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docs(data-analyst): Genie Agents rewrite + 9-domain practice bank + Oct 2026 refresh - #36

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docs/genie-agents-refresh
Oct 26, 2026
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kengio merged 7 commits into
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docs/genie-agents-refresh

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@kengio kengio commented Oct 26, 2026

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Summary

Data Analyst Associate refresh, centred on the AI/BI Genie Spaces domain (12 %), which Databricks renamed Genie Agents on July 8, 2026. The exam is unchanged (exam guide of Oct 30, 2025). This PR:

  • rewrites the Genie section against the October 2026 Genie Agents docs
  • remaps the practice bank to the 9 official domains, which the folders already follow
  • moves topic files so each folder covers what its exam-guide section says
  • replaces the legacy {{ }} parameter syntax with :name
  • fixes several factual errors

Type of change

  • Factual correction
  • New practice question
  • New mock-exam question
  • Topic-file expansion or rewrite

Which certification(s) does this touch?

  • Data Analyst Associate

Blueprint / source alignment

  • Exam guide: Oct 2025 PDF. Each section README now has an "Exam Guide Coverage" table mapping every skill to a file.
  • Genie (Section 7 in the PDF, folder 04):
    • 4 files: overview, tuning, benchmarks/monitoring/sharing, and API/integrations.
    • Fixed errors:
      • Example-SQL parameters use :name, not ?.
      • Trusted assets are a formal concept (parameterized example SQL + UC SQL functions), not community shorthand.
    • Added the knowledge store, entity matching, SQL expressions, UC functions, benchmark scoring rules, the Monitor tab and feedback, permission levels, iframe embed, OpenSharing (Beta), the Conversation API, Databricks Apps, and MCP.
    • 15 Genie practice questions. Mock 2's Genie questions were duplicates of mock 1's and are replaced.
    • Sources: Genie Agents docs, best practices, monitor, embed, July 2026 release notes.
  • Practice bank: 72 → 159 questions across 9 domain files (88 new, marked *(2025 blueprint)*). The answer key was skewed 106 of 159 to B and is now balanced 40/40/40/39.
  • Topic moves:
    • joins, aggregations, and window functions → 01-executing-queries…
    • parameters → 02-creating-dashboards…, rewritten for :param
    • new 03-analyzing-queries files: Photon/performance, Delta history/liquid clustering, fixing queries
    • 6 more new files across 01, 05, 06, and 07
  • Fixes:
    • Warehouse auto-stop defaults are 10 min (serverless) and 45 min (pro, classic).
    • Unity Catalog has no DENY.
    • The table is system.query.history.
    • Exam tips no longer claim a 70 % pass mark.
    • 14 outdated mock questions corrected.
  • Platform callouts:
    • Lakeflow Spark Declarative Pipelines (2025-11-12)
    • Databricks Assistant → Genie Code (2026-03-11)
    • OpenSharing (2026-06-10)
    • Genie Agents (2026-07-08)
    • Community Edition retired → Free Edition

README & CLAUDE.md sync

  • I updated the affected cert's README.md
  • The top-level README.md, CLAUDE.md, and CHANGELOG.md updates for every cert are batched into the shared-content PR of this Oct 2026 refresh series. Folder names are unchanged.

3-round self-review

  • Round 1 · [x] Round 2 · [x] Round 3

Verification

  • markdownlint: 0 errors on modified files. Pre-existing MD059 errors remain in the mock debriefs.
  • 0 broken relative links across all cert files and every file that links into the cert; external doc URLs return 200
  • python3 practice/build.py --cert data-analyst-associate: 159 practice + 45 + 45 mock questions, 0 skipped

Anything reviewers should know

  • Merge order: merge docs(de-pro): restructure to the Oct 9 2026 exam (9 domains, 60 questions) #35 (DE Professional) first. It touches two link lines in 08-importing-data/; I'll rebase this branch afterwards.
  • Quiz progress: saved progress for the Data Analyst practice bank resets, because the practice files were renamed.
  • Mock coverage gap: each mock has about 18 Executing Queries questions and none on Genie, Importing, or Data Modeling. The mock READMEs now flag this, and the Genie gap is covered by the new practice file.

