Skip to content

The Data are Alright

  • Home
  • Blog
    • Spreadsheets
    • Civil Writes
    • Salesforce
    • Conga Composer
  • Dear Spreadsheet Whisperer
  • Consulting services
  • About
    • Testimonials
    • Link tree
    • Contact me

Tag: Single Source of Truth

October 23, 2018 Samantha Shain Dear Spreadsheet Whisperer, Uncategorized

syncing ship

It's time for end of year fundraising, so you export your data for volunteers, but then gifts come in and spreadsheets need to be refreshed. How do you handle the spreadsheet chaos? Meet my friend Ryan and how they can use good documentation to streamline this very confusing situation! Plus, some good puns!

May 7, 2018 Samantha Shain Dear Spreadsheet Whisperer, Uncategorized

Data cleaning is a “contact” sport

Like contact sports, "Contact Segmentation" has rules to learn and skills to develop... and sometimes it can make you feel sore/grumpy/bruised. In this post, I offer 4 "Rules of the Game" and 3 Skills that will help you make it to the clean data finish line.

May 6, 2018May 15, 2018 Samantha Shain Dear Spreadsheet Whisperer, Uncategorized

Re-member-ships

Some ideas for "best practices" on managing memberships from The Spreadsheet Whisperer.  If you structure your data properly, you won't have to remember when people re-member.  Are you with me?

May 2, 2018January 1, 2019 Samantha Shain Salesforce, Uncategorized

Duped, again!

Part 1 in a mini-series exploring the great, big world of “de-duping” - or, making sure that you don’t repeat the same information twice in a spreadsheet or database.   This post includes "instant-gratification" links to tried and true de-duping resources.

January 25, 2018January 26, 2018 Samantha Shain Uncategorized

“I want a sign-in sheet that *does the work for me!*”

How can we make better sign-in sheets that minimize the work for organizers and maximize our capacity to follow up?

January 23, 2018January 26, 2018 Samantha Shain Uncategorized

Why changemakers need good data

Why should we, as changemakers, take data quality seriously? Good Data = Good Organizing Looking for that perfect group of volunteers to plan the next bake sale?  Uh oh, is rapid response needed to bail your comrades out of jail?  It looks like a phone tree, phone bank, heck, even a contact list is in … Continue reading Why changemakers need good data

Tags

accounting address() array automation Black Lives Matter change management civil rights movement Civil Writes code conditional formatting conferences Conga Composer consulting counta() countif() crafting CRM cumulusci Data database data cleaning data culture data validation Data visualization de-dupe Dear Spreadsheet Whisperer EQAT error messages Excel facilitation feedback feminism filter() forms Formulas fundraising google scripts Google Sheets if() ifna() importrange() Impostor Syndrome indirect() interviews Justice large() LEFT() LEN() life with goldie listicle loops Mailchimp mailing list Mail Merge master's tools match() membership mentorship Metrics mindsets nationbuilder npsp openrefine open source phonebanking Pivot Tables poem PROPER() Public Health puns queer racial equity recruitment relational database reporting reproductive justice REPT() resource roundup RIGHT() rows() Salesforce salesforce flow search() self care SEO Single Source of Truth snowfakery social justice Spreadsheets sprints statistics SUBSTITUTE() sumif() systems testing thought piece TRIM() Tutorial unique() unofficial sf vlookup() xlookup() You Can Do It!
Powered by WordPress.com.
 

Loading Comments...