Category: Microsoft Certification

Business Intelligence, Data Visualization, Microsoft Certification, PL-300, Power BI January 17, 2026

Configure Navigation for a Report (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:
Visualize and analyze the data (25–30%)
   --> Enhance reports for usability and storytelling
      --> Configure Navigation for a Report

Note that there are 10 practice questions (with answers and explanations) at the end of each topic. Also, there are 2 practice tests with 60 questions each available on the hub below all the exam topics.

Exam Context

This topic tests your ability to design intuitive, guided report experiences that help users move through insights efficiently and intentionally.

What Does “Configure Navigation for a Report” Mean?

Configuring navigation refers to controlling how users move between report pages, visuals, and insights within a Power BI report. Instead of relying on default page tabs, you create custom navigation flows that improve storytelling, usability, and user experience.

On the PL-300 exam, this often involves:

Buttons
Bookmarks
Page navigation
Drill-through
Hiding or showing pages
Creating guided or app-like report experiences

Why Navigation Matters (Exam Perspective)

Poor navigation can:

Confuse users
Break storytelling flow
Cause users to miss insights
Increase reliance on training or documentation

Well-designed navigation:

Guides users logically through insights
Reduces cognitive load
Makes reports feel like applications
Improves executive and self-service usability

Expect scenario-based questions where navigation design improves clarity or usability.

Key Navigation Methods in Power BI

1. Page Navigation Buttons

What they do:
Buttons allow users to move between report pages using clickable elements.

Common button actions:

Page navigation
Bookmark
Drill-through
Web URL

Exam tips:

Buttons are preferred over page tabs in executive reports
Often used for Back, Next, Overview, or Details

2. Bookmarks for Navigation

What they do:
Bookmarks capture the state of a report page, including:

Visible visuals
Filters
Slicers
Visual interactions

Navigation use cases:

Toggle between views (Summary vs Detail)
Show/hide panels (filters, help text)
Simulate multi-page experiences on one page

Exam tip:
If the question mentions showing or hiding content, bookmarks are almost always involved.

3. Drill-Through Navigation

What it does:
Drill-through allows users to right-click a data point and navigate to a detail page, passing filter context.

Key characteristics:

Requires a drill-through field
Preserves selected context
Commonly used for detail analysis

Exam tip:
Drill-through is ideal when:

Users need record-level or detailed views
Context must be preserved automatically

4. Report Page Tooltips as Navigation Aids

While not navigation themselves, tooltips:

Provide context before navigating
Reduce unnecessary page changes
Improve decision-making

They are often combined with navigation to guide users.

5. Hiding and Organizing Pages

What you can do:

Hide pages from the page navigator
Use hidden pages for drill-through or bookmarks
Control which pages users see first

Exam tip:
Hidden pages are commonly used for:

Drill-through targets
Supporting detail pages
Navigation-only destinations

6. Page Navigator and Bookmark Navigator Visuals

Page Navigator

Automatically creates navigation based on report pages
Can be styled and filtered

Bookmark Navigator

Navigates between bookmarks instead of pages
Ideal for multi-view single-page designs

Exam tip:
If the scenario describes dynamic navigation menus, navigator visuals are likely the best answer.

When to Customize Navigation vs Use Defaults

Scenario	Best Choice
Executives consuming reports	Custom navigation
Guided storytelling	Buttons + bookmarks
Self-service exploration	Default tabs + slicers
Mobile-first reports	Buttons and minimal navigation
Complex multi-page reports	Page navigator

Common Exam Traps to Watch For

❌ Confusing navigation with filters or slicers
❌ Using drill-through when a simple button would suffice
❌ Forgetting bookmarks when visuals need to appear/disappear
❌ Leaving default page tabs visible in executive scenarios

PL-300 Exam Keywords to Watch For

If you see these phrases, think navigation:

“Guide users through insights”
“Improve report usability”
“Hide or reveal content”
“Create an app-like experience”
“Navigate without page tabs”
“Preserve context while navigating”

Exam Takeaway

For the PL-300 exam, remember:

Navigation is not about visuals — it’s about experience.

You should be able to:

Choose the right navigation method for the scenario
Combine buttons, bookmarks, and drill-through effectively
Improve clarity and storytelling through intentional design

Practice Questions

Go to the Practice Questions for this topic.

Analytics, Business Intelligence, Microsoft Certification, PL-300, Power BI January 17, 2026

Edit and Configure Interactions Between Visuals (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:
Visualize and analyze the data (25–30%)
   --> Enhance reports for usability and storytelling
      --> Edit and Configure Interactions Between Visuals

Note that there are 10 practice questions (with answers and explanations) at the end of each topic. Also, there are 2 practice tests with 60 questions each available on the hub below all the exam topics.

Overview

Power BI reports are designed to be interactive by default. When users select data in one visual, other visuals on the page automatically respond. The ability to edit and configure interactions between visuals allows report authors to control how visuals affect one another, improving usability, clarity, and storytelling.

For the PL-300 exam, this topic tests your understanding of why, when, and how to manage visual interactions, not just that they exist.

What Are Visual Interactions?

Visual interactions define how one visual responds when a user interacts with another visual on the same report page.

