How to Create & Use Pivot Tables — Data Sheet – Sidecar

How to Create & Use Pivot Tables — Data Sheet

PivotTables are an interactive way of taking a large amount of data and summarizing it in a user-friendly way. This tool can be used to quickly answer many important organizational questions. When you use a PivotTable you will calculate, summarize and analyze data that will then let you see patterns, comparisons and trends. Sidecar and Clear Path Founder Dave O’Connell sat down together to discuss how to easily create PivotTables and use them to analyze and unveil critical data points for your organization. This data sheet can be used to practice creating and navigating Pivot Tables.

Related Resources

Design & Deliver Your Association's Professional Development Plan

E-Book

The Case for Blockchain Application in Association Credentialing

E-Book

How to Create & Use Pivot Tables — Data Sheet

How to Create & Use Pivot Tables — Exercise Steps

Virtual Onboarding Checklist

Leadership

Intro To DEI For Your Association Course Handout

Diversity and inclusion

How to Break Down Biases to Build Relationships

Organizational culture

30/60/90 Day Goal Setting Template

Strategy

Meeting Minutes Template

Free

Wheel of Life

Organizational culture

S.M.A.R.T. Goal Setter

Strategy

S.M.A.R.T. Goals

Strategy

S.M.A.R.T. Goals Guide

Strategy

S.M.A.R.T. Goal Tracker

Strategy

New Hire Goal Templates

Free

Guide to Digital Advertising

E-Book

Intro to Associations

Course

7 Free Goal Setting Worksheets and Templates

Free

Key Questions to Ask Before You Plan Your Next Hybrid Event

Member engagement

The Association Futurist Starter Kit

Free

How to Lead with Purpose

Free

New Manager Toolkit

Free

What the Pandemic Taught Us About Event Management

E-Book

The Ultimate Guide to the Membership Economy

Free

Beyond Bitcoin: Workshopping how your association can put blockchain to work today

digitalNow

SURGE Forward Takeaways

E-Book

Combating Institutional Racism Virtual Workshop

Free

Pricing and Value Strategy: How to Crisis-Proof Your Association

E-Book

A Model for Strategy Execution: Accelerating Value with Objectives and Key Results: Slides

SURGE

How to Create a Pandemic-Proof Pricing and Value Strategy for Any Association

Strategy

Why Now is the Time to Change Your Pricing Strategy (And How to Do It): Slides

SURGE

10 Questions to Ask a Member

Strategy

10 Questions to Ask When You’re Networking

Strategy

10 Questions to Ask in an SME Interview

Strategy

How to Prepare Your Questions for an SME Interview

Strategy

7 Tactics to Drive Member Engagement Using Video

Member engagement

7 Tactics to Drive Value, Attendance and Attention for Your Virtual and Hybrid Events Using Pre-recorded Video

Marketing

Best Practices for Blogging

Strategy

9 SEO Tasks You Should Do Every Month (at least!)

Strategy

Your SEO Content Checklist

Strategy

The Keys to Keywords

Strategy

Google Ranking Factors You Should Know

Strategy

Checklist: SEO Success for Your Website

Strategy

Association Leadership 2020 Phase 2: Executive Summary

digitalNow

Association Leadership 2020 digitalNow Brief: May 21, 2014

digitalNow

Association Leadership 2020 Phase 3: Research

digitalNow

Digital transformation: Connecting the dots to execution

digitalNow

Digital Pathways, Strategies & Metrics

digitalNow

Virtual Event Planning Checklist

Strategy

Transcript: The upside of failure

Leadership

Transcript: Unlocking the keys to a ‘limitless mind’ with Jo Boaler

Inspiration

Transcript: A keynote conversation with John Spence on cultural transformation

Organizational culture

Transcript: Take it from me: Tools you can use

SURGE

Transcript: Small steps to smashing silos: Tips for success

Organizational culture

Transcript: Rooting out racism: How to get started at your association

Diversity and inclusion

Transcript: Reduce, reuse recycle: How to do more with less content in 2021

Strategy

Transcript: Move your association from defense to offense

Organizational culture

Transcript: The membership economy

Strategy

Transcript: Making connections through non-traditional mentorship

Leadership

Transcript: How to project leadership and get results on video conferences with Dr. Laura Sicola

Leadership

Transcript: How to predict and prevent member churn

Member engagement

Transcript: How to market your hybrid event

Marketing

Transcript: Facing and embracing the future of learning

Technology

Transcript: Fixing the ‘broken rung’ in the association industry

Organizational culture

Transcript: Find your association’s biggest fans with David Meerman Scott

Member engagement

Transcript: Cybersecurity for association leaders

SURGE

Transcript: Stronger together: Creating community despite a time of crisis

Member engagement

Transcript: Content Curation 101: How to elevate your brand and connect with your audience while saving time

