Autumn 2019 Training Courses Announced

Insight in Fundraising logo_EventbriteWe have great pleasure in announcing the first of our Autumn schedule of training!

Microsoft Excel for Data Analysis and Reporting (Level 1)

Date: Monday October 21st 2019, 10am to 5pm

Venue: St John Ambulance, Farringdon, London, EC1

Cost: IoF Individual Member £175, Charity Individual £195, Commercial £250.

Bookings: victoria@vbanalytics.co.uk

OVERVIEW

In this one day course Victoria will introduce you to Excel functionality that is fundamental when analysing and presenting data in Excel. You will leave with actionable learnings that you can implement to increase your confidence, save time and to make your Excel spreadsheets more flexible and accurate.

This is a practical course suitable for those who are already familiar with basic Excel functionality but keen to learn more to enhance their work, for example Junior Analysts, Marketing Executives and Database Administrators.

Attendees will need to bring their own laptop with Excel (preferably Windows, with Excel 2010 or later) installed.  Sample data and all course material will be provided on the day by the course trainer.

COURSE OUTLINE

Essential Functions and Formulas

There are functions and formulas that are essential when analysing and summarising data in Excel. Using hands on experience of working with data, Victoria will cover the techniques, formulas  and functions that are essential when analysing and summarising data in Excel.  These will include useful shortcuts for navigating your data, named ranges, sorting, filtering, absolute and relative cell references and logical functions such as IF / AND / OR / SUMIF / COUNTIF, and LOOKUP functions.

An Introduction to PivotTables

PivotTables are a powerful feature within Excel that allow the user to summarise large datasets with ease. In this session Victoria will introduce you to PivotTables, showing you how to summarise, present and explore complex data with them, easily and quickly.  


 

Microsoft Excel for Data Analysis and Reporting (Level 2)

Date: Friday, November 8th 2019, 10am to 5pm

Venue: St John Ambulance, Farringdon, London, EC1

Cost: IoF Individual Member £175, Charity Individual £195, Commercial £250.

Bookings: victoria@vbanalytics.co.uk

OVERVIEW

In this one day course Victoria will introduce you to more advanced Excel functionality using demographic and behavioral data to build an interactive report. You will leave with actionable learnings that you can implement to save time and to make your Excel spreadsheets accurate, more flexible and visual.

Please note that this is a practical course suitable for those who are already considered ‘intermediate’ users of Excel and should already be familiar with named ranges, sorting, filtering, and logical functions such as IF / AND / OR / SUMIF / COUNTIF, LOOKUP functions and a basic understanding of PivotTables.

Attendees will need to bring their own laptop with Excel (preferably Windows, with Excel 2010 or later) installed.  Sample data and all course material will be provided on the day by the course trainer.

COURSE OUTLINE

Advanced PivotTables

Using PivotTables in your reports can be an easy way to making your reports easily updateable and interactive. In this session Victoria will cover referencing PivotTable data using GETPIVOTDATA formulas and making them efficient using Range Names and cell References, and how to use Filters and Slicers to create interactive reports.

Advanced Formulas and Data Validation

In this session functions such as Percentile, Index and Match are investigated to demonstrate how they can enhance your spreadsheets.

The Data Validation tool in Excel can be used to make sure that Users enter certain values into a cell, in this session you will be shown how to use it to create interactive reports that automatically update when a cell value is changed.

Worksheet Controls

In this session you will learn how to add controls such as drop-down boxes and check boxes to your reports, and how to edit their properties and use them in conjunction with cell formulas to make your reports ultra-efficient and work extra hard.


 

Course Specifics

Maximum 10 Delegates per session.

Light lunch included.

All courses are delivered using Windows, Excel 2016.

Victoria Barham

Victoria has enjoyed many years working within analytical roles, including over 15 years within the Charity Sector. Victoria provides freelance analytical support and bespoke Excel training courses and is also an accredited user / trainer in FastStats Discoverer.

“Victoria was a very good trainer, her experience and expertise was obvious and her passion for the subject made her all the more compelling.”

“Very knowledgeable but a collaborative approach to learning; fantastic understanding of sector specific challenges and issues”

“I thoroughly enjoyed this course and having charity data examples I could really relate to was a big positive for me. I can definitely apply a lot of this to my analysis and reporting at work.”

https://www.linkedin.com/in/victoria-barham-304ba121/

https://www.facebook.com/VictoriaBarhamAnalytics/

victoria@vbanalytics.co.uk