Pre-Conference Workshops

Pre-Conference Workshops are intensive, skill building half-day and full-day sessions offered Monday, May 29 and Tuesday, May 30. Seats are limited and an additional fee is required. You may add workshops only if you have purchased a full Forum registration. Register now to reserve a seat.

MAY
29

Monday (Full Day)
8:00 A.M. - 4:00 P.M.


A Step-by-Step Introduction to Building a Student-at-Risk Prediction Model ($220)

Presenters: Serge Herzog (University of Nevada-Reno), John Stanley (University of Hawaii-West Oahu)

To improve student retention, and thus net tuition revenues, institutional research offices are asked to help identify which students are likely to drop out. The purpose of this workshop is to teach IR professionals how to effectively build and implement a predictive model for student dropout and retention using standard regression methods with IBM SPSS. Participants will follow along on their laptops while instructors demonstrate step-by-step instructions (via overhead projection) on how to build a model with start-of-semester data that yield the relative dropout risk for each student. The workshop highlights how dropout risk data are used by academic support services to measurably improve student retention. Knowledge of statistical variance, correlation, and regression is recommended.

Participants in this workshop will:

  • Develop a conceptual understanding of how predictive models developed by an IR office can improve institutional effectiveness;
  • Learn how to set up a matriculation system (or census warehouse) data file in IBM SPSS that can be used to develop a predictive statistical model to identify students at risk;
  • Learn how to use historical data to develop predictor coefficients to estimate (score) the dropout risk for students in future cohorts; and
  • Learn how to translate the student dropout risk into a relative percentile risk score to assist student support services with actionable information.

Note: Participants attending this workshop are required to bring a laptop capable of running IBM SPSS software. AIR will provide participants with a link to download a trial version of this software in advance of the workshop.

Leadership in IR and IE: Enhancing Personal and Professional Effectiveness ($220)

Presenters: William Knight (Ball State University)

This interactive, example-rich workshop provides professional development in the areas of emotional intelligence in the IR and IE workplaces, immunity to change, performance appraisal, mentoring, dealing with difficult personnel situations, managing conflict, leading difficult people, negotiating the campus and external political environments, leading from the middle, leading up, promoting use of information provided by IR, leadership frames and practices, taking care of yourself, and managing your career path. Case studies and Numerous opportunities for reflection and discussion will be provided.

Participants in this workshop will:

  • Learn about, reflect upon, discuss, and apply the concepts and topics noted above;
  • Improve their self-awareness, self-regulation, empathy and social skills, to improve their leadership and interpersonal skills;
  • Increase their knowledge about and skills concerning campus politics.
  • Enhance the use of information created in their offices; and
  • Identify and improve leadership frameworks and practices, understand the importance of self-care, and improve management of their careers.

Note: Participants are not required to bring a laptop to this workshop.

New Keyholder Training ($25)

Presenters: Yvonne Kirby (Central Connecticut State University), Nancy Floyd (North Carolina State University)

This workshop provides essential beginner-level training and a thorough introduction to the IPEDS data collection cycle and reporting requirements. Workshop topics outline keyholders’ roles and responsibilities and highlight the resources available to assist in the IPEDS planning and reporting processes. Participants are given the opportunity to create an IPEDS planning calendar for the upcoming data collection cycle. Additionally, this workshop serves as a valuable professional networking opportunity for institutional researchers in their new roles.

This Workshop curriculum is intended for both officially designated IPEDS Keyholders as well as individuals that serve in a secondary (proxy Keyholder) role assisting the official IPEDS Keyholder in the data collection/entry process.

Note: Participants attending this workshop are required to bring a laptop with Wi-Fi capability and Microsoft Excel installed.


Monday Half-Day (Morning)
8:00 a.m. - 11:30 a.m.


Forecasting in Excel ($110)

Presenters: Eric Atchison (Mississippi Institutions of Higher Learning), Wendy Kallina (Kennesaw State University)

As institutions focus on enrollment management, the ability to understand and project patterns of change becomes imperative. Providing timely and accurate forecasts to campus stakeholders can assist in the planning and development of physical, academic, and human resources. During this workshop, a brief history of forecasting techniques will be provided, using previous studies and summative literature. Examples of curve-fitting and causal models of enrollment forecasting including trend lines, exponential smoothing, moving averages, and linear regression will be examined. Specific examples using supplementary information, such as data about live births, high school graduates, and unemployment will be provided to expand on the basic methodological techniques.

