Focused Skills Lab: Advanced Pivot Tables
A one video course for using Excel in fundraising
Boost your basic pivot table with advanced tools: crosstabs, numerical formatting, date filtering, calculated fields, and data slicers.
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?
you have data that must be summed up in different ways, Microsoft Excel’s Pivot
Table function is what you need. In a special two-part episode of Excel
for Fundraisers Live!, Greg Duke shows you how to complete all of the tasks
described above using pivot tables…and how to complete or change those reports
In class 2a, he teaches advanced pivot table techniques like creating calculated fields, adding data slicers to animate your reports, and building charts and data visualizations right from your pivot table.
With Excel for Fundraisers Live: Advanced Pivot Tables, you’ll create stunning reports in almost no time.
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.