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Self Service BI Boot Camp

  • On-Demand
  • Coached
Author: Ken Puls
Prepare to change your company's reporting game forever! In the Self Service BI Boot Camp, Ken Puls will teach you how to use Excel, Power Query, and Power BI together to build robust Self Service BI solutions. This hands-on guided training includes access to over 24 hours of recorded video, live Q&A sessions, and ongoing 'Ask Me Anything' support sessions.
Course

Self Service BI Boot Camp

$995 USD for the first year, $199 USD/year after that
This Course contains:
33h 0m of video content
22 Content Modules
1 Workshop Lab
Downloadable files and Handouts
Support and Discussion groups
Certificate of completion
DURATION:
33h 0m
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

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!

Who this course is for?

  • Anyone who needs to build reports based on data.
  • Attendees who are looking for coaching as they learn a new topic.
  • Experience working with Excel PivotTables is highly encouraged. Experience with Power BI is optional.

Course Structure

This course is a 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. The Boot Camp is broken down into two main sections:

Section 1: Course Curriculum

The main course curriculum includes more than 24 hours of pre-recorded video training, of which approximately 8 hours will be assigned per week for 3 weeks. In addition, attendees will also have access to 3 hours of live Q&A sessions (two 30-minute sessions per week) to ask questions related to the course material. (Live Q&A session schedule is included below.)

Questions for the sessions may be submitted in advance, and all of the live Q&A sessions will be recorded and shared with participants. Thus, you will still be able to learn from the discussions 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 the session. This also allows you to watch the recordings on your own schedule, and to pause, rewind, and practice more with example files.

Section 2: Long Term Support

In addition to the main course curriculum, this course also includes access to monthly “Ask Me Anything” (AMA) sessions. Each of these optional sessions is 2 hours in length, conducted live, and recorded for later viewing. This is a great way to receive continued coaching on a longer-term basis, as you apply your skills in the real world and run into real world problems.

As with all of our training courses, we also provide access to our curated Skillwave Support Forum as well, allowing you to get answers on a quicker basis should you need more immediate help.

If you are not able to join us live for the Q&A or AMA’s (please see below for schedules), you can still submit 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.

Total Training Hours

The core of this course contains 27 hours of training (24 hours of video + 3 hours of Q&A sessions). In addition, attendees may also attended up to 24 hours of additional training via the optional AMA sessions, resulting in up to 51 hours of training in total.

Course Schedule

Note: Registration for the current semester is now CLOSED.

You may add your name to the interest list for the next semester and we will contact you when registration opens. Kick-off dates for future semesters can be found below. 

You may join any of the Q&A sessions for as long as you are subscribed to the course, even those after your initial enrollment semester.

DateTimeFormat
2021-04-129:00 AM – 9:30 AM Pacific Time
(4:00 PM – 4:30 PM UTC)
Kick-off Call – Option 1
2021-04-124:30 PM – 5:00 PM Pacific Time
(11:30 PM – 12:00 AM UTC)
Kick-off Call – Option 2
2021-04-149:00 AM – 9:30 AM Pacific Time
(4:00 PM – 4:30 PM UTC)
Live Q&A
2021-04-199:00 AM – 9:30 AM Pacific Time
(4:00 PM – 4:30 PM UTC)
Live Q&A
2021-04-219:00 AM – 9:30 AM Pacific Time
(4:00 PM – 4:30 PM UTC)
Live Q&A
2021-04-269:00 AM – 9:30 AM Pacific Time
(4:00 PM – 4:30 PM UTC)
Live Q&A
2021-04-289:00 AM – 9:30 AM Pacific Time
(4:00 PM – 4:30 PM UTC)
Live Q&A
2021-05-039:00 AM – 9:30 AM Pacific Time
(4:00 PM – 4:30 PM UTC)
Live Q&A

Ask Me Anything Sessions

You may join any of the AMA sessions for as long as you are subscribed to the course, even those after your initial enrollment semester.

Date Time Format
2021-05-05 9:00 AM – 11:00 AM Pacific Time
(4:00 PM – 6:00 PM UTC)
Live AMA
2021-06-09 9:00 AM – 11:00 AM Pacific Time
(4:00 PM – 6:00 PM UTC)
Live AM
2021-07-07 9:00 AM – 11:00 AM Pacific Time
(4:00 PM – 6:00 PM UTC)
Live AM
2021-08-11 9:00 AM – 11:00 AM Pacific Time
(4:00 PM – 6:00 PM UTC)
Live AMA
2021-09-08 9:00 AM – 11:00 AM Pacific Time
(4:00 PM – 6:00 PM UTC)
Live AMA
2021-10-06 9:00 AM – 11:00 AM Pacific Time
(4:00 PM – 6:00 PM UTC)
Live AMA
2021-11-10 9:00 AM – 11:00 AM Pacific Time
(4:00 PM – 6:00 PM UTC)
Live AMA
2021-12-08 9:00 AM – 11:00 AM Pacific Time
(4:00 PM – 6:00 PM UTC)
Live AMA

Future Semester Kick-off Dates

If registration for the current semester is already closed, you may add your name to the interest list for one of our future semesters.

