ABOUT
Excel for Human Services I is specifically designed for homeless and housing service providers, and others who use human-centered data to make decisions. This 3-session course is geared towards people with little to some experience with Microsoft Excel. With years of experience teaching homeless service providers and HMIS administrators data analytics, we have created a custom training that will leave you with a foundational understanding of how to clean and analyze human-centric data in Excel.
Sick of spending hours cleaning data by hand? Not sure when to use what formula and how?
Learn our tips and tricks for using your time effectively and efficiently – get better results faster! You will leave the training knowing how to clean and filter data, use basic Excel functions to do foundational statistical analysis and create charts, how to pivot data and create conditional formatting.
Meet your Trainer
Hanna Andress (she/they)
With over a decade of experience working with Excel and other spreadsheet software, I’ve used these tools to tackle diverse projects—from creating patient outcomes dashboards to managing departmental budgets and cleaning data from the Homelessness Management Information System (HMIS). Whether it’s for work or personal projects like balancing budgets or for planning trips, Excel has always been my go-to tool for finding solutions.
In addition to my hands-on experience, I’ve taught introductory and intermediate Excel courses for four years, helping others navigate health information data during my time at a hospital authority. My approach to teaching is centered on encouraging curiosity. I believe that the best way to learn Excel is by first asking meaningful questions about your data and then using the software to uncover the answers. My goal as a facilitator is to not only equip participants with the technical skills they need but also to inspire them to explore their data with confidence and curiosity.
UPCOMING SESSIONS
February 2025
-
Wed. February 12:
9:30am-1pm PT/12:30pm-4pm ET -
Wed. February 19:
9:30am-1pm PT/12:30pm-4pm ET -
Wed. February 26:
9:30am-1pm PT/12:30pm-4pm ET
Investment
Requirements
What to expect
Curriculum
Investment
We offer an equity based pricing model:
- $424 for people with lived experience of homelessness (10% plus an additional 15% off)
- $499 for non-profit staff (10% off)
- $555 for government, foundations, private sector and everyone else
2+ people booking together from the same organization can receive an extra 10% off coupon code (only applicable for attendees from government, foundations, private sector organizations who pay $555)
For coupons and discounts click here
**exclusive of any taxes or convenience fee
**coupons and special discounts can not be merged
Requirements
You will need the following before joining the training sessions:
- Laptop or a PC
- Microsoft Excel
- Second monitor (if possible)
- Zoom
- A basic understanding of HUD standard data elements collected in HMIS
- Dummy Data set provided after training enrollment
What to expect
In this 9 hour class (3 x 3 hour sessions over 3 weeks) we will use dummy HMIS data sets and hands-on exercises to cover: cleaning and filtering data, basic formulas for statistical analysis, Introduction to Charts, conditional formatting, and pivot tables.
Curriculum
Session 1: INTRODUCTION TO EXCEL
- Exporting from HMIS
- Column headers
- Basic functions for cleaning data
- Hands-on exercise: cleaning data
Session 2: BASIC STATISTICAL ANALYSIS
- Calculated fields for Statistical Analysis eg. averages, count, sum etc.
- Introduction to Excel Charts and formatting
- Conditional formatting
- Hands-on exercise: combining charts and statistical analysis
Session 3: ADVANCED EXCEL TECHNIQUES
- PIVOT Tables – Function
- VLOOKUP
- Pivot Slicer
- Introduction to Macros
- Hands-on exercise: pivoting cleaned data and creating charts
CANCELLATION POLICY
Refunds are not available but if you need to cancel—you may reschedule your training to a future available date, as many times as you like.
Note that every training consists of multiple sessions over multiple weeks, missed sessions cannot be rescheduled.