Excel to R: Upgrade Your Skills and Improve Your Workflow

Recorded On: 10/07/2020


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Have you ever deleted a column of data that you were sure you didn't need only to realize it was critical? Have you ever struggled to remember how you came up with that prospect pool? Have gift officers ever questioned why a prospect ended up in their portfolios? Microsoft Excel is a powerful, industry-standard tool, but is it the best tool? R, as a programming language, can appear daunting, but this open-source software can provide incredible benefits for those willing to take the plunge. We'll walk through a case study and look at why you might want to consider R, how to get started analyzing and visualizing your data, and where to go to learn more.

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Excel to R: Upgrade Your Skills and Improve Your Workflow
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Open to view video. Have you ever deleted a column of data that you were sure you didn't need only to realize it was critical? Have you ever struggled to remember how you came up with that prospect pool? Have gift officers ever questioned why a prospect ended up in their portfolios? Microsoft Excel is a powerful, industry-standard tool, but is it the best tool? R, as a programming language, can appear daunting, but this open-source software can provide incredible benefits for those willing to take the plunge. We'll walk through a case study and look at why you might want to consider R, how to get started analyzing and visualizing your data, and where to go to learn more.
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Matt Farrow

Assistant Director of Prospect Management

Southern Methodist University

Matt Farrow is currently the Assistant Director of Prospect Management at Southern Methodist University where he provides ongoing prospect management support to all of the University's fundraisers, conducts data and business analysis, and partners with the Development Management Systems team to support the information needs of Prospect Development and the various fundraising teams. Prior to joining SMU in 2013, Matt worked in special events at the Children’s Advocacy Center of Collin County. He is a member of Apra North Texas where he previously served as the vice president and communications director. Matt earned a bachelor’s degree from Ithaca College and is pursuing a master’s degree in data science from SMU.