Category: Data Engineering

AI in the Automotive Industry: How Artificial Intelligence Is Transforming Mobility

“AI in …” series

Artificial Intelligence (AI) is no longer a futuristic concept in the automotive world — it’s already embedded across nearly every part of the industry. From how vehicles are designed and manufactured, to how they’re driven, maintained, sold, and supported, AI is fundamentally reshaping vehicular mobility.

What makes automotive especially interesting is that it combines physical systems, massive data volumes, real-time decision making, and human safety. Few industries, such as healthcare, place higher demands on AI accuracy, reliability, and scale.

Let’s walk through how AI is being applied across the automotive value chain — and why it matters.


1. AI in Vehicle Design and Engineering

Before a single car reaches the road, AI is already at work.

Generative Design

Automakers use AI-driven generative design tools to explore thousands of design variations automatically. Engineers specify constraints like:

  • Weight
  • Strength
  • Material type
  • Cost

The AI proposes optimized designs that humans might never consider — often producing lighter, stronger components.

Business value:

  • Faster design cycles
  • Reduced material usage
  • Improved fuel efficiency or battery range
  • Lower production costs

For example, manufacturers now design lightweight structural parts for EVs using AI, helping extend driving range without compromising safety.

Simulation and Virtual Testing

AI accelerates crash simulations, aerodynamics modeling, and thermal analysis by learning from historical test data. Instead of running every scenario physically (which is expensive and slow), AI predicts outcomes digitally — cutting months from development timelines.


2. Autonomous Driving and Advanced Driver Assistance Systems (ADAS)

This is the most visible application of AI in automotive.

Modern vehicles increasingly rely on AI to understand their surroundings and assist — or fully replace — human drivers.

Perception: Seeing the World

Self-driving systems combine data from:

  • Cameras
  • Radar
  • LiDAR
  • Ultrasonic sensors

AI models interpret this data to identify:

  • Vehicles
  • Pedestrians
  • Lane markings
  • Traffic signs
  • Road conditions

Computer vision and deep learning allow cars to “see” in real time.

Decision Making and Control

Once the environment is understood, AI determines:

  • When to brake
  • When to accelerate
  • How to steer
  • How to merge
  • How to respond to unexpected obstacles

This requires millisecond-level decisions with safety-critical consequences.

ADAS Today

Even if full autonomy is still evolving, AI already powers features such as:

  • Adaptive cruise control
  • Lane-keeping assist
  • Automatic emergency braking
  • Blind-spot monitoring
  • Parking assistance

These systems are quietly reducing accidents and saving lives every day.


3. Predictive Maintenance and Vehicle Health Monitoring

Traditionally, vehicles were serviced on fixed schedules or after something broke.

AI enables a shift toward predictive maintenance.

How It Works

Vehicles continuously generate data from hundreds of sensors:

  • Engine performance
  • Battery health
  • Brake wear
  • Tire pressure
  • Temperature fluctuations

AI models analyze patterns across millions of vehicles to detect early signs of failure.

Instead of reacting to breakdowns, manufacturers and fleet operators can:

  • Predict component failures
  • Schedule maintenance proactively
  • Reduce downtime
  • Lower repair costs

For commercial fleets, this translates directly into operational savings and improved reliability.


4. Smart Manufacturing and Quality Control

Automotive factories are becoming AI-powered production ecosystems.

Computer Vision for Quality Inspection

High-resolution cameras combined with AI inspect parts and assemblies in real time, identifying:

  • Surface defects
  • Misalignments
  • Missing components
  • Paint imperfections

This replaces manual inspection while improving consistency and accuracy.

Robotics and Process Optimization

AI coordinates robotic arms, assembly lines, and material flow to:

  • Optimize production speed
  • Reduce waste
  • Balance workloads
  • Detect bottlenecks

Manufacturers also use AI to forecast demand and dynamically adjust production volumes.

The result: leaner factories, higher quality, and faster delivery.


5. AI in Supply Chain and Logistics

The automotive supply chain is incredibly complex, involving thousands of suppliers worldwide.

AI helps manage this complexity by:

  • Forecasting parts demand
  • Optimizing inventory levels
  • Predicting shipping delays
  • Identifying supplier risks
  • Optimizing transportation routes

During recent global disruptions, companies using AI-driven supply chain analytics recovered faster by anticipating shortages and rerouting sourcing strategies.


6. Personalized In-Car Experiences

Modern vehicles increasingly resemble connected smart devices.

AI enhances the driver and passenger experience through personalization:

  • Voice assistants for navigation and climate control
  • Adaptive seating and mirror positions
  • Personalized infotainment recommendations
  • Driver behavior analysis for comfort and safety

Some systems learn individual driving styles and adjust throttle response, braking sensitivity, and steering feel accordingly.

Over time, your car begins to feel uniquely “yours.”


7. Sales, Marketing, and Customer Engagement

AI doesn’t stop at manufacturing — it also transforms how vehicles are sold and supported.

Smarter Marketing

Automakers use AI to analyze customer data and predict:

  • Which models buyers are likely to prefer
  • Optimal pricing strategies
  • Best timing for promotions

Virtual Assistants and Chatbots

Dealerships and manufacturers deploy AI chatbots to handle:

  • Vehicle inquiries
  • Test-drive scheduling
  • Financing questions
  • Service appointments

This improves customer experience while reducing operational costs.


8. Electric Vehicles and Energy Optimization

As EV adoption grows, AI plays a critical role in managing batteries and energy consumption.

Battery Management Systems

AI optimizes:

  • Charging patterns
  • Thermal regulation
  • Battery degradation prediction
  • Range estimation

These models extend battery life and provide more accurate driving-range forecasts — two key concerns for EV owners.

Smart Charging

AI integrates vehicles with power grids, enabling:

  • Off-peak charging
  • Load balancing
  • Renewable energy optimization

This supports both drivers and utilities.


Challenges and Considerations

Despite rapid progress, significant challenges remain:

Safety and Trust

AI-driven vehicles must achieve near-perfect reliability. Even rare failures can undermine public confidence.

Data Privacy

Connected cars generate massive amounts of personal and location data, raising privacy concerns.

Regulation

Governments worldwide are still defining frameworks for autonomous driving liability and certification.

Ethical Decision Making

Self-driving systems introduce complex moral questions around accident scenarios and responsibility.


The Road Ahead

AI is transforming automobiles from mechanical machines into intelligent, connected platforms.