DateTimeFormat
2021-07-129:00 AM – 11:00 AM Pacific Time
(4:00 PM – 6:00 PM UTC)
Kick-off Call
2021-10-129:00 AM – 11:00 AM Pacific Time
(4:00 PM – 6:00 PM UTC)
Kick-off Call

Bonus Gifts with this Course

A digital copy of 'M is for Data Monkey' (current 1st edition and new 2nd edition when it is published)

Access to all future semester Q&A and AMA sessions for as long as you are subscribed

Our handy Power Query Recipes collection, including all new and updated cards for as long as you are subscribed

Access to recordings of past Q&A and AMA sessions for as long as you are subscribed

Course Formats

On-Demand
This is an on-demand course, delivered via pre-recorded video modules that you can consume at your own pace. It includes all required sample files and practice sets.
Coached
This course includes live online coaching with our trainer, where you can ask your questions directly. During these sessions, our expert trainer will help you with any challenges you encountered while working through the on-demand portions of the course.

Course Content

Welcome to the Course!
5 Lessons
Getting Started
Course Schedule
Course Introduction
Who’s Ken
Self Service BI Ecosystem
PivotTable Review
8 Lessons
Structuring Data for Self Service BI
Excel Tables
Benefits of Excel Tables
Introduction to PivotTables
Creating PivotTables
Formatting PivotTables
PivotTable Design Options
Filtering PivotTables
The Trouble with Data
5 Lessons
Building Modern BI Solutions
The Trouble with Data
Classic Excel Cleanup
Power Query Adds ETL to Excel
Dealing with Data in Modern Excel
Power Query Basics
4 Lessons
Accessing Power Query
How Systems Import Dates
Importing a CSV File
Update Options
Appending Data
8 Lessons
Basic Append Operations
Importing a Folder of Files – Overview
Importing a Folder of Files – Step 0
Importing a Folder of Files – Step 1
Importing a Folder of Files – Step 2
Importing a Folder of Files – Step 3
Importing a Folder of Files – Step 4
Update Options Revisited
Merging Data
4 Lessons
Merging Tables with Power Query
7 Ways to Join Your Data
Cartesian Products
Merging with an Approximate Match
Reshaping Tabular Data
7 Lessons
Unpivot With Ease
Unpivot Subcategorized Tables
Pivoting Stacked Data
Pivoting Multi Column Vertical Pairs
Pivoting Multi Column Horizontal Pairs
Data Grouping Recipe
Calculating Percentage of Total via Grouping
Conditional Logic
3 Lessons
Creating Conditional Logic
Conditional Logic – Advanced
Columns From Example
Introduction to Power Pivot
5 Lessons
Where PivotTables Fail
Enter the Data Model
Relating the Tables
Aggregating Data with DAX
Filtering, Ordering and Sorting
Dimensional Modeling Terminology
5 Lessons
Facts and Dimensions
Preparing For Dimensional Modeling
Designing Dimension Tables
Designing Fact Tables
Creating Facts
Relationships
4 Lessons
Relationship Types
Relationship Schemas
Effect of Relationship Issues
Preventing Filtering Issues
Dimensional Modeling Recipes
7 Lessons
Composite Key Joins
Bridge Tables
Flattening Snowflaked Dimensions
Creating Calendars
Creating Calendar Boundaries
Creating Calendars from StartDate to EndDate
Fiscal Periods for 12-Month Dec 31 Year Ends
Slowly Changing Dimensions
6 Lessons
Slowly Changing Dimensions
Filling Blanks with Dates
Option 1: Surrogate Keys Without Meaning
Option 2: Surrogate Keys With Meaning
Creating the Bridge Query
Replacing the Fact Table’s Foreign Key
Case Study – The Loaded Pencil
5 Lessons
Loaded Pencil Data Staging
Loaded Pencil Dimensional Model
Loaded Pencil Calendar Table
Loaded Pencil Relationships
Loaded Pencil Basic Measures
Performance
6 Lessons
Model Performance and Stability
How the Vertipaq Engine Works
6 Tips for Data Model Optimization
Dealing with Big Data – A Case Study
What is Query Folding?
How to Tell if Query Folding is Active
Intermediate DAX
8 Lessons
Filter Context and Measure Calculation
Debugging Filter Context
Aggregating Dimensions
Why Relationships May Be Needed
CALCULATE
Removing a Filter
Calculating Percent of Total via DAX
Conditional DAX
Calendar Intelligence
7 Lessons
DAX Functions – Extracting Date Components
DAX Functions – “x” to Date Measures
The Importance of a Calendar Dimension
DAX Functions – Previous/Next Period Measures
DAX Functions – Shifting Dates with DATEADD()
The Golden Date Pattern
Creating Calendar Safe Patterns
Dashboarding with Power BI
8 Lessons
Overview of Power BI
Importing Excel Models into Power BI Desktop
Creating Reports – Power BI Visuals
Creating Reports – Custom Visuals
Creating Dashboards
Insights and Q&A
Sharing Dashboards and Reports
Creating Mobile Views
Excel & Power BI – Better Together
6 Lessons
Which Tool to Use and When
Excel to Power BI (and Back Again)
Uploading an Excel Workbook
Publishing an Excel Workbook
Scheduled Refresh Results
Analyze in Excel
Help Resources
6 Lessons
Free Help Forums
Free Blogs
M is for (Data) Monkey
Power Query Recipes
Power Query Academy
Free Newsletters

