Spring 2020 Training Schedule

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We’re delighted to announce our Spring Training Schedule for 2020. Scroll down to take a look at all our courses.

 


 

Not another donor newsletter! Creating unmissable impact communications

Date: Thursday, 2nd April 2020, 10:00 to 16:00 (GMT)
Location: Presentation Room 1, Staple Inn North, 335 High Holborn, London WC1V 7PX 
Cost: IoF Individual Member £175, Charity Individual £195, Commercial £250
Bookings: CLICK HERE

What is it all about?

The message that charities make a positive difference is just not getting through to donors. In 2018, just 37% of people trust charities to make a positive difference to the cause they are working for.

This training seminar will give you new perspectives and practical tools to improve your supporter communications, helping you build supporter trust, motivation and, ultimately, ROI.  It will take you beyond the charitable sector into our wider culture of past, present and future, examining how stories of impact, transformation and change are told by progressive social movements and commercial brands. We will look back at the historical ‘golden age’ of NGO’s, analysing how the dominant charity brands of today built their foundations and what this means for a new era of impact communication.

Attendees will discover and learn:

  • The key aspects of supporter and public attitudes towards charitable impact: what do they need to hear?
  • The crucial ingredients of successfully communicating your organisation as an effective agent of change
  • How to tell compelling emotional impact stories for your cause
  • Impact communication ‘best-practice’ examples, from the charity sector and beyond
  • Ideas to replace the ubiquitous newsletter…

Refreshments will be provided throughout the day.  Attendees are asked to provide their own lunch.


Microsoft Excel Essentials for Data Analysis and Reporting – POSTPONED. NEW DATE TO FOLLOW

Date: Monday 4th May 2020, 10:00 to 17:00 (GMT)
Location: St Johns 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 essential when analysing and reporting data. You will leave with new skills that you can use to save you time and to make your Excel spreadsheets accurate and more flexible.

This is a practical course suitable for those who have some experience of working with Excel but who are keen to learn more to enhance their output and work more efficiently.

Victoria has over 15 years’ experience of working within the charity sector and all data examples used in the course are based around a fundraising / charity marketing context.

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.

For more information and booking, please contact victoria@vbanalytics.co.uk

COURSE OUTLINE

Essential Techniques

In Excel, there are often multiple solutions to the same problem. In this session Victoria will cover some techniques that can not only save time, but also ensure accuracy within your spreadsheets. These techniques include shortcuts for navigating your data, using range names, filtering, and absolute and relative cell references.

Essential Functions

There are more than 400 functions available to Excel users – in this session Victoria will introduce those that are essential for data manipulation, analysis and aggregation.

Logical functions such as IF, AND, OR

Mathematical functions such as SUM, COUNTA, SUMIF and COUNTIF

Lookup Functions to include examples using VLOOKUP, INDEX and MATCH

Date Functions such as DATE, EDATE, EOMONTH, DATEDIF.

Text Functions such as CONCATENATE, LEN, TRIM, SEARCH

Data Validation

The Data Validation tool in Excel can be used to make sure that Users enter certain values into a cell useful for data entry, but also useful when creating interactive reports that utilise the functions and techniques covered in the previous session.

New Functions

Victoria will demonstrate the new functions available to Office 365 subscribers XLOOKUP and Dynamic Arrays.


Microsoft Excel Pivot Tables for Data Analysis and Reporting – POSTPONED. NEW DATE TO FOLLOW

Date: Tuesday 5th May 2020, 10:00 to 17:00 (GMT)
Location: St Johns 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 PivotTables – a quick way to explore, summarise and present your data. You will leave with skills that you can implement to save time and to make your analysis and reporting more flexible and accurate.

No prior knowledge of PivotTables or any Functions are assumed. This is a practical course suitable for those who have some experience of working with Excel but who are keen to learn more to enhance their output and work more efficiently.

Victoria has over 15 years’ experience of working within the charity sector and all data examples used in the course are based around a fundraising / charity marketing context.

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.

For more information and booking, please contact victoria@vbanalytics.co.uk

COURSE OUTLINE

Creating and Refreshing 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 and explore your data with them, easily and quickly.  You will also look at how to format your PivotTables and apply filters to explore your data further, as well as how to create new formulas within the PivotTable and calculate new statistics.

Best Practice and Working Efficiently

When analysing any data, it is important to first spend time exploring and understanding your data and structuring your data to make your analysis and reporting as efficient as possible. In this session, you will learn how best to manipulate your raw data into a format ready for placing into a PivotTable. You will also learn some tips for working with PivotTables in an efficient way.

Creating Interactive and Visual Dashboards using PivotTables

Using PivotTables as a data source can be an easy way to making your reports easily updateable and interactive. In this session you will learn how to reference PivotTable data using GETPIVOTDATA formulas and making them efficient using Range Names and Cell References. You will also learn how to link Slicers to multiple PivotTables and create impressive interactive reports.


Introduction to Visual Basic for Applications within Excel – POSTPONED. NEW DATE TO FOLLOW

Date: Course run on demand – please register your interest by contacting victoria@vbanalytics.co.uk

OVERVIEW

Victoria will introduce you to programming with Visual Basic for Applications (VBA) within Excel to enable you to automate repetitive tasks and enhance your spreadsheets. In the session you will be using demographic and behavioral data to build an interactive, automated report with drop down lists and selection box controls.

This is a practical, introductory course suitable for those who use Excel regularly to a good standard but are looking to further advance their use of Excel through VBA, no previous programming experience is necessary.

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

COURSE OUTLINE

Introducing Visual Basic for Applications

Beginning with an introduction to the Visual Basic Editor, you will learn how to record a macro to perform repetitive tasks. Victoria will then introduce you to some programming principles to enable you to begin to edit and write your own VBA so that your macros can be even more powerful.

Automating Repetitive Tasks

Using practical examples, you will learn how to use VBA to automate repetitive tasks by editing your recorded code, declaring variables and controlling your code execution using For-Each-Next Loops and If-Then Constructs. This session will include tips on how to add frequently used Macros to your Personal Macro Workbook and how to add them to your toolbars so that they can be used across multiple workbooks.

Controlling your reports with Visual Basic

Adding controls such as Buttons and Dropdown boxes to your reports can make your reports ultra-efficient and work extra hard. In this session, you will learn how to use VBA with these controls to determine what happens when buttons are clicked and values changed resulting in an impressive report tool to answer many management questions.

 

Course Specifics

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

Maximum 10 Delegates per session.

A light lunch will be provided.

All courses are delivered using Windows, Excel 2016.

For more information and booking, please contact victoria@vbanalytics.co.uk


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 trainer in FastStats.

“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