The second installment of PTP's intermediate/advanced tutorial on Excel 2007 for Windows. We covered these topics:
- Merging Data
- Paste Special
- Formulas, Including IF and VLOOKUP
- Creating a Chart
- Creating a Pivot Table
- Using Named Ranges
Trainings
Please find below a list of many of the trainings that the Progressive Technology Project has conducted over the years. Each training contains links to materials used in the trainings.
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An intermediate/advanced tutorial on Word 2008 for Macs. We covered these topics:
- Templates (custom and built-in)
- Customizing menus and toolbars in MS Word
- Using keyboard shortcuts
- Creating, saving and reusing styles
- Creating a table of contents from styles
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An intermediate/advanced tutorial on Word 2007 for Windows. We covered these topics:
- Templates (custom and built-in)
- Customizing menus and toolbars in MS Word
- Using keyboard shortcuts
- Creating, saving and reusing styles
- Collaborating and tracking changes
- Sections
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An intermediate/advanced tutorial on Excel 2007 for Windows. We covered these topics:
- Filtering & Sorting
- Understanding Clean Data
- String Parsing
- Formulas
The session begins 2:00 minutes into the recording.
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This session focuses on the workaround to do batch updating of event participants' information using profiles. We will be working on the PowerBase solution during the development of Phase II.
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Here's the recording for Day 4 on:
- working with the email salutation field and token for email message templates
- Understanding Profiles
- Creating Profiles for Search views [to be revisited on Day 5]
- Creating Profiles for Batch updates
- Creating Profiles for use with online Event Registration
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Here's the recording for Day 3 on:
- Configuring your email
- Sending direct email to an individual or group of contacts
- Sending mass email using message templates
- working with tokens in an email message template
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Here's the recording for Day 2 training on:
- Searches
- Smart groups vs. static groups
- Exporting contacts
- Creating Events
- Creating Activities
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Below is the recording for the first PowerBase Pilot Project training on:
- Administrator Tasks: creating new user accounts, permissions and roles, creating contact records for staff in PowerBase
- Configuring PowerBase with custom data
- Relationships between Individuals and Organizations
- how to handle householding
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Here are the training materials we used for our 1st PowerBase training for the pilot groups on September, 14, 2009 in San Francisco at the Mitchell Kapor Foundation.
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