Focused Skills Lab:
COUNT(), SUM(), and All Their Friends in Excel
Master the Excel formulas development operations professionals use most — and put them to work building a gift pyramid.
Working with gift data is harder than it needs to be when you’re not sure which formula to reach for — or why one isn’t giving you the right answer.
You pull a report and need a quick count of donors at a certain giving level. You want the total gifts from a specific fund. You need to know what percentage of donors gave above a certain threshold. Each time, you’re either guessing at the formula or cobbling something together from memory.
COUNT(), SUM(), and their related formulas — COUNTIF(), COUNTIFS(), SUMIF(), SUMIFS(), AVERAGE(), MAX(), and MIN() — are among the most practical tools in Excel for anyone working with gift data. But there’s a meaningful difference between knowing a formula exists and knowing when and how to use it.
In this Focused Skills Lab, Greg walks through each formula, shows how they work with real gift data scenarios, and then brings it all together by demonstrating how to use them to build a gift pyramid.
The right formulas — used with confidence — make your gift data analysis faster and more reliable.
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
COUNT(), SUM(), COUNTIF(), COUNTIFS(), SUMIF(), SUMIFS(), AVERAGE(), MAX(), MIN() — and building a gift pyramid with these formulas.
- Video Lecture and Notes (65:27)
Master the Excel formulas development operations professionals use most — and put them to work building a gift pyramid.
$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.