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Tracking What Matters with Microsoft Excel

Workshop Description: Foundations, donors, media - many sources want data, but we don't always have a database or IT team. Spend a day working in Excel. We’ll explore grant related data, track donor activity, build summaries that automatically update with changes in your data, learn formulas, and learn about pivot tables. 

Participants will need a laptop with Excel. Ideally, users should have Excel 2010, 2013, or the Excel 2016 Preview. Excel 2007 is also acceptable. For Mac users, Excel 2011 or the 2016 Preview are acceptable. Excel 2003 is unworkable.

People are welcome to bring their actual work (as long as there isn't any sensitive data). There will be time to utilize 1-2 real-life headaches for people who welcome their challenge being an example for everyone else to learn from.

Date & Time: Friday, July 17, 2015, 10:00 am - 5:00 pm

Trainer(s): Oz du Soleil, DataScopic.net

Audience: People who manage data on a daily basis. Should have some basic familiarity with Excel: ability to do sums, build simple formulas, and link worksheets.

Trainer Biographies

Oz du Soleil is a Microsoft Excel MVP and of Guerrilla Data Analysis 2nd Ed: Managing Data in Excel 2013. Oz is a business consultant who's been working with Excel for over 10 years. He also founded a nonprofit and acted as Executive Director for 3 years. Oz is a recent transplant from Chicago. After visiting Portland in 2009, the friendliness of the people and the natural scenery finally lured Oz back to PDX in August of 2014.

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