By default, Power BI applies interactions such as:

Cross-filtering
Cross-highlighting

Editing interactions allows you to:

Enable or disable these behaviors
Prevent confusing or misleading visual responses
Guide users through a clearer analytical experience

Types of Visual Interactions

Understanding the difference between interaction types is critical for the exam.

Cross-Filtering

Filters data in the target visual
Only relevant data remains visible
Common with tables, matrices, and charts

Cross-Highlighting

Highlights the selected portion
Keeps the full context visible
Common with bar and column charts

No Interaction

The target visual does not respond
Useful when visuals should remain static

On the exam, identifying which interaction is appropriate is often more important than knowing how to enable it.

Why Configure Visual Interactions?

Configuring interactions improves both usability and storytelling.

Common reasons include:

Preventing irrelevant or confusing filtering
Keeping KPI visuals constant
Ensuring charts respond in a meaningful way
Avoiding misinterpretation of data relationships

If a scenario mentions confusion, misleading insights, or unwanted filtering, visual interaction configuration is usually the correct solution.

Common Use Cases

Protecting Summary or KPI Visuals

KPIs often represent overall performance and should not change when users select individual categories.

➡ Disable interactions for those visuals.

Improving Comparative Analysis

You may want one chart to highlight values instead of filtering them out.

➡ Use cross-highlighting instead of filtering.

Maintaining Context

Some visuals (such as explanatory text or benchmarks) should remain unchanged.

➡ Set interaction to none.

Visual Interactions vs. Filters and Slicers

The PL-300 exam may test your ability to choose the right feature.

Visual Interactions

Control how visuals affect each other
Operate at the visual-to-visual level
Ideal for interaction tuning

Filters and Slicers

Control what data is shown
Operate at visual, page, or report level
Ideal for intentional user-driven filtering

If the goal is to change interaction behavior, not data selection, visual interactions are the correct answer.

Best Practices for Configuring Interactions

From an exam perspective, best practices help identify correct answers.

Disable interactions that add no analytical value
Keep KPI and summary visuals stable
Use highlighting when context matters
Test interactions from a user’s perspective
Avoid over-filtering complex pages

Limitations and Considerations

Visual interactions apply only within the same page
Not all visuals behave identically
Over-customization can reduce discoverability
Interactions do not replace security or data modeling logic

If a scenario requires security, data isolation, or page navigation, another feature is likely more appropriate.

PL-300 Exam Tip

Exam questions often describe unexpected or undesirable behavior between visuals.

Ask yourself:

“Should this visual respond to selections from another visual?”

Yes, but with context → Highlight
Yes, by narrowing data → Filter
No → Disable interaction

Key Takeaways

Visual interactions control how visuals respond to each other
You can enable filtering, highlighting, or no interaction
Proper configuration improves clarity and storytelling
PL-300 focuses on design intent, not UI steps

Practice Questions

Go to the Practice Exam Questions for this topic.

Microsoft Certification, PL-300, Power BI January 17, 2026

Configure Bookmarks (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:
Visualize and analyze the data (25–30%)
   --> Enhance reports for usability and storytelling
      --> Configure Bookmarks

Note that there are 10 practice questions (with answers and explanations) at the end of each topic. Also, there are 2 practice tests with 60 questions each available on the hub below all the exam topics.

Overview

Bookmarks in Power BI are a powerful feature used to capture and recall the state of a report page. For the PL-300 exam, this topic focuses on understanding what bookmarks store, how they are configured, and when they should be used to improve usability and storytelling.

Bookmarks are a core tool for creating guided analytics, interactive navigation, and dynamic report experiences—all without changing the underlying data model.

What Is a Bookmark in Power BI?

A bookmark captures a snapshot of a report page at a specific point in time, including selected visual states and settings. When a bookmark is applied, Power BI restores the report to that saved state.

A bookmark can store:

Filter and slicer selections
Visual visibility (shown or hidden)
Drill and sort states
Page-level settings

Bookmarks do not store the data itself—only how the report is presented.

What Can Be Configured in a Bookmark

Understanding bookmark configuration options is essential for the exam.

Key Bookmark Properties

When configuring a bookmark, you can choose whether it captures:

Data
Stores filter, slicer, and highlight states.
Display
Stores visual visibility, spotlighting, and focus mode.
Current Page
Applies the bookmark to the active page only.

These options allow report authors to control how much of the report state is restored when a bookmark is used.

Common Use Cases for Bookmarks

Bookmarks are primarily used to enhance usability and storytelling, not for data analysis itself.

Typical Scenarios

Creating navigation buttons (Next, Back, Reset)
Toggling between summary and detail views
Showing or hiding visuals based on user interaction
Building guided presentations or walkthroughs
Resetting filters to a default state

If a scenario describes interactive navigation or guided user flow, bookmarks are usually the correct feature.

Bookmarks and Buttons

Bookmarks are often paired with buttons to create an app-like experience.

Examples include:

Page navigation buttons
Toggle buttons to show/hide visuals
“Reset filters” buttons
Tab-style navigation within a page

On the PL-300 exam, questions frequently describe buttons triggering report behavior, which points directly to bookmarks.

Bookmarks vs. Drillthrough

It’s important to distinguish bookmarks from similar features.

