Excel
Introduction
This page will provide insights into some of the capabilities of Microsoft Excel and how it can be used to make the most of your Charitylog data. None of the functions require specialist knowledge or training and in a few clicks, you can perform some very useful tasks.
Pivot Tables
A Pivot Table in Excel is a tool that helps you quickly organize and summarize large amounts of data. It lets you sort, group, and filter information to find patterns and trends. For example, you can use a Pivot Table to see total referrals by month or by region. This makes reporting easier because you can create clear summaries without changing the original data. It can also be used to create graphs and charts.
Advanced Reporting
Once you have mastered Pivot tables, you may find it useful to save them so you can run them multiple times using the same data source.
VLOOKUPS
VLOOKUP in Excel is a tool that helps you find information in a table. It looks for a value in one column and then returns related data from another column in the same row. It's very useful for comparing data from one table with data in a different table. One example could be, you have a list of club and clinic attendances and a list of referrals. You want to know if anyone who has been recently referred has attended a club/clinic. This makes it easier to match and retrieve data quickly without searching manually.
PowerQuery
Power Query in Excel is a tool that helps you clean, shape, and combine data from different sources. It lets you fix messy data, like removing errors or splitting columns, without changing the original files. For example, you can use Power Query to bring in referral data and outcome data and merge them into one clean report. This makes preparing data for analysis much faster and easier.
