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Data Entry, Analysis and Reporting using Excel

United Way Winnipeg

Thursday, 20 June 2019 at 9:00 AM - Thursday, 27 June 2019 at 12:00 PM (CDT)

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Ticket Type Remaining Sales End Price Fee Quantity
General Sold Out 19 Jun 2019 $145.00 $0.00

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Event Details

Data Entry, Analysis and Reporting using Excel

Thursday, June 20, 2019 AND Thursday, June 27, 2019
9:00 a.m. to 12:00 p.m. (registration begins at 8:30 a.m.)
United Way Learning Centre; 580 Main Street

If cost is a barrier to participation, please email Leigh-Anne Bowles at


Workshop Description:

Many organizations use MS Excel to track and report on program activities and outcomes. When used properly, Excel can be a powerful tool to support monitoring, reporting and decision-making. To take full advantage of Excel’s capabilities requires a good understanding of data management and the ability to use available functions and tools to summarize and report findings.

While many non-profit staff are familiar with the basic functions of Excel, in depth training can improve skills for better data collection, more robust data analysis, and the meaningful reporting of important findings.

This introductory workshop will take place over two half-days and will apply hands-on learning to guide participants, step-by-step, through data collection, management, analysis and reporting using Excel.

Participants will each have the use of a laptop for the class, and will be provided with sample Excel files to work on in class. Learning will be hands on with the facilitator working the group through a series of exercises.

Learning Objectives

Session 1: Thursday, June 20, 2019

  • Understand how to design and develop a database to ensure good data quality,
  • Learn about the different types of quantitative data and how to store them in Excel,
  • Know how to reduce data entry errors,
  • Learn what to do with missing values and how to recode variables,
  • Learn how to sort, filter and review data for errors,
  • Know how to conduct an initial review of data, exploring for preliminary trends and patterns, and
  • Learn how to use formulas to summarize data (e.g., Count, countif(s), Average, etc.).


Session 2: Thursday, June 27, 2019

  • Learn what a pivot table is and how to create one,
  • Learn how to set pivot tables to make comparisons,
  • Know the different kinds of chart options (e.g., bar, line, scatter),
  • Understand how to choose charts based on the data types and key message,
  • Practice creating charts in Excel,
  • Learn principles of good data visualization, and
  • Learn how to customize charts and export them into reports or slides.

This workshop is designed for individuals who currently use Excel and would like to enhance their skills and understanding. Participants will be individuals who primarily use data for program planning and reporting. Examples will be based on community-based programs that typically collect information about program participants, their participation (e.g., number of people attending individual or group programming), satisfaction (e.g., client surveys) and outcomes (e.g., pre/post surveys and other ongoing assessments).

Participants should be comfortable working in a MS Office environment with prior experience using Excel - at a minimum knowing how to create and navigate a spreadsheet.

Workshop Facilitator

Bohdanna Kinasevych is a respected evaluator that has worked with community organizations for over 20 years. She has extensive experience designing and managing qualitative, quantitative and mixed-methods research and evaluation projects, with a range of stakeholders in the non-profit and public sector. Bohdanna works with not-for-profit organizations and government to enhance capacity and integrate evaluation into program planning and design. She has completed professional training in the use of Social Return on Investment (SROI) to monetize the social and economic value of social programs.

Bohdanna has planned and implemented data management systems for internal monitoring and evaluation. She holds a Master of Science in Community Health Sciences from the University of Manitoba and is a credentialed evaluator with the Canadian Evaluation Society.

Have questions about Data Entry, Analysis and Reporting using Excel? Contact United Way Winnipeg

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When & Where

United Way Winnipeg
580 Main Street
Winnipeg, MB R3B 1C7

Thursday, 20 June 2019 at 9:00 AM - Thursday, 27 June 2019 at 12:00 PM (CDT)

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United Way Winnipeg

United Way ensures an essential network of programs and services by providing support to nearly 100 agency partners. Each plays a vital role in our overall strategy to ensure lasting, positive change by addressing the underlying causes of our city's most challenging social issues.

Every year, thousands of volunteers and committed Winnipeggers raise millions of dollars that are invested back into the community. Donations support programs and partnerships that inspire lasting change, better lives, and a safer, stronger Winnipeg for all of us.

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