Chapter 3 of 4 · Microsoft PL-300
Visualize and analyze the data
Choosing visuals, Copilot, filtering, storytelling, navigation, accessibility and AI insights.
- 6topics
- 30 minfast track
- 25–30%of the exam
Topics in this chapter
Take them in order, or jump to the one you need.
- 1Choosing and Formatting VisualsPL-300 report design: choose the right visual for the question, format it, apply a theme, use conditional formatting and…4 min
- 2Slicers, Filters and Visual CalculationsPL-300 slicing and filtering: use slicers and the filters pane at visual, page and report level, and write visual calculations…5 min
- 3Copilot and Paginated ReportsPL-300 Copilot in Power BI: create report pages, suggest content, add a narrative visual and summarise a model, plus when to…6 min
- 4Bookmarks, Tooltips, Interactions and NavigationPL-300 storytelling: configure bookmarks, report page tooltips, visual interactions, buttons and page navigation, sorting, sync…5 min
- 5Drillthrough, Export, Mobile, Accessibility and RefreshPL-300 usability: configure drillthrough pages, export settings, mobile layouts, personalized visuals, accessibility and…5 min
- 6Patterns, Trends and AI InsightsPL-300 analysis: use Analyze to explain changes, group, bin and cluster data, AI visuals, reference lines, forecasting, anomaly…5 min
About this chapter
What this chapter covers
Reports are where the analysis meets the reader. This domain is worth 25 to 30 percent of the exam. It covers choosing and formatting visuals, filtering and slicing, using Copilot to build and summarise reports, paginated reports, interactions and navigation, accessibility, and finding patterns with analytics and AI visuals.
Questions are scenario based: a reader needs something, and you pick the feature that delivers it with the least effort.
How the topics fit together
- Choosing and formatting visuals covers visual selection, themes, conditional formatting and page setup.
- Slicers, filters and visual calculations covers slicing, the filters pane and visual level DAX.
- Copilot and paginated reports covers Copilot for authors and when pixel perfect output is needed.
- Bookmarks, tooltips, interactions and navigation covers storytelling features.
- Drillthrough, export, mobile, accessibility and refresh covers usability settings.
- Patterns, trends and AI insights covers Analyze, grouping, AI visuals and forecasting.
Look for the audience in each question: a report author, a business user or someone who will print the output. The answer depends on who needs it.
How to use these pages
Each topic page has the same shape, so you can skim for what you need.
- What it is: the idea in plain words.
- How it works: the mechanism, with examples and tables.
- What to remember for the exam: the facts to memorise and how questions are phrased.
- Common mistakes: the classic traps.
- Check yourself: three questions to test your understanding.
Ready for more practice?
The full Microsoft PL-300 question bank has 657 questions, with timed practice exams and an explanation for every answer.
This study guide is independent and is not affiliated with, endorsed by, or sponsored by Microsoft. Vendor names, certification names and exam codes are trademarks of their respective owners and are used for identification only.