Bookmarks

Preserve a report state
Enhance storytelling and usability
Do not require navigation to another page

Drillthrough

Navigates to a detail page
Passes filter context
Focused on deeper analysis

If the goal is presentation or interaction, bookmarks are preferred.
If the goal is data exploration, drillthrough is more appropriate.

Best Practices for Configuring Bookmarks

From an exam perspective, best practices help identify correct answers.

Name bookmarks clearly based on purpose
Decide whether to include data, display, or both
Avoid capturing unnecessary filters
Use bookmarks sparingly to reduce confusion
Test bookmarks with slicers and interactions

Limitations of Bookmarks

Bookmarks have some important limitations that may appear in exam questions:

They do not refresh dynamically with new data
They are static snapshots of report state
They can become outdated if visuals change
They do not replace security or filtering logic

If a scenario requires dynamic or data-driven behavior, bookmarks alone may not be sufficient.

PL-300 Exam Tip

Bookmark questions are usually framed as user experience problems, not technical challenges.

Ask yourself:

“Does the user need to navigate, toggle views, or return to a saved state?”

If yes, the correct answer is almost always bookmarks.

Key Takeaways

Bookmarks capture and restore report states
They enhance storytelling, navigation, and usability
They can store data state, display state, or both
They are often triggered by buttons
PL-300 focuses on when and why to use bookmarks

Practice Questions

Go to the Practice Questions for this topic.

Business Intelligence, Microsoft Certification, PL-300, Power BI January 17, 2026

Create Custom Tooltips (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:
Visualize and analyze the data (25–30%)
   --> Enhance reports for usability and storytelling
      --> Create Custom Tooltips

Note that there are 10 practice questions (with answers and explanations) at the end of each topic. Also, there are 2 practice tests with 60 questions each available on the hub below all the exam topics.

Overview

Custom tooltips in Power BI allow report authors to provide rich, contextual insights when users hover over visuals. For the PL-300 exam, this topic evaluates your understanding of why custom tooltips are useful, when to use them, and how they enhance report usability and storytelling.

Rather than cluttering a report page with extra visuals, custom tooltips deliver on-demand detail in a clean, intuitive way.

What Is a Custom Tooltip?

A custom tooltip is a specially designed report page that appears when a user hovers over a data point in a visual.

Unlike default tooltips, custom tooltips can include:

Multiple visuals
Charts and KPIs
Text and formatted measures
Context-aware filtering

Custom tooltips are created as dedicated report pages and then assigned to visuals.

Default Tooltips vs. Custom Tooltips

Understanding the difference is essential for the exam.

Default Tooltips

Automatically generated by Power BI
Display basic field values
Limited customization
Quick but minimal insight

Custom Tooltips

Built as report pages
Fully customizable layout
Can include multiple visuals
Provide deeper, contextual insight

If an exam question mentions rich hover details, additional context without clutter, or enhanced storytelling, custom tooltips are likely the correct answer.

How Custom Tooltips Work (Conceptually)

From a high-level perspective:

A report page is designated as a tooltip page
The page is sized appropriately for tooltip display
The tooltip page inherits the filter context of the hovered data point
The tooltip is assigned to one or more visuals

The PL-300 exam focuses on this concept, not the exact UI steps.

Common Use Cases for Custom Tooltips

Custom tooltips are especially useful when:

You want to show supporting metrics on hover
Additional context is needed without adding visuals to the page
Users need explanations for KPIs or anomalies
You want consistent hover behavior across visuals

Examples of Effective Custom Tooltips

Typical scenarios include:

Showing trend lines when hovering over a single data point
Displaying breakdowns (e.g., category, region) on hover
Providing definitions or explanations for metrics
Showing comparisons such as prior period values

On the exam, these scenarios often appear as design or usability problems.

Custom Tooltips and Filter Context

A critical concept tested in PL-300:

Custom tooltips respect the filter context of the visual
Slicers, filters, and row context are passed to the tooltip page
This makes tooltips dynamic and context-aware

If a question mentions context-sensitive hover behavior, it is pointing to custom tooltips.

Best Practices for Custom Tooltips

While not deeply technical, the exam expects awareness of good design practices:

Keep tooltips concise and focused
Avoid overcrowding with too many visuals
Use clear titles and labels
Ensure readability at small sizes
Reuse tooltip pages when appropriate

Limitations of Custom Tooltips

Understanding limitations helps eliminate incorrect answers.

Tooltips are view-only (no interaction)
Not all visuals support report page tooltips
They are not a replacement for drillthrough
Overuse can negatively impact performance or clarity

If a scenario requires navigation or deeper exploration, drillthrough is more appropriate.

Custom Tooltips vs. Drillthrough

This distinction is commonly tested.

Custom Tooltips

Hover-based
Lightweight detail
No navigation
Focused on context

Drillthrough

Click-based navigation
Deep analysis
Full report pages

Hover for insight → Custom tooltip
Click to explore → Drillthrough

PL-300 Exam Tip

Custom tooltips appear in exam questions framed around:

Reducing visual clutter
Providing additional insight on hover
Improving report usability
Enhancing storytelling without navigation

If those phrases appear, custom tooltips are almost always the correct choice.

Key Takeaways

Custom tooltips are report pages shown on hover
They provide rich, contextual insight
They improve usability without cluttering reports
They inherit filter context from visuals
PL-300 focuses on when and why to use them

Practice Questions

Go to the Practice Exam Questions for this topic.