Marketing

Transcript: Purpose despite peril

Strategy

Diversity Audit

Diversity and inclusion

Equity Audit

Diversity and inclusion

Who is Your Member of 2030: A Workbook

Strategy

Strategic Foresight: Measuring Your ROI

Inspiration

Strategic Foresight: How to Engage Outside Strategists

Inspiration

6 Steps to Becoming a More Diverse Organization

Diversity and inclusion

Your Diversity Action Plan

Diversity and inclusion

Improving Diversity on Your Board

Diversity and inclusion

An Open Garden Reading List

Inspiration

Rethinking Your Audience

Organizational culture

Should This Be ‘Freemium?'

Member engagement

4 Keys to Understanding the Membership Economy

Member engagement

The Future of Your Membership

Member engagement

75 Interview Questions for a Culture Fit

Organizational culture

6 Keys to Attracting and Retaining Top Talent

Organizational culture

4 Types of Business Analytics

Strategy

5 Stages of Data Discovery

Strategy

How to Complete a Simple Data Audit

Strategy

Intelligent Engagement

Strategy

Your Idea 'Parking Lot'

Strategy

Evaluating a Practice or Policy

Diversity and inclusion

Tips for Starting a Conversation About Racism in Your Organization

Diversity and inclusion

How to Start a Productive Conversation About Barriers in Your Organization

Diversity and inclusion

4 Problematic Assumptions About Race

Diversity and inclusion

5 Tips for Setting up a Virtual Meeting

Leadership

How to Position Yourself on Screen in Virtual Meetings

Technology

Tools You Can Use to Develop Powerful Content

Marketing

How to Prepare for Webinars and Video Conferences

Technology

Content Planning Worksheet

Marketing

Content Inventory Worksheet

Marketing

8 Content Ideas

Marketing

How to Increase Member Engagement

Member engagement

Your Branding and Messaging Guide

Marketing

How to Perform a Content Audit

Marketing

A Collection of Insights From SURGE Growth 2019

SURGE

Beginner's Guide to Creating Video Content

Technology

How to Create a Project Toolkit for Your Local Chapters

Member engagement

Troublemakers! Influencing a Culture that Drives Success

Organizational culture

Top Insights from the ASAE Technology Council

SURGE

The Future is Now — Get Ready to Work It

Leadership

Tech is Powered by the People

SURGE

Putting Members in the Driver's Seat

Member engagement

Power of A is the Power to Problem Solve

SURGE

Navigating the "Messy Middle of your Association Management Career"

Inspiration

Mind the Gap: Advancing the Workforce through Association Education

SURGE

Local Perspectives on the Association Industry Path

SURGE

Kickin' @$$ and Taking Non-Dues Revenue

SURGE

Drive Member Loyalty with Personalized Experiences and Predictive Analytics

Member engagement

Approaches for Human-Centered Design in Technology Initiatives

Organizational culture

Putting Member Engagement Into Action

Member engagement

Mission Critical: Advance Your Industry’s Workforce Through Real Learning

SURGE

Facing — And Embracing — The Future of Learning

SURGE

How to Effect Change No Matter Your Job Title

Inspiration

Transforming Associations Through Artificial Intelligence

SURGE

The Workforce Crisis (And What To Do About It)

SURGE

Association Leaders and the Analytical Mindset

SURGE

Let’s Break Down Our Organizational Silos

Organizational culture

How to Innovate The Lean Way

Organizational culture

The Trials and Tribulations of Non-Dues Revenue

SURGE

Getting Clear About Culture Change

Organizational culture

Strategic Digital Transformation

SURGE

Exploring New Markets: How Research, Analytics and Risk Assessment Can Help

SURGE

Five-Star Professional Development Results on a One-Star Budget

SURGE

A Practical Discussion on Driving Rapid Technological Change

SURGE

Co-Creation: Building Shared Purpose and Value with Members

Member engagement

The Future of Work is Here

SURGE

Revamp to Revitalize and Grow

SURGE

How to Lose New Members in 90 Days or Less

Member engagement

Busting the 7 Myths of Entrepreneurship

SURGE

Content Strategy and Designing for Relevance

Marketing

Thinking Differently About the Future of Governing

SURGE

Productivity — A State of Mind at Work

SURGE

Creating A Culture of Success

Organizational culture

I.D.E.A.S. Volume 2

Inspiration

I.D.E.A.S. Volume 1

Inspiration