Excel for Evaluation

Anyone and everyone can learn how to analyze their own evaluation data in Excel. I created these Excel for Evaluation video tutorials to share my favorite tips, tricks, and techniques with beginner-level and intermediate-level Excel users like you. Each video is 1 to 4 minutes long, so you can watch a few videos while eating lunch. You’ll be a data nerd in no time!

Data analysis is a process that consists of several steps. You need to teach yourself how to import your dataset into Excel, organize your spreadsheet, clean and recode data, look for patterns, calculate key statistics, and then show off the most important information in graphs and charts. I invite you to follow my tutorials to boost your skills at each stage of the data analysis process.

The stages of the data analysis process include:

Importing and Merging Datasets: The first step in data analysis is to import your dataset into Excel. In these videos, I teach you how to import, export, and merge datasets.

Housekeeping: Learn how to organize your datasheet by creating, editing, and protecting sheets; freezing panes; and using filters.

Cleaning and Recoding: Before you can analyze your data, you’ll need to check for missing data and recode some variables.

Exploring the Data: Learn how to use conditional formatting to quickly explore your data and find initial patterns.

Descriptive Statistics

Pivot Tables: You can use pivot tables to summarize anything from demographic information to satisfaction survey responses.

Charts: When used well, charts can showcase your most important findings. Here are some basic tutorials to get your started. Then, when you’re ready, try a dataviz challenge.

Extras: These extra tricks are the icing on the cake. Don’t underestimate the power of these time-saving formulas.

Putting It All Together: These videos combine techniques shown in earlier videos so you can learn how to apply your new skills to a variety of datasets.

 Want to request a tutorial on a specific skill? Comment below or email me.

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22 thoughts on “Excel for Evaluation

    1. Ann K. Emery Post author

      Sheila, Thank you! Pivot tables are coming… but not quite yet. There are lots of beginner and intermediate skills to cover first. I like to teach people the “long” way to analyze data so that they really appreciate pivot tables later on. Stay tuned, check back often, and you’ll see pivot tables by the end of the year. Thanks again.

    2. Ishtiaq Ahmad Khan

      A very useful material that helps me a lot getting my analysis right in the Excel. Being an HRM consultant, I always go through a large amount of various surveys data and this ‘how to’ guide teaches me the different methods to get things done in appropriate time.

  1. Kyle Rodgers

    An appreciation for Pivot Tables…
    I can’t tell you how many people showed up in class saying they hated them. I used to take a giant data set (Columns A-K and some 2000+ rows), and give the class something crazy like:
    I’d like you to provide me the total quantity of sales, broken down by quarter, for Robert, Jane, and Michael, in Denmark, Norway, and Sweden. Aaaaaand go…
    *Blank stares*
    How long would that take you?
    “All day!”

    I’ll teach you how to do it in less than 30 minutes, and I’ll demonstrate it in less than 1.
    Pivot Tables – sold!

    Great job on the blog Ann!

  2. Sheila B Robinson, Ed. D

    Ann, what a fabulous set of videos. I have watched them all, and several are new skills or new ways of working in Excel for me, so I’m finding them very helpful – even those that are “refresher” courses! Looking forward to new ones…

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  5. Sheila B Robinson, Ed. D

    Ann, I love how this section is growing and evolving. Your organization is excellent. So glad you’re including working with charts. I’m frequently frustrated in Excel trying to do what I want with charts. I’ve especially struggled with bar charts, changing bar colors, getting to the “vary bars by color” when there are a lot of bars, and generally manipulating the white space around charts. I’ve also struggled at times with data series labels, axis labels, and how to manipulate axis scales. Any tutorials on those topics are welcome! 🙂

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  11. Kathleen Lynch

    Wonderful, helpful, and clear! I really appreciate the short length of each – allows me to learn something specific and move on if I need to. Thank you for your generosity in sharing these!!!

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