Excel For Archivists

Excel For Archivists

Join ARA Cymru/Wales online as Gillian Sheldrick leads an introductory Excel session tailored for archivists.

By Archives and Records Association (UK & Ireland)

Date and time

Friday, July 4 · 1:30 - 5am PDT

Location

Online

Refund Policy

Refunds up to 7 days before event

Agenda

9:30 AM - 10:00 AM

Introduction and Why Use Excel?

10:00 AM

Filtering Data

Sorting data using multiple criteria

Entering data using auto fill

10:30 AM

Break and 'taster' Exercises

11:00 AM - 11:30 AM

Your Excel questions answered

Controlling data types in Excel

12:00 PM

Conclusions, next steps and final thoughts

About this event

  • Event lasts 3 hours 30 minutes

Excel for Archivists: Introduction and Taster Session

Join ARA Cymru/Wales online as Gillian Sheldrick (Excel for Archivists trainer) leads an introductory Excel session tailored for archivists.

In the session, Gillian will demonstrate some key techniques and concepts helpful when using Excel for listing archives, including filtering data and sorting using multiple criteria. The session will mostly take the form of a presentation and demonstration, but there will also be an opportunity for participants to try out some of the techniques (optional).

The session includes time to answer Excel-related questions submitted in advance: contact Gillian with your questions at SheldrickG@Gmail.com.

The training will focus on using Microsoft Excel on a PC, but may also be helpful to users of other spreadsheet software. You are welcome to contact Gillian for advice on how applicable the training will be to your specific software.

The material used in the ‘taster’ exercise is taken from Gillian’s Excel for Archivists self-guided study course. As well as providing a chance to try some of the demonstrated techniques for yourself, it provides an introduction to the way the course works.


About Gillian and Excel for Archives

Gillian Sheldrick FARA has worked as an archivist for over forty years, working for Hertfordshire Archives and Local Studies, English Heritage and as a freelance cataloguer and consultant; she has long been an Excel enthusiast. Gillian started developing Excel for Archivists workshops in 2014 in response to requests for advice on using Excel for cataloguing and has now delivered more than 75 training sessions and workshops to over 600 attendees. The first self-guided study course, based on the content developed for the in-person workshops, was released in 2023.

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