Frequently Asked Questions (FAQ)

This page includes frequently asked questions (FAQs) for prospective and current participants of the Power BI Deployment and Governance training course that Mike Carlo runs.


Enrollment FAQs

Is enrollment still open? Is the course still active?

Absolutely! Although Mike Carlo has taken over the management and new content creation of the course. It’s a great time to join.

Where do you find everything that’s included in the training course?

Everything is described on the main page.

If you have a question we haven’t covered, please contact us.

If you don’t have Power BI Premium, is the course still worthwhile?

Absolutely! We do mention Power BI Premium or Premium Per User from time to time throughout the course. However, most of the content covered will be applicable regardless of whether you have Premium or not.

Are there prerequisites for enrolling in the course?

There are no specific prerequisites. To get the most out of the course, basic familiarity with Power BI is recommended since we will not spend significant time on fundamentals.

Is there a group enrollment option, or group pricing?

If you have 3 or more people from your organization that you’d like to enroll, please contact us. We can provide you with group pricing options.

Is the material basic or advanced?

For the most part, the course does not address the basic Power BI fundamentals. Most of the content would be considered intermediate-level, though that does depend on the participant’s experience level. Sometimes, basic concepts will need to be presented as building blocks or for level-setting. Depending on experience level, certain topics may be more advanced.

It’s okay if you don’t have significant hands-on experience with Power BI — as long as you are familiar with business intelligence concepts related to content creation, distribution, security, and so on. For the most part, this course is focused on helping you with planning and decision-making (i.e., more emphasis on the ‘what’ and ‘why’ - we don’t go deep on the ‘how’ in most cases).

Course Delivery FAQs

How long do you have access to the content?

You'll have access to everything for 6 months from your enrollment date. This includes all of the materials and the ability to join the live sessions.

You’ll be provided a steeply discounted price if you wish to extend your access beyond the initial 6 months, if you choose to. (Fun fact…about 25% of participants choose to stick around longer than their original enrollment period.)

What time zone are the live sessions scheduled?

Live Q&A is scheduled every other week, and live workshops are once a month. Live sessions are usually at the following times to accommodate global time zones:

  • Wednesdays at 8am Central time
  • Wednesdays at 5pm Central time

You can check this area to get an idea of the exact events that are scheduled and when.

Can you download the video recordings?

No. You’ll have access to view content on-demand in the training portal.

Can you download the course materials?

Yes. All files can be downloaded. Templates are in Word format so you can easily customize them.

Depending on the type of template, you might not actually implement it as a Word document (for example, a web form might be more appropriate). Word is an easy format for sharing information in a way that you can customize and edit after you receive it.

Will you be on a webcam in the live Q&A calls or workshop sessions?

Only if you want to be. Totally your choice.

Where do you access the content?

Everything is accessed through the Training Portal; you will have full access to everything right after you have completed the checkout process.

The training portal is delivered via a web-based platform called Teachable. There is currently no custom mobile app so all access will be through a web browser.

Which web browsers are supported for the training portal?

Recent versions of Chrome, Firefox, Edge, and Safari are supported. Internet Explorer is NOT supported.

Can you get a certificate of completion?

We’re happy to send you a certificate of completion. Email your request to [email protected].

Payment and Refund FAQs

What is the cost?

The cost for the course is $1795 US dollars which includes access for 6 months. The course main page covers everything that’s included.

What is the refund policy?

Your satisfaction is very important to us. Extensive time, effort, preparation, and care go into creating and providing excellent content. However, every participant brings their own expectations, experience level, goals, priorities, and level of effort.

To request a refund, we will require you to submit a detailed statement with specifics about why you are dissatisfied with the content provided. We will approve partial or full refund requests on a case-by-case, based on the information you submit.

The refund policy is discussed in more detail in the Terms of Use.

What payment options are supported?

The two options that are easiest, and get you the fastest access to the content:

  • Credit cards: Visa, MasterCard, American Express, or Discover (processed securely through Stripe)
  • PayPal: Use the funding arrangements you’ve set up in your PayPal account, or you can check out as a guest. This option is best if you reside in a country where Stripe is not supported.

Both of the above options can be done on the standard checkout page.

If the above options don’t work for you, you can get an invoice which is discussed next.

Can an invoice be generated, rather than using a credit card?

Sure thing. Please contact us to let us know that you need an invoice. We’ll need to know your company information/address, who is to be enrolled (name and email address), who to send the invoice to (usually accounts payable), and your company’s VAT number if you’re in the European Union or United Kingdom (to zero out the tax).

To keep our administrative overhead low, we will not be able to go through an extensive vendor approval process with your purchasing department, nor can we complete an extensive set of forms for your accounts payable department. If that works for you, then we’re happy to send you an invoice. QuickBooks Online will generate the invoice.

Your enrollment will be completed (allowing you to see the content) once the invoice has been paid in full.

Technical Support FAQs

Where do you log in to the course?

The training portal is available to enrolled participants at the enrollment page.

What languages are supported?

Everything is in English.

Can you share your login to the training portal with coworkers?

Nope! Your enrollment includes a single-user license for you only as the training course participant.

If we see highly suspicious activity in the training portal which appears like a login is being shared, your account will be disabled immediately.

Mike and Melissa are both self-employed, and this represents their intellectual property. We sincerely thank you for understanding that and complying with the licensing terms. You can find additional details in the Terms of Use.

Can you share the course materials with coworkers?

All materials provided in the course are copyrighted to Carlo Solutions and Coates Data Strategies, and remain the intellectual property of Carlo Solutions and Coates Data Strategies.

All course content:

  • You may use all of the content for personal or internal business use.
  • You may not post any content online.
  • You may not train others or redeliver this content in any way.

Videos:

  • You may view the videos for personal use.
  • You may not share your login details with another person.
  • You may not view the videos in a group setting. (Contact us if you would like to discuss group pricing.)

Slides:

  • You may not edit or reverse engineer the downloaded slide content in any way.
  • You may use the information in the slides for personal or internal business use.
  • You may not post any of the slide information online.

Templates & checklists:

  • You may customize the editable templates & checklists provided, and use them for personal or internal business use.
  • You may not post any template or checklist online, even your edited version.

Consultants and trainers who attend the course do so for their personal learning benefit. No commercial use of this content is allowed without our express permission.

You can find additional details in the Terms of Use.

How is your personal information protected?

We will always make sure your name and e-mail address are securely stored and never shared with a third party. Comments and messages in the private discussion community will not be exported or shared outside of the training portal.

Most of your activity, such as discussion posts, questions, and comments, is viewable by other participants. Your likeness and name are also viewable by other participants (for instance, if you share your webcam during a live Q&A session).

Full details can be found in the Terms of Use and Privacy Policy.

The course is hosted on the Teachable platform. You may view the Teachable Privacy Policy for details.

What is the code of conduct?

You will be able to interact with other participants in several ways such as text Q&A, spoken Q&A, polling responses, and on the internal discussion community. We will have a respectful, friendly, fun, and inclusive experience for all participants.

You may not communicate or submit any content or material that is abusive, vulgar, threatening, harassing, knowingly false, defamatory, obscene, or otherwise in violation of any law or the rights of others. Harassment or disrespect of any kind will result in your account being immediately disabled without a refund.

You should not share anything sensitive about your organization during the course of this course. Whatever you may happen to learn about other participants during discussions, chats, or Q&A, you should keep that information confidential.