Pre-Conference Workshop - I didn't Know Excel Could Do that! Using Microsoft Excel for Data Management and Data Visualization

  • 19 Jul 2020
  • 8:00 AM - 12:00 PM (PDT)
  • San Diego, CA
  • 20

Registration

I didn't Know Excel Could Do that! Using Microsoft Excel for Data Management and Data Visualization

Martha Hennen, SEC

Chris Bordeaux, OCC Treasury

Click here to view author bios.

Data visualization is increasingly used by large, mid-sized, and even small organizations to get the most out of their data. Visually displaying large amounts of data in a clear and cohesive way can help organizations more quickly identify and make sense of trends and patterns, pinpoint outliers, and both ask and answer complex "what if" questions. At the same time, many organizations, especially those in the public sector, lack specific software resources to serve this function. This workshop will showcase the underutilized data management and visualization capabilities of Microsoft Excel. Workshop exercises will build on participants' existing Excel skills to transform data into powerful and intuitive dashboards.

Workshop participants will walk away with:

  1. Techniques for importing, updating, and arranging external datasets in Excel;
  2. Knowledge of built-in Excel functions that simplify calculating and transforming data for display purposes;
  3. Techniques for using Excel's pivot tables, pivot charts, and slicers to build intuitive visual displays or dashboards; and,
  4. Tips and tricks for data visualization and practical resources for where and how to get help when you need it.

Note: participants are encouraged to bring a laptop, to benefit from hands on exercises.

Refunds of conference registration fees will be made for cancellations prior to June 22, less a $25 processing fee. No refunds will be granted after June 22.
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