
businessNov 24, 20209:14pending
4 More Ways to Transform Your Client Data: Part 2
About this episode
This episode will cover shortcuts for the everyday person who works in the nonprofit space. Tips can be used in Excel, Power Query, Power BI Desktop, Access and will help you to think about your data process. This show is for the person who wants to serve your community by providing excellent customer service and impactful data. Go to NonprofitAutomations.com website to download today's info card with the first four tips! Each week I will bring 4 more tips and we will conclude this series with a webinar that covers all 16 tips. The next series of tips will focusing on tips for teachers and churches. Today’s tips are below.
5. Relate Tables to combine data (Intake admission date w/ Discharge Date)(w/ Power BI, Access, Power Pivot)
6. Update lookup tables with Power Apps or Excel Card View (Staff lookup)
7. Get "Pivot Table" Narrative instantly with "IDEAS" in Excel.
8. Convert image to table w/ FREE MS Office Mobile App
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