This week Ken is at the Microsoft Business Applications Summit in Atlanta. However, we're super excited that he'll be back on home turf in July for our next public training session. The 3-day Self Service BI Boot Camp in Vancouver will change your company's reporting game forever!
Is Self Service BI a Double-Edged Sword?
Matthew Roche, a member of Microsoft's Power BI CAT Team and noted sword enthusiast, recently posted about a trend he's seeing. His global customers often describe self service BI as a "double-edged sword." After thinking about this comparison, he felt the simile held up. But perhaps not in the way you think!
In the post on his blog, Matthew summed it up nicely. Having two sharp edges is only dangerous to the wielder if they don't know how to effectively use each of the distinct and complementary edges together.
Approaching Self Service BI for the First Time
Perhaps you've been thinking about implementing some self service BI solutions within your organization. And you've been hearing a lot of buzz about Power BI. But you're unsure where to start or how Power BI fits in with your existing data platforms and reporting tools.
Our Self Service BI Boot Camp, with 3 full days of immersive hands-on learning, might be just the place to begin. Guided by the Excelguru, Ken Puls, you'll work with both Excel and Power BI to build some really cool self service BI solutions! We'll not only show you which tool is right for which kind of job, but how to use them together in one solution.
What will the Boot Camp Cover?
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!
In the Self-Service BI Boot Camp we'll dive into:
a deep exploration of Power Query for gathering, cleaning, and preparing your ugly data
the benefits, concepts, and key terminology of Dimensional Modeling
an introduction to DAX,including:
how to create a variety of DAX measures
how to control their Filter Context
understanding how DAX measures are calculated
calendar intelligence, such as:
building calendar tables
using the “Golden Date” pattern
extending our model to report based on our own year-end
how to leverage the strengths of Power BI for sharing and reporting
specific features of Excel and Power BI that every analyst should know, plus:
which tool to use for which job
how they can be used together
recommended best practices for boosting the performance of your self service BI solution
Our Self Service BI Boot Camp is loaded with hands-on, practical experience. As Ken's friend, Thomas LaRock, recently commented on Twitter, "Telling isn't teaching." Our philosophy is that you need to actually work with a tool in order to really learn it.
The small class size provides a more intimate learning environment. Working with a small group allows Ken to interact directly with attendees, answering your questions and fielding discussions as they come up. You get to pose questions and discuss scenarios with one of the world's leading self service BI experts. However, this means that spots are limited, so don't miss out on your chance to sign up.
There's no better time to come to Vancouver than in July - it's a beautiful city all year round, but is in its prime this time of year. That being said, while we can't 100% guarantee great weather, we CAN guarantee you'll get some GREAT training!
Early registration pricing is now in effect. You can save $200 if you sign up before June 24, 2019. Simply go to our website and enter the following coupon code at checkout: SSBIJULY2019.
Registration includes some valuable resources to take with you, so you can refer to them later. You'll get a copy of Ken's slides, many of which contain handy recipes to walk you step-by-step through the techniques. Additionally, youreceive copies of all the class example files, including completed versions for later review. These examples are based on real-world scenarios and provide you with techniques that you can being applying to your own data right away.
So what are you waiting for? Come and join us to revolutionize your reporting process!
Ken is really excited to be teaching his popular Master Your Data with Power Query class for the first time in New York City! Join us this spring for a small group hands-on workshop and learn how to become a Data Master with Power Query.
Join Ken Puls for a live hands-on session in New York, NY on April 17, 2019.
What's so great about Power Query?
If there is one thing you need to learn in Excel today, Power Query is it. With Power Query, you can clean, reshape, and combine your data with ease. No more tedious cutting and pasting between multiple files. No more manually removing garbage rows or adding new columns. And no more repeating the same time-consuming steps whenever you need to refresh the data.
Instead, once you have your data the way you want it, all you have to do is click refresh and it will be ready to be loaded into the next day's/week's/month's/quarter's report. You can even schedule these refreshes to happen automatically!
What will be covered in the workshop?
The day will begin with a quick overview of Excel tables, PivotTables, and what makes "good" data. Next, Ken will show you how to import data from a wide variety of files, including Excel workbooks, CSV and TXT files, databases, and even entire folders. You'll be able to clean, transform, and refresh your data in Power Query with just a few clicks.
