Level Up Your Data Insights: Pivot Tables to BI Reports

Level Up Your Data Insights: Pivot Tables to BI Reports

What do you need to consider when you want to take your data analytics to the next level? To take your insights from Excel pivot tables to dynamic, automated business intelligence reports. With a strong foundation of data analysis, Pathways to Education Canada knew that to continuously improve and scale its donor data insights, it needed to implement new technologies and new approaches. Join us as we walk you through the considerations, initial implementations, and investments as we begin to level up our data insights.

 

In this session, we will share our data governance, classification, and implementation methodology. We will talk about the successes and the challenges we faced along the way. If you are considering implementing business intelligence reporting, this session will help you understand what you need to consider to build a strong foundation.

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Level Up Your Data Insights: Pivot Tables to BI Reports
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Select the "View On-Demand Recording" button to begin. What do you need to consider when you want to take your data analytics to the next level? To take your insights from Excel pivot tables to dynamic, automated business intelligence reports. With a strong foundation of data analysis, Pathways to Education Canada knew that to continuously improve and scale its donor data insights, it needed to implement new technologies and new approaches. Join us as we walk you through the considerations, initial implementations, and investments as we begin to level up our data insights. In this session, we will share our data governance, classification, and implementation methodology. We will talk about the successes and the challenges we faced along the way. If you are considering implementing business intelligence reporting, this session will help you understand what you need to consider to build a strong foundation.

Liz Rejman

Director, Fundraising Operations

Pathways to Education

Liz is an expert development operations; with a focus on automation, workflows and prospect management. She has spent her entire career working in the not-for-profit sector with arts organizations, healthcare foundations, and higher education institutions. She has instructed at both Western University on the topic of technology in the not-for-profit sector and at Georgian College on prospect research. She has shared her knowledge and expertise on prospect research, database management, ethics in prospect development, and using social media for prospect research at numerous Canadian and international conferences including AFP Congress, Apra, Apra Canada, and AHP Canada. She is the co-editor and contributor to the book "Prospect Research in Canada: An Essential Guide for Researchers and Fundraisers". Liz is a Trustee of the Apra Foundation Board of Trustees.

Alex Gregory

Director of Business Intelligence

Pathways to Education Canada

(He/Him) enjoys managing teams dedicated to understanding data and
developing innovative data products to enable strategic decision making. He has
over 12 years of experience conducting quantitative analysis, developing
advanced analytical data products, and leading a professional data team. 
He is new to the non-profit space having previously worked in transportation
and retail.  Alex obtained his Masters Degree in Economics from the
University of Ottawa and holds a Professional Certificate in Data Science.