In the coming years, we’ll see:

  • Increasing autonomy
  • Deeper personalization
  • Fully digital vehicle ecosystems
  • Seamless integration with smart cities
  • AI-driven mobility services replacing traditional ownership models

The automotive industry is evolving into a software-first, data-driven business — and AI is the engine powering that transformation.


Final Thoughts

AI in automotive isn’t just about self-driving cars. It’s about smarter design, safer roads, efficient factories, predictive maintenance, personalized experiences, and sustainable mobility.

Much like how “AI in Gaming” is reshaping player experiences and development pipelines, “AI in Automotive” is redefining how vehicles are created and how people move through the world.

We’re witnessing the birth of intelligent transportation — and this journey is only just beginning.

Thanks for reading and good luck on your data journey!

What Exactly Does an Analytics Engineer Do?

An Analytics Engineer focuses on transforming raw data into analytics-ready datasets that are easy to use, consistent, and trustworthy. This role sits between Data Engineering and Data Analytics, combining software engineering practices with strong data modeling and business context.

Data Engineers make data available, and Data Analysts turn data into insights, while Analytics Engineers ensure the data is usable, well-modeled, and consistently defined.


The Core Purpose of an Analytics Engineer

At its core, the role of an Analytics Engineer is to:

  • Transform raw data into clean, analytics-ready models
  • Define and standardize business metrics
  • Create a reliable semantic layer for analytics
  • Enable scalable self-service analytics

Analytics Engineers turn data pipelines into data products.


Typical Responsibilities of an Analytics Engineer

While responsibilities vary by organization, Analytics Engineers typically work across the following areas.


Transforming Raw Data into Analytics Models

Analytics Engineers design and maintain:

  • Fact and dimension tables
  • Star and snowflake schemas
  • Aggregated and performance-optimized models

They focus on how data is shaped, not just how it is moved.


Defining Metrics and Business Logic

A key responsibility is ensuring consistency:

  • Defining KPIs and metrics in one place
  • Encoding business rules into models
  • Preventing metric drift across reports and teams

This work creates a shared language for the organization.


Applying Software Engineering Best Practices to Analytics

Analytics Engineers often:

  • Use version control for data transformations
  • Implement testing and validation for data models
  • Follow modular, reusable modeling patterns
  • Manage documentation as part of development

This brings discipline and reliability to analytics workflows.


Enabling Self-Service Analytics

By providing well-modeled datasets, Analytics Engineers:

  • Reduce the need for analysts to write complex transformations
  • Make dashboards easier to build and maintain
  • Improve query performance and usability
  • Increase trust in reported numbers

They are a force multiplier for analytics teams.


Collaborating Across Data Roles

Analytics Engineers work closely with:

  • Data Engineers on ingestion and platform design
  • Data Analysts and BI developers on reporting needs
  • Data Governance teams on definitions and standards

They often act as translators between technical and business perspectives.


Common Tools Used by Analytics Engineers

The exact stack varies, but common tools include:

  • SQL as the primary transformation language
  • Transformation Frameworks (e.g., dbt-style workflows)
  • Cloud Data Warehouses or Lakehouses
  • Version Control Systems
  • Testing & Documentation Tools
  • BI Semantic Models and metrics layers

The emphasis is on maintainability and scalability.


What an Analytics Engineer Is Not

Clarifying boundaries helps avoid confusion.

An Analytics Engineer is typically not:

  • A data pipeline or infrastructure engineer
  • A dashboard designer or report consumer
  • A data scientist building predictive models
  • A purely business-facing analyst

Instead, they focus on the middle layer that connects everything else.


What the Role Looks Like Day-to-Day

A typical day for an Analytics Engineer may include:

  • Designing or refining a data model
  • Updating transformations for new business logic
  • Writing or fixing data tests
  • Reviewing pull requests
  • Supporting analysts with model improvements
  • Investigating metric discrepancies

Much of the work is iterative and collaborative.


How the Role Evolves Over Time

As analytics maturity increases, the Analytics Engineer role evolves:

  • From ad-hoc transformations → standardized models
  • From duplicated logic → centralized metrics
  • From fragile reports → scalable analytics products
  • From individual contributor → data modeling and governance leader

Senior Analytics Engineers often define modeling standards and analytics architecture.


Why Analytics Engineers Are So Important

Analytics Engineers provide value by:

  • Creating a single source of truth for metrics
  • Reducing rework and inconsistency
  • Improving performance and usability
  • Enabling scalable self-service analytics

They ensure analytics grows without collapsing under its own complexity.


Final Thoughts

An Analytics Engineer’s job is not just transforming data, but also it is designing the layer where business meaning lives, although it is common for job responsibilities to blur over into other areas.

When Analytics Engineers do their job well, analysts move faster, dashboards are simpler, metrics are trusted, and data becomes a shared asset instead of a point of debate.

Thanks for reading and good luck on your data journey!

What Exactly Does an AI Engineer Do?

An AI Engineer is responsible for building, integrating, deploying, and operating AI-powered systems in production. While Data Scientists focus on experimentation and modeling, and AI Analysts focus on evaluation and business application, AI Engineers focus on turning AI capabilities into reliable, scalable, and secure products and services.

In short: AI Engineers make AI work in the real world. As you can imagine, this role has been getting a lot of interest lately.


The Core Purpose of an AI Engineer

At its core, the role of an AI Engineer is to:

  • Productionize AI and machine learning solutions
  • Integrate AI models into applications and workflows
  • Ensure AI systems are reliable, scalable, and secure
  • Operate and maintain AI solutions over time

AI Engineers bridge the gap between models and production systems.


Typical Responsibilities of an AI Engineer

While responsibilities vary by organization, AI Engineers typically work across the following areas.


Deploying and Serving AI Models

AI Engineers:

  • Package models for deployment
  • Expose models via APIs or services
  • Manage latency, throughput, and scalability
  • Handle versioning and rollback strategies

The goal is reliable, predictable AI behavior in production.


Building AI-Enabled Applications and Pipelines

AI Engineers integrate AI into:

  • Customer-facing applications
  • Internal decision-support tools
  • Automated workflows and agents
  • Data pipelines and event-driven systems

They ensure AI fits into broader system architectures.


Managing Model Lifecycle and Operations (MLOps)

A large part of the role involves:

  • Monitoring model performance and drift
  • Retraining or updating models
  • Managing CI/CD for models
  • Tracking experiments, versions, and metadata

AI Engineers ensure models remain accurate and relevant over time.