Ken will also show you how to append (or stack) data from multiple tables and 7 ways to merge (or join) tables without any VLOOKUPs. You'll be able to pivot data like this:
Pivoting Data with Power Query
and unpivot data like this:
Unpivoting Data with Power Query
But wait, there's more!
Ken will teach you some more advanced techniques using conditional logic. He will also give an overview of best practices for structuring your queries and query folding. Additionally, you'll receive a copy of the course slides to refer back to. Many of these slides contain handy recipes that will lead you step-by-step through the data transformation techniques.
Not only that, you will be able to directly ask a leading Power Query expert to help you with challenges you are currently facing with your own data. That kind of in-person access is invaluable!
How can Power Query help me?
A data wrangler spends the majority of their time just gathering, cleaning, and preparing the data before it can be even used in a report, chart, or other data model. Instead, become a Data Master with Power Query and get hours of your time back. For example, Ken was able to help a workshop attendee automate a workflow in 30 seconds, saving them 6 hours per week!
Power Query is the data preparation tool of the future, not only for Excel but also for Power BI Desktop, Microsoft Flow, and more. Thus, everything you learn in this course is transferable to other technologies - giving you more bang for your buck.
How do I make the case to my boss for sending me to the course?
As Ken mentioned in a previous blog post, the cost of the course can look like a lot up front. This is especially true if you must also pay for travel, hotel, etc. But divide the $499 USD registration fee + any expenses by your hourly rate. You'll see a return on investment pretty quickly with the time you save using Power Query.
However, the real value of the training comes in when you look at what you can do for your company with that extra time. You can now focus on analyzing the data instead of preparing it. See, Power Query turns your data into information. It allows you to identify new opportunities, make better decisions, and add real value to your organization.
Where do I go to become a Data Master with Power Query?
Ken will be leading this full-day workshop on Wednesday, April 17, 2019 at the NYC Seminar and Conference Center in New York City. But this is a small group session so there are only a limited number of spots available. Register today to secure your chance to receive personal guidance from a world-class Power Query expert. Go to the Excelguru website to view the full course description and register online.
Are you interested in learning how to clean and shape data with Power Query, as well as how to model it using Power Pivot? Don’t know which of these mysterious skills to tackle first? Want to learn about building BI in Excel where you create refreshable and maintainable solutions?
Good news: Ken Puls will be in Wellington, New Zealand on February 25-26, 2019 leading a live 2-day, hands-on session covering these essential skills!
What does Building BI in Excel cover?
In Day 1, you’ll learn how Power Query can clean up, reshape and combine your data with ease – no matter where it comes from. You can convert ASCII files into tables, combine multiple text files in one shot, and even un-pivot data. These techniques are not only simple, but an investment in the future! With Power Query’s robust feature set at your fingertips, and your prepared data, you can begin building BI in Excel using Power Pivot. The best part is that these dynamic business intelligence models are refreshable with a single click.
Un-pivoting subcategorized data is easy with Power Query
Day 2 focuses on Power Pivot, a technology that is revolutionizing the way that we look at data inside Microsoft Excel. Power Pivot allows you to link multiple tables together without a single VLOOKUP statement. It also enables you to pull data together from different tables, databases, the web, and other sources like never before. But this just scratches the surface! We'll also focus on proper dimensional modeling techniques and working with DAX formulas to report on your data the way you need to see it.
Build dynamic reports that are easy to filter and refresh
Who is this course for?
Building BI in Excel is for anyone who regularly spends hours gathering, cleaning and/or consolidating data in Excel. It's also valuable for anyone responsible for building and maintaining reports. Participants must have experience using PivotTables. Some exposure to Power Pivot and Power Query is not required but is a bonus.
Where do I sign up?
We are offering this course in conjunction with Auldhouse, a leading computer training company in New Zealand. Go to the Auldhouse site and use the following promo code EARLYBIRD20 to give yourself a 20% discount.
This will knock $300 NZ off the course, bringing it down to $1200. That’s $600 per day for pretty much the best introduction to both Power Query and Power Pivot that money can buy! Then use your new skills to free up 90% of your data-wrangling time, giving you time to negotiate a 20% pay increase*. Unbeatable ROI!
