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Guided PL-300 Domain 3
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PL-300 Study Guide

Domain 1: Prepare the Data

  • Connecting to Data Sources Free
  • Storage Modes: Import, DirectQuery & DirectLake Free
  • Data Profiling & Quality Free
  • Power Query Transforms Free
  • Combining Data: Merge, Append & Queries
  • Fact Tables, Dimension Tables & Keys
  • Data Loading & Query Optimisation

Domain 2: Model the Data

  • Star Schema & Relationships
  • Date Tables & Table Properties
  • Columns vs Measures: When to Use Which
  • DAX Fundamentals Free
  • CALCULATE & Filter Context
  • Time Intelligence & Calculation Groups
  • Model Performance Optimisation

Domain 3: Visualize and Analyze the Data

  • Choosing & Formatting Visuals
  • Slicers, Filters & Interactions
  • Bookmarks, Tooltips & Navigation
  • Copilot in Power BI Reports
  • Report Pages & Paginated Reports
  • Mobile, Accessibility & Personalisation
  • AI Visuals & Pattern Discovery

Domain 4: Manage and Secure Power BI

  • Workspaces & Distribution
  • Dashboards, Alerts & Subscriptions
  • Gateways & Scheduled Refresh
  • Row-Level Security & Access Control
  • Sensitivity Labels & Governance

PL-300 Study Guide

Domain 1: Prepare the Data

  • Connecting to Data Sources Free
  • Storage Modes: Import, DirectQuery & DirectLake Free
  • Data Profiling & Quality Free
  • Power Query Transforms Free
  • Combining Data: Merge, Append & Queries
  • Fact Tables, Dimension Tables & Keys
  • Data Loading & Query Optimisation

Domain 2: Model the Data

  • Star Schema & Relationships
  • Date Tables & Table Properties
  • Columns vs Measures: When to Use Which
  • DAX Fundamentals Free
  • CALCULATE & Filter Context
  • Time Intelligence & Calculation Groups
  • Model Performance Optimisation

Domain 3: Visualize and Analyze the Data

  • Choosing & Formatting Visuals
  • Slicers, Filters & Interactions
  • Bookmarks, Tooltips & Navigation
  • Copilot in Power BI Reports
  • Report Pages & Paginated Reports
  • Mobile, Accessibility & Personalisation
  • AI Visuals & Pattern Discovery

Domain 4: Manage and Secure Power BI

  • Workspaces & Distribution
  • Dashboards, Alerts & Subscriptions
  • Gateways & Scheduled Refresh
  • Row-Level Security & Access Control
  • Sensitivity Labels & Governance
Domain 3: Visualize and Analyze the Data Premium ⏱ ~11 min read

Copilot in Power BI Reports

Use Copilot to create narrative visuals, generate report pages, suggest content, and summarise the underlying semantic model — the newest PL-300 exam topic.

AI meets your reports

☕ Simple explanation

Imagine having an analyst sitting next to you. You ask “summarise this month’s sales” and they write a paragraph explaining the highlights, trends, and outliers. You ask “create a page showing campaign performance” and they draft the layout with appropriate charts.

Copilot in Power BI does exactly this. It can write text summaries of your data, suggest which visuals to add, create entire report pages, and explain what’s in your semantic model. It’s a new feature — and the April 2026 PL-300 exam tests four specific Copilot skills.

Copilot in Power BI is an AI assistant that operates within Power BI Desktop and Service. It leverages the semantic model — table structures, relationships, measures, and descriptions — to generate contextually relevant content.

The April 2026 PL-300 study guide tests four Copilot capabilities: creating narrative visuals, creating new report pages, suggesting content for pages, and summarising the semantic model. Copilot requires a paid Microsoft Fabric capacity (F64 or higher) or Power BI Premium capacity (P1 or higher). Note: Premium Per User (PPU) alone is not sufficient for Copilot features.

Narrative visuals with Copilot

A narrative visual is a text block that automatically describes your data in natural language.

How to create:

  1. Insert a Narrative visual from the Visualizations pane
  2. Click Copilot in the visual
  3. Copilot generates a summary based on the data visible on the current page — or you can direct it to summarise specific visuals or the entire report.

Riley at Coastal Fresh (🛒) adds a narrative visual to her sales dashboard. Copilot generates:

“Total revenue for the selected period is $1.2M, a 12% increase from the prior period. The North region leads with $420K (35% of total). Dairy saw the strongest growth at 23% YoY, while Bakery declined 5%.”