Working with Infrastructure and Platforms

AI Engineers often:

  • Design scalable inference infrastructure
  • Optimize compute and storage costs
  • Work with cloud services and containers
  • Ensure high availability and fault tolerance

Operational excellence is critical.


Ensuring Security, Privacy, and Responsible Use

AI Engineers collaborate with security and governance teams to:

  • Secure AI endpoints and data access
  • Protect sensitive or regulated data
  • Implement usage limits and safeguards
  • Support explainability and auditability where required

Trust and compliance are part of the job.


Common Tools Used by AI Engineers

AI Engineers typically work with:

  • Programming Languages such as Python, Java, or Go
  • ML Frameworks (e.g., TensorFlow, PyTorch)
  • Model Serving & MLOps Tools
  • Cloud AI Platforms
  • Containers & Orchestration (e.g., containerized services)
  • APIs and Application Frameworks
  • Monitoring and Observability Tools

The focus is on robustness and scale.


What an AI Engineer Is Not

Clarifying this role helps avoid confusion.

An AI Engineer is typically not:

  • A research-focused data scientist
  • A business analyst evaluating AI use cases
  • A data engineer focused only on data ingestion
  • A product owner defining AI strategy

Instead, AI Engineers focus on execution and reliability.


What the Role Looks Like Day-to-Day

A typical day for an AI Engineer may include:

  • Deploying a new model version
  • Debugging latency or performance issues
  • Improving monitoring or alerting
  • Collaborating with data scientists on handoffs
  • Reviewing security or compliance requirements
  • Scaling infrastructure for increased usage

Much of the work happens after the model is built.


How the Role Evolves Over Time

As organizations mature in AI adoption, the AI Engineer role evolves:

  • From manual deployments → automated MLOps pipelines
  • From single models → AI platforms and services
  • From reactive fixes → proactive reliability engineering
  • From project work → product ownership

Senior AI Engineers often define AI platform architecture and standards.


Why AI Engineers Are So Important

AI Engineers add value by:

  • Making AI solutions dependable and scalable
  • Reducing the gap between experimentation and impact
  • Ensuring AI can be safely used at scale
  • Enabling faster iteration and improvement

Without AI Engineers, many AI initiatives stall before reaching production.


Final Thoughts

An AI Engineer’s job is not to invent AI—it is to operationalize it.

When AI Engineers do their work well, AI stops being a demo or experiment and becomes a reliable, trusted part of everyday systems and decision-making.

Good luck on your data journey!

What Exactly Does a Data Engineer Do?

A Data Engineer is responsible for building and maintaining the systems that allow data to be collected, stored, transformed, and delivered reliably for analytics and downstream use cases. While Data Analysts focus on insights and decision-making, Data Engineers focus on making data available, trustworthy, and scalable.

In many organizations, nothing in analytics works well without strong data engineering underneath it.


The Core Purpose of a Data Engineer

At its core, the role of a Data Engineer is to:

  • Design and build data pipelines
  • Ensure data is reliable, timely, and accessible
  • Create the foundation that enables analytics, reporting, and data science

Data Engineers make sure that when someone asks a question of the data, the data is actually there—and correct.


Typical Responsibilities of a Data Engineer

While the exact responsibilities vary by company size and maturity, most Data Engineers spend time across the following areas.


Ingesting Data from Source Systems

Data Engineers build processes to ingest data from:

  • Operational databases
  • SaaS applications
  • APIs and event streams
  • Files and external data sources

This ingestion can be batch-based, streaming, or a mix of both, depending on the business needs.


Building and Maintaining Data Pipelines

Once data is ingested, Data Engineers:

  • Transform raw data into usable formats
  • Handle schema changes and data drift
  • Manage dependencies and scheduling
  • Monitor pipelines for failures and performance issues

Pipelines must be repeatable, resilient, and observable.


Managing Data Storage and Platforms

Data Engineers design and maintain:

  • Data warehouses and lakehouses
  • Data lakes and object storage
  • Partitioning, indexing, and performance strategies

They balance cost, performance, scalability, and ease of use while aligning with organizational standards.


Ensuring Data Quality and Reliability

A key responsibility is ensuring data can be trusted. This includes:

  • Validating data completeness and accuracy
  • Detecting anomalies or missing data
  • Implementing data quality checks and alerts
  • Supporting SLAs for data freshness

Reliable data is not accidental—it is engineered.


Enabling Analytics and Downstream Use Cases

Data Engineers work closely with:

  • Data Analysts and BI developers
  • Analytics engineers
  • Data scientists and ML engineers

They ensure datasets are structured in a way that supports efficient querying, consistent metrics, and self-service analytics.


Common Tools Used by Data Engineers

The exact toolset varies, but Data Engineers often work with:

  • Databases & Warehouses (e.g., cloud data platforms)
  • ETL / ELT Tools and orchestration frameworks
  • SQL for transformations and validation
  • Programming Languages such as Python, Java, or Scala
  • Streaming Technologies for real-time data
  • Infrastructure & Cloud Platforms
  • Monitoring and Observability Tools

Tooling matters, but design decisions matter more.


What a Data Engineer Is Not

Understanding role boundaries helps teams work effectively.

A Data Engineer is typically not:

  • A report or dashboard builder
  • A business stakeholder defining KPIs
  • A data scientist focused on modeling and experimentation
  • A system administrator managing only infrastructure

That said, in smaller teams, Data Engineers may wear multiple hats.


What the Role Looks Like Day-to-Day

A typical day for a Data Engineer might include:

  • Investigating a failed pipeline or delayed data load
  • Updating transformations to accommodate schema changes
  • Optimizing a slow query or job
  • Reviewing data quality alerts
  • Coordinating with analysts on new data needs
  • Deploying pipeline updates

Much of the work is preventative—ensuring problems don’t happen later.


How the Role Evolves Over Time

As organizations mature, the Data Engineer role evolves:

  • From manual ETL → automated, scalable pipelines
  • From siloed systems → centralized platforms
  • From reactive fixes → proactive reliability engineering
  • From data movement → data platform architecture

Senior Data Engineers often influence platform strategy, standards, and long-term technical direction.


Why Data Engineers Are So Important

Data Engineers are critical because:

  • They prevent analytics from becoming fragile or inconsistent
  • They enable speed without sacrificing trust
  • They scale data usage across the organization
  • They reduce technical debt and operational risk

Without strong data engineering, analytics becomes slow, unreliable, and difficult to scale.


Final Thoughts

A Data Engineer’s job is not just moving data from one place to another. It is about designing systems that make data dependable, usable, and sustainable.