Don't miss out, the early bird discount is only available until January 31, 2019! Visit the Auldhouse site today for full details and registration.
*Numbers are indicative only, your mileage may vary. Heck, it may be way better than that!
I can't believe that it's less than a month until I'll be at the Amsterdam Excel Summit. We've got a full day of conference sessions on June 7, but the really cool part is that I get to teach Master Your Data with Power Query in Amsterdam for the first time. I've taught this course in half a dozen countries around the world (so far), and saved people from thousands of hours of manual effort. And now it's available to you in the EU!
What is Master Your Data?
Master Your Data with Power Query is my full day course on how to really get started with Power Query in Excel. Why is it so important? It's because it will help you to get hours of your life back. You spend 80-90% of your life PREPARING data for analysis. This tool is all about getting those hours back so that you can analyze the data and add value to your company.
We start with a quick PivotTable review (because that's the whole reason we need good data), then dive in to using Power Query with real world data. We look at importing data from CSV, text and Excel files, and even entire folders full of files all at once. And when we're done, we just update it for the next month by pressing the Refresh All button. If you do any copying and pasting of data on a monthly basis, you're wasting your time today.
Why do you care?
The items above alone will save you a ton of time. Here's a couple of examples:
One of my clients saved 8 hours per week of manual labour using these techniques - that's 52 days per year she could work on other things!
At the Australia conference we were able to automate a workflow in 30 seconds, saving the attendee 6 hours per week - hours that she had been putting in on the weekend because she couldn't get it done at work. 30 seconds to get 6 hours of family time back!
Yes, there is a cost to your class. And yes, you'll need to pay for your travel, meals and hotel. And yes, that can look like a lot of money - let's say that all told it's 2,000 Euros... Divide that by your hourly rate though, and see how many hours you need in order to break even on the training.
Let's be conservative and say it will save you 2 hours per week… how many weeks until you break even? What if it were to save you 4 hours per week? Or - like my client - 8 hours per week? This is probably the most impactful thing you can do for your Excel career today.
But remember that the raw cost is only part of the equation here… what is your time really worth? What opportunities are you forgoing because you're wrapped up in data preparation and not analysis? What could you do for your company with another 2 or 4 hours per week? That's where the real value comes in.
Is there more in Master Your Data?
Of course there is!
I'll show you 7 different ways to merge data tables (with no VLOOKUPS), which will allow you to identify the items you need to focus on reconciling (not focussing on the items that don't.) I'll show you how to perform an approximate match in Power Query, as well as how many-to-many joins can be created and why you'll use them.
You'll learn how to convert data from one format to another - all refreshable with a button. Pivoted data like this:
Stacked data like this:
And even subcategorized data like this:
Whether you need to feed a PivotTable, a chart or a Power Pivot Data Model, the steps shown in this course show you how to create refreshable transformations in seconds that you can update with a click next month. How cool is that?
I'll show you how to deal with conditional logic patterns that can be built through user interface buttons like this:
As well as some that require a little more work and error handling, like this:
And - of course - more. There's always stuff I include that is not in the outline.
Oh… and did I mention that this training is 100% transferable to Power BI as well? Even if you're not in that space today, you're learning a skill that is 100% transferrable to other programs in the future. It's double the bang for your buck!
Trust me when I say this… This toolset is the future of your data analysis systems - and the future is available to you today.
What do you get in Master Your Data?
A full day with one of the world's leaders in the Power Query technology (who also happens to be one of the most passionate presenters you'll ever see)
Copies of my slides to keep - many of which are data transformation recipes that you'll refer to again and again
Copies of both the before and after files
The chance to ask me questions about YOUR data as well
Hours of your life back (this is not a training expense - it's an INVESTMENT in your future!)
We're really excited that Ken is going to be heading back "down under" this April for CPA Australia's Unlock Excel conference. Spending two days in each of four different cities, Unlock Excel features sessions from a renowned group of Microsoft Most Valuable Professionals (MVPs). Based on how well-received the conference was last year, you don't want to miss out on this year's event!
