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LIVE Self Service BI Boot Camp

  • Coached
Author: Ken Puls
Prepare to change your company's reporting game forever! This is a LIVE, on-site, 3-day version of our Self Service BI Boot Camp with Ken Puls. Learn how to use Excel, Power Query, and Power BI together to build robust Self Service BI solutions.
Course

LIVE Self Service BI Boot Camp

$1,895 Plus 13% Ontario HST
as required by CRA
(All prices in USD)
This Course contains:
21h of training content
Support and Discussion groups
Certificate of completion
DURATION:
21h
TOOLS:
Excel
Power BI
SKILLS:
Data Preparation
Data Modeling
DAX Formulas
Data Analysis
Data Visualization

What you'll learn?

A deep exploration of Power Query for gathering and preparing your data
Creating dynamic business intelligence models that are refreshable with a single click
The benefits, concepts, and key terminology of Dimensional Modeling
The difference between Facts, Dimensions, and Relationships
Designing and linking their parent tables correctly
Creating a variety of DAX measures
Controlling the Filter Context
Building calendar tables
Using the “Golden Date” pattern
Adjusting for non-standard year-ends
Specific features of Excel and Power BI that every analyst should know
Creating a Power BI report using a variety of different visuals for displaying data
Publishing a Power BI report and sharing it with other users
Managing Power BI report permissions

Course Overview

Course Description

This is a LIVE, in person version of our popular Self Service BI Boot Camp. It will be delivered in a small group format (20 people maximum) over 3 consecutive days.

We know that data is not usually stored in nicely curated databases and often – even when it is – the data analyst doesn’t have access to it. Instead, we must piece together data provided in text files, Excel files, web pages, and even the body of emails to build the business intelligence solutions we need. Until now this has been a painful process with a great deal of cut and paste effort, and updates have been tedious and error prone. That stops with this workshop!

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).

What makes this course so great?

This video by Ken Puls is about the online version of the course, but will give you an idea of what the boot camp is all about. (Plus, you get access to the online version of the course for one year after the in person training is complete.)

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.

Course Schedule

This course is 3 consecutive days of in person, hands-on training with Ken Puls in a small group setting (20 people maximum*). There will be time set aside each day for refreshment and lunch breaks.

Location: TBA

Dates Time
TBA 9:00AM – 4:30pm
(Registration opens at 8:30AM)
TBA 9:00AM – 4:30pm
TBA 9:00AM – 4:30pm

*If you are registering for more than 1 person, please see the information on group registrations in the FAQ section at the bottom of this page.

Included with Registration

  • Exclusive access to practical hands-on training in a small group setting (20 people maximum) from Microsoft MVP and business intelligence expert, Ken Puls
  • A USB with all files for use during the course
  • Catered lunch and 2 refreshment breaks each day
  • Additional learning resources and tools, as noted below

Bonus Gifts with this Course

1 year of access to the online version of this course, including access to the Q&A and AMA sessions, the digital edition of 'Master Your Data with Excel and Power BI', the Power Query Recipes, and our exclusive Discussions Forum.

A print edition of Ken Puls' book, 'Master Your Data with Excel and Power BI'

1 year subscription to the Monkey Tools Excel add-in

Software Requirements

You must bring a laptop with both of the following installed:

  • Excel 2016 or higher (Office 365 recommended)
  • Power BI Desktop version 2.105.222.x (May 2022) or higher

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.)

COVID Protocols & Cancellation Policy

Subject to the current COVID procedures and protocols at the event site, the federal and provincial public health measures in place at the time of the course, and at the discretion of our on-site trainer, we may require that masks be worn during the daily training sessions (not including during breaks for refreshments and lunch).

If a provincial or federal public health orders restricting in-person gatherings is imposed leading up to the scheduled course dates, we will do our best to reschedule the course within 90 days.

If the public health restriction is not lifted within 90 days, we will offer registrants the equivalent dollar credit of their registration on the Skillwave Training website. This credit can be used towards the online version of the Self Service BI Boot Camp and other courses or products we offer.

Please note that Skillwave is not responsible for any travel or accommodation costs that registrants may incur, including any that may be due to date changes or cancellations in the event of a public health order restricting in-person gatherings.

Refund & Transfer Policy

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 July 30, 2022, you will receive a credit of the original purchase value that may 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 August 1, 2022.

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.

Course Formats

Coached
This is a LIVE, on-site, in person course. Over 3 consecutive days, you will receive hands-on training directly with Ken Puls in a small group setting (20 people maximum).

Course Content

How subscription works?

This course is built on an annual subscription format. Your registration comes with 12 months of access to the course materials, so you can refer back to the videos and example files whenever you like. Your subscription also gives you access to our private Discussion Forum, where you can ask questions related to the course materials, as well as how to apply those teachings to your own work. This forum is an invaluable resource that also allows students to practice their own learnings by helping others with those questions.

On your annual renewal date, your subscription will be automatically renewed with the credit card information on file, unless you cancel your subscription beforehand. You will be emailed a renewal reminder about one month before the renewal date. Please see the FAQs below for information about subscription renewals and cancellations.

About the author

Ken Puls

Microsoft MVP, FCPA, FCMA
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 20 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.

FAQ

How is this training delivered?
This training is delivered LIVE, in person over 3 consecutive days. 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.
Where will the training be held?
The current session is being held at the Greater Toronto Executive Centre (Airport Corporate location) at 2800 Skymark Avenue, Suite 200 in Mississauga, Ontario (Canada).
What are the dates for the current session?
August 10, 11, and 12, 2022.
How will I receive my print edition of 'Master Your Data with Excel and Power BI'?
You will receive your copy of the book when you check in on the first day of training.
How do I access the online version of the course, along with the Q&A and AMA sessions?
Once the live portion of this course is completed, our team will enroll you in the online version. You will be emailed with your login information and the course details once the registration is complete. 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.
How do I access my Monkey Tools subscription?
Once the live portion of this course is completed, our team will email you with your Monkey Tools license. 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.
What payment methods do you accept? What currency is used?
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.
Why do I have to pay the HST if I am not an Ontario resident?
Because this is a live on-site event in Ontario, Canada, we are required by Canada Revenue Agency to collect the 13% HST.
What is your cancellation and refund policy for this course?
Please see the detailed section above on cancellations and refunds
Do you offer group discounts? How do I register multiple people?
Yes, we offer group discounts for registrations of 3 or more people. For more information, please get in touch through the Contact Us page.

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