Adding Additional Data to Your Cohorts

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Cohorts let you group customers for deeper insights—but the real power comes when you connect them to additional details. In this Data Survival Skills session, Robin shows how to enhance cohort analysis by including the first tour each guest booked. Using Power Query, you’ll see how to correct data types, merge queries, and tie cohort…

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Leveraging the Advanced Editor in Power Query to share cleaning routines

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Learn how to share and reuse your data cleaning routines with the Advanced Editor in Power Query. Cleaning data in Excel is essential, but repeating the same steps across multiple files or platforms can be tedious. In this Data Survival Skills session, Robin demonstrates how to capture your cleaning steps in the Advanced Editor, copy…

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Creating simple data sets with basic visuals for presentations

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Learn how to create simple, professional visuals from basic datasets. Sharing data isn’t just about the numbers—it’s about presenting them clearly and effectively. In this Data Survival Skills session, Robin demonstrates how to turn small datasets into polished visuals for reports, presentations, and updates. You’ll learn how to build bar and line charts, adjust formatting…

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Analyzing top and bottom scenarios

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Learn how to study the top and bottom of your dataset with Power BI. Full datasets are valuable, but sometimes the biggest insights come from just the highest- or lowest-performing records. In this Data Survival Skills session, Robin shows how to start with context—record counts, totals, clients, and date ranges—so your audience understands the data…

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Designing a Basic System for Data Capture

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Learn how to design smarter data tables with Microsoft Copilot and SQL Server. Every successful project starts with the right structure. In this Data Survival Skills session, Robin shows how to plan out key tables for a community project—covering volunteers, events, partners, and assignments—and then use Copilot in SQL Server to generate scripts, refine fields,…

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Use Copilot in Excel to teach you about the data

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Learn how to work with public population data using Excel Copilot and Power Query. Aggregated datasets often include both state- and county-level records, which can inflate totals if left unstructured. In this Data Survival Skills session, Robin shows how to clean and prepare data for analysis by converting it into a table, separating Alabama’s state…

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Use Copilot to build basic functions in Excel

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Discover how to use Copilot to build and verify basic Excel functions. In this Data Survival Skills session, Robin prompts Copilot to calculate the change in county populations from 1990 to 2022 and to find each county’s share of the 2022 state population. Copilot delivers formulas and explains the logic behind them, helping you learn…

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Use Copilot to do basic cleanup commands

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Learn when to lean on Copilot vs. Power Query in Excel. In this Data Survival Skills session, Robin shows how to clean up a dataset for a quick ad hoc marketing request—removing unnecessary fields, reformatting values into easy-to-read percentages, and applying conditional formatting to highlight negatives. Along the way, you’ll see where Copilot is great…

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Use Copilot to see insights in your data

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Discover how to use Copilot to quickly explore and understand your datasets. In this Data Survival Skills session, Robin shows how to use Power Query to remove distracting fields before diving into insights with Copilot. With a cleaner dataset, Copilot surfaces trends like population growth and highlights outliers such as Jefferson County. You’ll see how…

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Use Copilot in Word to build documentation about your data project

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Learn how to streamline documentation and research with Microsoft Word and Copilot. Every data project needs context, whether for yourself, your team, or final presentations. In this Data Survival Skills session, Robin shows how to use Copilot in Word to look up Rural Urban Continuum (RUC) codes, generate explanations, and even turn results into tables.…

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