The Unlock Excel conference will be coming to Melbourne, Sydney, Brisbane, and Wellington in April 2018.
Who is Unlock Excel For?
Unlock Excel is geared towards people who want to discover fresh and exciting ways to unlock the full potential of their data. While advancing your Excel skills, you will also learn how to become more efficient, explore new tools and applications, and streamline your day-to-day processes.
Who are the MVPs?
Microsoft chooses their MVPs annually based on their high level of public community contributions, but it's more than just quantity of materials that they share for free... they also have to be technical experts in their field. One of the hallmarks of an MVP is their continued dedication to discovering the best ways to use Excel and other Microsoft products, and another is their passion for sharing those techniques with the world.
Ken and the other presenters at Unlock Excel are passionate educators with a deep knowledge of Excel. Because of their experience bringing together diverse platforms, products, and solutions, they will share how they tackle real-world problems.
What Will I Learn?
The sessions at Unlock Excel will feature a variety of topics including charting, financial modelling, VBA, and the Power BI suite of tools. By attending, you will pick up valuable time-saving tips and tricks to take your current knowledge to the next level. Additionally, you will learn to manage your own complex data sets, thereby uncovering unique insights. As a result, you will add value to discussions and help drive effective decision making for your business.
When and Where Can I Attend?
This year's Unlock Excel conference will be visiting the following cities:
(Please note that this blog post is from 2017, so the dates included below were for our very first boot camp. For dates and information on current sessions, please visit http://xlguru.ca/data2dashboards.)
I'm pretty excited to announce that we have our very first Power BI Boot Camp coming up in Vancouver, BC on Feb 22-24. This is something that I've wanted to do for a while, and it's going to be awesome!
The boot camp is going to be 3 full days of hands on Power BI, and is intended to get you up and running, building cool solutions that will impact your business.
Why do you care about the Power BI Boot Camp?
Okay, I get it… you're an Excel person, and while you've heard of Power BI, you're not quite sure if you need it or not, and certainly don't know if you can justify the cost of a 3 day Power BI Boot Camp...
I honestly believe that the answer to both questions is an emphatic yes!
Top 5 reasons you need to learn about Power BI:
We'll cover the "how do I convince my boss" near the end of the post, but first, let's talk about what Power BI is, and why it is relevant to you.
A major reason that companies are behind in their Business Intelligence development is that they are using outdated versions of Excel and cannot (or are afraid) to upgrade. Power BI Desktop is a separate program that sits completely outside Excel, meaning that you can run the most up to date business intelligence tool DESPITE the version of Excel you're stuck on. I'm looking at you Excel 2003 & Excel 2007 users.
You can do a TON of stuff with Power BI for free. Yes, there are services that cost a nominal fee, but you'll be surprised at how much you can do for absolutely nothing. The investment you make here will pay back in spades as you begin to automate tasks that were taking you huge amounts of time, and get the ability to deliver true business intelligence to your stakeholders.
Power BI's data collection experience is based on Power Query, and it's modelling experience is based on Power Pivot. So if you have those skills from your Excel journey, they will be totally relevant in Power BI. And if you don't? The new skills you learn at this course related to these areas are portable back to Excel as well. (So again, if you're stuck on an older version of Excel, this is your chance to upskill BEFORE your Excel is updated.)
If you've ever tried to share Excel dashboards, you know how hard it can be to do so and maintain them. And if your end users want their reports accessible and interactive on mobile? Forget it. But Power BI solves these issues, including delivering interactive reports to your mobile phone (yes, even your non-Windows phones!) Rest assured, however, that if your company is cloud averse, this tool is not dead to you, and it's still worth coming.
You'll be learning in a small class environment from a world class expert who cares about delivering value. I've been there. I know how hard your job is. And I want to help you become more effective. That is what my company is all about, and I'm very serious about it.
What will the Power BI Boot camp cover?
To be completely honest, the better question is probably "what won't we look at?" I've got all kinds of stuff cooking for this. When I first started drafting the Power BI Boot Camp outline I was wondering how I'd ever fill 3 full days. Now I'm trying to figure out what to cut so that I can fit it all in. Keep in mind that it's not going to necessarily be in the order below, as some topics are MUCH bigger than the summary I'm providing, but here's a bit of an overview…
Where it all starts…
We'll start by building a basic Power BI solution built on an Excel file. Some minor data modifications, some cool visuals and then publishing it to the cloud service, we'll walk through the most basic of Power BI journeys. I want to do this so that you can see just how easy it is to build a cool solution that works and interacts, like this one. (Go ahead... click any of the bars and see how it cross filters in your web browser!)
