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Excel next steps 2 – Managing and analysing your data

  • Start: 11th July, 2024 @ 1:00PM
  • End: 11th July, 2024 @ 3:30PM
  • Online

It’s easy to pick up and start using Excel for small data collection tasks, only to find they grow into large unwieldly spreadsheets full of inconsistencies and time-consuming work arounds.

Join this session to find out how to get your spreadsheets on track and doing what they’re meant to be doing – saving you time, facilitating effective service delivery and enabling you and your team to get insight into the bigger picture.

This session will cover

  • Data validation & pick lists
  • Splitting columns
  • Introduction to pivot tables

Pre-course requirement

You will need to be able to join this session from a PC or laptop with Excel installed to be able to participate in the training. The session is designed for people using Microsoft Excel 2016, 2019, 2021 or the Microsoft 365 Excel desktop App on a Windows PC / laptop. If you have an earlier version of Excel, are using the Microsoft 365 Web App in a browser, or are working on a Mac, you’ll find that some of the features we look at either don’t exist or are accessed differently. Please check the version of Excel you are running by opening Excel, click on ‘file’ and then on ‘account’ and you will see the version you are running in the right hand-side of the window.

Am I eligible for this course?

Priority for this course will be given to Trust for London funded small charities & community organisations in London.

Is this course for me?

This course is for staff, trustees or volunteers of small London charities or community organisations who are getting started on their data and digital journey and want to better collect, analyse and present data to influence change.

It is not suitable for people who haven’t used Excel before (we have an Introductory session for complete beginners and a follow on Next steps 1 session). This is a pre-intermediate session, so aimed at people who have a basic understanding and experience of working with Excel but want to take it to the next level.

Course format

Online technical group training

This is an online interactive live training session. You’ll take part in interactive exercises such as breakout room discussions, polls or chat conversations.

You will be asked to complete individual technical tasks on your PC or laptop. You will not be able to join this training using a mobile device. It’s likely that you will need to either create online accounts or download appropriate software, which we’ll tell you about in advance.


Clare Chamberlain has worked in various roles at London based CVS organisations since 2008 and joined Superhighways in June 2020. She is a Data Support Adviser, helping small charities and community groups to better use the data they collect when supporting communities, to clearly share the story of their work.