Nonprofit Financial Management, Reports, Data Visualization
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Nonprofit Financial Management, Reports, Data Visualization
Tricks for using Excel and other tools to make data useful
Curated by Dale Thompson
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Audit Services RFP

This template serves as a sample of a Request for Proposal that your nonprofit may submit to a company for the preparation of yearly audited financial statements and related filings for a three year period
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Nice template.

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When Funds Go Missing, What Can You Do? What Must You Do?

So what should a board do once it suspects or has discovered evidence of embezzlement?
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Very good article.

 

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QuickBooks - How To Correct A Reconciled Deposit With A Customer Payment - YouTube

Once a transaction is reconciled you never want to change it. One situation that comes up frequently however is when you have a deposit booked directly to in...
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8 minute video with a bit of self-promotion, but still good.

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How to Look up Based on Multiple Conditions | Chandoo.org - Learn Microsoft Excel Online

SituationNot always we want to lookup values based on one search parameter. For eg. Imagine you have data like below and you want to find how much sales Joseph made in January 2007 in North region for product "Fast car"?
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How to Count Cells with COUNTA

How to Count Cells with COUNTA | Nonprofit Financial Management, Reports, Data Visualization | Scoop.it
Excel's COUNTA function is a great way to count non-blank cells in your spreadsheets. We'll show you how to use this simple but useful function.
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Put Scoopit on Your WordPress Blog, Blogger Or Your Website

Ileane Smith published another tutorial on Scoop.it, this time focusing on blog export capabilities: "Scoopit is a hot new curation tool that I mentioned in a previous video. You can add Scoopit to page on your WordPress or Blogger blog with these simple instructions. This is a response to a question that came in through Speak Pipe from Bart Nash from BartNash.com."

Read her original blog post where she covered Scoop.it at http://basicblogtips.com/scoop-it.html

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Guillaume Decugis's comment, October 30, 2013 10:41 PM
We've regrouped all the Apps and extras including the export widget here as we now had quite a few @Ileane Smith : http://www.scoop.it/apps - Enjoy!
Bad Spoon's comment, October 31, 2013 4:11 AM
You're awesome, Guillaume! Merci !
Ileane Smith's comment, October 31, 2013 8:11 AM
Excellent! I'll add a note on the video description. @guillaume decugis
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Excel Automation - Ron de Bruin

Excel Automation - Ron de Bruin | Nonprofit Financial Management, Reports, Data Visualization | Scoop.it
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Easy to follow these short trainings. Free!

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Publishing Excel file online for Excel Blackbelts

This is an example for people who want to upload a file using skydrive or google drive. This is for the linkedIn group, Excel Blackbelts: http://www.linkedin...
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Easy way to share an Excel file online using Skydrive or Googledrive.

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Create a Pivot Table in Excel 2007

Create a Pivot Table in Excel 2007 | Nonprofit Financial Management, Reports, Data Visualization | Scoop.it
In Excel 2007 create a pivot table using dynamic source data. Organize the pivot data, modify the Excel pivot table.
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Pivot tables - great tool for many reasons.  This article is about 2007, but the function is much the same for later versions of Excel as well.

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TANO

Starting a Nonprofit? - TANO is committed to helping sustain and creating effective nonprofits. We provide consulting and other resources to make such effectiveness possible.
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Excellent resource from Texas Association of Nonprofits

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"March" in Excel 2007 for comparing lists

"March" in Excel 2007 for comparing lists | Nonprofit Financial Management, Reports, Data Visualization | Scoop.it
Match Customers from In-House to Generic List...
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Evaluate Program Outcomes to Counteract Financial Flaws of Nonprofit Measurement: CliftonLarsonAllen (CLA)

Evaluate Program Outcomes to Counteract Financial Flaws of Nonprofit Measurement: CliftonLarsonAllen (CLA) | Nonprofit Financial Management, Reports, Data Visualization | Scoop.it
Rating agencies can unintentionally misinform donors about nonprofit effectiveness because they aren't measuring the organization’s ability to carry out its mission.
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I think a nonprofit dashboard template based on these suggestions would be a great idea.  I'd be interested to hear about any great ones being used out there.

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When Funds Go Missing, What Can You Do? What Must You Do?

So what should a board do once it suspects or has discovered evidence of embezzlement?
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Very considered opinions here.  I liked this article very much.

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Webinars - Long for Success

Webinars - Long for Success | Nonprofit Financial Management, Reports, Data Visualization | Scoop.it
Here are several webinars that you might find helpful.  All of these are free and most include a PDF course manual which you can download as a reference.  Usually the link to the PDF manual is on the last slide of the webinar. Introduction to Social Media – learn the basics of Linkedin, Facebook, Twitter.  …
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Wonderful webinars on Intuit Statement Write, Common QB Mistakes and How to Fix Them, marketing, organization, payroll, etc. 

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Custom Fields in QuickBooks - QuickBooks and Beyond

Custom Fields in QuickBooks - QuickBooks and Beyond | Nonprofit Financial Management, Reports, Data Visualization | Scoop.it
This is a tutorial on Custom Fields in QuickBooks. This is a major feature that we describe in depth, examples of how to use the feature in transactions and reports
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Get to Know your Excel Error Values | Plum Solutions -

Get to Know your Excel Error Values | Plum Solutions - | Nonprofit Financial Management, Reports, Data Visualization | Scoop.it
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Interpret those cryptic messages.

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PDF reDirect Freeware - free option for making multiple pdf's into one.

PDF reDirect Freeware - free option for making multiple pdf's into one. | Nonprofit Financial Management, Reports, Data Visualization | Scoop.it
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cfo-edge-measuring-success-of-an-outsourced-cfo.pdf

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Contextures Excel Tips, Excel Tutorials and Excel Examples

Contextures Excel Tips, Excel Tutorials and Excel Examples | Nonprofit Financial Management, Reports, Data Visualization | Scoop.it
Microsoft Excel tips, tutorials and easy to follow videos.
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Excel Advanced Filter Introduction

Excel Advanced Filter Introduction | Nonprofit Financial Management, Reports, Data Visualization | Scoop.it
An Excel Advanced Filter can extract data to a different sheet, filter list in place, extract list of unique records to eliminate duplicates.
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excelisfun -- Excel How To Videos

excelisfun -- Excel How To Videos | Nonprofit Financial Management, Reports, Data Visualization | Scoop.it
Highline Community College Teacher, Mike Girvin has created over 1900 Videos, 90 Playlists. Excel Efficiency Tricks so you can work faster, have more fun & h...
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Mistakes that nonprofits make hiring consultants & how to avoid them

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Short but thought-worthy.

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