More data, more transformations, and some modelling…
From there we'll start to dive deeper, teaching the techniques that allow you to build more robust models and solutions. We'll spend a bunch of time looking at different data sources, as well as some of the more complex methods for fixing bad data to make sure that you can use it in your solutions. We'll also show you how to link these tables together so that they filter nicely across multiple visuals.
Let's get visual…
Power BI is all about getting visuals with your data. It has a big collection of visuals, as well as an ever growing gallery of custom visuals as well.
While I won't promise that we'll look at each different visual in the product (we only have 3 days), we are going to look at a lot of them, including some of my favourite custom visuals. I want to show you how to create them, format them, and what data you need to get the best of them to work.
We're building dashboards to tell a story here, so I want to try and get that as close to real life as possible for you. From bar, column and line charts, to maps and bullet charts, I really want to get you comfortable with these, as well as how to control the interactions between them.
And speaking of Dashboards… do you know the difference between a report and a dashboard in Power BI? That will get clearly explained here as well.
Getting the numbers right…
We'll get into working with the DAX formula language, and understand how to add and override filter context to make your formulas show exactly what you want when you filter any visual.
How about Calendar intelligence? I have a huge passion in this area too. The Power BI Boot Camp won't just teach you how to build your own calendar table, you'll also leave armed with a collection of DAX calendar intelligence measures. Those measure patterns are super important as they'll allow you to report results correctly when you ask for Month to Date data or Month to Date for 2 months ago.
Sharing is caring!
We'll look at sharing via the web first, both for internal and external users on an invite-only basis. But even more, I'm also going to walk you through embedding your reports in a web page so that you can show the world how awesome your company is.
In addition, you'll want to bring your phone with the Power BI app installed. Why? Because I'm going to make sure you get set up with your reports and dashboards delivered to your phone in a mobile optimized fashion where you can even annotate your reports by hand.
And if you'd prefer not to be cloud based? We'll look at creating Power BI templates that you can distribute within your organization as well.
You know… while we're talking about sharing… have you ever sent a report to a manager only to have them come back with a one of those "can you show me this?" type questions? Let's try and solve that little problem by allowing our manager to ask their own questions using natural language queries. In other words, how cool would it be if your manager could just type "Bar chart total stays by city" and it did it, even if you've never built that report? Because they can.
And what about updates and security?
Wait… how do I keep this stuff up to date? And how do I ensure that only the right people are looking at their data? Well of course we'll cover those topics!
Not only will we look at scheduling refresh for cloud hosted data sources, but also your on-premises data sets via gateways and 3rd party applications. Ooohh… connecting data to the cloud… can I hear anyone saying "Security!" Well yes, so let's talk about both encryption and also how to restrict the data sets to show only relevant rows to the correct people. (And let's face it, you will want that last part even if you keep your data local!)
So why Ken's Power BI Boot Camp then?
My goal is to deliver real value to you. Anyone who has been to any of my courses in the past knows this:
It's virtually impossible to find someone who has more passion for what they teach than me
We limit the class size so that it doesn't get too big. A huge part of the reason for this is because…
My style is to roam the room and help people keep up with the content so that everyone learns
I provide completed examples for all the work we go through, with catch up points along the way, just in case the above isn't achievable
I provide a ton of supplemental resources as well
I've been to classes before, and I know that it can be somewhat difficult to apply the course materials to your own work. For that reason the Power BI Boot Camp is designed like all my courses: We will build solutions like you'd expect to do so in the office, exposing the pitfalls where the software doesn't work as you'd logically expect. This is intentional, as we teach you not only how to do things correctly, but also how to debug problems as they happen.
What skill set do you need?
Do you need experience working with Power BI in order to come to the Power BI Boot Camp? Heck no, that's what this course is about! And while some Excel knowledge is helpful, you're certainly not going to see a test on Excel functions here.
