The Microsoft Excel for Data Analysis and Reporting course has a new MANCHESTER date

Microsoft Excel for Data Analysis and Reporting (intermediate level)
Date: Thursday 12th July 2018
Location: St John Ambulance, St John House, Crossley Road, Heaton Chapel, Stockport SK4 5BF
Cost: IoF Individual Member £175, Charity Individual £195
Trainers: Victoria Barham


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

This is a practical course suitable for those who are familiar with basic Excel functionality but keen to learn more to enhance their work, for example Analysts, Campaign Managers 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.


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 charity data for over 9 years, Victoria will cover the functions and formulas that are essential when analysing and summarising data in Excel.  These will include using named ranges, sorting, filtering, functions for text manipulation, working with date variables, logical functions such as IF / AND / OR / SUMIF / COUNTIF, and LOOKUP functions.

Excel Charting

Visualising your data in chart form can be a useful way to identify trends and engage your audience. In this session you will learn how to create attractive and relevant charts.

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. 

This is a practical course suitable for those who are familiar with basic Excel functionality but keen to learn more to enhance their work.

What people are saying about it:

“Extremely useful day, looking forward to applying the things I learnt in my job role”

This course was run at a very good pace and Victoria is a very patient and attentive trainer”

Victoria Barham

Victoria has enjoyed many years working within analytical roles, including over 12 years within the Charity Sector. Victoria provides freelance analytical support with clients including DM Insight, PDSA, Tree Aid, Birmingham Children’s Hospital, Noah’s Ark Children’s Hospice, Marie Curie and The Christie Charity with projects including data preparation and exploration, Campaign targeting, selection, and analysis, RFV analysis, Forecasting models, Lifetime Value analysis, FastStats Excelsior Reporting and Predictive Modelling. Victoria can also provide bespoke Excel training courses and is also an accredited trainer in FastStats Discoverer and Excelsior.

Presentations from The Ideas Lab conference available now!

Our 2013 Insight SIG annual conference saw a magnificent line-up of speakers, from practitioner case studies from Cancer Research UK, RSPB, UNICEF UK and The British Red Cross, to leading edge thinking from Decode author Phil Barden, Lucy Gower and nfpSynergy founder Joe Saxton.  The Guardian’s digital team galvanised the audience to create compelling data visualisations, while The Cabinet Office showed how behavioural insights can improve results. 

Our own SIG primary research – kindly conducted by fast.MAP – showed that insight is increasingly making a difference to fundraising success. So we can be proud the group is effective in sharing best practice, training and inspiring a wide audience.

The conference was supported by CACI and run by our committee of volunteers.  I thank them all for their contribution to making this event such a success. Buzzing with new ideas and lots to talk about, our drinks reception was a great opportunity for networking and making new friends.

All in all, a very enjoyable and highly valued event – one leading figure said it was “the best IOF conference ever attended”.

Janet Snedden, chair Insight SIG

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1. 13 terrifying trends that are changing the face of charities

Joe Saxton, Founder nfpSynergy
The charity sector is changing around us. Remorselessly. Relentlessly. While we sleep. And at weekends too. And yet most charities go on behaving as if tomorrow is just another day. This session will look at 13 key trends from socio-economics and demographics, from technology, from fundraising, from governance, from management and from the kitchen. How should charities respond? What will the winners and losers look like in this brave new world.

2. You can’t do good innovation without Insight

Lucy Gower, Innovation Director Clayton Burnett
The critical role of insight in supporting innovation and practical techniques to generate ideas from your insight to transform your business.

3a. How CACI and RSPB used segmentation to deliver a supporter-focused communication programme

Anton Ivankiv, Marketing Planner RSPB & Richard Tomlinson, Director of Analysis CACI
The RSPB recognises that in order to achieve ambitious growth targets, it will need to work in the future with a wider range of people and engage new audiences, beyond the traditional profile of their supporters. This presentation will describe how RSPB and CACI worked in partnership to further develop their audience segmentation, and provide actionable and rich insight to identify new target groups, develop advertising and a new communication strategy.

