, you will need to reference information that is provided in the case study. Case studies might contain exhibits and other resources that provide more information about the scenario that is described in the case study. Each question is independent of the other question on this case study.
At the end of this case study, a review screen will appear. This screen allows you to review your answers and to make changes before you move to the next section of the exam. After you begin a new section, you cannot return to this section.

To start the case study -
To display the first question on this case study, click the Next button. Use the buttons in the left pane to explore the content of the case study before you answer the questions. Clicking these buttons displays information such as business requirements, existing environment, and problem statements. If the case study has an All Information tab, note that the information displayed is identical to the information displayed on the subsequent tabs. When you are ready to answer a question, click the Question button to return to the question.

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


HOTSPOT -
You need to calculate the last day of the month in the balance sheet data to ensure that you can relate the balance sheet data to the Date table.
Which type of calculation and which formula should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:

HOTSPOT -
You are creating a quick measure as shown in the following exhibit.

You need to create a monthly rolling average measure for Sales over time.
How should you configure the quick measure calculation? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:

You have four sales regions. Each region has multiple sales managers.
You implement row-level security (RLS) in a data model. You assign the relevant distribution lists to each role.
You have sales reports that enable analysis by region. The sales managers can view the sales records of their region. The sales managers are prevented from viewing records from other regions.
A sales manager changes to a different region.
You need to ensure that the sales manager can see the correct sales data.
What should you do?

DRAG DROP -
You have a Microsoft Power BI data model that contains three tables named Sales, Product, and Date.
The Sales table has an existing measure named [Total Sales] that sums the total sales from the Sales table.
You need to write a calculation that returns the percentage of total sales that a selected ProductCategoryName value represents. The calculation must respect any slicers on ProductCategoryName and must show the percentage of visible total sales. For example, if there are four ProductCategoryName values, and a user filters one out, a table showing ProductCategoryName and the calculation must sum up to 100 percent.
How should you complete the calculation? To answer, drag the appropriate values to the correct targets. Each value may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
Select and Place:

You have sales data in a star schema that contains four tables named Sales, Customer, Date, and Product. The Sales table contains purchase and ship dates.
Most often, you will use the purchase date to analyze the data, but you will analyze the data by both dates independently and together.
You need to design an imported dataset to support the analysis. The solution must minimize the model size and the number of queries against the data source.
Which data modeling design should you use?

You build a report to analyze customer transactions from a database that contains the tables shown in the following table.

You import the tables.
Which relationship should you use to link the tables?

HOTSPOT -
You have a Power BI report.
You need to create a calculated table to return the 100 highest spending customers.
How should you complete the DAX expression? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:

HOTSPOT -
You have two tables named Customers and Invoice in a Power BI model. The Customers table contains the following fields:
✑ CustomerID
✑ Customer City
✑ Customer State
✑ Customer Name
✑ Customer Address 1
✑ Customer Address 2
✑ Customer Postal Code
The Invoice table contains the following fields:
✑ Order ID
✑ Invoice ID
✑ Invoice Date
✑ Customer ID
✑ Total Amount
✑ Total Item Count
The Customers table is related to the Invoice table through the Customer ID columns. A customer can have many invoices within one month.
The Power BI model must provide the following information:
✑ The number of customers invoiced in each state last month
✑ The average invoice amount per customer in each postal code
You need to define the relationship from the Customers table to the Invoice table. The solution must optimize query performance.
What should you configure? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:

You have a Microsoft Power BI data model that contains three tables named Orders, Date, and City. There is a one-to-many relationship between Date and
Orders and between City and Orders.
The model contains two row-level security (RLS) roles named Role1 and Role2. Role1 contains the following filter.
City[State Province] = "Kentucky"
Role2 contains the following filter.

Date[Calendar Year] = 2020 -
If a user is a member of both Role1 and Role2, what data will they see in a report that uses the model?

HOTSPOT -
Your company has affiliates who help the company acquire customers.
You build a report for the affiliate managers at the company to assist them in understanding affiliate performance.
The managers request a visual showing the total sales value of the latest 50 transactions for each affiliate. You have a data model that contains the following tables.

The Affiliate table has a one-to-many relationship to the Transactions table based on the AffiliateID column.
You need to develop a measure to support the visual.
How should you complete the DAX expression? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:

You are configuring a Microsoft Power BI data model to enable users to ask natural language questions by using Q&A.
You have a table named Customer that has the following measure.
Customer Count = DISTINCTCOUNT(Customer[CustomerID])
Users frequently refer to customers as subscribers.
You need to ensure that the users can get a useful result for "subscriber count" by using Q&A. The solution must minimize the size of the model.
What should you do?

HOTSPOT -
You are creating a Microsoft Power BI data model that has the tables shown in the following table.

The Products table is related to the ProductCategory table through the ProductCategoryID column.
You need to ensure that you can analyze sales by product category.
How should you configure the relationships from Products to ProductCategory? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area: