Data Skills Survival Kit

The Data Skills Survival Kit

If you’re a data analyst, you’ve no doubt learned different skills, techniques, and tools pertaining to data. But sometimes it can be difficult to know when and why to apply these tools. In this weekly series, instructor Robin Hunt explains a new skill, secret, tip, technique, best practice, or golden piece of advice in each installment. Robin covers topics that can help you do your job better, such as joining data and data designs, privacy for data, transforming and cleaning data, and making data sets and visualizing data.

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Techniques for Data Survival

Joining Data

Working with full outer joins

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Discover how to compare and combine two lists of information to get the full picture. In this Data Survival Skills session, you'll watch Robin use Excel's Power Query to analyze top-selling products and top-requested products ...

Using anti joins to search for data

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Learn how to search for specific data across multiple lists of information. In this Data Survival Skills session, Robin loads customer records and website leads into Power Query, lines up the fields, and merges the ...

Joining data with common data between two unrelated data sets

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Unlock the secret to joining two completely unrelated datasets by finding and creating common data. In this Data Survival Skills video, Robin shows how to build a unique key field in Power Query-using techniques like ...

Creating unique identifiers between two data sets 

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Learn how to seamlessly connect datasets-even when key fields are missing. In this Data Survival Skills session, Robin walks through importing, cleaning, and merging data in Power Query, showing how to create unique identifiers and ...

Data Designs

Scripting views for SQL databases

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Tired of re-running queries and exporting CSVs? 🚀 In this Data Survival Skills session, Robin shows how to use SQL views to turn one-time queries into reusable datasets. With SQL Server Management Studio, she walks ...

Designing relationships for databases

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Learn how to design structured database relationships that turn messy information into reliable insights. In this Data Survival Skills session, Robin shows how Explore California organizes potential tour data by moving from unstructured notes and ...

Creating a SharePoint back end from a database

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Discover how to turn a long list of event details into a clean, organized schedule in seconds. In this Data Survival Skills session, Robin shows how to use Power Query's Pivot Column to transform agenda ...

Model or Merge- and what’s the difference? 

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Learn how to choose between merging data into a single dataset or modeling data across multiple related tables in Power BI. In this Data Survival Skills session, Robin demonstrates how to import customer, orders, plants, ...

Normalizing data to achieve a data design

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Learn how to break down combined datasets into clean, structured tables. In this Data Survival Skills session, Robin shows how to normalize data by separating information on plants, vendors, orders, and customers. By identifying relationships ...

Privacy and Protection Techniques for Data

Auditing Data and Spreadsheets

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Learn how to audit spreadsheets for hidden risks and secure your sensitive data. In this Data Survival Skills session, Robin demonstrates how seemingly simple Excel files can contain more than meets the eye-from hidden sheets ...

Creating aggregated datasets

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Learn how to turn detailed records into aggregated datasets that reveal insights without exposing sensitive information. In this Data Survival Skills session, Robin demonstrates how to group customer credit limits in Excel and then scale ...

Using Functions to Mask Data

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Learn how to protect sensitive information in reports and presentations by masking data in Excel. In this Data Survival Skills session, Robin demonstrates practical strategies for hiding confidential details-like credit card numbers-while keeping data useful ...

Transforming and Cleaning Data

Cleaning Survey Data for the Purposes of Analysis

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Learn how to fix messy text data with a simple control table in Power Query. In this Data Survival Skills session, Robin demonstrates how to take inconsistent survey responses-like multiple spellings of the same tour ...

Creating subgroups for use in visuals and basic analysis

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Learn how to clean and restructure survey data to uncover insights about tool usage across different groups. In this Data Survival Skills session, Robin demonstrates how to transform messy survey exports by selecting the right ...

Mapping Data into Other Software Tools

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Data everywhere - and plenty of places to put it. A key to data survival and well data quality is being able to leverage data for other places without rekeying it in. Learn core concepts ...

Creating tables and joins to recode data

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Discover how to clean up messy text fields and make your data consistent. In this Data Survival Skills session, Robin teaches how to create a control table and use joins to recode survey data with ...

Merging data and building basic calculations into a data set

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Learn how to combine multiple data sources into a single, analysis-ready dataset with Power BI. In this Data Survival Skills session, Robin demonstrates how to merge customer order records, cohort data, and loyalty program participation ...

Build conditional functions to make data

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Learn how to create powerful insights from imperfect data by building conditional logic in Power BI. In this Data Survival Skills session, Robin demonstrates how to merge CSV and Excel sources, bringing together wholesale costs ...

Cleaning data from a folder of files in Power BI

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Learn how to clean and combine data from multiple files in Power BI. Managing monthly files can be tedious-but Power Query's From Folder command makes it seamless. In this Data Survival Skills session, Robin demonstrates ...

Duplicate vs Reference in Power Query

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Learn how to choose the right approach when reusing datasets in Power Query. In this Data Survival Skills session, Robin explains the difference between duplicating and referencing queries-and when to use each. By walking through ...

Cleaning data from a PDF in Power BI

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Discover how to turn static PDF files into interactive, analyzable data. In this Data Survival Skills session, Robin shows how to use Power Query in Power BI to import tables from vendor PDFs and clean ...

Using Unpivot to build data sets from Survey Results

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Learn how to transform messy survey data into powerful insights. In this Data Survival Skills session, Robin shows how to use Unpivot in Power Query to restructure wide-format survey results into clean, record-based tables. By ...

Making Data Sets

Defining nomenclature for fields to reduce data issues

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Learn how to define a clear nomenclature to make your data instantly more readable and actionable. Data can be confusing when key identifiers aren't meaningful-but a structured naming system changes that. In this Data Survival ...

Using Remove Duplicates to Find the Latest or Earliest Record in Excel

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Learn how to find the latest or earliest customer orders using Remove Duplicates in Excel. Sometimes you just need a clean list of customers with their most recent order-but sorting through all the data manually ...

Building Data Sets inside of Outlook

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Learn how to build reusable data sets directly inside Outlook. Outlook is often seen as just an email tool, but it's packed with data and powerful scheduling features. In this Data Survival Skills session, Robin ...

Adding data leveraging cross joins

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Learn how to quickly assign full schedules to all employees using SQL cross joins. In this Data Survival Skills session, Robin demonstrates how to create two tables-one for employees and one for schedules-and use a ...

Using date functions to create follow up data

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Learn how to save hours on recurring tasks using date functions in Excel. In this Data Survival Skills session, Robin demonstrates how Explore California streamlined their customer survey process by calculating follow-up dates automatically. She ...

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 ...

Using Remove Duplicates to Create Data Sets

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Learn how to turn messy order data into clean, usable datasets with Power Query's Remove Duplicates tool. In this Data Survival Skills session, Robin works with sales from Leaf & Mortar's pop-up shops, where customer ...

Adding data leveraging cross joins

A woman working on a computer.
Learn how to quickly assign full schedules to all employees using SQL cross joins. In this Data Survival Skills session, Robin demonstrates how to create two tables-one for employees and one for schedules-and use a ...

Using Joins and Update Queries to Create Markers in the Data

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Learn how to keep orders organized and accurate with joins and update queries. In this Data Survival Skills session, Robin works with Leaf & Mortar's orders from both stores and pop-up shops. Starting with a ...

Building Date Tables in Power BI/Power Query 

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Learn how to streamline time-based analysis by building a reusable date table in Power Query. In this Data Survival Skills session, Robin starts with a blank query and uses a custom function to generate a ...

Using Make Tables to normalize a denormalized data set

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Discover how to turn messy spreadsheets into an organized, normalized database with Microsoft Access. In this Data Survival Skills session, Robin takes Leaf & Mortar's order and customer list and shows how to make it ...

Using Append queries to combine spreadsheets

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Learn how to combine multiple spreadsheets into a single dataset with append queries in Power Query. In this Data Survival Skills session, Robin demonstrates how to bring in individual Excel files-such as order data from ...

Using Union Queries to Bring Together Data Sets in SQL

A woman working on a computer.
Learn how to turn messy order data into clean, usable datasets with Power Query's Remove Duplicates tool. In this Data Survival Skills session, Robin works with sales from Leaf & Mortar's pop-up shops, where customer ...

Visualizing Data

Using Pivot Column to Look at Text Data in a Pivot

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Discover how to turn messy text data into clear, powerful visuals in seconds. Pivot tables are powerful for counts and summaries-but they fall short when you need a true schedule. In this Data Survival Skills ...

Visualizing data sets in Outlook

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Learn how to transform datasets into Outlook calendar visuals. Date-related data is easier to understand when it's shown on a calendar instead of a spreadsheet. In this Data Survival Skills session, Robin demonstrates how to ...

Build letter size for reports using Power BI Desktop

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Learn how to create print-ready, state-specific reports in Power BI. Printed reports are still essential for executive meetings, but recreating dashboards for print can be time-consuming. In this Data Survival Skills session, Robin demonstrates how ...

Build paginated reports

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Learn how to build paginated reports that scale with your data. Dashboards are great for visual exploration, but when you need detailed, multi-page printouts, paginated reports are essential. In this Data Survival Skills session, Robin ...

Building a brief for a data project

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Learn how to create clear, actionable briefs for your data projects. Delivering data sets isn't just about sharing numbers-it's about providing context. In this Data Survival Skills session, Robin shows how to build simple data ...

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 ...

Basic visualization of cohort data

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Learn how to clearly visualize cohort data over time. Cohort data can be complex-especially when it comes to tracking progression across grades, years, or other time-based stages. In this Data Survival Skills session, Robin demonstrates ...

Using Different Pivot Formats to Share Stories

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Learn how to enhance storytelling with pivot and matrix visualizations in Power BI. In this Data Survival Skills session, Robin demonstrates how dashboards provide only a surface view, while pivot structures enable deeper exploration of ...

Edit visual interactions

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Learn how to make dashboards truly interactive and user-friendly. Dashboards are only valuable if users can explore data without confusion or error. In this Data Survival Skills session, Robin demonstrates how to set up visuals ...

Basic Analysis

Visualizing subgroups when searching for insights

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Learn how to uncover deeper insights by analyzing subgroups in your data. Demographics aren't the only way to slice a dataset-sometimes the most meaningful patterns appear in behavioral subgroups. In this Data Survival Skills session, ...

Working with Different Group Sizes

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Learn how to compare uneven group sizes with PivotTables and charts in Excel. Not all data sets are balanced-sometimes one subgroup is much larger than another. In this Data Survival Skills session, Robin shows how ...

Understanding and Communicating Impacts

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Learn how to uncover the real impact behind a single number with Excel's loan amortization tools. A monthly payment might look affordable at first glance-but what about the total cost over time? In this Data ...

Establishing a Cohort Data Set

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Learn how to uncover long-term customer trends with cohort analysis. Every dataset tells a story, but sometimes the most powerful insights come from asking different questions. In this Data Survival Skills session, Robin introduces cohort ...

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 ...

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 ...

Using Case statements for conditional logic in SQL queries

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Learn how to uncover booking trends with SQL and Excel. Every business wants to know when customers commit-are they booking last-minute or months in advance? In this Data Survival Skills session, Robin shows how to ...

Analyzing data using a matrix and conditional formats

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Learn how to uncover hidden booking gaps with Power BI. Static reports often hide the story behind missing activity-weeks or days where tours never filled. In this Data Survival Skills session, Robin shows how to ...

Perform basic analysis on Datasets

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Learn how to perform basic analysis on datasets. Every dataset has a story-and it often starts with the mean, median, and mode. In this Data Survival Skills session, Robin shows how to use Power Query ...

Using analysis commands built into Popular Tools

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Discover the power of built-in analysis tools. Most modern data tools-including Excel-come with analysis features that can uncover insights quickly, no coding required. In this Data Survival Skills session, Robin demonstrates how to clean and ...

Basic dates analysis

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Learn how to reveal hidden gaps in your booking data. Traditional reports often miss the story behind no activity-days and weeks where bookings never happened. In this Data Survival Skills session, Robin shows how to ...

Leveraging Copilot for Data in Microsoft Excel

It's tough to claim survival skills when Copilot is quite new, right? Technically, AI itself isn't new, but Copilot as a tool is a recent addition to the market. Learning how to use it effectively, understanding its strengths and weaknesses, is all part of the process.

Use Copilot to Create a Draft Presentation about your Data Project

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Learn how to build smarter presentations with Microsoft Copilot in PowerPoint. Every data story needs a strong first draft. In this Data Survival Skills session, you'll see how to turn Word documents and Excel spreadsheets ...

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 ...

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 ...

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 ...

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. ...

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 ...

Designing Relational Databases

Testing Data Entry in Data Designs

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Learn how to test your data before design problems get too big. In this Data Survival Skills session, Robin demonstrates how to use Power Query to connect and test datasets before moving forward with design. ...

Designing basic forms for data entry into your solution

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Learn how to design smarter forms that keep your data clean and usable. In this Data Survival Skills session, Robin demonstrates how to build forms in Microsoft Access that guide data entry and protect against ...

Testing data in your new database design

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Learn how to strengthen your database design with testing and referential integrity. In this Data Survival Skills session, Robin shows why every database-no matter how small the budget-needs testing at each stage. Using a volunteer ...

Planning a Basic System for Data Collection

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Learn how to turn multiple data sources into a unified collection that drives real insights. In this Data Survival Skills session, Robin explores the fundamentals of data collections-how to identify which datasets matter, where they ...

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 ...

Diagramming Data and Processes

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Learn how to design user interfaces for better data entry. In this Data Survival Skills session, Robin shows how to translate data requirements into simple, effective UI mockups. Starting with a volunteer signup form, you'll ...

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