3b. Developing a digital dashboard

Dan Prebble, Digital Analyst UNICEF UK
Insight in Fundraising 2013 Award winner UNICEF UK will be talking about the development process of their digital dashboard. The talk will focus on what UNICEF UK learned whilst developing the dashboard.
Judges comments: “This is a brilliant dashboard that is truly useful, tailored to the organisation, and which provides management information to keep digital front of mind at the charity. This is a great example of a success story that enables fundraisers to look at data in real time for meaningful information, with great potential for insight.”

4b Real-time targeted campaign evaluation

Dr Sean Perkins, Supporter Insight Manager RSPB & Gavin Ellison, Research Director Public services and NfP YouGov

The RSPB recently launched its first major TV advertising campaign for many years: ‘Giving Nature a Home’. It was important to evaluate and communicate the effectiveness of the campaign quickly and accurately, to help assess its effectiveness and plan future waves. Working with YouGov’s ADMARC approach we could check what people felt about the advert against their TV viewing habits, matched with our media plan data. The results demonstrated shifts in deep lying brand characteristics such as alignment with the cause and allowed us to measure effectiveness by type of advert and media planning choices.   Examining this insight alongside campaign response and a daily dashboard of brand receptions helped identify the key drivers of campaign success.

5. Insight-led Innovation at Cancer Research UK- A Case Study

Jenny Lindsay, Head of Insight Cancer Research UK
Dryathlon® 2013 was a huge success: thousands of supporters amassed over £4million in income – and this was just a pilot. But where did all begin? This session will reveal the key insights that helped to shape this successful fundraising campaign, demonstrating the value of a truly insight-led innovation process.

6a Macmillan love Insight. pdf

Clara Avery, Head of Research & Insight Macmillan Cancer SupportMacmillan

A look at how we radically changed our approach to creating and using insight at Macmillan in order to drive fundraising performance, featuring a review of our structure and recent case studies to illustrate how things are working today.

6b. Data Visualisation using Tableau

Jonathan Moxham, Database Marketing Manager & Sophie Reynolds, Senior Data Analyst British Red Cross
This talk will outline the five top tips that the British Red Cross refer to when approaching and delivering visual analysis using tableau or other visual analysis tools. Come along to find out how you might be able to improve both what you deliver as well as the steps involved in getting there.

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7a Data, Story, Chart, Design, How to tell effective visual stories

Adam Frost, Data Visualisation Manager and Tobias Sturt, Head of Creative The Guardian’s Digital Agency

Data visualisation has the ability to turn an uninspiring spreadsheet into a beautiful infographic, interactive or animation. But what’s involved? And what does good data visualisation look like? The Guardian Digital Agency will share some of their experiences in creating compelling visual stories for a wide range of audiences.

7b. An intelligent approach to acquisition

Ben Carter, Head of Charity Development Response One
Response One, winners of the Insight in Fundraising 2013 “Supplier of the year Award” for their entry with Battersea Dogs and Cats Home, will be sharing some of their innovative approaches to planning which places data and insight at the heart of decision-making.

8. Rethink the rules of mail and new opportunities for fundraisers

Jonathan Harman, Managing Director Market Reach
Jonathan Harman is Managing Director of MarketReach, Royal Mail’s business that helps Mail users and their agencies to get better results from their use of Mail. He will present some recent research findings about how mail and email can be planned together for optimal results, outline the research MarketReach will publish in the coming months and discuss the new opportunities for fundraisers that could be enabled by barcoded mail.

9. What we can learn from decision science and applications for charities

Phil Barden, author of “Decoded. The science behind why we buy.”
Consumers don’t think how they feel. They don’t say what they think and they don’t do what they say” mused David Ogilvy several decades ago. Science knows more about behaviour than the marketing and advertising industries have ever used. Advances in ‘decision science’, the combination of neuroscience, behavioural economics, cognitive and social psychology can help to unlock the motivators of behaviour and how to make our initiatives more efficient and effective.

10. Pre Conference Survey 2013 results

David Cole, Managing Director fast.MAP

Many thanks to fast.MAP for conducting the pre conference survey

 Thanks again to our headline sponsor


CACI help organisations drive more business value, by delivering an Integrated Customer Experience.  Our capabilities include consumer insight and analysis, digital campaigning, website design and build, technology integration, hosted and managed database services.   We work with more than 300 consumer-facing businesses, delivering customer and insight-led solutions that improve consumer engagement and commercial value – with data and digital at the heart of everything we do.

Presentations now available from “Age Matters!” September networking event

1. Talking age, Talking Generations- John Whitehead

Winner of the Outstanding Contribution Award at the Insight SIG Awards, John Whitehead makes the case for age being the most important single dimension you can append to your database.

2. Does Age Matter- Lee Gisbourne, RNLI

How and why the RNLI have placed age at the centre of fundraising with examples of its use in product development, marketing planning and campaign execution.


Awards 2013 Judging Panel

Many thanks to our judges for helping to choose the best of the best for the Insight in Fundraising Awards 2013  to be announced at our Gala Dinner on 11th June 2013

    1. Stuart McCoy, Charity Data Consultant, DM Insight
    2. Marie Sauvé-Rodd – Deputy Fundraising Director, Barnardo’s
    3. Michael Docherty, Head of Digital, Cancer Research UK
    4. John Moxham, Database Marketing Manager, British Red Cross
    5. James Spears – Head of Direct Marketing, CLIC Sargent
    6. John Whitehead – Supporter Planning & Insight Manager, WaterAid
    7. Paul Seabrook, Founder & Director, fast.MAP
    8. Jim Baggett – Founder & Managing Director, Wood For Trees
    9. John Urpeth, Founder of Boy on a Beach, Research Consultant
    10. Amanda Harris, Deputy Managing Director, Response One
    11. Antony Begley, Managing Editor, Database Marketing (Chair)



Networking Events – Presentations


Demystfying digital, media and social analytics

Presentations from our March 2013 networking event available  here: 2013-03_IoF_Insight_SamBertieV4

A topline look into the world of digital and media analysis, focusing on exploring the current landscape, including topics from simple Google Analytics through to more in-depth cross channel analysis such as paid, owned and earned analysis.

Bertie Bosrédon

Digital & Social Media expert Bertie has over 15 years experience in digital communications and has worked in the not-for-profit sector for 11 years. He set up the British Heart Foundation first online team and fundraising strategy, working on national campaigns before joining Breast Cancer Care, where he implemented innovative online services tools and an influential social media strategy.  Bertie helps organisations develop their digital presence, find the right tool and tactics to connect with their audience, increase income and engagement, and measure impact.

Sam Watts

Head of Marketing Analytics, Metametrics, Sam has over 8 years of media analysis experience, covering all channels both on and offline. In recent years Sam has concentrated on digital analysis, including both social and cookie based analysis. Sam has recently joined Metametrics, having previously been UK head of data and analysis at Starcom MediaVest Group, where he also led the global development of attribution modelling for SMG.

February 2013

Data Analytics – Powerful Insight into your Donors’ Giving Potential

Presentations available here:

PART1 MARCELLE – Insight in Fundraising 170213

PART2 STUART – IoF Insight SiG Data Analytics & Donor Potential

What are the smartest Individual Giving teams doing in the area of Mid and High-Value donor fundraising to make their data work harder and bring in significant net gains to the business?

Stuart McCoy – Data Strategy Consultant, DM Insight

Stuart has twelve years experience of data-led fundraising, gained at over thirty NfPs and agencies.  After seven enjoyable years as Help the Aged dedicated fundraising analyst, he set up DM Insight, a data strategy and analysis service specialising in the charity and not-for-profit sectors.