Participants in this workshop will:

  • Gain an understanding of the history of enrollment forecasting in higher education;
  • Gain the knowledge and skills to implement various enrollment forecasting models;
  • Learn about limitations and other considerations when considering an enrollment forecasting model; and
  • Learn about additional resources available to assist in the forecasting process.

Note: Participants attending this workshop are required to bring a laptop with Microsoft Excel installed. The Excel Data Analysis Tool Pak will be utilized during this workshop.

Research Design, Statistics, And The Practice Of IR: Comparing Group Mean Differences ($110)

Presenters: Mary Ann Coughlin (Springfield College)

Institutional researchers often struggle to determine the appropriate statistic to use, even after successfully creating solid research designs and providing descriptive statistics. How does one move from research designs and descriptive statistics to inferential statistics that best answer the research question? This workshop will discuss the link between research design and statistics. More specifically, the session will explore common research questions from IR applications about group mean differences, and describe the link between these research questions and the appropriate use of inferential statistics such as t-tests and analysis of variance (ANOVA). In addition, the workshop will explore the application of independent groups and repeated measures designs. The presenter will discuss and explore the theory behind these statistics and the appropriate links to practical applications within the field of IR. The goal of this workshop is to empower participants to make informed decisions about group mean comparisons.

Participants in this workshop will:

  • Understand the link between research design and the application of the statistical analyses;
  • Understand and be able to interpret the analysis of independent groups and repeated measures t-tests; and
  • Understand and be able to interpret the analysis of one-way independent groups and one-way repeated measures Analyses of Variance (ANOVA).

Note: Participants attending this workshop are required to bring a laptop capable of running SPSS software. AIR will provide participants with a trial version of this software in advance of the workshop.

The Art and Science of Enrollment Forecasting ($110)

Presenters: Frank Doherty (James Madison University), David Chase (James Madison University), Christopher Orem (James Madison University)

This workshop will describe and demonstrate best practices in forecasting enrollment and FTES by academic level, residence, and location for institutions of any size, mission, and complexity. A combination of presentation, small group activities, discussion, and hands-on exercises will be used. Participants will be introduced to an Excel enrollment projection model (no sophisticated knowledge of complex statistical analysis tools needed) that has been successfully used to project headcount and FTES enrollment in a large (20,000+), public, diverse, and comprehensive university. The model can be adapted to institutions of any size, mission, and complexity. This model is not designed to project how many new students will attend an institution, but to forecast how they will progress through the years, hopefully to graduation. Laptop with Excel (PC or Mac) is required.

Participants in this workshop will:

  • Gain a historical perspective on forecasting (what works and doesn't work in higher education and elsewhere);
  • Gain knowledge of forecasting principles that work in any field, including politics and baseball;
  • Learn the potential pitfalls to avoid when listening to forecasts by different types of constituents (those who know what they're saying and those who think they know what they're saying); and
  • Learn appreciation for the need to understand the institution and its students (the art); and practical suggestions for working with campus constituencies.

Note: Participants attending this workshop are required to bring a laptop with Excel 2010 or 2013 installed.

Using Unemployment Insurance Wage Data to Inform Various Stakeholders ($110)

Presenters: David Troutman (The University of Texas System Office), Jessica Shedd (University of Texas System), Cathy Delgado (The University of Texas System Office)

What happens to students after they graduate? Do they find jobs? How much do they earn? It is becoming critical for higher education to address these questions; however, the necessary data are not readily or consistently available. To help institutions begin to face these challenges, this workshop will share steps the University of Texas System took to develop a data-sharing agreement with the state’s workforce commission. Detail about the unemployment insurance data, cleaning and preparation process for analysis purposes will be shared. Additional analyses demonstrating the utility of wage data to inform students and their parents, administrators, and legislators about student success and the value of higher education will be discussed.

Participants in this workshop will:

  • Gain an understanding of the strengths and weaknesses of UI data and the technical aspects of preparing and cleaning wage data for analysis;
  • Develop a detailed understanding of the methods that can be employed to locate students after graduation as well as different ways that annual wage can be calculated;
  • Recognize the advantages and disadvantages of utilizing a cross sectional versus a longitudinal design related to wage data; and
  • Gain the knowledge to draw from the detailed, real-world examples to better inform multiple types of audiences on their own campuses when presenting similar types of wage data in an accessible, digestible format.

