Substance With Style: Dressing Up Traditional Reports in Excel

Track: Data Analytics

Session Number: 1074
Date: Sat, Aug 11th, 2018
Time: 8:00 AM - 9:30 AM

Description:

Non-profit organizations are tracking an ever-expanding array of data. We can generate reports dissecting this data in thousands of different ways. But is your leadership reading these reports? The best spreadsheet in the world is useless if it isn’t being read and understood by the right people. Humans are visual learners; a densely-packed spreadsheet can intimidate readers and hamper effective communication. This presentation will show simple visualization options in Excel to transform traditional spreadsheets into eye-popping reports that will grab the attention of Administrators and Development Officers (DOs) alike, ensuring that reports can be easily understood by your target audience without increasing already-strained budgets.
Session Type: PD Breakout Session (90 minutes)

Primary Competency: DA:Competency 5: Visualization/Reporting Techniques and Competencies
Secondary Competency: DA:Competency 6: Communication
Tertiary Competency: RM:Competency 4: Relationship Management Reporting
Intended Audience Level: Level I, Level II
Recommended Prerequisites: Basic familiarity with Excel
Learning Objective #1: Attendees will learn how to use conditional formatting and color coding to better engage a target audience
Learning Objective #2: Attendees will learn how to add charts or graphs to present data in unique ways
Shop Size: Small, Mid-Size/Large, All Shop Sizes
Session Type: PD Breakout Session (90 minutes)

Primary Competency: DA:Competency 5: Visualization/Reporting Techniques and Competencies
Secondary Competency: DA:Competency 6: Communication
Tertiary Competency: RM:Competency 4: Relationship Management Reporting
Intended Audience Level: Level I, Level II
Recommended Prerequisites: Basic familiarity with Excel
Learning Objective #1: Attendees will learn how to use conditional formatting and color coding to better engage a target audience
Learning Objective #2: Attendees will learn how to add charts or graphs to present data in unique ways
Shop Size: Small, Mid-Size/Large, All Shop Sizes