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LIVE Self Service BI & Data Visualization Boot Camps

Prepare to change your company's reporting game forever in Excel and Power BI

This is a LIVE, in person training package, delivered in a small group format (20 people maximum) over 4 consecutive days.

Options are available to attend:

  • 3-day Self Service BI Boot Camp with Ken Puls
  • 1-day Data Visualization in Excel Boot Camp with Jon Peltier
  • 4-day bundle that includes registration in BOTH Boot Camps

$495 - $2,195

(All prices in USD)

Trainers: Ken Puls and Jon Peltier

Training Overview

DURATION:

TRAINING CONTAINS:

TOOLS:

SKILLS:

What You Will Learn

Our expert trainers will teach you

For more information on what exactly is covered in each course, click on the corresponding image below.

Course Icon - LIVE SSBI Boot Camp
3 Days of Training with Ken Puls
1 Day of Training with Jon Peltier

Current Sessions

There are no current sessions available for registration. Please contact us through our online contact form if you would like to be notified of future sessions.

City TBA

Dates TBA

Exact site location to be confirmed. Training will run daily from 9:00am to 4:30pm local time. Time will be set aside each day for a catered lunch and refreshment breaks.

Group Discounts

We offer group discounts for registrations of 3 or more people. For more information, please get in touch through the Contact Us page.

Boot Camp Bundle

$2,195 US

Dates
City

  • 3-day Self Service BI Boot Camp with Ken Puls
  • 1-day Data Visualization in Excel with Jon Peltier
  • Catered lunch and 2 refreshment breaks each day
  • USB containing all of the course files and handouts
  • 12 months of access to the online version of the Self Service BI Boot Camp, including twice monthly ‘Ask Ken Anything’ sessions (a $995 US value)
  • A print version of Ken Puls’ book, Master Your Data (a $35 US value)
  • 1 year subscription to the Power Query Recipes (a $25 US value)
  • 1 year subscription to the  Monkey Tools Excel Add-in (a $95 US value)
  • Recording of the live Data Visualization in Excel event
  • 1 license for Peltier Tech Charts for Excel 4.0 (a $99 US value)

Self Service BI Only

$1,895 US

Dates
City

  • 3-day Self Service BI Boot Camp with Ken Puls
  • Catered lunch and 2 refreshment breaks each day
  • USB containing all of the course files and handouts
  • 12 months of access to the online version of the Self Service BI Boot Camp, including twice monthly ‘Ask Ken Anything’ sessions (a $995 value)
  • A print version of Ken Puls’ book, Master Your Data (a $35 US value)
  • 1 year subscription to the Power Query Recipes (a $25 US value)
  • 1 year subscription to the  Monkey Tools Excel Add-in (a $95 US value)

Data Visualization Only

$495 US

Date
City

  • 1-day Data Visualization in Excel with Jon Peltier
  • Catered lunch and 2 refreshment breaks during the day
  • USB containing all of the course files and handouts
  • Recording of the live Data Visualization in Excel event
  • 1 license for Peltier Tech Charts for Excel 4.0 (a $99 US value)

Course Descriptions

Course Icon - LIVE SSBI Boot Camp

In the Self Service BI Boot Camp, Microsoft MVP and business intelligence expert Ken Puls will teach you how to use Excel, Power Query, and Power BI together to build robust Self Service BI solutions. 

The Self-Service BI Boot Camp begins with a deep exploration of Power Query. Built-in to both Excel and Power BI, Power Query can clean, reshape, and combine your data with ease – no matter where it comes from. Converting ASCII files into tables, combining multiple text files in one shot, and even un-pivoting data is not only simple, but an investment in the future. With Power Query’s robust feature set at our fingertips, and our data clean and ready to be used, we’re now ready to explore creating dynamic business intelligence models that are refreshable with a single click.

Next, we introduce the benefits, concepts and key terminology of Dimensional Modeling. Based on the Power Pivot Data model, it’s this portion that lays the cornerstone of your reporting solution. You’ll learn the difference between Facts, Dimensions and Relationships, where they live, and how to design and link their parent tables correctly. You’ll also learn some key Power Query recipe patterns for solving two of the most frequent challenges when trying to relate tables together.

While learning to create the proper dimensional model is critical to every solution, the visible magic happens when we talk about DAX in the next section of the workshop. This powerful formula language allows us to report on much more than just the ‘Sum of Sales’. In this workshop, you’ll learn how to create a variety of DAX measures, understand how DAX measures are calculated, and how to control their Filter Context. These are all critical skills for building your own advanced measures for your work.

No course on self-service BI would be complete without discussing calendar intelligence, which is exactly why we cover it. From building calendar tables on the fly to exploring the “Golden Date” pattern, we’ll work through the steps required for extending our model to report based on our own year-end.

Finally, we’ll dive into specific features of Excel and Power BI that every analyst should know. How easy is it to create a Power BI report and use a variety of different visuals for displaying data? How can you publish a Power BI report and share it with other users? How do you manage those permissions? All these questions will be answered!

Throughout this workshop, you’ll be working with both Excel and Power BI. Why? Because the tools and concepts you’ll be learning work in both places. So how do you know which one is right for the job? We’ll talk not only about that, but also how they can be used together in one solution. Come and join us to revolutionize your reporting process!

You can view a full listing  of the topics covered in this course by downloading the Course at a Glance document (PDF download).

Who this course is for?

  • Anyone who needs to build reports based on data.
  • Attendees who are looking for guided, hands-on training in a small group setting as they learn a new topic.
  • Experience working with Excel PivotTables is highly encouraged. Experience with Power BI is optional.

In the Data Visualization in Excel Boot Camp, Microsoft MP and charting expert Jon Peltier will cover both the theory and practice of charting in Microsoft Excel through hands-on learning.