When Data Engineers do their job well, everyone downstream—from analysts to executives—can focus on asking better questions instead of questioning the data itself.

Good luck on your data journey!

Configure Data Loading for Queries (PL-300 Exam Prep)

This post is a part of the PL-300: Microsoft Power BI Data Analyst Exam Prep Hub; and this topic falls under these sections:
Prepare the data (25–30%)
--> Transform and load the data
--> Configure Data Loading for Queries


Note that there are 10 practice questions (with answers and explanations) for each section to help you solidify your knowledge of the material. Also, there are 2 practice tests with 60 questions each available on the hub below the exam topics section.

Power BI doesn’t just connect to data — it decides what to load and when to load it. Configuring data loading properly ensures your model contains only the necessary data, improves performance, and aligns with business requirements.

In the context of the PL-300: Microsoft Power BI Data Analyst exam, you’ll be expected to understand how to control which queries load to the data model, use query folding where possible, and manage refresh settings appropriately.


Why Configuring Data Loading Matters

Before discussing how to configure data loading, it’s important to understand why it matters:

  • Model performance — unnecessary tables and columns consume memory and slow visuals
  • Refresh efficiency — fewer loaded objects means faster refresh
  • Manageability — only relevant data should end up in the model
  • Clarity — clean, minimal data models reduce mistakes and confusion

Power BI uses Power Query Editor as the staging area for all transformations and loading decisions.


Key Concepts

1. Enable Load vs Disable Load

Each query in Power Query has a toggle called “Enable Load” (or “Load to model”).

  • Enabled: The resulting table will load into the data model
  • Disabled: The query runs for transformations but does not create a table in the model

Common Usage:

  • Use Disable Load for staging or helper queries that feed other queries but aren’t needed as standalone tables in the model
  • Ensure only final tables are loaded into the model

2. Staging Queries

A staging query is a query used exclusively to prepare data for other queries. It should usually have Enable Load turned off so it doesn’t clutter the model.

Example:

  • A staging query cleans raw data
  • Final queries reference it
  • Only final queries load to the model

3. Query Dependencies

In Power BI Desktop, View → Query Dependencies shows a visual map of how queries relate.

  • Staging queries feed final tables
  • Ensures understandability and data lineage
  • Highlights which queries are loaded and which are not

Understanding query dependencies helps validate that:

  • Only the intended tables are loaded
  • Intermediate queries aren’t unnecessary

4. Incremental Refresh

Incremental refresh allows Power BI to refresh only new or changed data rather than the entire dataset.

Why this matters:

  • Essential for large datasets
  • Reduces refresh time and resource usage
  • Requires configuration in the Power BI Service and on tables with a date/time column

Incremental refresh is usually enabled in Table Settings with parameters like:

  • RangeStart
  • RangeEnd

These parameters determine the portion of data to refresh.


5. Query Folding

Query folding refers to the ability of Power Query to push transformations back to the source (e.g., SQL Server).

Why it matters:

  • Performance: operations happen at source
  • Large data sets benefit most

Configuration that enables query folding includes:

  • Filtering early
  • Aggregating early
  • Avoiding operations that break folding (e.g., certain custom columns)

While not strictly a “loading” setting, query folding directly affects how Power BI retrieves and loads data.


How to Configure Data Loading

In Power Query Editor

Disable Loading for Specific Queries

  1. Right-click the query
  2. Uncheck Enable Load
  3. Optional: Uncheck Include in report refresh

This prevents the query from creating a model table.


In the Data View (or Model View)

After loading:

  • Hide unnecessary columns
  • Hide unused tables from report view
  • Rename tables for clarity

Note: Hiding doesn’t remove the data — it simply declutters the field list.


Incremental Refresh Setup

To enable incremental refresh:

  1. Identify a Date/Time column
  2. Define RangeStart and RangeEnd parameters
  3. Use these parameters to filter the date column
  4. Enable Incremental Refresh in table settings

Power BI then only refreshes the relevant partition of data.


Best Practices

Load MINIMAL Necessary Tables

Avoid loading:

  • Staging queries
  • Helper queries
  • Intermediate transformations

Disable Load Early

This prevents clutter and improves refresh times.

Use Descriptive Names

Query and table names should reflect final usage (e.g., FactSales, DimProduct).

Understand Dependencies

Always validate that disabling load on a query won’t break dependent queries.

Preserve Query Folding

Design transformations that can be folded to source — especially for large data.


Common Mistakes (Often Tested)

❌ Loading staging queries into the model

This increases model size unnecessarily.

❌ Forgetting to define a key date column when setting up incremental refresh

Incremental refresh requires a proper date/time column.

❌ Breaking query folding early

Certain transformations can prevent folding and slow down refresh.

❌ Changing load settings after building relationships

Altering load settings on queries used in relationships can cause broken models.


How This Appears on the PL-300 Exam

The exam may present scenarios like:

  • A model has slow refresh times. What could you configure to improve efficiency?
  • Which queries should be loaded into the model?
  • How do staging queries affect model size?
  • When should incremental refresh be used?

Exam questions often expect you to explain the impact of loading decisions on performance and maintainability.


Quick Decision Guide

ScenarioRecommended Configuration
Helper query only used for transformationsDisable Load
Main dimensional tableEnable Load
Large historical datasetUse Incremental Refresh
Query with steps that can be pushed to sourceEnsure Query Folding

Final PL-300 Takeaways

  • Enable Load controls whether a query creates a model table
  • Disable Load for staging/helper queries
  • Incremental Refresh accelerates large dataset refresh
  • Query Folding improves performance during load
  • Validate via View Query Dependencies

Practice Questions

Go to the Practice Exam Questions for this topic.

Identify and Create Appropriate Keys for Relationships (PL-300 Exam Prep)

This post is a part of the PL-300: Microsoft Power BI Data Analyst Exam Prep Hub; and this topic falls under these sections:
Prepare the data (25–30%)
--> Transform and load the data
--> Identify and Create Appropriate Keys for Relationships


Note that there are 10 practice questions (with answers and explanations) for each section to help you solidify your knowledge of the material. Also, there are 2 practice tests with 60 questions each available on the hub below the exam topics section.

Establishing correct relationships is fundamental to building accurate, performant Power BI data models. At the core of every relationship are keys — columns that uniquely identify records and allow tables to relate correctly. For the PL-300: Microsoft Power BI Data Analyst exam, candidates must understand how to identify, create, and validate keys as part of this topic domain.


