Focused Skills Lab: Advanced Pivot Tables
Boost your basic pivot table with advanced tools: crosstabs, numerical formatting, date filtering, calculated fields, and data slicers.
Data Management
Focused Skills Lab: Adding and Blending Data Using VLOOKUP
Learn how to use VLOOKUP() to blend data from multiple sources in Excel, enhancing your reports and strategic planning tools for fundraising success.
Focused Skills Lab: Basic Pivot Tables in Excel
Learn why pivot tables are so powerful, when to use them, and how to create and use one.
Chances Are—Understanding Probability of Giving and How to Improve the Odds
In fundraising, it is often difficult to calculate the probability that a given prospect will make a gift, or the likelihood that our organization will reach a specific fundraising dollar goal. The usual measures used in identifying probability don’t always work when it comes to… Read More »Chances Are—Understanding Probability of Giving and How to Improve the Odds
Optimize Strategic Decisions by Maximizing Your Data’s Potential
Liz Rejman, Principal of Liz Rejman + Co. lead this Water Cooler Chat on how to optimize your organization’s data by understanding the data life cycle. The chat will covered ideas such as developing a data governance policy, selecting data, onboarding data, performance management, and… Read More »Optimize Strategic Decisions by Maximizing Your Data’s Potential
More Excel Tricks for Fundraisers
By Dr. Greg Duke During our Water Cooler Chat, I presented some powerful Excel techniques— Watch the replay video for tips on: Ranking prospects using =RANK.EQ(), Adding up gifts to a specific campaign or fund using =SUMIFs and related “ifs” functions, Bringing in fresh data from… Read More »More Excel Tricks for Fundraisers
March Comes in Like a Lion and Goes Out Like an Excel Guru Lion
March is normally a quiet time in fundraising, but June is coming up fast. Join Greg Duke to discover more ways to ease your administrivia load with Greg’s latest Excel tricks and tips.
How to Create Word Clouds from Your Contact Reports Using Excel
In our February Water Cooler Chat, we were asked if it were possible to do a word cloud from contact reports using Excel because it’s a tool that is familiar and used often.Although it is possible, the process is clunky. Since Excel wasn’t built to… Read More »How to Create Word Clouds from Your Contact Reports Using Excel