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Self Service Business Intelligence Boot Camp
What to expect?
Prepare to change your company’s reporting game forever, as 18x Microsoft MVP Ken Puls joins us in London for a 3-day exclusive Self-Service BI boot camp.
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. That stops with this workshop!
The Self-Service BI Boot Camp begins with a deep exploration of Power Query. Built into Excel and Power BI, you'll learn to use it for cleaning, reshaping, and combining data with ease. 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, as you step closer to creating dynamic business intelligence models that are refreshable with a single click.
Next, we'll dive into Dimensional Modelling, which is based on the Power Pivot Data model and used to design and link parent tables correctly. You'll learn key Power Query patterns to solve common table relationship challenges.
Finally, get stuck into DAX, a powerful formula language for creating advanced measures, as well as calendar intelligence for year-end reporting.
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?
What you'll learn?
- Excel Pivot tables
- Importing Data with Power Query
- Creating Table relationships with the Data Model
- Dimensional Modelling
- Introduction to DAX formulas
- Calendar Tables
- Calendar intelligent measures
- Dashboarding with Power BI
- Excel vs Power BI use cases
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.
Global Excel Summit Ticket Holders
- If you are an existing Global Excel Summit conference or Masterclass ticket holder, you are eligible for a further 15% discount on top of the Early Bird prices. Please contact us for further details.
- If you are looking to attend the Global Excel Summit conference but you haven't secured your seat yet, you will receive a special discount code to use once conference registrations re-open in September.
This 3-day course will be delivered in-person in central London, UK on 3, 6 and 7 February 2025.
Who is it for?
Anyone who needs to build reports based on data. Experience working with Excel PivotTables is highly encouraged. Experience with Power BI is optional.
Full Masterclass Details
What's included?
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✔︎ What is “extract, transform, load,”?
✔︎ We’ll look at how this process works in Power Query and why it matters
✔︎ First steps for profiling and cleaning the data.
✔︎ How do you avoid memory-draining “Frankentables” and build relational data models and reports right from Excel?
✔︎ We’ll look at Power Pivot and DAX for data analysis in Excel
✔︎ What are dynamic array functions?
✔︎ Learn how to build quick, responsive formulas for easy analysis.
✔︎ Where is data analytics headed, and can Excel keep up?
✔︎ Learn how to use predictive analytics and artificial intelligence inside and outside of Excel to make the most of your data
✔︎ What is Python and why has it become the glue that binds today’s data analytics stack.
✔︎ Learn how to automate boring processes with Python
✔︎ Learn how to build compelling analyses with this programming language
Exclusive Masterclass sessions from leading figures stretch beyond the regular ones and dive deeper into Excel’s advanced functionality, covering a range of industry-relevant topics.
Master Excel Power Query essentials
Create your first Power BI report the right way
Building a business case finance model
Transforming your boring Power BI reports to AWESOME
data stories
Data analytics in modern Excel
Impactful data visualisation in Excel for powerful\
communication
✔︎ What is Power Query?
✔︎ Basic data loading
✔︎ Power Query editor overview
✔︎ Type of values
✔︎ Exploring queries and steps
✔︎ Basic data cleaning and transformation (removing columns & rows, filtering data, sorting, etc.)
✔︎ Practical example
✔︎ Removing duplicates and handling nulls
✔︎ Text transformation
✔︎ Date and time values
✔︎ Query load
✔︎ Practical example
✔︎ Data aggregation
✔︎ Merging and appending queries basics
✔︎ Different options for adding columns
✔︎ Pivoting and unpivoting data
✔︎ Practical example
✔︎ Key takeaways
✔︎ Addressing frequently asked questions
✔︎ Interactive Q&A session
Exclusive Masterclass sessions from leading figures stretch beyond the regular ones and dive deeper into Excel’s advanced functionality, covering a range of industry-relevant topics.
Master Excel Power Query essentials
Create your first Power BI report the right way
Building a business case finance model
Transforming your boring Power BI reports to AWESOME
data stories
Data analytics in modern Excel
Impactful data visualisation in Excel for powerful\
communication
Training requirements
You must bring a laptop with both of the following installed:
- Excel 2016 or higher (Office 365 recommended)
- Power BI Desktop version 2.119.x (July 2023) 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 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.)
About the trainer
Ken Puls, FCPA, FCMA
Ken Puls is a world-renowned business intelligence expert, author, blogger, and trainer. Before stepping into Excelguru Consulting Inc. full time in May 2015, Ken spent over twenty years working in public practice accounting and industry as both Controller and an IT Director.
Awards & Recognition
Ken is regarded as one of the world’s leading experts in Microsoft Excel, Power Query, and Power BI. In recognition of his contributions to the online community Ken has been recognized with the prestigious Microsoft Most Valuable Professional award every year since 2006. In 2013 Ken was also recognized as one of the “Top 20 Under 40” Business and Community Leaders on Vancouver Island, and in 2014, he was also recognized as a Fellow in the CMA Society, an honour given to less than 2% of CMA’s in their lifetime.