Note: Participants are not required to bring a laptop to this workshop.


Monday Half-Day (Afternoon)
12:30 p.m. - 4:00 p.m.


Easy Data Write-Ups and Graphs ($110)

Presenters: Jean Pezzoli (University of Hawaii Maui College)

This workshop presents a step-by-step template for writing up a concise, convincing paragraph to describe and discuss data. The template can be used for reports, proposals, contract renewal, and all data documents, cutting prep time in half. This workshop describes, and gives ample time to practice using a three-stage writing paradigm that mitigates writer’s block. By integrating salient features of data and their implications, the write-up encourages the use of data by others. This workshop also illustrates and gives practice on using Excel to design tables and charts that omit none of the five elements readers need to comprehend results. The 10 do’s and don’ts of charting are considered, along with how to transfer charts into Word and reformat them. Data isn’t valuable until it is used. This workshop helps extract data from a computer and convey it to decision-makers.

Participants in this workshop will:

  • Learn to use Excel to construct Tables and Charts that do not omit any of 5 required elements needed to communicate the meaning of that data to others; transfer the Tables and Charts successfully to a Word document and reformat with centering and text boxes;
  • Gain the knowledge to explain and appraise the 3-step process for composing a data paragraph; and
  • Write a comprehendible, professional-quality data paragraph on a set of data within 7 minutes.

Note: Participants attending this workshop are required to bring a laptop with Excel 2010 or 2013 installed.

Introduction to Dashboards in Excel ($110)

Presenters: Craig Abbey (University at Buffalo)

This workshop features various types of dashboards, and includes instructions about how to create dashboards with high-quality graphs in Excel, and how to customize output to highlight the meaning of the data. Topics covered include creating and formatting charts for time-series, ranking, part-to-whole, deviation, and nominal comparison relationships. Participants will learn how to use Excel formatting features to design and lay out their dashboard.

Participants in this workshop will:

  • Learn how to lay out various types of dashboards in Excel;
  • Learn how to create high quality graphs for use in a dashboard;
  • Learn when and how to change graph scaling, grid lines, and data labels; and
  • Learn how to use colors to emphasize and highlight data series and data points

Note: Participants attending this workshop are required to bring a laptop with Microsoft Excel installed.

Introduction to Institutional Research ($110)

Presenters: Eric Atchison (Mississippi Institutions of Higher Learning), Michelle Appeal (University of Maryland-College Park)

This workshop is designed for individuals who are new to the field of institutional research (IR). In this workshop we review the typical roles and responsibilities associated with IR, highlight useful resources, and learn how to develop connections with others in the field. This is an informative and interactive workshop that is useful to new IR professionals.

Participants in this workshop will:

  • Gain an understanding of common projects and responsibilities in institutional research;
  • Be able to identify useful resources to aid in their work and professional development; and
  • Learn how to develop relationships with other professionals in the IR field.

Note: Participants are not required to bring a laptop to this workshop.

Program-Level Student Learning Outcomes Assessment: An Evaluator's Perspective ($110)

Presenters: Yongmei Li (Converse College)

Academic program assessment, especially student learning outcomes assessment, is crucial for IE. The major components of program-level student learning outcomes assessment include program mission, program-level student learning outcomes, measures, target achievement levels, results, and use of results to close the loop. This session will focus on what each component is and how to perform each component in order to effectively assess student learning outcomes at the program level. Participants will also learn how to assess the quality of each component. The presenter will share a template and examples for program-level student learning outcomes assessment. The participants come away with with strategies to apply to program-level student learning outcomes assessment at their own institution.

Participants in this workshop will:

  • Define each component of program-level student learning outcomes assessment;
  • Evaluate a program-level student learning outcomes assessment report; and
  • Apply the techniques learned to develop, implement, and evaluate program-level student learning outcomes assessment at their own institutions.

Note: Participants are not required to bring a laptop to this workshop.

