Focused Skills Lab:
Analysis ToolPak Additional Concepts in Excel
Build a basic predictive modeling workflow in Excel and learn how Monte Carlo forecasting can help you plan with more confidence.
When forecasting revenue or planning around uncertainty, it is easy to feel stuck between overcomplicated tools and “gut feel” estimates.
Many fundraisers and analysts do not realize how far Excel can go for prediction and scenario planning, which means forecasts stay static and decisions get made without a clear view of best case, expected case, and worst case outcomes.
In this session of the ToolPak series, you will see how to build a basic predictive modeling program in Excel and how Dr. Duke created a Monte Carlo forecasting tool in Excel long before dedicated statistical software made it commonplace.
You will leave with practical ways to test assumptions, explore scenarios, and understand what data analytics can do for your organization.
Your Instructor
For over 20 years, Greg Duke has worked in fundraising organizations in the United States and the United Kingdom, working primarily in database management and prospect research.
Duke helps Raiser’s Edge clients to optimize their database by implementing data clean-up techniques and creating reporting structures, including dashboards and SQL queries. He also facilitates data imports into Raiser’s Edge and database administration.
Duke has worked at the University of Oxford, Niagara University, Florida International University, and the Rochester Institute of Technology. He has lectured at several APRA International and regional conferences, and previously taught a fundraising course at Niagara University. Duke earned a D.Phil in modern history from Jesus College, University of Oxford.
Course Curriculum
Lecture and Demonstration
- Video Lecture and Notes (73:17)
Build a basic predictive modeling workflow in Excel and learn how Monte Carlo forecasting can help you plan with more confidence.
$59.00
Frequently Asked Questions
When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course – you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like – across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.