Ultimately what you need is a hunger to learn; a desire to change your reporting world. If you can bring me that enthusiasm, I'll teach you what you need to know in order to make that happen.
Making the Case to Your Boss
I managed an accounting department in my former life, so I totally get this. We're all about data here, so here's the up front details:
The cost of the course is $1,495 plus GST. It includes your breakfast and lunch all 3 days, but you need to look after your dinner and hotel room (if necessary). So now you can work out the total cost.
I'll let you do the math and work out how many hours per week you need to save yourself in order to break even. If you spend a significant amount of time cleaning up data to be used in Excel, you'll find that you'll break even on this alone.
Honestly though, the true value proposition of this course isn't the ability to break even on a labour basis, it's about the opportunity costs. Opportunities like:
Identifying programs that are costing your company money which don't earn returns.
Finding the best paying leads to pursue for greater sales.
Delivering value to your stakeholders when and where they need it.
Reducing inventory during slow seasons to reduce carrying costs.
Highlighting key metrics that are under performing.
Building solutions to blow the minds of your clients or stakeholders.
Every business is different, but ultimately it's the opportunity to get better information into the hands of those who make the decisions, be it you or your boss. That benefit FAR outweighs the price we charge, and will break even for you VERY quickly.
I hope to see you at the course. It's going to be awesome, and it will change your data life forever. 🙂
It’s a busy month here at Excelguru. Instead of a technical post we wanted to catch everyone up on our October news and events!
Live Course: Master Your Excel Data
Ken is teaching a LIVE, hands on course in Victoria, BC on Friday, October 21 from 9:00am-4:30pm. This session is great for anyone who has to import and clean up data in Excel and will change the way you work with data forever! Ken will teach you how to use Excel Tables, Pivot Tables and Power Query. Space is limited to only 20 attendees, so don't miss out on your chance to sign up. For full details and to register for the session, visit: http://www.excelguru.ca/content.php?291-Live-Course-Master-Your-Excel-Data.
October News and Events: Power BI Meet-up
The next Vancouver Power BI User Group meet-up is happening on Thursday, October 13 from 5:30-7:00pm. Scott Stauffer, Microsoft Data Platform MVP, will be presenting on How to Operationalize Power BI. Together we’ll look at some solutions that might help pass your Power BI solution over to IT to manage enterprise-wide. Dinner and soft drinks will be provided. View the full details and sign up to attend at: http://www.meetup.com/Vancouver-Power-BI-User-Group/events/234126999/.
Microsoft MVP Award Received
For the 11th straight year, Ken has received the 2016 Most Valuable Professional Award from Microsoft! The previous 10 years, Ken’s award has been in the Excel category, but this year’s award is in the Data Platform category. The new category reflects the work he’s been doing this past year with Power Query and Power BI. Congratulations Ken, your guru status remains assured.
Our Team Has Grown
As we mentioned the other day, Rebekah Sax has recently joined the Excelguru team. She brings with her a wealth of experience in marketing, communications, event planning and administration. Please join us in welcoming Rebekah as she helps us make new connections and continue to grow.
I’m only a few days away from my flight to New Zealand to kick off the first leg of Excel Summit South. I’m really looking forward to it. And if you’ve been sitting on the fence as to why you should attend… just ask Jeff Weir. (Seriously, read his post, it’s awesome!) But you need to act quick here, as it’s pretty much your last chance to register for Excel Summit South now.
The Summit will take place at these cities on the dates shown:
Auckland: Thurs-Fri 3-4 March (register by 28 February)
Sydney: Mon-Tues 7-8 March (register by 1 March)
Melbourne: Thurs-Fri 10-11 March (register by 6 March)
Last Chance to register for Excel Summit South - Discounts available!
As an additional incentive, we’ve arranged a last chance registration discount, but only up to the date above. Simply REGISTER HERE and use the code LASTCHANCE to save 30% on your registration fees.
23 Excel Master Classes
With your registration, you can choose from 23 master class sessions over two days. There are twin tracks for modelers and analysts alike, and you can jump between if you’d prefer to do so.