What Is a Key in Power BI?

A key is a column (or combination of columns) used to uniquely identify a row in a table and connect it to another table.

In Power BI models, keys are used to:

  • Define relationships between tables
  • Enable correct filter propagation
  • Support accurate aggregations and calculations

Common Types of Keys

Primary Key

  • A column that uniquely identifies each row in a table
  • Must be unique and non-null
  • Typically found in dimension tables

Example:
CustomerID in a Customers table


Foreign Key

  • A column that references a primary key in another table
  • Found in fact tables

Example:
CustomerID in a Sales table referencing Customers


Composite Key

  • A key made up of multiple columns
  • Used when no single column uniquely identifies a row

Example:
OrderDate + ProductID

PL-300 Tip: Power BI does not support native composite keys in relationships — you must create a combined column.


Identifying Appropriate Keys

When preparing data, always evaluate:

Uniqueness

  • The key column in the one-side of a relationship must contain unique values
  • Duplicate values cause many-to-many relationships

Completeness

  • Keys should not contain nulls
  • Nulls can break relationships and filter context

Stability

  • Keys should not change frequently
  • Avoid descriptive fields like names or emails as keys

Creating Keys in Power Query

Power Query is the preferred place to create or clean keys before loading data.

Common Techniques

Concatenate Columns

Used to create a composite key:

ProductID & "-" & StoreID

Remove Leading/Trailing Spaces

Prevents mismatches:

  • Trim
  • Clean

Change Data Types

Keys must have matching data types on both sides of a relationship.


Surrogate Keys vs Natural Keys

Natural Keys

  • Already exist in source systems
  • Business-meaningful (e.g., InvoiceNumber)

Surrogate Keys

  • Artificial keys created for modeling
  • Often integers or hashes

PL-300 Perspective:
You are more likely to consume surrogate keys than create them, but you must know why they exist and how to use them.


Keys and Star Schema Design

Power BI models should follow a star schema whenever possible:

  • Fact tables contain foreign keys
  • Dimension tables contain primary keys
  • Relationships are one-to-many

Example

  • FactSales → ProductID
  • DimProduct → ProductID (unique)

Relationship Cardinality and Keys

Keys directly determine cardinality:

CardinalityKey Requirement
One-to-manyUnique key on one side
Many-to-manyDuplicate keys on both sides
One-to-oneUnique keys on both sides

Exam Insight: One-to-many is preferred. Many-to-many often signals poor key design.


Impact on the Data Model

Poor key design can cause:

  • Incorrect totals
  • Broken slicers
  • Ambiguous filter paths
  • Performance degradation

Well-designed keys enable:

  • Predictable filter behavior
  • Accurate DAX calculations
  • Simpler models

Common Mistakes (Often Tested)

❌ Using descriptive columns as keys

Names and labels are not guaranteed to be unique.


❌ Mismatched data types

Text vs numeric keys prevent relationships from working.


❌ Ignoring duplicates in dimension tables

This results in many-to-many relationships.


❌ Creating keys in DAX instead of Power Query

Keys should be created before load, not at query time.


Best Practices for PL-300 Candidates

  • Ensure keys are unique and non-null
  • Prefer integer or stable identifier keys
  • Create composite keys in Power Query
  • Validate cardinality after creating relationships
  • Follow star schema design principles
  • Avoid unnecessary many-to-many relationships

How This Appears on the PL-300 Exam

You may see scenario questions like:

A relationship cannot be created between two tables because duplicates exist. What should you do?

Correct reasoning:

  • Identify or create a proper key
  • Remove duplicates or create a dimension table
  • Possibly generate a composite key

Quick Decision Guide

ScenarioAction
No unique column existsCreate a composite key
Duplicate values in dimensionClean or redesign table
Relationship failsCheck data types
Many-to-many relationshipRe-evaluate key design

Final PL-300 Takeaways

  • Relationships depend on clean, well-designed keys
  • Keys should be prepared before loading
  • One-to-many relationships are ideal
  • Composite keys must be explicitly created
  • Key design directly affects DAX and visuals

Practice Questions

Go to the Practice Exam Questions for this topic.

Create Fact Tables and Dimension Tables (PL-300 Exam Prep)

This post is a part of the PL-300: Microsoft Power BI Data Analyst Exam Prep Hub; and this topic falls under these sections:
Prepare the data (25–30%)
--> Transform and load the data
--> Create Fact Tables and Dimension Tables


Note that there are 10 practice questions (with answers and explanations) for each section to help you solidify your knowledge of the material. Also, there are 2 practice tests with 60 questions each available on the hub below the exam topics section.

Creating fact tables and dimension tables is a foundational step in preparing data for analysis in Power BI. For the PL-300: Microsoft Power BI Data Analyst exam, this topic tests your understanding of data modeling principles, especially how to structure data into a star schema using Power Query before loading it into the data model.

Microsoft emphasizes not just what fact and dimension tables are, but how and when to create them during data preparation.


Why Fact and Dimension Tables Matter

Well-designed fact and dimension tables:

  • Improve model performance
  • Simplify DAX measures
  • Enable accurate relationships
  • Support consistent filtering and slicing
  • Reduce ambiguity and calculation errors

Exam insight: Many PL-300 questions test whether you recognize when raw data should be split into facts and dimensions instead of remaining as a single flat table.


What Is a Fact Table?

A fact table stores quantitative, measurable data that you want to analyze.

Common Characteristics

  • Contains numeric measures (Sales Amount, Quantity, Cost)
  • Includes foreign keys to dimension tables
  • Has many rows (high granularity)
  • Represents business events (sales, orders, transactions)

Examples

  • Sales transactions
  • Inventory movements
  • Website visits
  • Financial postings

What Is a Dimension Table?

A dimension table stores descriptive attributes used to filter, group, and label facts.

Common Characteristics

  • Contains textual or categorical data
  • Has unique values per key
  • Fewer rows than fact tables
  • Provides business context

Examples

  • Customer
  • Product
  • Date
  • Geography
  • Employee

Star Schema (Exam Favorite)

The recommended modeling approach in Power BI is the star schema:

  • One central fact table
  • Multiple surrounding dimension tables
  • One-to-many relationships from dimensions to facts
  • Single-direction filtering (typically)

Exam insight: If a question asks how to optimize performance or simplify DAX, the answer is often “create a star schema.”


Creating Fact and Dimension Tables in Power Query

Starting Point: Raw or Flat Data

Many data sources arrive as a single wide table containing both measures and descriptive columns.