🤖 Generated with Claude Code

…ocs)

- Rewrite 01 overview and 02 tuning against the Genie Agents docs (checked 2026-10-26):
  Genie Spaces -> Genie Agents rename (2026-07-08), requirements, Chat vs Agent mode,
  per-user UC enforcement, limits, knowledge store, entity matching, joins,
  SQL expressions (Filter/Measure/Field), UC SQL functions
- Fix errors: parameter syntax is `:name` (not `?`); trusted assets are a formal
  concept (parameterized example SQL + UC SQL functions), not community shorthand
- New 03 benchmarks/monitoring/sharing and 04 API/integrations files covering the
  exam-guide skills "distribute ... embedded links and external app integrations"
  and "validating accuracy with benchmarks; refreshing Unity Catalog metadata"
- Map the four exam-guide skills to files in the section README
- New practice bank 06-genie-agents.md (15 questions) and rebuilt practice JSON
- Mock exam 1: GS-3 now uses the Monitor tab + benchmarks instead of "audit log"
- Mock exam 2: replace GS-1..3 (duplicates of mock 1) with new questions
- Final review + cert README: Genie lines updated
- Replace the pre-2025 five-file layout (Databricks SQL, Data Management,
  SQL Queries, Dashboards & Visualization, Analytics Applications) with one
  file per official domain, numbered to match the topic folders 01-09
- Rename 06-genie-agents.md to 04-genie-agents.md (content unchanged)
- Re-home all 57 existing non-Genie questions; correct outdated facts
  (auto stop defaults 10/45 min not 120, classic/pro autoscaling, IWM,
  {{ }} -> :param, multi-select array_contains, account-user sharing,
  external embedding, backtick-free GRANT examples, DENY not in UC)
- Add 87 new *(2025 blueprint)* questions for skills with no coverage:
  Assistant/Genie Code, federation, MV vs ST, approx_count_distinct,
  set operations, time travel, Photon, query profile/history, caching,
  liquid clustering, certification and tags, data cleaning, ownership,
  volumes, ACLs, upload/COPY INTO/Auto Loader/OpenSharing/Zerobus,
  Marketplace, star/snowflake/Data Vault/medallion
- Rebalance correct-answer letters (was 106/159 B; now 40/40/40/39)
- Rebuild practice/data/data-analyst-associate.json (159 questions)
…skill gaps

Moves (git mv, content updated):
- 03-analyzing-queries/01-joins.md -> 01-.../03-joins-and-set-operations.md
- 03-analyzing-queries/02-aggregations-grouping.md -> 01-.../04-aggregations-grouping.md
- 03-analyzing-queries/03-window-functions.md -> 01-.../05-window-functions.md
- 03-analyzing-queries/04-parameters-queries.md -> 02-.../05-parameters.md
Joins/aggregations are Section 4 skills and parameters a Section 6 skill.

New topic files for exam-guide skills with no coverage:
- 01: creating tables & time travel, MVs vs streaming tables vs dynamic
  views, federated queries; Assistant (Genie Code) section in query editor
- 03: Photon & query performance (history, profile, caching), Delta
  history & liquid clustering, fixing queries
- 05: platform components, Catalog Explorer, Marketplace
- 06: discovering/certifying, tagging, lineage, SQL data cleaning
- 07: roles, ownership/MANAGE, volumes, row filters, column masks, PII
- 08 and 09 rewritten/extended: S3, Auto Loader, Delta Sharing (OpenSharing),
  Zerobus Ingest, Marketplace; Data Vault and medallion alignment

Fixes: named parameter markers (:param) replace {{ }} except where
labelled legacy; auto stop 10/45 min; warehouse types/scaling; result
caches; system.query.history; no DENY in Unity Catalog; CREATE TABLE
privilege names; AI/BI dashboard sharing, embedding, schedules, alerts.
Every section README now has an "Exam Guide Coverage" table.
…updates

- exam-tips.md rewritten for the 9-domain blueprint: correct format facts
  (no published passing score, SQL-only, 14-day retake wait), current
  auto stop/caching/warehouse facts, renamed-products table, Free Edition
- official-links.md: current docs.databricks.com/aws/en URLs, exam guide
  PDF, FAQ, release notes; Lakeview -> AI/BI dashboards
- final-review.md: per-domain quick-fire rewritten for the moved/new
  topics; DENY claim and warehouse/cache facts corrected
- Cert README: Platform update callout (Data + AI Platform; DLT, Assistant,
  Delta Sharing, Genie renames with release-note sources), Study Topics,
  progress tracker
- Mock exams: fix outdated questions (auto stop, multi-cluster, {{ }} ->
  :param, Slack destinations, permissions, column-level control, alert
  states, warehouse creation, federation compute); re-classify all 45
  questions per mock into the 9 domains in README and debrief tables and
  flag the Genie/Importing/Data Modeling coverage gap
- Replace two dead doc links; partitioning advice -> liquid clustering
- Rebuild practice/data/data-analyst-associate*.json
@kengio
kengio force-pushed the docs/genie-agents-refresh branch from b87c9d0 to 0c25e5c Compare October 26, 2026 15:00
@kengio
kengio merged commit 2f298bc into main Oct 26, 2026
2 checks passed
@kengio
kengio deleted the docs/genie-agents-refresh branch October 26, 2026 15:00
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