Last 4 Ways to Transform Your Client Data: Part 4

#Nonprofits looking for #Excel, PowerBI, PowerApps, or #Microsoft #Teams integration this is for you! Today’s Bonus episode will cover all “16 shortcuts to transform your client data” this is a recap of the last four episodes! Our brand new download is available at https://nonprofitautomations.com it covers all 16 steps in one download so that you can use them to prepare for our upcoming live webinar where we can dive a little deeper and do a little bit more how to. Obviously with the podcast it’s more about what is possible, but with the webinar my goal is to show you more of the how to. If you have a number that you would like me to focus on 1-16 email [email protected] and put the numbers that you want me to focus on. I plan to have this in January or February and of course if you can’t join us live you will be able to join us in the recording of the webinar. Enjoy!

Shortcuts for Nonprofits to utilize Power BI, Teams app integration, #Microsoft Access email button and my #2021 data challenge! Grab this episodes FREE download at https://NonprofitAutomations.com to get all 16 Shortcuts to Transform Your Client Data! Submit name and email to be first to get notified when our 16 shortcuts... webinar date is announced. Today’s episode covers steps 13-16.

This episode will cover shortcuts for the everyday person who works in the nonprofit space. Tips can be used in #Excel, Power Query, #PowerBI Desktop, Access and will help you to think about your data process.  This show is for the person who wants to serve your community by providing excellent customer service and impactful data. Go to NonprofitAutomations.com website to download today's info card with the first four tips!  Each week I will bring 4 more tips and we will conclude this series with a webinar that covers all 16 tips.  The next series of tips will focusing on tips for teachers and churches.  Today’s tips are below.  9.  Automate monthly data analysis with "Get data from folder." (Onetime setup!)  10. Import table data directly from website using Power BI or Excel (Great for Research!)  11. Create reoccurring calendar event that emails current report or query from Access  12. Extract text from printed material w/ FREE Office APP

This episode will cover shortcuts for the everyday person who works in the nonprofit space. Tips can be used in Excel, Power Query, Power BI Desktop, Access and will help you to think about your data process.  This show is for the person who wants to serve your community by providing excellent customer service and impactful data. Go to NonprofitAutomations.com website to download today's info card with the first four tips!  Each week I will bring 4 more tips and we will conclude this series with a webinar that covers all 16 tips.  The next series of tips will focusing on tips for teachers and churches.  Today’s tips are below. 5. Relate Tables to combine data (Intake admission date w/ Discharge Date)(w/ Power BI, Access, Power Pivot) 6. Update lookup tables with Power Apps or Excel Card View (Staff lookup) 7. Get "Pivot Table" Narrative instantly with "IDEAS" in Excel. 8. Convert image to table w/ FREE MS Office Mobile App @NONPROFITAUTOMATIONS

This episode will cover shortcuts for the everyday person who works in the nonprofit space. Specifically, we will look at the first 4 Ways to Transform Your Client Data.  Tips can be used in Excel, Power BI Desktop, Access and will help you to think about your data process.  It is not meant to cover everything and it is not for people who have MIT degrees. There are plenty of great Podcast out there that cover the super technical data issues.  This show is for the person who wants to serve your community by providing excellent customer service and impactful data. Go to NonprofitAutomations.com website to download today's info card with the first four tips!  Each week I will bring 4 more tips and we will conclude this series with a webinar that covers all 16 tips.  The next series of tips will focusing on tips for teachers and churches.  Please leave a message if you have any input that you would like shared or addressed on future episodes!

🔊 🎧 Now- Tips to Transform Your Client Data and community! If you use Excel or Power BI this is for you. + Shortcuts to create data accuracy audit! 🎤