Tableau Boot Camp — Go From Raw Data to Polished Interactive Visualizations ($110)

Presenters: Mark Leany (Utah Valley University), Tim Stanley (Utah Valley University)

Tableau is a readily available data visualization tool that has become increasingly popular over the last few years. This workshop consists of hands-on experience in using Tableau to build attractive, interactive data visualizations. Participants will receive instructions on how to install a special extended evaluation version of Tableau (four weeks instead of the usual two), which they will install on their laptops that they bring to the workshop. They will also receive a printed workbook, data and resource files, and sample Tableau workbooks that include the visualizations created in the class. By the end of the day, participants will have created interactive visualizations using example files and have the confidence to begin using Tableau to enhance their own reporting. This workshop has been taught (at multiple venues) since 2015, and constantly revised to make it better each time (including keeping it updated to the latest version of Tableau).

Participants in this workshop will:

  • Build interactive data visualizations starting from example files using Tableau;
  • Develop a conceptual understanding of how to use filters, calculated fields, basic parameters, and various other Tableau features;
  • Gain experience combining multiple elements into a single dashboard; and
  • Develop the confidence to use Tableau to enhance their own reporting.

Note: Participants attending this workshop are required to bring a laptop that is loaded with either this trial version or with your own Tableau license (if you already have one). AIR will provide participants with a trial version of Tableau in advance of the workshop.

Using Power BI as a Platform for Data Visualization and Online Dashboards ($110)

Presenters: Marcus Brewer (University of North Georgia), Linda Rowland (University of North Georgia)

In an ever-increasing digital world where access to information is rarely beyond one’s own fingertips, institutional researchers must transition from their tired reliance on spreadsheets and pivot tables and acclimate to visual reporting and interactive dashboards. In this hands-on workshop, participants will not only be captivated by Power BI’s functionality with Microsoft Excel but also by the ease with which their spreadsheets can be transformed into visually stunning and interactive dashboards. Equipped with Power BI report templates, attendees will have the resources necessary to publish advanced, slicer-based enrollment, retention, and graduation reports for their university.

Participants in this workshop will:

  • Gain awareness of an easy-to-use data visualization platform and become skilled in data manipulation and report formatting;
  • Be enabled, upon their completion of the workshop, to make significant improvements in their approach to data reporting, both within the institution and on their IR webpage; and
  • Acquire the knowledge necessary to direct and guide others from their institution in the usefulness of Power BI.

Note: Participants of this workshop are required to bring a laptop with Excel 2010 or Excel 2013 and Power BI installed. Power BI desktop can be downloaded and installed for free through www.powerbi.microsoft.com.

May
30

Tuesday (Full Day)
8:00 A.M. - 4:00 P.M.


Best Practices for Reporting and Using IPEDS Data to Improve Office Efficiencies ($25)

Presenters: Braden Hosch (Stony Brook University), Mary Ann Coughlin (Springfield College)

This recently redesigned workshop provides intermediate-level keyholder training, and is specifically designed for individuals who have led IPEDS data submissions at their institutions for at least one full reporting cycle. It features best practices in IR, as well as technical efficiencies in data management through Excel and in review and submission of IPEDS survey data. The workshop expands on the use of IPEDS data for benchmarking to address key institutional questions and needs. Participants should have experience with the “Use the Data” section of the NCES website, and a working knowledge of Excel.

IPEDS survey component submission instructions and basic benchmarking concepts are not covered in this workshop.

Note: Participants attending this workshop are required to bring a laptop with Wi-Fi capability and Microsoft Excel installed.

Data Governance: Getting it Started, Getting it Right ($220)

Presenters: Katherine McGuire (Emory University)

Institutional researchers everywhere struggle with the challenges of campus data that are inaccurate, ambiguous, in an unusable format, or just not available. The need for extensive data cleanup erodes efficiency and makes the simplest queries daunting, and analysis based on faulty data can result in poor decision making and lack of confidence in the function of IR. This full-day workshop will provide training and collaborative hands-on activities to develop competencies that participants can use to initiate or improve a data governance program on their campus. Participants should bring a laptop and examples of data problems they have experienced on their campus.

Participants in this workshop will:

  • Understand the need for and theories underlying data governance;
  • Gain the knowledge to manage the key components of a comprehensive campus data governance program;
  • Evaluate where their own campus lies on the continuum of data governance maturity; and
  • Formulate the next steps their institution can take to improve data quality.

