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Excel Webinars

Incorporating Data Integration into Your Work: Things to Know whether you are using Excel, or a fancy Data Warehouse the size of Amazon’s.

Everyone is talking about data integration these days. Development staff are using Razor’s Edge, finance staff are using Quickbooks, and your grants management staff is using Fluxx. You can’t put all that in one system, but sometimes you need to ask questions that can only be answered by pulling data from multiple sources.

For example, how many volunteers are also donors? How many people are served by our grantees across different program areas or communities? Sometimes straightforward questions about outcomes (how many children are reading on grade level?) requires program information from a program database, as well as data from the school system. Combining data from different sources is challenging but oh so rewarding.

In this webinar, we will talk about how to create data strategies and practices that are essential to data integration, whether you are managing multiple databases or multiple excel spreadsheets. Then for the real nerds we will talk about the challenges of combining data from systems you don’t manage, and will explain more about open APIs, data warehouses, and data lakes. (Spoiler alert, your fancy data warehouse won’t do much if you don’t have a clear strategy about what you collect, and good data hygiene to make sure data is clean and complete.)

  • How do I go about finding the number, or percent, of our donors based in each state if my system puts their entire address in one cell? 
  • How can I find and remove duplicate entries quickly without making the mistake of erasing vital data?

Data Cleaning in Excel for Beginners

In this webinar, Kristen Halsey, Data Analyst, showed us a few tricks to help you prepare your data for analysis. The dataset she was working with was a record set of donors including their organization, contact name, address, donation amount, etc. This lesson is for those of us who enter data regularly, can navigate Excel and write some formulas, but unfortunately find ourselves manually making time-consuming changes in Excel.

She went over how to use basic Excel functions and formulas to maximize efficiency and accuracy. This webinar answered questions like:

  • How do I go about finding the number, or percent, of our donors based in each state if my system puts their entire address in one cell? 
  • How can I find and remove duplicate entries quickly without making the mistake of erasing vital data?

Basic Categorical Variable Analysis and Pivot Tables for Beginners

For part 2 of our Excel series, Kristen focused on simple descriptive analysis and data visualization using Excel. This webinar is particularly helpful for analysis for reporting. This lesson is for those of us who can navigate Excel and write basic formulas but find ourselves manually counting or filtering to get the information we need. Also, we understand the principles of tabular format and data cleaning. She went over some basic analysis using a “countif” formula. She walked us through making a simple pivot table and showed some examples of visualizations you could make.


You will learn how to quickly figure out the number, or percent, of each category of a variable, or more than one variable with a pivot table. You will be able to answer questions like:

  • What number, or percent, of our donors are based in each state, and how do I present that in a visual in my report?
  • How many people in my dataset are female between the ages of 40-48?
  • What percent of people in my dataset are in each ethnic demographic and how can I put that in a table for EEOC reporting?

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About us

We Make Data Easy(er)

Inciter helps clients measure impact, communicate, and fundraise through research, visualization, and data systems. We do this by helping them collect the right information, at the right time, using the right tools. 

Established in 2003 as Carson Research Consulting, Inciter is a small, woman-owned firm located in Baltimore, MD. When you work with Inciter, you get a team of experienced researchers, evaluators, and custom software designers. While we are located on the East Coast, we work across the country.

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