• Self Service BI Boot Camp (3-Day)

    Prepare to change your company’s reporting game forever! 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!

    Course Description

    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 it is 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 3-day 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!

    **For more information on what topics are covered each day, view the Course Outline here.

    Target Audience

    Anyone who needs to build reports based on data. Experience working with Excel PivotTables is highly encouraged. Experience with Power BI is optional.

    Software Requirements

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

    • Excel 2016 or higher (Office 365 recommended) 1, 2
    • Power BI Desktop version 2.69.5467.x or higher 3

    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’re not automatically receiving updates, you can get the most recent version of Power BI Desktop here.

    Time Commitment

    This course is a hands-on course and runs over 3 days. Each day will run approximately 7 hours in length, depending on the class size and attendees’ experience in working with the tools.

    Registration Includes

    • 3 full days of hands-on, in-class instruction with Ken Puls, one of the world's top Excel and Power Query experts
    • Copies of Ken's slides, many of which contain handy recipes to walk you step-by-step through the techniques
    • Example files based on real-world issues (including completed versions for later review)
    • A chance to ask Ken about the challenges you are currently facing with your own data
    • Coffee breaks and lunch
    • A certificate of attendance

    Registration Details

    Please Note: Due to the Coronavirus pandemic, our spring session that was scheduled for April in Vancouver, BC has been postponed. We are aiming to reschedule it for September 2020, and will post new information once details are confirmed.

    Date Location Price* Registration Link
    TBA (hopefully September 2020) Vancouver, BC $1595.00 CAD + $79.75 GST = $1674.75 total On Hold
    Monday, August 10, 2020 - Wednesday, August 12, 2020 Toronto, ON $1595.00 CAD + $207.35 HST = $1802.35 total On Hold

    *Note on Pricing: Because these live courses are being held in Canada, we are required by CRA to charge applicable taxes (based on the location's tax rate) on all registrations, regardless of where the attendees are from. The prices on the above chart show the pricing breakdown, but your purchase receipt will show only the grand total.

    Cancellation Policy

    Cancellations received up to 3 weeks prior to the course date will be refunded in full less a 10% administration fee. Cancellations within 3 weeks of the event will not be refunded.


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