In this installment of Dear Spreadsheet Whisperer, we hear from an old friend who's storing contact information in.... Quickbooks! I offer advice about how to make better use of contact segmentation features and how to begin to explore a better database system.
Isn't it great when spreadsheets just WORK, making your repetitive tasks faster and more accurate? Here are two examples of spreadsheet tools I've built with a combination of Salesforce exports and spreadsheet prowess. Using them makes me feel proud and blissful!
It's 2019... do you know who your donors are? You have new data about your donors... and a LOT of it. But how do you take a list of hundreds or even thousands of donations and turn them into helpful statistics and meaningful insights? Here's my top tips for donation spreadsheets, served with a smile and side of puns and gifs.
In this installment of Dear Spreadsheet Whisperer, we use pivot tables, VLOOKUPs, and a mail merge to send top notch donor acknowledgement letters. Plus, gifs and cat memes!
How to filter a list based on another list, featuring one of my favorite data tools... the VLOOKUP! Plus, some examples for how this tool can be used for political organizing, and the "pull rabbit out of the hat" meme makes another appearance.