Focused Skills Lab:
Connect to Live Data with Hyperlinks and Get/Transform Data
Bring online data into Excel and connect your fundraising reports to the sources behind the numbers using hyperlinks and Get & Transform Data.
Spending more time looking up data than putting it to work?
You’re researching a prospect’s giving capacity and need a stock price. You find the current value, type it into your report, and track down historical pricing information. The next time you need an update, you’re back to searching and copying numbers again.
The same challenge comes up with online lists, event schedules, and other web-based information. Manually transferring data takes time—and leaves you with a report that can fall behind as soon as the source changes.
In this Focused Skills Lab, Dr. Greg Duke demonstrates how to bring online data into Microsoft Excel and connect your reports to the information you rely on.
Explore how hyperlinks help you return directly to source web pages, and learn how Get & Transform Data can pull online tables into Excel and prepare them for use in your reports. By connecting to source data rather than repeatedly copying it, you can refresh information as those sources change.
From stock information for prospect research to event schedules and online lists, this one-lecture course shows you practical ways to put web-based data to work in fundraising.
Spend less time re-entering information and more time using it.
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
Course Contents
- Using hyperlinks to connect reports to source web pages.
- Bringing online data tables into Excel.
- Getting and transforming data from different online formats.
- Connecting to source data so reports can be refreshed as information changes.
- Applying these techniques to prospect research, event schedules, and online lists.
Bring online information into Excel and build fundraising reports you can refresh and not recreate.
$29.97
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.