Business Intelligence, Data Visualization, Microsoft Certification, PL-300, Power BI January 17, 2026

Create Visual Calculations by Using DAX (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:
Visualize and analyze the data (25–30%)
   --> Create reports
      --> Create Visual Calculations by Using DAX

Note that there are 10 practice questions (with answers and explanations) at the end of each topic. Also, there are 2 practice tests with 60 questions each available on the hub below all the exam topics.

Overview

Visual calculations are a relatively new Power BI capability that allow report authors to create DAX-based calculations directly on visuals, rather than in the data model. For the PL-300 exam, this topic tests your understanding of when and why visual calculations should be used, how they differ from traditional DAX measures, and what problems they are designed to solve.

This topic is about report-level analytics, not data modeling.

What Are Visual Calculations?

Visual calculations are DAX expressions created within a visual that operate on the data already displayed in that visual.

Key characteristics:

Defined at the visual level
Do not create reusable model measures
Respect the visual’s existing context (rows, columns, and filters)
Designed for quick, lightweight calculations

Visual calculations help reduce model complexity while enabling fast analytical insights.

How Visual Calculations Differ from Measures

Understanding this distinction is critical for the exam.

Traditional DAX Measures

Created in the data model
Reusable across multiple visuals
Evaluated in filter context
Best for standardized business logic

Visual Calculations

Created inside a single visual
Not reusable outside that visual
Evaluated based on the visual’s layout
Best for ad hoc analysis and comparisons

On the exam, if a scenario mentions temporary analysis, visual-only logic, or reducing model clutter, visual calculations are likely the correct approach.

Common Use Cases for Visual Calculations

Visual calculations are ideal when:

You need a quick comparison within a visual
The calculation is not needed elsewhere
You want to avoid adding many measures to the model
The calculation depends on visual ordering or grouping

Examples of Visual Calculations

While you are not required to write complex syntax on the PL-300 exam, you should recognize common patterns.

Running Totals

Calculating cumulative values across rows displayed in a table or matrix.

Percent of Total

Showing each row’s contribution relative to the total visible in the visual.

Difference from Previous Value

Comparing values between consecutive rows, such as month-over-month changes.

Ranking

Ranking items based on the values displayed in the visual.

These calculations operate within the visual’s data scope, not across the entire dataset.

Why Visual Calculations Matter for Report Design

Visual calculations support better report design by:

Keeping the semantic model clean
Allowing report authors to experiment quickly
Making visuals easier to maintain
Reducing the need for complex DAX measures

For PL-300, this aligns with the broader goal of creating efficient, user-friendly reports.

Limitations of Visual Calculations

The exam may test awareness of what visual calculations cannot do.

Limitations include:

Not reusable across visuals
Not available for report-level KPIs
Not intended for enterprise-wide business logic
Not suitable for calculations needed in multiple reports

If a calculation must be consistent, governed, or reused, a traditional DAX measure is the better choice.

When to Use Visual Calculations vs. Measures

Use Visual Calculations When:

The logic is visual-specific
The calculation is exploratory
You want quick insights
Reuse is not required

Use Measures When:

The logic is business-critical
The calculation must be reused
The model must remain consistent
Multiple visuals depend on the same logic

PL-300 Exam Tip

Exam questions often frame this topic as a design decision.

Ask yourself:

“Does this calculation belong only to this visual, or does it belong in the model?”

Only this visual → Visual calculation
Reusable logic → Measure

Key Takeaways

Visual calculations use DAX at the visual level
They simplify report development and reduce model complexity
They are ideal for quick, visual-specific analysis
PL-300 focuses on when to use them, not advanced syntax

Practice Questions

Go to the Practice Exam Questions for this topic.

Business Intelligence, Data Visualization, Microsoft Certification, PL-300, Power BI, Reporting January 17, 2026

Choose When to Use a Paginated Report (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:
Visualize and analyze the data (25–30%)
   --> Create reports
      --> Choose When to Use a Paginated Report

Note that there are 10 practice questions (with answers and explanations) at the end of each topic. Also, there are 2 practice tests with 60 questions each available on the hub below all the exam topics.

Overview

In Power BI, most analysts work primarily with interactive Power BI reports built in Power BI Desktop. However, the PL-300 exam also tests your understanding of paginated reports and—more importantly—when they are the appropriate choice.

This topic is not about building paginated reports in depth, but about recognizing the correct reporting tool for a given business requirement.

What Is a Paginated Report?

A paginated report is a pixel-perfect, page-based report designed for:

Printing
Exporting to PDF, Word, or Excel
Generating long, detailed tables that span multiple pages

Paginated reports are built using Power BI Report Builder, not Power BI Desktop, and are typically published to the Power BI Service (Premium capacity or Premium Per User).

The key characteristic is that paginated reports “paginate” automatically, meaning content flows across pages exactly like a traditional report.

Paginated Reports vs. Power BI Reports

Understanding the contrast is critical for the exam.

