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.

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

New year, new you

Another year of uncertainty and change?  Whatever happens in 2011, you can never be too well-trained or well-connected.

2010 Conference presentations available

For those that made it, and those that didn’t, all the documents are available from our website Please, fill your boots.


The Insight Special Interest Group is very pleased to continue to offer high quality training at excellent prices, starting from £45.

Information on other training courses and Insight activity can be found on our website:

Good luck in 2011.

All at the Insight SIG

Insight SIG Launches New Training Programme

Great! Launch of New Training Programme! Yahoo! I said Yahoo!

We are pleased to announce that we can now offer a new range of training courses for members, based on commonly requested and needed skills in the sector.  Yes we believe it is worth shouting about!  Yahoo! (OK I’ll stop now).

These courses are aimed to be relevant to anyone in fundraising working in both small and large organisations, and focus on getting the best from tools such as excel, fundraising reporting, attrition and campaign testing.  These are all important skills and valuable to any organisation wanting to make the most of their fundraising.

Great Trainers

Stuart McCoy and Julie Pitt are two of our experienced trainers that are providing the courses on the SIGs behalf, with many years of experience in working in the sector and delivering analysis in fundraising.  They have seen many of the challenges that are frequently encountered and have many shortcuts and tips to help even experienced analysts become more efficient.

Great Value courses

We are conscious that many budgets are under pressure so have kept our course costs to a minimum, and they really represent excellent value and a great way to improve your knowledge and skills.

Please note that due to the venues and need to keep training personal there are limited places only and so places will be given on a first come first served basis.  You can book by following the link here, where you will find details of when, where and how to book for your course.  It will also tell you what you may need to bring, and what you don’t.

So we hope you find our courses are great, and hope you will shout about them too, or tell one of your colleagues.  Just one more, Yahoo!


Nigel Magson


For more inforamtion about the courses please click here.