Typical Transformation Approach

  1. Identify measures
    • Numeric columns that should remain in the fact table
  2. Identify dimensions
    • Descriptive attributes (Product Name, Category, Customer City)
  3. Create dimension tables
    • Reference the original query
    • Remove non-relevant columns
    • Remove duplicates
    • Rename columns clearly
    • Ensure a unique key
  4. Create the fact table
    • Keep foreign keys and measures
    • Remove descriptive text fields now handled by dimensions

Keys and Relationships

Dimension Keys

  • Primary key in the dimension table
  • Must be unique and non-null

Fact Table Keys

  • Foreign keys referencing dimension tables
  • May repeat many times

Exam insight: PL-300 questions often test your understanding of cardinality (one-to-many) and correct relationship direction.


Common Dimension Types

Date Dimension

  • Often created separately
  • Supports time intelligence
  • Includes Year, Quarter, Month, Day, etc.

Role-Playing Dimensions

  • Same dimension used multiple times (e.g., Order Date, Ship Date)
  • Requires separate relationships

Impact on the Data Model

Creating proper fact and dimension tables results in:

  • Cleaner Fields pane
  • Easier measure creation
  • Improved query performance
  • Predictable filter behavior

Poorly designed models (single flat tables or snowflake schemas) can lead to:

  • Complex DAX
  • Ambiguous relationships
  • Slower performance
  • Incorrect results

Common Mistakes (Often Tested)

❌ Leaving Data in a Single Flat Table

This often leads to duplicated descriptive data and poor performance.


❌ Creating Dimensions Without Removing Duplicates

Dimension tables must contain unique keys.


❌ Including Measures in Dimension Tables

Measures belong in fact tables, not dimensions.


❌ Using Bi-Directional Filtering Unnecessarily

Often used to compensate for poor model design.


Best Practices for PL-300 Candidates

  • Design with a star schema mindset
  • Keep fact tables narrow and tall
  • Keep dimension tables descriptive
  • Use Power Query to shape tables before loading
  • Rename tables and columns clearly
  • Know when not to split (very small or static datasets)

Know when not to over-model: If the dataset is extremely small or used for a simple report, splitting into facts and dimensions may not add value.


How This Appears on the PL-300 Exam

Expect scenario-based questions such as:

  • A dataset contains sales values and product details — how should it be structured?
  • Which table should store numeric measures?
  • Why should descriptive columns be moved to dimension tables?
  • What relationship should exist between fact and dimension tables?

These questions test modeling decisions, not just terminology.


Quick Comparison

Fact TableDimension Table
Stores measurementsStores descriptive attributes
Many rowsFewer rows
Contains foreign keysContains primary keys
Central tableSurrounding tables
Used for aggregationUsed for filtering

Final Exam Takeaways

  • Fact and dimension tables are essential for scalable Power BI models
  • Create them during data preparation, not after modeling
  • The PL-300 exam emphasizes model clarity, performance, and correctness
  • Star schema design is a recurring exam theme

Practice Questions

Go to the Practice Exam Questions for this topic.

Convert Semi-Structured Data to a Table (PL-300 Exam Prep)

This post is a part of the PL-300: Microsoft Power BI Data Analyst Exam Prep Hub; and this topic falls under these sections:
Prepare the data (25–30%)
--> Transform and load the data
--> Convert Semi-Structured Data to a Table


Note that there are 10 practice questions (with answers and explanations) for each section to help you solidify your knowledge of the material. Also, there are 2 practice tests with 60 questions each available on the hub below the exam topics section.

In real-world analytics, data rarely arrives in a perfectly tabular format. Instead, analysts often work with semi-structured data, such as JSON files, XML documents, nested records, lists, or poorly formatted spreadsheets.

For the PL-300: Microsoft Power BI Data Analyst exam, Microsoft expects you to understand how to convert semi-structured data into a clean, tabular format using Power Query so it can be modeled, related, and analyzed effectively.


What Is Semi-Structured Data?

Semi-structured data does not follow a strict row-and-column structure but still contains identifiable elements and hierarchy.

Common examples include:

  • JSON files (nested objects and arrays)
  • XML files
  • API responses
  • Excel sheets with nested headers or inconsistent layouts
  • Columns containing records or lists in Power Query

Exam insight: The exam does not focus on file formats alone — it focuses on recognizing non-tabular structures and flattening them correctly.


Where This Happens in Power BI

All semi-structured data transformations are performed in Power Query Editor, typically using:

  • Convert to Table
  • Expand (↔ icon) for records and lists
  • Split Column
  • Transpose
  • Fill Down / Fill Up
  • Promote Headers
  • Remove Blank Rows / Columns

Common Semi-Structured Scenarios (Exam Favorites)

1. JSON and API Data

When loading JSON or API data, Power Query often creates columns containing:

  • Records (objects)
  • Lists (arrays)

These must be expanded to expose fields and values.

Example:

  • Column contains a Record → Expand to columns
  • Column contains a List → Convert to Table, then expand

2. Columns Containing Lists

A column may contain multiple values per row stored as a list.

Solution path:

  • Convert list to table
  • Expand values into rows
  • Rename columns

Exam tip: Lists usually become rows, while records usually become columns.


3. Nested Records

Nested records appear as a single column with structured fields inside.

Solution:

  • Expand the record
  • Select required fields
  • Remove unnecessary nested columns

4. Poorly Formatted Excel Sheets

Common examples:

  • Headers spread across multiple rows
  • Values grouped by section
  • Blank rows separating logical blocks

Typical transformation sequence:

  1. Remove blank rows
  2. Fill down headers
  3. Transpose if needed
  4. Promote headers
  5. Rename columns

Key Power Query Actions for This Topic

Convert to Table

Used when:

  • Data is stored as a list
  • JSON arrays need flattening
  • You need row-level structure

Expand Columns

Used when:

  • Columns contain records or nested tables
  • You want to expose attributes as individual columns

You can:

  • Expand all fields
  • Select specific fields
  • Avoid prefixing column names (important for clean models)

Promote Headers

Often used after:

  • Transposing
  • Importing CSV or Excel files with headers in the first row

Fill Down

Used when:

  • Headers or categories appear once but apply to multiple rows
  • Semi-structured data uses grouping instead of repetition

Impact on the Data Model

Converting semi-structured data properly:

  • Enables relationships to be created
  • Allows DAX measures to work correctly
  • Prevents ambiguous or unusable columns
  • Improves model usability and performance

Improper conversion can lead to:

  • Duplicate values
  • Inconsistent grain
  • Broken relationships
  • Confusing field names

Exam insight: Microsoft expects you to shape data before loading it into the model.