What people think of
Ken Puls, FCPA, FCMA
★★★★★
This course completely transformed the way I use the software!
I am a daily Excel user for over 10 years. This course completely transformed the way I use the software. It has improved my efficiency, enabled me to solve problems that I didn't know was possible, and opened doors for my career. Overall, I highly recommend this course. Thank you Ken Puls!
★★★★★
I've highly recommended it to others already.
This course is a complete end-to-end exploration of Power BI, including data modeling, reporting, integrating with Excel, improving performance, and building usable reports and dashboards. Very thorough while remaining approachable for new users. I've highly recommended it to others already.
Exclusive Masterclass sessions from leading figures stretch beyond the regular ones and dive deeper into Excel’s advanced functionality, covering a range of industry-relevant data visualisation, analytics and Power Query topics.
✔︎ Masterclass with George Mount: Excel Analytics 2.0
✔︎ Masterclass with Ann K. Emery: Designing and Building Interactive Dashboards in Excel
✔︎ Masterclass with Chandeep Chhabra: Advanced Data Cleaning Using M in Power Query
Check out the introductory keynotes from Microsoft and world-renowned MVP Leila Gharani. Software developers showcase add-ins that transcend Excel's limitations, plus robust panel discussions and expert insights complete the Tech & Innovation Track!
✔︎ Keynote by Microsoft: Transforming Excel through research and AI
✔︎ Keynote by Leila Gharani
✔︎ Actionable Data Storytelling in Excel with Zebra AI
✔︎ AI: Sorting fact from fiction
✔︎ Python in Excel: First Steps
✔︎ Teaching Excel with AI
✔︎ Is AI taking over the role of the data analyst?
✔︎ How to build re-usable Excel automations with AI
✔︎ Empowering learners to Excel with digital skills certifications
✔︎ Kids meet spreadsheets
✔︎ Corporate charts inspired by social media
✔︎ ChatGPT: Match Made in Heaven or Hell..?
✔ Turn Excel models into Web apps: features, sharing, monetization
✔ Panel discussion: The future of Excel in an AI world
✔ Panel discussion: Does being Excel-certified matter?
Harness the power of Excel and Power BI for budgeting, forecasting, and modelling. You'll master dashboards, P&L statements, and learn to build bullet-proof models that won't disintegrate!
✔ Client's perspectives on quality — lessons from a career in financial modelling and what that means for the future
✔ Dynamic Arrays - A financial modelling game changer
✔Upgrading financial modelling — how, who, and why?
✔ Fivecasting: One Better than Forecasting
✔ A bank’s perspective on Excel and AI
Showcase your data with insightful visuals and learn the secrets of presenting it for effective communication. You'll also create custom charts, intuitive analytic experiences, and write DAX expressions for true flexibility!
✔ Is this an Excel chart?!? - 5 ways to take your boring charts to the NEXT Level
✔ Interactive Data Visualisation for decision support using Excel
✔ How to create an intuitive analytic experience in Excel using Script Labs
✔ Dynamic dashboard creation for KPI reporting using Power BI
Expand your understanding of Power Query, Power Pivot, Power BI, and Power Automate. You'll arm yourself with the latest time-saving functionalities, powerful visualisations & expert techniques.
✔ Why use Power Query to solve practical data cleaning problems?
✔ 5 Things every Excel user should know about Power BI
✔ Using Git in Power BI for effective teamwork and version control
✔ Overcoming real-world problems with Power BI
✔ Power Query on Excel for Mac
Discover the Excel hacks and best practices that empower you to do more with less. Whether it's formulas, keyboard shortcuts, or named ranges, you'll turbocharge your workflow!
✔ Optimising the Monetisation of Spreadsheets
✔ LAMBDA - There is no stopping you
✔The *NEVER SEEN* Tips & Tricks by Bob Umlas
✔ Converting spreadsheets into web apps; 3 apps in fifteen minutes
✔ 5 ways for analysts to leverage 'Analyze Data’ in Excel
✔Combine Data in Excel Like A Pro
✔ Why VLOOKUP when there is Power Query?
Discover the Excel hacks and best practices that empower you to do more with less. Whether it's formulas, keyboard shortcuts, or named ranges, you'll turbocharge your workflow!
✔ Excel Analytics 2.0 with George Mount
✔ Designing and Building Interactive Dashboards in Excel with Ann K. Emery
✔ Advanced Data Cleaning Using M in Power Query with Chandeep Chhabra
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Beat the rush: Early Bird bargains!
Enjoy incredible Early Bird discounts of up to 30% on Global Excel Summit 2025 conference tickets and exclusive Masterclasses.