Power BI (Interactive) Reports

Best suited for:

Data exploration
Dashboards and analytics
Filtering, slicing, and cross-highlighting
Executive summaries and KPIs

Characteristics:

Highly interactive
Optimized for screen viewing
Limited control over printed layout
Visuals resize dynamically

Paginated Reports

Best suited for:

Operational and regulatory reporting
Invoices, statements, and formatted documents
Large tables with many rows and columns
Reports that must print cleanly

Characteristics:

Pixel-perfect layout
Strong control over headers, footers, margins, and page breaks
Designed for export and print
Minimal interactivity

When You Should Choose a Paginated Report

On the PL-300 exam, paginated reports are the correct answer when precision and print-readiness matter more than interactivity.

Common Scenarios That Favor Paginated Reports

You should choose a paginated report when:

The report must be printed or distributed as a PDF
Each page must have consistent headers and footers
The report contains large, detailed tables
The output must follow strict formatting rules
Users expect a fixed layout, not dynamic visuals
The report supports operational or compliance needs

Examples of Appropriate Use Cases

Monthly financial statements
Invoices or billing documents
Regulatory or audit reports
Employee rosters or schedules
Transaction-level sales reports
Reports sent to customers or external stakeholders

If a scenario mentions “pixel-perfect,” “print-ready,” “formatted tables,” or “multi-page output”, a paginated report is almost always the correct choice.

Data Sources for Paginated Reports

Paginated reports can connect to:

Power BI semantic models (datasets)
SQL Server
Azure SQL Database
Other relational data sources

On the exam, remember that paginated reports reuse Power BI datasets, enabling centralized data modeling with flexible report outputs.

Licensing and Capacity Considerations

For PL-300, you should know at a high level that:

Paginated reports require Power BI Premium capacity or Premium Per User (PPU)
Standard Power BI Pro alone is not sufficient for full paginated report distribution

You are not expected to memorize pricing, only to recognize that paginated reports are tied to Premium capabilities.

What Paginated Reports Are NOT Ideal For

Avoid paginated reports when:

Users need ad hoc exploration
Interactive visuals are required
Drill-down and cross-filtering are central
The report is meant for dashboards or storytelling

In these cases, standard Power BI reports are the better choice.

PL-300 Exam Tip

The exam often frames this topic as a decision-making question, not a technical one.

Ask yourself:

“Does this scenario prioritize interactivity or presentation precision?”

Interactivity → Power BI report
Precision and printing → Paginated report

Key Takeaways

Paginated reports are page-based, pixel-perfect, and print-optimized
They are built with Power BI Report Builder
They are ideal for detailed, formatted, multi-page reports
The PL-300 exam focuses on when to use them, not how to build them

Practice Questions

Go to the Practice Exam Questions for this topic.

Data Visualization, Microsoft Certification, PL-300, Power BI, Reporting January 17, 2026

Configure the Report Page (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:
Visualize and analyze the data (25–30%)
   --> Create reports
      --> Configure the Report Page

Note that there are 10 practice questions (with answers and explanations) at the end of each topic. Also, there are 2 practice tests with 60 questions each available on the hub below all the exam topics.

Where This Topic Fits in the Exam

In the PL-300: Microsoft Power BI Data Analyst exam, “Configure the report page” evaluates your ability to setup and customize the report canvas to support clear analysis and storytelling. This goes beyond placing visuals — it includes page properties, layout, formatting, interactivity, accessibility, and performance considerations to ensure that report pages communicate insights effectively.

This skill is tested alongside other Create reports objectives such as selecting visuals, applying themes, slicing and filtering, and configuring interactions.

What “Configure the Report Page” Means

Configuring a report page involves adjusting page-level settings and visual arrangements to support the report’s purpose, audience, and usability. These settings affect how users view and interact with the entire page, not just individual visuals.

Key aspects include:

Page size and orientation
Background, wallpaper, and transparency
Default formatting for visuals
Bookmark and navigation setup
Report canvas layout
Accessibility configurations

Understanding these settings helps you create report pages that are clear, accessible, and fit for purpose.

Core Report Page Configuration Areas

1. Page Size and Layout

Power BI allows you to configure the canvas size to fit specific delivery formats:

16:9 (default) — ideal for widescreen displays
Letter / Custom — for printable formats
Mobile layout — for phone-optimized views

You can also set custom page dimensions when specific design requirements exist.

Why this matters:
Exam scenarios often describe requirements for printed reports, mobile-ready pages, or embedded visuals with specific dimensions. Choosing the correct page size supports user needs.

2. Page Background and Wallpaper

Power BI enables you to set:

Background color or image
Wallpaper (behind the background)
Transparency levels

These settings help reinforce branding or visual focus.

Best practice:
Use subtle backgrounds that don’t distract from data while supporting corporate branding or audience expectations.

3. Canvas Settings — Gridlines and Snap-to-Grid

Gridlines and snap-to-grid help with consistent visual placement:

Turn gridlines on to visually align objects
Enable snap to grid to make placement more precise
Adjust grid size for tighter control

Exam scenario:
A question might describe aligning multiple visuals evenly — configuring gridlines and snapping supports that.

4. Bookmarks and Navigation

Bookmarks capture:

Page state (filters, slicer selections)
Visual focus
Drill locations

Paired with buttons and navigation elements, bookmarks let users move between report states or pages easily.

Example requirement:
“A dashboard needs a navigation panel to jump to detailed pages.” You would configure bookmarks and navigation buttons accordingly.