 Marcelle Jansen – WealthEngine

A data specialist, Marcelle worked in the Financial Industry for over 20 years commercialising financial information and applications ranging from historical and forecast data to portfolio risk models and corporate governance research.  She started with WealthEngine in October 2009 and manages WealthEngine’s UK office. 

Based in London, she provides client support to UK clients, providing solutions for sophisticated prospect research and analytics and supporting clients on WealthEngine’s tools to better reach their fundraising goals.

 April 2012

‘How to get ahead in analytics’ featured guest speakers Jonathan Moxham from British Red Cross and Damion Deansfrom Haigh Recruitment with lots of useful hints and tips on  how you can make the most of career opportunities in this sector and what experience and skills you need to move on.

Presentations from British Red Cross and Haigh Recruitment

2012 Insight in Fundraising Conference presentations

Check out our Downloads page to view the ten presentations from our successful 2012 Insight SIG Conference

Go to:

Speakers from:

1. Cancer Research UK

2. Comic Relief


4. Royal Marsden Cancer Charity


6. Age UK

7. Trufflenet

8.  Blue Cross/Wood for Trees

9. Bertie Digital Services/upriseUP

10. Marc Michaels




Insight SIG Awards – 2012 Winners

The IoF Insight SIG Awards at The Bank Westminster, saw charities and their data insight partners recognised for outstanding insight driven fundraising, with awards going to Comic Relief, Age UK, Royal Marsden Cancer Charity, and RNIB.


Award Winners

Driving strategy

Comic Relief & Streetwise Analytics/Datatalk/The BPS (Sport Relief 2012 Mile Registrations – identifying & leveraging an ‘infectious’ brand)


Age UK (Regular Giving Attrition Reporting Tool)

Supporter acquisition

Royal Marsden Cancer Charity (The Marsden March 2011)

Supporter development & retention

RNIB (Active Raffle to Committed Giving Campaign)

Team of the Year

Age UK (CRM and Group Database)

Supplier of the Year

Wood for Trees (Marie Curie Cancer Care, Dog’s Trust, Northern Ireland Chest Heart & Stroke, Horseworld, Children in Crossfire and others)

For more information see the Awards section

Insight SIG Awards

Introducing the IoF Insight SIG Awards

After several years of successfully developing insight and analysis skills in the charity sector, the SIG is launching an awards scheme to recognise best practice and raise the profile of these increasingly important disciplines in driving fundraising performance.

Entries are now being invited for projects and initiatives in that charity sector that demonstrate the highly effective use of data, analysis and insight for the following categories:

  1. Driving Strategy
  2. Supporter Acquisition
  3. Supporter development and retention
  4. Innovation
  5. Team of the Year
  6. Supplier of the Year

Entry is free and individual submissions must reach us by 30th April 2012 for judging in May.  A prestigious awards ceremony will be held in June 2012.  Further details will be published on the SIG website as they become available.

Please support these inaugural awards – feedback from our members indicates that good case study material is much needed to help raise standards in the sector and inspire individuals to leverage data to improve fundraising results.   Winning will increase your profile, boost morale and prove to your organisation the value your team delivers.

We have designed the entry form so that it is not onerous to complete and whilst we need results information for judging, sensitive information may be marked as such and treat in the strictest confidence within the process.

If you have any queries please email us at or contact Janet on 07740 285 101 or Liz Cook on 0782 57 57 209

We look forward to receiving your entries and wish you the best of luck!


Steven Dodds


IoF Insight SIG

2011 Insight in Fundraising Conference presentations

Following the conference on 29/11/2011, the presentations are now available here.

New Insight in Fundraising Training Course Details

Insight in Fundraising group aims to improve the knowledge of analysts and all those engaged in generating insight and analysis throughout the charitable sector.

We are pleased to announce new dates for our winter training courses.

Two are led by Stuart McCoy (DM Insight) and four by Julie Pitt (Plug the Gap)

Please contact Stuart or Julie direct to book a place on any of the courses listed; their details are labelled clearly within the brochure.

Please find the brochure here: IoF Insight Training 21-09-2011