"You Ain't Seen Nothing Yet": Intro to Data Analysis and Visualization in Excel

Track: Data Analytics Symposium

Session Number: 1046
Date: Thu, Aug 9th, 2018
Time: 1:15 PM - 1:45 PM

Description:

Prospect development professionals are increasingly being called upon to analyze their organization's prospect pool and make recommendations to inform fundraising strategy. But where does one begin? Especially if your organization doesn't have a budget for fancy data visualization tools or subscriptions. In this session, attendees will be introduced to methodologies for assessing their prospect pool and development officer portfolios, while learning how to analyze and communicate key findings using pivot tables and mapping in Excel.
Sub-Categorization: Start-Up Track
Session Type: Breakout Session

Primary Competency: RM:Competency 1: Prospect Pool/Base Analysis
Secondary Competency: DA:Competency 5: Visualization/Reporting Techniques and Competencies
Tertiary Competency: CA:Competency 5: Prospect and Portfolio Management
Intended Audience Level: Level I
Recommended Prerequisites: Individuals with some experience in Excel will likely benefit more, but it is not required.
Learning Objective #1: •Attendees will be able to use Excel to identify and analyze data that will aid in quantifying the prospect pool and building prospect portfolios.
Learning Objective #2: •Attendees will learn a series of concrete steps and be provided deliverables that can be copied or tweaked for their own organization.
Shop Size: Small
Sub-Categorization: Start-Up Track
Session Type: Breakout Session

Primary Competency: RM:Competency 1: Prospect Pool/Base Analysis
Secondary Competency: DA:Competency 5: Visualization/Reporting Techniques and Competencies
Tertiary Competency: CA:Competency 5: Prospect and Portfolio Management
Intended Audience Level: Level I
Recommended Prerequisites: Individuals with some experience in Excel will likely benefit more, but it is not required.
Learning Objective #1: •Attendees will be able to use Excel to identify and analyze data that will aid in quantifying the prospect pool and building prospect portfolios.
Learning Objective #2: •Attendees will learn a series of concrete steps and be provided deliverables that can be copied or tweaked for their own organization.
Shop Size: Small