5. Mobile Layout

Power BI supports mobile layout configuration:

Rearrange visuals in a linear vertical format for phones
Prioritize top-of-page content for mobile consumption

This doesn’t change the primary report, but defines how the same data is viewed on smaller screens.

6. Accessibility Settings

For accessible reporting:

Provide alt text for visuals and images
Ensure keyboard navigation works logically
Respect contrast ratios for visibility
Position elements meaningfully

Exam questions may reference accessibility requirements for users with impairments — so knowing where to configure alt text and semantic roles is important.

7. Default Formatting for Visuals

Report page configuration sometimes includes default visual formatting:

Default title styles
Default font sizes
Default visuals’ alignment and spacing

While themes affect much of this, page formatting ensures consistency in appearance across page designs.

Interactivity and Page-Level Behavior

Configuring a report page also covers:

Visual interactions (cross-filter or cross-highlight behavior)
Drill interactions
Sync slicers across pages
Filter pane visibility and state

For example:

A scenario might ask you to configure visuals so a slicer affects only one page.
Another might require disabling cross-highlighting for a particular chart.

Understanding how to set these behaviors at the page level is key.

Best Practices for Report Page Configuration

Design for the Audience

Desktop vs. mobile considerations
Simple, clear layout, not cluttered
Prioritize key visuals at top

Consistency Across Pages

Use uniform margins
Consistent spacing and alignment
Synchronized slicers where needed

Accessibility

Add alt text to visuals and decorative elements
Use readable font sizes
Ensure sufficient contrast

Performance Awareness

Don’t overload a single page with too many visuals
Use drillthrough or bookmarks for detail pages

Exam Focus — How This Topic Is Tested

PL-300 questions about this topic may be scenario based. They might ask:

How to configure the report page size for a printed or mobile view
Which setting supports consistent visual alignment
How to add navigation or bookmarks
How to optimize user experience through layout and accessibility settings
Which configuration ensures filter behaviors apply correctly across visuals

When the exam describes a report requirement, determine whether the answer involves configuring page properties, layout behavior, or interactive elements.

Summary

Configuring a report page in Power BI is about more than placing visuals. It includes:

Page size and orientation
Background and visual placement
Mobile layout adjustments
Visibility of filter pane and slicers
Bookmark navigation setup
Accessibility and alt text
Interactivity behavior (cross-filtering, drillthrough)

Mastering this topic prepares you to build reports that are fit for purpose, user friendly, and exam ready — aligning design choices with business requirements and user context.

Practice Questions

Go to the Practice Exam Questions for this topic.

Analytics, Artificial Intelligence (AI), Data Visualization, Microsoft Certification, PL-300, Power BI January 17, 2026

Use Copilot to Suggest Content for a New Report Page (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:
Visualize and analyze the data (25–30%)
   --> Create reports
      --> Use Copilot to Suggest Content for a New Report Page

Note that there are 10 practice questions (with answers and explanations) at the end of each topic. Also, there are 2 practice tests with 60 questions each available on the hub below all the exam topics.

Where This Topic Fits in the Exam

The PL-300: Microsoft Power BI Data Analyst exam tests your ability to design effective, insightful reports using both traditional and AI-assisted features. The skill “Use Copilot to suggest content for a new report page” appears under Create reports, highlighting Microsoft’s expectation that modern analysts understand how AI can assist—but not replace—human judgment in report design.

This topic is closely related to (but distinct from):

Use Copilot to create a new report page
Create a narrative visual with Copilot

For exam purposes, the key distinction is that Copilot is suggesting ideas, not automatically building a finalized page.

What Does “Suggest Content” Mean in Power BI Copilot?

When Copilot suggests content for a new report page, it:

Analyzes the existing semantic model (tables, relationships, measures)
Interprets a natural language request or business goal
Recommends:
- Visual types (e.g., bar charts, KPIs, tables)
- Relevant fields or measures
- Possible analytical focus areas (trends, comparisons, summaries)

Unlike fully creating a page, Copilot may not automatically place all visuals on the canvas. Instead, it provides guidance and recommendations that the analyst can choose to implement.

Why This Matters for PL-300

Microsoft includes this topic to ensure candidates understand:

The assistive role of Copilot in report design
How AI can help analysts decide what to show, not just how to show it
That Copilot suggestions still require validation and refinement

On the exam, this topic is about decision support, not automation.

Typical Use Cases for Content Suggestions

Copilot is especially useful when:

You are unsure which visuals best represent a business question
You want guidance on common analytical patterns (e.g., trends, breakdowns, comparisons)
You need inspiration for structuring a new report page quickly
You are working with a well-modeled dataset but lack domain familiarity

Example scenarios:

Suggesting visuals for sales performance analysis
Recommending KPIs for executive summaries
Identifying common breakdowns such as region, product, or time

How Copilot Generates Suggestions

Copilot bases its suggestions on:

Table and column names
Defined measures and calculations
Relationships in the model
Metadata and semantic structure

Because of this, model quality directly impacts suggestion quality. Poor naming or unclear measures lead to weaker recommendations.

What Copilot Does Well

Copilot excels at:

Identifying commonly used measures
Recommending standard visual patterns
Highlighting trends, totals, and comparisons
Accelerating the “what should I show?” phase of report creation

This makes it ideal for early-stage report design.

