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Beginner/Intermediate Microsoft Excel and Word Workshop

  • Wed, May 03, 2023
  • 1:30 PM - 4:30 PM
  • Sheraton Springfield Monarch Place Hotel, One Monarch Place, Springfield, MA 01144
  • 26


Registration is closed

Beginner/Intermediate Microsoft Excel and Word Workshop

Wednesday, May 3, 2023

1:30 PM - 4:30 PM EST


Organizations of any size can benefit from utilizing features of Microsoft Excel and Microsoft Word to create meaningful reporting tools and research deliverables. Microsoft Excel provides an extensive range of functions to analyze data. In this hands-on workshop, participants will learn to use Microsoft Excel to combine and compare different data sets, filter and slice data, create visual aids to communicate KPIs and better understand donors and fundraising goals. The workshop will then utilize Microsoft Word to translate and convert the data into briefings, event bios, and directories to be shared with organizational stakeholders such as gift officers and senior leadership. In this session, participants will learn to:

  • Learn to use the VLOOKUP function in Microsoft Excel and search for specific data vertically across a table or spreadsheet.
  • Create tables in Excel to apply filters, total rows, and create slicers.
  • Build pivot tables in Excel to query, organize, and summarize data and information between spreadsheets, tables, or databases.
  • Build a template in Microsoft Word using the mail merge function to create batches of personalized data with Microsoft Excel as the data source.
  • Learn several tips and tricks for Excel and Word.


Jamie Lewis (she/her/hers) is a senior prospect management and research analyst at the Harvard T.H. Chan School of Public Health. Prior to joining the Harvard Chan School in 2017, she worked in a small shop development office of a human services nonprofit and as a legislative aide at the Massachusetts House of Representatives. Jamie holds a BS from Seton Hall University in criminal justice and philosophy and an MS in business management from Eastern Nazarene College. 


$99 for Members

$165 for Non-members


Sheraton Springfield Monarch Place Hotel

One Monarch Place

Springfield, MA 01144


Registration for this event closes on Thursday, April 27th, 2023 at 5PM or when it sells out.


465 Waverly Oaks Road, Suite 421
Waltham, MA 02452

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