Focused Skills Lab:
Advanced Pivot Tables
Boost your basic pivot table with advanced tools: crosstabs, numerical formatting, date filtering, calculated fields, and data slicers.
Creating and reformatting reports for different stakeholders is time-consuming and frustrating when you’re recreating the same analysis over and over again.
It’s happened to every fundraiser who works with data. Someone calls you for a summary of how each of your organization’s funds are doing over time. When you ask if the summary should be by year, by quarter, by month, or by week, they respond “Yes.”
And after you’ve managed to complete all those reports, the same person calls back wanting you to change the gift numbers from “cash received” to “commitments.” And while you’re doing that, could you break out how much of that was solicited by each development officer?
Instead of spending hours recreating reports, you can use calculated fields, data slicers, and formatting tools to complete or change reports in seconds.
In this Focused Skills Lab, learn how to enhance your pivot tables with crosstabs, numerical formatting, date filtering, calculated fields, and data slicers. You’ll also learn how to build charts and data visualizations directly from your pivot table, creating stunning reports in almost no time.
Advanced pivot table techniques can transform how you analyze and present data.
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
Advanced Pivot Tables: crosstabs, numerical formatting, data filtering, calculated fields, and data slicers.
- Video Lecture and Notes (60:34)
Boost your basic pivot table with advanced tools: crosstabs, numerical formatting, date filtering, calculated fields, and data slicers.
$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.