**What Copilot Does Not Do**

Copilot does not:

Understand nuanced business definitions
Guarantee the most relevant KPIs
Validate measure logic or calculations
Decide final layout or storytelling flow
Replace analyst expertise

For the exam, it’s critical to recognize that Copilot suggestions are optional and advisory.

Copilot Suggestions vs Manual Design

Aspect	Copilot Suggestions	Manual Design
Purpose	Guidance and ideas	Final decisions
Speed	Fast	Slower
Precision	Generalized	Exact
Responsibility	Analyst reviews	Analyst defines

PL-300 scenarios often test whether you know when to accept Copilot guidance and when manual expertise is required.

Best Practices When Using Copilot Suggestions

From an exam and real-world perspective:

Treat suggestions as starting points
Validate relevance against business goals
Confirm measures and aggregations
Adjust visuals, filters, and layout manually
Ensure suggested content aligns with stakeholder needs

Copilot helps with ideation, not accountability.

Exam Focus — How This Topic Is Tested

PL-300 questions typically:

Ask when Copilot should be used to suggest content
Contrast suggesting content vs creating content
Test understanding of Copilot’s advisory role
Emphasize the importance of analyst judgment

Common exam phrasing:

“Which feature can recommend visuals for a new report page?”
“Which tool helps identify relevant content without automatically building the page?”

Correct answers often point to Copilot, with the understanding that the analyst still curates the final result.

Summary

For “Use Copilot to suggest content for a new report page”, you should understand:

Copilot provides recommendations, not finalized pages
Suggestions are based on the semantic model
Output quality depends on model design
Analyst review and decision-making remain essential
This feature accelerates ideation and planning in report creation

This topic reinforces Microsoft’s view of Copilot as an AI assistant for analysts, not a replacement—an important mindset for both the PL-300 exam and real-world Power BI development.

Practice Questions

Go to the practice questions for this topic.

Analytics, Data Visualization, Microsoft Certification, PL-300, Power BI January 17, 2026

Use Copilot to Create a New Report Page (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:
Visualize and analyze the data (25–30%)
   --> Create reports
      --> Use Copilot to Create a New Report Page

Note that there are 10 practice questions (with answers and explanations) at the end of each topic. Also, there are 2 practice tests with 60 questions each available on the hub below all the exam topics.

Where This Topic Fits in the Exam

The PL-300: Microsoft Power BI Data Analyst exam increasingly emphasizes modern report authoring features, including the use of Copilot. Within the Create reports skill area, this topic evaluates your understanding of how AI-assisted tools can accelerate report creation while still requiring analyst judgment to validate results.

You are not tested on Copilot prompt engineering in depth, but rather on:

What Copilot can do
When it should be used
Its prerequisites and limitations
How it fits into the report-building workflow

What Is Copilot in Power BI?

Copilot in Power BI is an AI-powered assistant that helps report authors generate content using natural language prompts. When used to create a new report page, Copilot can:

Automatically add a new page to an existing report
Suggest and place visuals based on the data model
Select fields, measures, and basic layouts
Apply default formatting and titles

Copilot accelerates report creation but does not replace the analyst’s responsibility for data accuracy, business logic, or design refinement.

What Does “Create a New Report Page with Copilot” Mean?

Using Copilot to create a new report page typically involves:

Prompting Copilot with a business question or request
(for example, asking for a page that analyzes sales performance)
Allowing Copilot to generate:
- A new page
- One or more visuals
- Suggested fields and aggregations
Reviewing, editing, and refining the generated content

The resulting page is a starting point, not a finished product.

Why This Matters for PL-300

Microsoft includes Copilot topics to ensure analysts understand:

How AI can speed up report authoring
The boundaries of AI-generated content
When manual intervention is still required

Exam scenarios often frame Copilot as a productivity tool, not a source of authoritative analysis.

Prerequisites and Requirements

To use Copilot in Power BI:

The tenant must have Copilot enabled
The user must have appropriate Power BI licensing
The dataset must be compatible and accessible
The data model should be well-designed with:
- Clear table and column names
- Proper relationships
- Meaningful measures

A poorly modeled dataset will lead to poor Copilot output.

What Copilot Does Well

Copilot is well suited for:

Quickly scaffolding a new report page
Generating common business visuals (charts, tables, KPIs)
Suggesting relevant fields and measures
Helping users get started faster

It excels when:

The data model is clean and intuitive
The business request is high-level
Speed is more important than precision in the first draft

**What Copilot Does Not Do**

Copilot does not:

Validate business definitions
Guarantee correct aggregations
Replace DAX expertise
Understand nuanced business rules
Automatically optimize report performance

For the exam, it’s important to recognize that Copilot output must be reviewed and adjusted.

Copilot vs Manual Report Creation

Aspect	Copilot	Manual
Speed	Very fast	Slower
Control	Lower initially	Full
Accuracy	Depends on model	Analyst-defined
Best use	First draft	Final refinement

PL-300 scenarios often expect you to choose Copilot when rapid report creation is required, not when precision logic must be built from scratch.

Best Practices When Using Copilot

From an exam and real-world perspective:

Use Copilot to accelerate, not finalize
Always validate fields, filters, and aggregations
Refine visual types and formatting manually
Ensure the page aligns with business goals and storytelling

Copilot should be viewed as an assistant, not an authority.

