Self Service BI Boot Camp

Ken · July 30, 2020

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 share it with other users
  • Managing Power BI report permissions

Course Overview

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 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 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!

Who is this course for:

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

Course Format

This course is a hybrid format of pre-recorded video training interspersed with live online Q&A and coaching with Ken Puls, for direct help with your questions. It will be composed of approximately 21 hours of technical training plus 3 hours of live Q&A time, which will be delivered over three (partial) days each week for two weeks.

After you’ve had a chance to learn the techniques, we’ll reconvene once per month for the next three months for a live 2-hour “Ask me Anything” session. In these AMA sessions, you can ask Ken for help in applying the techniques to your own data and building your own solutions.

All together, we expect approximately 30 hours of training and coaching will be provided in this package, including recordings of the live Q&A and AMA sessions. Please see the course registration page for the upcoming schedule.

All of the live Q&A and live AMA sessions will be recorded and shared with participants. Thus, you to still learn from the what is discussed, even if you are not able to join Ken live (due to time zone conflicts, other commitments, etc.) or get called away for part of it. This also allows you to watch the videos on your own schedule, and to pause, rewind, and practice more with example files.

If you are not able to join us live for the Q&A or AMA’s, you can still email your questions to Ken beforehand and he will answer them in the session. You will then be able to watch the answer later on in the session recording.

Subscription Details

The Self Service BI Boot Camp 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. Even after the initial training is complete, you will continue to have access to all of the course materials, and any future “Ask Me Anything” sessions and recordings that run during your enrollment year (in addition to the AMA’s for your initial course registration).

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 on the course registration page for information about subscription renewals and cancellations.

What you get with the course

An estimated 21 hours of Video Content (access for 12 months)

9 hours of Live Q&A and "Ask Me Anything" Sessions with Ken Puls

Video recordings of the Q&A and AMA sessions

Premium Content and Expert Instructor Guidance

Downloadable Files and Handouts

Course Certificate of Completion

Course Update Log

First release of the course on Skillwave site. Registration opens for session beginning on September 21, 2020.

The Instructor

This course was developed and is delivered by Ken Puls. Ken 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. Read more about Ken by clicking on his profile link below.

About Instructor

Ken

4 Courses

Not Enrolled

Course Includes

  • 1 Module
  • Course Certificate