EXCEL-lence Analysis 201 Bootcamp

Description

Course Description
UNA is partnering with the Montana Nonprofits Association to bring you the Excel-lence Bootcamp Series! Get ready to save yourself some staff time with the skills you learn in this course’s sessions! This course is for those with a basic comfort level in Excel who ready to learn how to dig into deeper data analysis through a comprehensive understanding of functions. This course’s two sessions, over two weeks, will cover a variety of formulas applied to different scenarios, and give you time to adapt, practice, and build your own for easy analysis. By the end of the series, you will feel confident building complex formulas, manipulating data for specific uses, and analyzing complicated data questions. This might mean calculating revenue amounts by source, analyzing budget impacts of programs, or sorting contact information into more easily segmented lists.

Topics Covered

• Numeric Functions: SUM(), COUNT(), MIN(), MAX()
• Logic Functions: IF(), VLOOKUP(), INDEX(), MATCH()
• Text Functions: LEFT(), RIGHT(), PROPER(), CONCATENATE()
• Newer functions in M365: XLOOKUP(), TEXTSPLIT(), FILTER(), SORT()
• Conditional Formatting

Location
Online | All session recordings and resources will be available to registrants for 6 months following the conclusion of the course.

Cost
UNA Members (Whole Org): $75 for 201 Bootcamp (two days of training)
Not-yet-members (Whole Org): $150

Not the right fit? This course is part of a full month of Excel-lence Bootcamp! 

• Spreadsheet 101 Bootcamp | March 3rd & 5th 
• Analysis 201 Bootcamp | March 10th & 17th 
• Visualization 301 Bootcamp | March 24th & 26th

About the Speaker: Adam Jesperson

After serving as Intermountain's CFO, Adam joined MNA in 2019 as our first Director of Innovation, and moved to Executive Director in 2024. Adam is passionate about helping people, teams, and organizations across Montana find their stride in being more effective and impactful.

Registration Note: 

Clicking Registration below will take you to the MNA registration page. UNA Members can select Utah as their state in the registration form to access MNA member pricing.