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 do I access the course materials? Are they downloadable?
The videos are streamed on-demand and may be watched as often as you like. However, they are not downloadable. The example files and handouts for each lesson are downloadable.
Where are the course videos hosted?
All the videos for the course are hosted on Vimeo. Please note that some networks block access to Vimeo, in which case the videos will not be watchable. You may want to double-check that your network allows access to Vimeo before registering in the Academy, to ensure that you will be able to see the videos.
How do I receive my Certificate of Completion?
After all the modules and lessons have been completed, you will be able to download the Certificate of Completion from the My Courses area of your Account Dashboard.
What support is included with the course? How do I ask questions?
All users with a current course subscription receive access to our private Discussion Forum, where they can ask questions related to the course materials, as well as how to apply those teachings to their own work. This forum is also intended to act as a place for students to practice their own learnings by helping others with those questions. While the focus of this forum is primarily aimed at allowing students to learn by helping each other, they are monitored by our course authors as well. For technical issues related to the site, course access, or other questions regarding your account, please get in touch through our Contact Us page.
How do I submit questions for the follow-up AMA sessions? Can I still submit questions if I am not able to join the session live?
24 hours before the AMA session, you may submit your questions (and upload any support files) via the individual session page. If you are not able to join the AMA session live, you can still submit your question and watch the session recording later.
Will there be recordings available of the live daily Q&A and follow-up AMA sessions?
The daily Q&A sessions will not be recorded, but the follow-up AMA session will be recorded. After the AMA session, the recording will be uploaded to the individual session page so you can watch them whenever you like.
How do I renew my subscription?
Our system will automatically renew your subscription for another year on your expiry date using the billing information on file. About a month (4 weeks) before your current expiry date, you will receive an email from us reminding you that the renewal is coming up and to confirm your billing details, so your access is uninterrupted.
How do I cancel my subscription?
You may cancel your subscription at any time, and you will continue to have access to all the course materials until your expiry date. To cancel your subscription, go to the Subscriptions of your Account Dashboard and select the subscription to cancel. After your subscription expires, you will no longer have access to the course materials.
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.
What is your refund policy for this course?
We think you will love our training; however, if you are unsatisfied with the training for any reason, we offer a 14-day 100% money-back guarantee, as long as you have completed less than 25% of the course. All we ask in return is that you tell us why you were unsatisfied with the training. We do not offer refunds if you have completed over 25% of the course and/or it is more than 14 days after the purchase date.
Can an account be shared with or transferred to another user?
Logins, downloads, and other materials are for the exclusive use of the registered user only. Sharing of credentials is in violation of our site policies and may result in termination of product and/or site access without notice.

Reviews

Self Service BI Boot Camp

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(2 Reviews)
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2 reviews for Self Service BI Boot Camp

  1. Cristian

    Cristian (verified owner)

    This course is fantastic! It’s like the “swiss army knife” course for any Self Service BI professional : it goes from getting the data, transforming it with Power Query into a proper Dimensional Model, understanding relationships, filter context and use DAX to uncover “un-seen” insights by creating your own measures, creating the necessary visualizations and then publishing and secure-sharing the reports in Power BI service.

    There’s a huge amount of great support material in this course and pre-recorded videos are very well prepared. The relevance and quality of both sample files and video materials, together with the excellent answers provided by Ken in the Q&As are just brilliant.

    The combination of pre-recorded video materials, weekly Q&A Live Calls and especially the AMA sessions were the best fit for my style of learning. In between the Live Q&A sessions there is time to “digest” the new information and come up meaningful questions to clarify the concepts. I really enjoyed learning at my own pace and I am glad that I could grow my skills as a SSBI professional.

    I would highly recommend this to anyone interested in learning or recapping on previous things they’ve learned on Power BI or Power Query and Power Pivot in Excel.

  2. Avatar

    Steffen (verified owner)

    This course designed and led by Ken Puls is absolutely fantastic! From simple pivot tables to advanced subjects with Power Query, DAX, Dimensional Modeling and Power BI, you get the complete package with best practices, excercises, Q&A and AMA-sessions. There are also additional PDF files on DAX Measures that are very helpful.
    Ken knows what is important and convey his knowledge very well and practically.
    I can highly recommend the course to everyone who wants to get the most out of all the the Power BI Tools ! Great content!

Only verified customers who have purchased this product may leave a review.