Master Excel Like a Pro: Must-Know Tutorials & Templates for Nonprofits
How These Tutorials & Templates Can Help Nonprofits Work Smarter Nonprofits often have to do a lot with limited resources, so finding affordable and efficient ways to manage data is a game-changer. However, knowing how to use Excel effectively can be a challenge. That’s where Excel’s built-in tutorials, templates, and additional learning resources come in—they provide step-by-step guidance and ready-made solutions to help nonprofits: Stay organized – Whether you’re tracking donations or planning events, Excel keeps everything in one place, and templates like the Project Tracker make managing tasks easier. Work smarter, not harder – Automate calculations, generate reports, and analyze data without needing an IT team, with help from formulas tutorials and tools like the Expense Report Basic template. Visualize your impact – Use charts and graphs to turn numbers into stories that resonate with donors and stakeholders, aided by tutorials on Pivot Tables and data visualization. Collaborate effortlessly – Since Excel integrates with Microsoft 365, your team can work together in real time, making tools like the Weekly Schedule Planner even more effective. By leveraging these tutorials and templates, nonprofits can overcome the learning curve and unlock Excel’s full potential, making everyday operations smoother and more efficient. Easy-to-Follow Excel Tutorials If you’re new to Excel (or just need a refresher), Microsoft has free tutorials to help you get the hang of things. Here are some great ways to learn: In-App Guided Tutorials Did you know Excel has built-in tutorials? Just open Excel, click New, and search amongst the tutorials and templates to find interactive lessons that walk you through different features. Some of these include: Pivot Table Tutorial Formulas Tutorial Python in Excel Tutorial Microsoft’s Official Excel Help & Learning Microsoft offers a user-friendly Excel Help & Learning page with step-by-step guides on: Formatting spreadsheets Using formulas to automate calculations Creating charts and pivot tables Automating tasks with macros Microsoft Learn Platform If you’re looking for deeper knowledge, check out Microsoft Learn for structured courses on everything from basic spreadsheets to data visualization and automation. Must-Have Excel Templates for Nonprofits Excel comes packed with ready-to-use templates that can save you time and effort. Here are some of the most useful ones for nonprofits: Project Tracker Stay on top of ongoing projects by tracking tasks, deadlines, and progress in one easy-to-use template. Weekly Schedule Planner Plan out your week efficiently by organizing meetings, tasks, and deadlines in a structured format. Marketing Project Planner Manage your nonprofit’s marketing efforts by outlining key strategies, deadlines, and campaign milestones. Expense Report Basic Keep a clear record of expenses to maintain financial transparency and simplify reporting. Weekly Timesheet Track staff and volunteer hours effortlessly with a weekly timesheet template. Budget for Fundraiser Event Organize and manage your fundraising event budget to ensure financial planning is on track. How to Find and Use Excel Templates Using a template in Excel is super simple: Open Excel. Click New. Use the search bar to find templates like Project Tracker, Weekly Schedule Planner, or Expense Report Basic. Click Create and start using the template right away. Final Thoughts If you’re not using Excel to its full potential, you’re probably working harder than you need to! Whether you’re tracking donations, managing budgets, or planning events, these tutorials and templates can help you save time and focus on what truly matters—your mission. Take a few minutes to explore these features and see how they can simplify your work. Do you have a favorite Excel trick or template that helps your nonprofit? Share it in the comments below—we’d love to hear about it!What’s Included with Microsoft’s Granted Offerings for Nonprofits?
Are you a nonprofit looking to boost your impact with cutting-edge technology? Microsoft is here to help! From free software licenses to guided technical documentation and support, this program offers a range of resources designed to empower your organization. In this blog, we’ll dive into the incredible tools and grants available to nonprofits through Microsoft, showing you how to make the most of these generous offerings. Whether you’re managing projects or just trying to simplify your day-to-day tasks, there’s something here for everyone. Let’s explore what’s possible!
Transform data in excel
Hi Recently, my client has shared raw data, which I have processed a bit (attached here for reference). The workbook has 2 sheets: 1. Raw Data 2. Converted Data I have data in the format provided in Raw Data sheet and want to get the data in format provided in Converted Data sheet. Is it possible in excel to get the data in the desired format
Powershell to refresh Excel with OLAP Query. Credential issues
Hi Experts, I'm rather new with PowerShell scripting so please be patient with me 🙂 I have multiple excel file with OLAP Query connections connecting to Power BI Datasets, following are the script; $libraryPath = "C:\Repos\AUSD\3.0\Test" $excel = new-object -comobject Excel.Application $excel.Visible = $false # Give delay to open Start-Sleep -s 3 $allExcelfiles = Get-ChildItem $libraryPath -recurse -include “*.xls*” foreach ($file in $allExcelfiles) { $workbookpath = $file.fullname Write-Host "Updating " $workbookpath # Open the Excel file $excelworkbook = $excel.workbooks.Open($workbookpath) $connections = $excelworkbook.Connections # This will Refresh All the pivot tables data. $excelworkbook.RefreshAll() # The following script lines will Save the file. $excelworkbook.Save() $excelworkbook.Close() Write-Host "Update Complete " $workbookpath } $excel.quit() It is working fine if following options; $excel.Visible is true However this is going to be scheduled in the server and hopefully this could be done in the background, hence the $excel.Visible = $false This causing the following error; I suspect this is due to the Automatic sign in which happen when the Excel are open, due to its not being open, its failing the sign in process. -------------- Here come the question, how do I bypass or rather set the credentials/permission right?
Open a link in Excel with the desktop software
Hey everyone! I'm looking for a way to open a link from an excel documents to a desktop software. As you can see on the screenshot: - I have an excel documents with a link inside it - This link is going to a document in a teams folder. It's a pdf documents. I want teams to open this link automatically with acrobat reader. Is there a way to do it ? I don't want to download it on my computer. Thank you in advance, Best,
Sharepoint Excel doc not receiving data from Form
I created a Sharepoint page that has an Excel doc with a Form in the document which looks like a survey for over 50 people in our company to fill out requests. The Form is embedded in the Sharepoint home page. Using a modified "Notify the Team" Flow, once the request is submitted through the survey that triggers an email to the person who submitted so that they have a record, and that data then populates the Excel doc within the Sharepoint page. Everything has been going smoothly for the past 2 months, until last week when data that is submitted no longer populates the Excel doc. However, the flow history shows that the flow successfully ran. It's as if the data is getting "stuck" in limbo. When I submit a dummy request afterwards, that "pushes" the stuck data into populating the Sharepoint doc. Is there a way to fix this? Is a connection broken? Is this the appropriate place to ask? I appreciate any help. Thanks!