The Data Visualization in Excel Boot Camp will start off by diving into charting theory, including such topics as data, chart types, and formatting. The practice portion of the course will cover combination charts, conditional formatting of charts, custom chart types, dynamic charts, and interactive charts, with numerous tricks sprinkled in.

This is an intermediate level course with topics ranging from basic to advanced. Attendees should have good Excel skills including formulas and data management techniques, and at least a passing familiarity with creating charts in Excel and general formatting in Office programs.

Attendees will learn to craft effective charts. They will gain an understanding of what makes efficient chart data, and how to manipulate data and formatting to achieve desired chart styles. Chart types and formatting will be covered – not only the how, but the what and why.

Participants will also learn how to work with the different elements of charts. They’ll be able to leverage worksheet formulas and controls to make dynamic charts that reflect changing data and interactive charts that reflect user selections.

While not focused on dashboard reports, the course will include dashboard-related topics such as small multiples and non-chart visuals.

You can view a full listing  of the topics covered in this course by downloading the Course at a Glance document (PDF download).

Who this course is for?

  • Anyone who needs to create charts and other data visualizations in Excel.
  • Attendees who are looking for guided, hands-on training in a small group setting as they learn a new topic.
  • Attendees should be experienced working in Excel, including formulas and data management techniques. Familiarity with charting an asset but not required. 

About the Trainers

Ken Puls

Ken Puls

Ken Puls is one of the founding partners of Skillwave.Training, and the President and Chief Training Officer of Excelguru Consulting Inc. in Canada. He is a Chartered Professional Accountant, blogger, author, and trainer with over 30 years of business and IT experience. His passion lies in exploring tools to turn data into information, and teaching others how to use them. Ken is a Microsoft MVP and a leading expert in Excel, Power Query, and Power BI.

Jon Peltier

Jon Peltier is a master of leveraging the power of Excel to produce and simplify complex solutions in engineering, finance, and marketing. His background includes Statistics, Total Quality, and Six Sigma, and he knows more about Excel charts than practically anyone. Jon has been a full time Excel developer since 2004, and has received Microsoft’s Most Valuable Professional award for Excel every year since 2001.

Software Requirements

You must bring a laptop with the following installed:

  • Excel 2016 or higher (Office 365 recommended)
  • Power BI Desktop version 2.119.x (July 2023) or higher
    • NOTE: Power BI is only required for the Self Service BI Boot Camp, not the Data Visualization in Excel Boot Camp

Notes on Software Requirements

  1. Don’t have Excel 2016 or higher? You can sign up for a free one-month trial of Office 365 Business Premium. (Click here to learn more.)
  2. If you are running Excel 2016, please go to Windows Update -> Advanced and make sure you’ve checked the box to receive updates for other products when you update Windows!
  3. If you do not yet have Power BI Desktop installed, we recommend installing it from the Microsoft Store, as it stays up to date. To do this, press your Windows key, type “Store” and open the Microsoft Store App. Search for “Power BI Desktop” and choose to install it.
  4. If you do have Power BI Desktop installed, but you are not automatically receiving updates, you can get the most recent version of Power BI Desktop here.
  5. This course is taught on the Windows platform. Mac versions of Excel are not supported, and Power BI Desktop does not have a Mac version. (Running a Windows instance in a Fusion or Parallels is fine, but we cannot provide support to set this up, as we are not Mac users.)

Frequently Asked Questions

This training is delivered LIVE, in person over 4 consecutive days. Options are available to attend:

  • 3-day Self Service BI Boot Camp with Ken Puls
  • 1-day Data Visualization in Excel Boot Camp with Jon Peltier
  • 4-day bundle that includes registration in BOTH Boot Camps

Each day will run from 9:00am to approximately 4:30pm (local time). There will be time set aside for breaks and lunch each day.

There are no sessions currently scheduled. Please contact us through our online contact form to be notified of new sessions.

Exact locations are yet to be confirmed.

You will receive your print copy of the book when you check in on the first day of SSBI training.

The digital book and the Power Query Recipes will be downloadable through the Skillwave Training site, and you will receive information on how to access it on the first day of SSBI training.

All of these will be available through the Skillwave Training site, and you will receive information on how to access it on the first day of the SSBI training. You will have one year of access to the online course. Should you choose to extend your access after the first year, the annual renewal price is $199 USD.

You will receive your Monkey Tools license key on the first day of SSBI training. Your license will be valid for one year. Should you choose to continue your access to the tool after the first year, the price is $99.95 USD per year.

You will receive your license key for Peltier Tech Charts for Excel 4.0 and access to the live event recording about 1 week after the training is complete.

You will receive your certificate(s) about 1 week after the training is complete. Individual certificates will be issued for both the Self Service BI and Data Visualization in Excel Boot Camps.

We accept credit card payments through our secure online payment portal, Stripe. If you would like to discuss other payment options, please get in touch through our Contact Us page.

All transactions are charged in US Dollars. Please note that because Skillwave is registered in Canada, we are required by Canada Revenue Agency to collect the 5% Goods & Services Tax (GST) on registrations made by Canadians.

Yes, we offer group discounts for registrations of 3 or more people. For more information, please get in touch through the Contact Us page.

Please note that if you must cancel your registration, it is refundable for online credit only; no cash refunds are available on this course.

If you cancel your registration on or before [date] you will receive a credit of the original purchase value that may be used towards any of the courses or other digital products offered on the Skillwave Training site. Because of the site rental and catering arrangements, no refunds (credit or otherwise) are available for cancellations on or after [date].

If you are not able to attend, you may transfer your registration to another individual. Please contact us through our online contact form for more information if you need to transfer your registration.

Please note that Skillwave is not responsible for any travel or accommodation costs that registrants may incur, including any that may be due to changes or cancellations.