New Spring Training Schedule Announce – Victoria Barham

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SPRING 2017 TRAINING SCHEDULE ANNOUNCED…

 

Microsoft Excel for Data Analysis and Reporting (Intermediate Level)
Date: Thursday 2nd February 2017
Location: St John’s Ambulance, London EC1
Cost: IoF Individual Member £175, Charity Individual £195, Commercial £250
Booking Contact: Victoria Barham

OVERVIEW
In this one day course Victoria will introduce you to Excel functionality that is fundamental when analysing and presenting data in Excel. Using data relevant to Charity Marketing, 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 Junior 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.

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 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.


 

Microsoft Excel for Data Analysis and Reporting (Advanced)
Date: Thursday 9th February 2017
Location: St. John Ambulance, London EC1
Cost: IoF Individual Member £175, Charity Individual £195, Commercial £250
Booking Contact: Victoria Barham

OVERVIEW
In this one day course Victoria will introduce you to advanced Excel functionality using demographic and behavioral Donor data to build an interactive Donor Report. 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 considered ‘intermediate’ users of Excel and should already be familiar with named ranges, sorting, filtering, functions for text manipulation, logical functions such as IF / AND / OR / SUMIF / COUNTIF, LOOKUP functions and also 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 ultra-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 more complex formulas such as Percentile and also Array formulas 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 campaign reports that automatically update when a cell value is changed.

Worksheet Controls
You can add Controls to your worksheet without the need for any programming. 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.


 

Introduction to Visual Basic for Applications within Excel
Date: Thursday 16th February 2017
Location: St John’s Ambulance, London EC1
Cost: IoF Individual Member £175, Charity Individual £195, Commercial £250
Booking Contact: Victoria Barham

OVERVIEW
In this one day course Victoria will introduce you to programming with Visual Basic for Applications (VBA) within Excel to enable you to automate repetitive tasks and enhance your reporting. In the session you will be using demographic and behavioral Donor data to build an interactive Donor Report with drop down lists and selection box controls.

This is a practical course suitable for those who are considered advanced users of Excel 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 Donor report tool to answer many management questions.

Creating Function Procedures
Excel 2010 includes more than 400 predefined worksheet functions, in this session Victoria will demonstrate how you can write your own custom functions using VBA.


 

All courses are for a maximum of 10 delegates
A light lunch will also be provided

Victoria Barham
Victoria has enjoyed many years working within analytical roles, including over 10 years within the Charity Sector. Victoria provides freelance analytical support with clients including DM Insight, PDSA, Hope House 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.