Customising the narrative:

  • Use prompts to guide the summary: “Focus on regional comparisons” or “Highlight products with declining sales”
  • The narrative can be refreshed when filters change — click the refresh icon to regenerate
  • You can adjust the output by reprompting rather than editing the text directly
💡 Exam tip: narrative visuals and semantic models

Copilot generates better narratives when the semantic model is well-documented:

  • Measure descriptions help Copilot explain what metrics mean
  • Column descriptions provide context
  • Synonyms (defined in Q&A settings) help Copilot understand business terminology

If Copilot’s narrative seems generic or inaccurate, improving the semantic model metadata is the fix.

Creating report pages with Copilot

Copilot can generate an entire report page based on a natural language prompt.

How to use:

  1. Click Copilot in the ribbon (or Copilot pane)
  2. Type: “Create a page showing sales trends by region over time”
  3. Copilot suggests a layout with appropriate visuals, fields, and formatting
  4. Review and adjust — Copilot’s output is a starting point, not a finished product

Nadia at Prism Agency (📊) asks Copilot: “Create a page comparing Google Ads and Meta Ads campaign performance.” Copilot generates a page with a column chart comparing platforms, a line chart for trends, and cards for key metrics.

Suggesting content for pages

Instead of creating the whole page, you can ask Copilot to suggest what should go on a page you’re building.

How to use:

  1. Create a blank page or a page with some visuals
  2. Ask Copilot: “What visuals should I add to this page?”
  3. Copilot analyses the semantic model and suggests relevant charts, measures, and fields

This is useful when you know the topic but aren’t sure which visuals will tell the story best.

Summarising the semantic model

Copilot can explain what’s in a semantic model — tables, relationships, measures, and their business meaning.

How to use:

  1. Open the Copilot pane
  2. Ask: “Summarise this semantic model” or “What tables and measures are available?”
  3. Copilot describes the model structure, key measures, and relationships

Dr. Ethan at Bayview Medical (🏥) inherits a complex model from a departed colleague. Instead of manually exploring 15 tables and 40 measures, he asks Copilot to summarise the model — getting a quick overview of what’s available and how tables relate.

Copilot is a starting point — always review and refine its output
Copilot FeatureWhat It DoesBest For
Narrative visualGenerates a text summary of the data on the pageExecutive summaries, automated insight callouts
Create report pageBuilds an entire page with visuals from a promptQuick first drafts, exploring data visually
Suggest contentRecommends visuals and fields for a pageInspiration when you're unsure what to show
Summarise modelDescribes tables, relationships, and measuresUnderstanding inherited or complex models

Requirements and limitations

RequirementDetail
LicenceFabric capacity F64+ or Power BI Premium P1+ (PPU alone is not sufficient)
Semantic model qualityBetter metadata → better Copilot results
LanguageEnglish produces the best results; other languages supported but less reliable
Not a replacementAlways review Copilot output for accuracy — it can misinterpret data relationships
Best practice: prepare your model for Copilot

Kenji at Apex Manufacturing (🏭) improves Copilot results by:

  1. Adding descriptions to all measures and key columns
  2. Setting up synonyms in Q&A settings (e.g., “output” = “UnitsProduced”)
  3. Organising columns into display folders
  4. Using clear, business-friendly names (not technical codes)

This isn’t just good practice for Copilot — it makes the model easier for all report authors.

Knowledge check

Question

What are the four Copilot capabilities tested on the PL-300 exam?

Click or press Enter to reveal answer

Answer

1. Create a narrative visual. 2. Create a new report page. 3. Suggest content for a page. 4. Summarise the underlying semantic model.

Click to flip back

Question

What licence does Copilot in Power BI require?

Click or press Enter to reveal answer

Answer

Fabric capacity F64+ or Power BI Premium P1+ capacity. PPU alone is not sufficient for Copilot features.

Click to flip back

Question

How do you improve Copilot's output quality?

Click or press Enter to reveal answer

Answer

Add descriptions to measures and columns, set up synonyms in Q&A, use clear business-friendly names, and organise columns into display folders. Better semantic model metadata → better Copilot results.

Click to flip back

Knowledge Check

Riley adds a narrative visual to her dashboard. The generated text is vague and doesn't mention her key measures by name. What should she do to improve it?

Knowledge Check

Dr. Ethan inherits a Power BI model with 15 tables and 40 measures. He wants a quick overview of what's available. What should he ask Copilot?

🎬 Video coming soon

Next up: Report Pages and Paginated Reports — configure pages and choose when to use paginated reports.

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