This series will provide you with a series of Excel lessons and practicum over the course of the year that will bring you up to the level of creating your own automatable dashboard by the end of the year from your own datasets. The series will start with sessions aimed at downloading data from the various software packages available to schools, move into "cleaning" and preparing the data to be used in the dashboard, to functions and commands that allow for basic analysis, and finally into advanced charting techniques.
You’ll learn:
- How to pull and clean your data for use in a dashboard
- How to use basic and advanced commands to set up tables of data that are automatically updated each time you add new information
- How to design charts and graphs for your team, your leadership, and your Board that are clear and concise representations of the story you want to tell
- How to use analytical tools to make strategic decisions about your pipeline and pivot mid-year when you need to
- Most of all, how to feel confident with your spreadsheet skills so that you can tweak your dashboard as you go!
Course Outline & Dates
All classes take place at 2 pm ET/1pm CT/12pm MT/11 am PT
Tuesday, September 10 at 2pm ET
Part 1: What's the Goal of a Dashboard
Tuesday, October 8 at 2pm ET
Part 2: How to Clean Your Data for Eventual Use
Tuesday, November 19 at 2pm ET
Part 3: How to Prepare Your Data
Tuesday, December 10 at 2pm ET
Part 4: How to Create Basic Tables Using Functions
Tuesday, January 14 at 2pm ET
Part 5: How to Create Advanced Tables Using "Slicers" and Data Validation
Tuesday, February 18 at 2pm ET
Part 6: How to Create Basic Charts and Graphs
Tuesday, March 11 at 2pm ET
Part 7: How to Create Advanced Charts and Graphs
Tuesday, April 8 at 2pm ET
Part 8: How to Use Pivot Charts
Tuesday, May 6 at 2pm ET
Part 9: How to Move into Business Intelligence Software
Monday, June 30 at 2pm ET
Part 10: Share Out of Dashboards and Discussion
* This course is intended for active participation during live sessions. However, we understand that schedule conflicts can arise. Each lesson will be recorded and made available to you within 1 business day after the live session.
About Faculty Presenter
James Eberhart
Director of Financial Aid & Associate Director of Admission
Chadwick School
The Director of Financial Aid and Associate Director of Admission at Chadwick School since July 2021, James previously worked at Baldwin School in Pennsylvania, Miss Hall's School in Massachusetts, St. George's School in Rhode Island, Hyde School in Maine, and with the Peace Corps in Bulgaria. Prior to moving to Los Angeles to work at Chadwick, James began his school career in the Outdoor Education world, moved into the mathematics classroom, and eventually into the admission office.
As is true for many, he has also worked as an advisor, multi-season coach, dorm parent, trip chaperone, and club/affinity leader whenever the opportunities present themselves ... always finding opportunities to connect with students and their families! He holds a B.A. in physics and medieval English literature from Wheaton College (Massachusetts), a M.A. in Private School Leadership from Columbia University's Klingenstein Center, a CAEP from AISAP, and participated in the Future Leaders Institute with EMA. Starting his ninth year in the enrollment management profession, James has grown his commitment to the area of financial aid in recent years by reviving and leading the FA3 group for financial aid administrators in Southern California and serving on Clarity's Methodology Review Board.
With AISAP, he currently serves on the Educational Advisory Board, is a regular cohort leader, part of 360 visit teams, and often presents at annual conferences and webinars. If you ever have a spreadsheet question, he's certainly happy to help! Outside of school, he enjoys spending time in the wilderness with a pack on his back, baking treats for his advisees and colleagues, exploring the area on his bike, or building furniture at a local woodshop.
CEC's Offered
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Continuing Education Credits:
- This series is eligible for a total of 9 AISAP Continuing Education Credits, 1 per class (not counting the Dashboard share Out)
- Learn More about our CEC program
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Professional Competency:
L&D 4: Revenue and Financial Management
L&D 5: Data to Drive Strategy
Notes for Registrants:
- Once you click the REGISTER button on the calendar, you are taken to the portal to register.
- Once you complete registration on the portal, you are signed up for the course.
- You will received a confirmation emails from Zoom with the links to join each session live.
- Recordings and resources will be posted within 1 business day after the live session.
- Missed the live session? You can still register and access the recording and resources.
Course Registration Fee (for ten sessions):
$425 AISAP Members
$525 Non-Members
Click here to learn more about becoming a member.