Modeling Track – Manage Spreadsheet Chaos, Testing Spreadsheets, Avoiding Common Errors, Modeling Best Practices, Simulation Analysis Without VBA, Power Pivot.
Analysis Track – Tables, Pivot Tables, Power Query, Data Visualization, Dashboards, Automating Excel.
The Who’s Who of Excel…
Learn from six (seven!) leading Excel MVPs as they discuss the Excel topics most useful to you.
Liam Bastick (AU), Zack Barresse (US), Bill “Mr Excel” Jelen (US), Ken Puls (CA), Jon Peltier (US), Charles Williams (UK), with a guest appearance by Ingeborg Hawighorst (NZ) in Auckland.
Hear industry leading speakers about Financial Modeling best practices, standards and spreadsheet risk.
Smita Baliga (PwC), Félienne Hermans (Delft U), Ian Bennett (PwC), Andrew Berkley (F1F9).
Interact with members of the Microsoft Excel Dev Team as you explore with them the future of Excel.
Ben Rampson and Carlos Otero from the Microsoft Excel product team.
Network and Interact
As if the classes weren’t enough, we’ll also have Panel Discussions, Ask The Experts sessions, Demonstrations of Commercial Excel Tools, and even an Evening Meet-up where you can ask your Excel questions over a beer. (Full caveat… the quality of the answers may decline as the evening progresses!)
A shout out to our principal sponsor
Our principal sponsor for this Summit is PwC Australia and PwC New Zealand. We appreciate them coming on board to host this event!
Yes, you read that right. If you haven't heard yet, I'll be coming to New Zealand and Australia in just under a month! And the entire purpose of the trip is to come and share Excel knowledge for with my friends and colleagues south of the Equator.
I'm pretty jazzed about this, and not just because I get to go to the southern hemisphere for the first time in my life. And also not just because I get to talk about Excel when I'm there. That would be enough, but no… I'm jazzed because I get to do this with some pretty cool friends who are world respected leaders in their area.
And the best part about this conference is that – while it's sponsorsed by Price Waterhouse Coopers – regisration is open to everyone. So basically, you can check the schedule, pick the sessions that interest you, and learn things that will impact your Excel skills. In other words, if Valuation Modelling isn't your thing, then you can go to a Power Query class. And if Power Query isn't your thing… well… you're kind of odd, but there will be something that is.
The cast and crew for this conference really can't be beat. Charles Williams, Bill Jelen, Jon Peltier, Zack Barresse, Liam Bastick are all Excel MVP's on the bill (as well as Ingeborg Hawighorst in our New Zealand apperance.) Heck, we've even got a couple of guys from Microsoft attending and presenting as well. This is a fantastic opportunity to not only meet some of the big hitter independant Excel folks out there, but also to talk to Microsoft directly. How can you pass that up?
If it hasn't shown yet, I'm seriously looking forward to this conference. Personally I'll be leading two sessions:
An End to Manual Effort: The Power Query Effect
What Power Query is, why you care, and how it can re-shape and transform the data experience. What's really special about this session is that I'm going to take this data and turn it over to Jon Peltier who is then going to take it and turn it into a dashboard. This is perfect, as I'm demoing how to automate data cleanup, and Jon will show you how to use it to add true business value… the real life cycle of Excel data in just a couple of hours.
The Impact of Power Pivot
This one will be fascinating, especially for those who have never seen Power PIvot in action before. In just an hour I'll show you how big business BI (business intelligence) is at the fingertips of anyone with an Excel Pro Plus license. It's applicable to companies as small as one employee, and scales up to multi employee small businesses, and even large businesses. (Departments in large corporations eat this up, as they effectively just act as a small business within the larger whole.)
Register for Excel Summit South now!
Tickets are going fast for this event in all cities, so we ecourage you to register sooner rather than later, and hope to see you there! You can find out more details and register at: https://excelsummitsouth.wordpress.com/
There will be a regular blog post coming later this week, but we wanted to just throw out a quick heads up that we are currently accepting registrations for the last PowerQuery.Training class of 2015.
Registrations are open now for the class which begins on November 24, 2015. This will be your last chance of 2015 to get an in depth training class on the best damn tool to hit Excel in 20 years. (Sorry Power Pivot, but Power Query is going to reach more people overall.)