Exam Focus — How This Topic Is Tested

PL-300 questions typically:

Ask when Copilot is an appropriate choice
Test understanding of Copilot’s role in report creation
Contrast Copilot-generated pages with manual design
Emphasize the need for review and refinement

Example exam framing:

“A user wants to quickly create a new report page summarizing key metrics. Which feature should they use?”

The correct answer often involves Copilot, followed by analyst validation.

Summary

For the Use Copilot to create a new report page topic, you should understand:

What Copilot can generate automatically
The requirements for using Copilot
Its strengths and limitations
How it fits into the report-authoring lifecycle
Why analyst oversight is still required

This topic reflects Microsoft’s direction toward AI-assisted analytics, while reinforcing that strong data modeling and visualization skills remain essential for PL-300 success.

Practice Questions

Go to the Practice Exam Questions for this topic.

Analytics, Data Visualization, Microsoft Certification, PL-300, Power BI January 17, 2026

Apply Slicing and Filtering (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:
Visualize and analyze the data (25–30%)
   --> Create reports
      --> Apply Slicing and Filtering

Note that there are 10 practice questions (with answers and explanations) at the end of each topic. Also, there are 2 practice tests with 60 questions each available on the hub below all the exam topics.

Where This Topic Fits in the Exam

In the PL-300: Microsoft Power BI Data Analyst exam, the ability to apply slicing and filtering is a core skill for building interactive, user-centric reports. This topic falls under Visualize and analyze the data (25–30%) → Create reports and focuses on giving report consumers the ability to explore and analyze data at different levels of detail.

Microsoft tests this skill through scenario-based questions that require you to choose the correct filtering or slicing options to meet specific reporting requirements. (learn.microsoft.com)

What Are Slicing and Filtering in Power BI?

Both slicing and filtering control what data appears in visuals in a report, but they serve slightly different purposes:

Slicing refers to using slicers (interactive report elements) to dynamically narrow the dataset that visuals display. Slicers are visible controls such as dropdowns, buttons, or sliders that users can adjust on a report page.
Filtering refers to applying filter criteria at different scopes (report, page, visual) to restrict data shown. Filters may be configured in the filter pane and operate behind the scenes without visible controls.

Understanding the distinction is vital for exam scenarios.

Why Slicing and Filtering Matter

Slicers and filters help:

Let users interactively explore subsets of data
Focus analysis on specific categories, time periods, or scenarios
Support dynamic cross-visual interactions
Enhance insights while keeping visuals uncluttered

Filtering should support meaningful data exploration without compromising relevance or performance.

Types of Slicers

Slicers are interactive visuals that let report users refine the dataset displayed in other visuals on the page.

Common slicer types include:

List slicers
Dropdown slicers
Date slicers (range or relative)
Numeric range slicers
Hierarchy slicers

For example, a list slicer on “Region” allows users to select one or more regions to focus their analysis.

Where to Apply Filters in Power BI

Power BI allows filters at multiple scopes:

1. Visual-Level Filters

Apply only to a single visual
Used when only that visual should reflect filtered criteria
Useful in composite report pages with many visuals

2. Page-Level Filters

Apply to all visuals on a specific report page
Good for focusing an entire page on a particular segment (e.g., a specific country or product line)

3. Report-Level Filters

Apply across all visuals on all pages in the report
Useful for global constraints (e.g., current fiscal year)

4. Drillthrough Filters

Enable navigation from one report page to another with context
Users can right-click a value to view details on a drillthrough page

How Slicers and Filters Work Together

Slicers and filters interact:

A slicer adds a filter to the filter pane at the report or page level
Visual-level filters may override slicer values for specific visuals
Drillthrough filters take filtered values as navigation context

Understanding filter priority and propagation is key for exam scenarios.

Using Cross-Filtering and Cross-Highlighting

Interactivity between visuals helps users explore relationships:

Cross-filtering: Clicking an element in one visual filters related visuals
Cross-highlighting: Clicking highlights relevant points without fully filtering

These interactions are controlled in the Format → Edit interactions menu.

Example: Clicking a bar in a chart may filter a table to show only related rows.

Advanced Filtering Options

Relative Date Filtering

Let users focus on dynamic time periods (e.g., “Last 30 days”).

Top N Filtering

Show only top N items based on a measure (e.g., top 10 customers by revenue).

Search within Slicers

Users can search lengthy lists directly in the slicer.

Understanding these options helps solve common reporting requirements.

Best Practices for Slicing and Filtering

Design for Clarity

Use slicers when users need interactive controls
Use filters when rules should apply without visible UI clutter

Minimize Redundancy

Avoid duplicating filters across slicers and filter panes without purpose.

Enable Contextual Exploration

Design pages so users can drill down or focus through slicers without losing context.

Consider Performance

Filters on high-cardinality columns or complex measures can impact performance; apply filters thoughtfully.

Exam Focus — How This Topic Is Tested

PL-300 questions often present scenarios like:

“A stakeholder needs to allow users to select a specific time range and analyze sales. Which feature should you add?”
“Only one visual on a report page should reflect a filter. Which filter scope should you use?”
“Users should be able to filter values without showing a slicer control. What approach should you take?”

These test both your conceptual understanding and your ability to choose the right filtering scope and interaction pattern.