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?

Whenever 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 seconds.

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.

Your Instructor

Dr. Gregory E. Duke
Dr. Gregory E. Duke

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
Available in days
days after you enroll

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.

Get started now!