Basic Data Analytics Workshop - Part 1

Date:

May 19, 2026

Register

In Part 1, you’ll focus on preparing and exploring data—removing duplicates, cleaning and transforming text, separating and combining fields, filtering lists and tables, and using Recommended PivotTables and Analyze Data to quickly uncover trends.

Agenda

May 19, 2026
2:30 pm - 4:30 pm EST

In Part 1, participants will focus on preparing and organizing data so it is accurate, consistent, and ready for analysis. Topics include removing duplicate records; cleaning and standardizing text with UPPER, LOWER, PROPER, TRIM, and CLEAN; and understanding how function order affects results when correcting messy data. Attendees will also use Text to Columns to separate address fields and Flash Fill to quickly split or merge text without formulas.

The session continues with practical tools for managing and summarizing larger datasets. Participants will learn to filter data efficiently, update filtered results without starting over, and use the SUBTOTAL function to calculate totals within filtered lists. Additional topics include converting ranges to Tables, applying and removing table formatting, filtering with Slicers, and generating insights using Recommended PivotTables and PivotCharts.

Topics

What You'll Learn:

  • Removing duplicates and cleaning inconsistent data using TRIM, CLEAN, UPPER, LOWER, and PROPER
  • Splitting and combining text efficiently with Text to Columns and Flash Fill
  • Filtering large datasets and using SUBTOTAL to summarize visible results
  • Converting ranges to Tables, managing formatting, and filtering with Slicers
  • Creating quick insights with Recommended PivotTables and PivotCharts
    Speaker(s)

    David H. Ringstrom
    CPA

    David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience. David's mantra is "Either you work Excel, or it works you", so he focuses on what he sees users don't, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively. To learn more about David, you can view his LinkedIn profile and follow him on Facebook or Twitter (@excelwriter).

    Additional Information

    WHO SHOULD ATTEND?

    Banking professionals who work with Excel data and want practical, hands-on skills to clean, analyze, and report on financial information more efficiently.

    Fees

    Live Webinar - $450.00

    • Live Access
    • 30 Days OnDemand Playback
    • Presenter Materials and Handouts

    Available Upgrades

    • 12 Months OnDemand Playback - $120.00 Per Person
    • 12 Months OnDemand Playback + Digital Download - $150.00 Per Person
    • Additional Live Access - $450.00 Per Person

    **100% surcharge applied to non-members.

    Association Contact
    Susan Clark   Silvia Regalado
    Professional Development Coordinator   Professional Development Coordinator
    o: 317-387-9380   o: 317-387-9380
    d: 317-333-7169   d: 317-333-7170
    sclark@indiana.bank   sregalado@indiana.bank