Common Mistakes (Often Tested)

❌ Expanding Too Early

Expanding before cleaning can introduce nulls, errors, or duplicated values.


❌ Keeping Nested Structures

Leaving lists or records unexpanded results in columns that cannot be analyzed.


❌ Forgetting to Promote Headers

Failing to promote headers leads to generic column names (Column1, Column2), which affects clarity and modeling.


❌ Mixing Granularity

Expanding nested data without understanding grain can create duplicated facts.


Best Practices for PL-300 Candidates

  • Inspect column types (Record vs List) before expanding
  • Expand only required fields
  • Rename columns immediately after expansion
  • Normalize data before modeling
  • Know when NOT to expand (e.g., reference tables or metadata)
  • Validate row counts after conversion

How This Appears on the PL-300 Exam

Expect scenario-based questions like:

  • A JSON file contains nested arrays — what transformation is required to analyze it?
  • An API response loads as a list — how do you convert it to rows?
  • A column contains records — how do you expose the attributes for reporting?
  • What step is required before creating relationships?

Correct answers focus on Power Query transformations, not DAX.


Quick Decision Guide

Data ShapeRecommended Action
JSON listConvert to Table
Record columnExpand
Nested list inside recordConvert → Expand
Headers in rowsTranspose + Promote Headers
Grouped labelsFill Down

Final Exam Takeaways

  • Semi-structured data must be flattened before modeling
  • Power Query is the correct place to perform these transformations
  • Understand the difference between lists, records, and tables
  • The exam tests recognition and decision-making, not syntax memorization

Practice Questions

Go to the Practice Exam Questions for this topic.

Pivot, Unpivot, and Transpose Data (PL-300 Exam Prep)

This post is a part of the PL-300: Microsoft Power BI Data Analyst Exam Prep Hub; and this topic falls under these sections:
Prepare the data (25–30%)
--> Transform and load the data
--> Pivot, Unpivot, and Transpose Data


Note that there are 10 practice questions (with answers and explanations) for each section to help you solidify your knowledge of the material. Also, there are 2 practice tests with 60 questions each available on the hub below the exam topics section.

Real-world datasets often come in formats that are not ready for analysis or visualization. The ability to reshape data by pivoting, unpivoting, or transposing columns and rows is a fundamental skill for transforming data into the correct structure for modeling.

This capability resides in Power Query Editor, and the PL-300 exam tests both your conceptual understanding and practical decision-making skills in these transformations.


Why Reshape Data?

Data can be presented in a variety of layouts, including:

  • Tall and narrow (normalized)
  • Wide and flat (denormalized)
  • Cross-tab style (headers with values spread across columns)

Some visuals and analytical techniques require data to be in a normalized (tall) format, while others benefit from a wide format. Reshaping data ensures that:

  • Tables have consistent column headers
  • Values are in the correct place for aggregation
  • Relationships and measures work properly
  • Models are efficient and performant

Where Pivoting, Unpivoting, and Transposing Occur

All three transformations happen in Power Query Editor:

  • Pivot Columns
  • Unpivot Columns
  • Transpose Table

You can find them primarily in the Transform or Transform → Any Column menus.

Exam tip: Understanding why the transformation is appropriate for the scenario is more important than knowing the exact UI path.


Pivoting Columns

What It Does

Pivoting converts unique values from one column into multiple new columns.
In essence, it rotates rows into columns.

Example Scenario

A dataset:

ProductYearSales
A2023100
A2024120

After pivoting “Year”:

Product20232024
A100120

When to Use Pivot

  • You need a matrix-style layout
  • You want to create a column for each category (e.g., year, region, quarter)

Aggregation Consideration

Power BI may require you to provide an aggregation function when pivoting (e.g., sum of values).


Unpivoting Columns

What It Does

Unpivoting converts columns back into attribute–value pairs, essentially turning columns into rows.

Example Scenario

A wide table:

ProductJanFebMar
A101520

After unpivoting:

ProductMonthSales
AJan10
AFeb15
AMar20

When to Use Unpivot

  • Your data has repeating columns for values (e.g., months, categories)
  • You need to normalize data for consistent analysis

Exam Focus

Unpivot is one of the most frequently tested transformations because real-world data often arrives in a “wide” layout.


Transposing a Table

What It Does

Transposing flips the entire table, making rows into columns and columns into rows.

Example

ABC
123
456

Becomes:

Column1Column2
A1
B2
C3
(next)4

When to Use Transpose

  • The dataset is oriented incorrectly
  • The first row contains headers but is not in column form
  • You’re reshaping a small reference table

Important Note

Transpose affects all columns — use it when the entire table must be rotated.


Common Patterns in the PL-300 Exam

The PL-300 exam often tests your ability to recognize data shapes and choose the correct approach:

Scenario: Suboptimal Layout

A dataset has months as column headers (Jan–Dec) and needs to be prepared for a time-series analysis.
Key answer: Unpivot columns

Scenario: Create a Cross-Tab Summary

You want product categories as columns with aggregated values.
Key answer: Pivot columns

Scenario: Fix Improper Orientation

The first row contains headers and the current format is not usable.
Key answer: Transpose table (often followed by promoting the first row to headers)


Best Practices (Exam-Oriented)

  • Understand the shape of your data first: Diagnose whether it’s tall vs wide
  • Clean before reshaping: Remove nulls or errors so the transformation succeeds
  • Group/aggregate after unpivoting when necessary
  • Use “Unpivot Other Columns” when you want to keep important keys and unpivot everything else
  • Pivot only when categories are fixed and small in number (too many pivot columns can bloat the model)
  • Transpose sparingly — it’s usually for reference tables, not large fact tables

Know when not to pivot: Don’t pivot if it will produce too many columns or if the data is already in normalized format suitable for analysis.


Impact on the Data Model

Your choices here affect:

  • Model shape and size: Too many columns from pivoting can bloat the model
  • DAX flexibility: Normalized (unpivoted) tables support richer filtering and relationship behaviors
  • Performance: Unpivoted fact tables often perform better for filters and slicers

Choose wisely whether the transformation should occur in Power Query (Physically reshape the data) or via a visual/DAX technique after loading.


Common Mistakes (Often Tested)

The exam often presents distractors like:

❌ Mistaking Pivot for Unpivot

Students try to pivot when the scenario clearly describes normalizing repeated columns.

❌ Transposing without Promoting Headers

Transpose alone doesn’t fix header issues — often you must promote the first row afterward.

❌ Pivoting Without Aggregation Logic

Pivot requires defining how values are aggregated; forgetting this results in errors.

❌ Unpivoting Key Columns

Using unpivot incorrectly can duplicate keys or inflate the dataset unnecessarily.


How This Appears on the PL-300 Exam

Expect scenario-based questions like:

  • “Which transformation will best convert this wide-format month columns into a single Month column?”
  • “The first row contains field names that should be column headers — what is the correct sequence of transformations?”
  • “Which transformation will turn categories into columns for a matrix visual?”

Answers are scored based on concept selection, not clicks.


Quick Decision Guide

ScenarioBest Transformation
Multiple value columns need to become rowsUnpivot
One column’s values need to become individual columnsPivot
Entire table needs rows/columns flippedTranspose

Final Exam Takeaways

  • Pivot, unpivot, and transpose are powerful reshape tools in Power Query
  • The exam emphasizes when and why to use each, not just how
  • Understand the data shape goal before choosing the transformation
  • Cleaning and data type correction often precede shaping operations

Practice Questions

Go to the Practice Exam Questions for this topic.

Group and Aggregate Rows (PL-300 Exam Prep)

This post is a part of the PL-300: Microsoft Power BI Data Analyst Exam Prep Hub; and this topic falls under these sections:
Prepare the data (25–30%)
--> Transform and load the data
--> Group and Aggregate Rows


Note that there are 10 practice questions (with answers and explanations) for each section to help you solidify your knowledge of the material. Also, there are 2 practice tests with 60 questions each available on the hub below the exam topics section.

Grouping and aggregating rows is a foundational data preparation task used to summarize detailed data into meaningful totals before it is loaded into the Power BI data model. For the PL-300: Microsoft Power BI Data Analyst exam, Microsoft evaluates your understanding of how, when, and why to group data in Power Query, and how those decisions affect the data model and reporting outcomes.


Why Group and Aggregate Rows?

Grouping and aggregation are used to:

  • Summarize transactional or granular data
  • Reduce dataset size and improve performance
  • Shape fact tables to the correct grain
  • Prepare data for simpler reporting
  • Offload static calculations from DAX into Power Query

Exam Focus: The exam often tests decision-making—specifically whether aggregation should occur in Power Query or later in DAX.


Where Grouping Happens in Power BI

Grouping and aggregation for this exam objective occur in Power Query Editor, using:

  • Home → Group By
  • Transform → Group By

This transformation physically reshapes the dataset before it is loaded into the model.

Key Distinction: Power Query grouping changes the stored data. DAX measures calculate results dynamically at query time.


The Group By Operation

When using Group By, you define:

1. Group By Columns

Columns that determine how rows are grouped, such as:

  • Customer
  • Product
  • Date
  • Region

Each unique combination of these columns produces one row in the output.

2. Aggregation Columns

New columns created using aggregation functions applied to grouped rows.


Common Aggregation Functions (Exam-Relevant)

Power Query supports several aggregation functions frequently referenced on the PL-300 exam:

  • Sum – Adds numeric values
  • Count Rows – Counts rows in each group
  • Count Distinct Rows – Counts unique values
  • Average – Calculates the mean
  • Min / Max – Returns lowest or highest values
  • All Rows – Produces nested tables for advanced scenarios

Exam Tip: Be clear on the difference between Count Rows and Count Distinct—this is commonly tested.


Grouping by One vs Multiple Columns

Grouping by a Single Column

Used to create high-level summaries such as:

  • Total sales per customer
  • Number of orders per product

Results in one row per unique value.


Grouping by Multiple Columns

Used when summaries must retain more detail, such as:

  • Sales by customer and year
  • Quantity by product and region

The output grain is defined by the combination of columns.


Impact on the Data Model

Grouping and aggregating rows in Power Query has a direct impact on the data model, which is an important exam consideration.

Key Impacts:

  • Reduced row count improves model performance
  • Changes the grain of fact tables
  • May eliminate the need for certain DAX measures
  • Can simplify relationships by reducing cardinality

Important Trade-Off:

Once data is aggregated in Power Query:

  • You cannot recover lower-level detail
  • You lose flexibility for drill-down analysis
  • Time intelligence and slicer-driven behavior may be limited

Exam Insight: Microsoft expects you to recognize when aggregation improves performance and when it limits analytical flexibility.


Group and Aggregate vs DAX Measures (Highly Tested)

Understanding where aggregation belongs is a core PL-300 skill.

Group in Power Query When:

  • Aggregation logic is fixed
  • You want to reduce data volume
  • Performance optimization is required
  • The dataset should load at a specific grain

Use DAX Measures When:

  • Aggregations must respond to slicers
  • Time intelligence is required
  • Users need flexible, dynamic calculations

Common Mistakes (Often Tested)

These are frequent pitfalls that appear in exam scenarios:

  • Grouping too early, eliminating needed detail
  • Aggregating data that should remain transactional
  • Using Sum on columns that should be counted
  • Confusing Count Rows with Count Distinct
  • Grouping in Power Query when a DAX measure is more appropriate
  • Forgetting to validate results after grouping
  • Incorrect data types causing aggregation errors

Exam Pattern: Many questions present a “wrong but plausible” grouping choice—look carefully at reporting requirements.


Best Practices for PL-300 Candidates

  • Understand the grain of your data before grouping
  • Group only when it adds clear value
  • Validate totals after aggregation
  • Prefer Power Query grouping for static summaries
  • Use DAX for dynamic, filter-aware calculations
  • Know when not to group:
    • When users need drill-down capability
    • When calculations must respond to slicers
    • When time intelligence is required
    • When future reporting needs are unknown

How This Appears on the PL-300 Exam

Expect scenario-based questions such as:

  • You need to reduce model size and improve performance. Where should aggregation occur?
  • Which aggregation produces unique counts per group?
  • What is the impact of grouping data before loading it into the model?
  • Why would grouping in Power Query be inappropriate in this scenario?

Key Takeaways

✔ Grouping is performed in Power Query, not DAX
✔ Aggregation reshapes data before modeling
✔ Grouping impacts performance, flexibility, and grain
✔ Know both when to group and when not to
✔ This topic tests data modeling judgment, not just mechanics


Practice Questions

Go to the Practice Exam Questions for this topic.