Note: Participants attending this workshop are required to bring a laptop and examples of data problems they have experienced on their campus

Tableau Fundamentals for the IR Professional ($220)

Presenters: Craig Abbey (University at Buffalo)

In this workshop, participants will learn the basic features and functions of Tableau through a series of hands-on exercises using higher education data. Attendees will acquire the skills to connect to data, filter data, create a variety of visualizations, build basic calculations, and build interactive dashboards they can share with their campus. Additionally, mapping data, organizing data, and working with dates will be covered. Perfect for those with a little or no experience, this workshop will help participants gain Tableau expertise.

Participants in this workshop will:

  • Learn how to connect to various types of data sources;
  • Gain the knowledge to organize and filter data;
  • Create a variety of data visualizations, quick table calculations, and maps; and
  • Learn how to build interactive build dashboards;

Note: Participants attending this workshop are required to bring a laptop that is loaded with either this trial version or with your own Tableau license (if you already have one). AIR will provide participants with a trial version of Tableau in advance of the workshop.


Tuesday Half-Day (Morning)
8:00 a.m. - 11:30 a.m.


Beyond Newcomers: Insights for Continued Professional Growth ($110)

Presenters: Melanie Larson (New England Educational Assessment Network), Gayle Fink (Bowie State University), Becky Brodigan (Colby College), Elizabeth Clune-Kneuer (Prince George's Community College)

This workshop is designed to help mid-level practitioners with roughly two to five years of IR experience be proactive and strategic about their professional development. Topics will focus on developing soft skills, and include reaching beyond routine tasks, being noticed, and building relationships. We will also talk about how institution type and office size can affect role, and what to look for in future opportunities as you develop as a professional. Participants should have a basic foundation in IR and be comfortable with common jargon used in the field. Participants will be asked to take a personal assessment prior to the workshop, to aid in discussion and individualized goal-setting.

Participants in this workshop will:

  • Gain a conceptual understanding of ways to take charge and think strategically about their career development. This includes tactics for reaching beyond routine tasks, being noticed, and building professional relationships;
  • Understand how factors like institution type, office size, and reporting structure affect IR roles; and
  • Learn where they “fit” professionally and how to evaluate future opportunities to suit their uniqueness.

Note: Participants are not required to bring a laptop to this workshop.

Comprehensive Curriculum Mapping for Learning Outcomes Assessment ($110)

Presenters: Yongmei Li (Converse College)

Student learning outcomes assessment is crucial for IE. Curriculum mapping, a prerequisite for program learning outcomes (PLOs) assessment, provides a way to align PLOs with curriculum. Typically, a curriculum map is comprised of PLOs, courses required for completing a specific academic program, and levels of learning for each course (i.e., introductory, reinforced, and mastery). However, it is unclear to what extent course learning outcomes (CLOs) align with PLOs and measures used to assess each CLO. This session focuses on using simple and comprehensive curriculum mapping to align curriculum with PLOs, CLOs, and measures. The presenter will guide the participants through developing and evaluating curriculum maps from an evaluator’s perspective. A template and examples will be shared. The participants will leave the session with techniques to construct and evaluate curriculum maps at their own institutions.

Participants in this workshop will:

  • Define each component of simple and comprehensive curriculum mapping;
  • Evaluate a curriculum map; and
  • Apply the techniques learned to develop, implement and evaluate a curriculum map at their own institutions.

Note: Participants are not required to bring a laptop to this workshop.

Forecasting in Excel II ($110)

Presenters: Eric Atchison (Mississippi Institutions of Higher Learning), Wendy Kallina (Kennesaw State University), David Mongold (University of Hawaii System Office)

In this workshop, participants will learn about additional forecasting techniques with a review of multiple forecasting methods pulled from published literature, as well as an in-depth approach to forecasting tuition and modeling. This workshop will feature an introduction to the concepts, a walk-through example, and then a hands-on segment in which participants will use enrollment forecasting to build the tuition revenue forecasting model. Participants who do not participate in the Enrollment Forecasting Workshop I will be able to participate in this stand-alone workshop if desired.

Participants in this workshop will:

  • Understand the variety of applications of forecasting in higher education;
  • Gain the knowledge and skills to implement various tuition, revenue, and enrollment forecasting models;
  • Learn about limitations and other considerations when considering tuition, revenue, and enrollment forecasting models; and
  • Learn about additional resources available to assist in the forecasting process.

Note: Participants attending this workshop are required to bring a laptop with Microsoft Excel installed. The Excel Data Analysis Tool Pak will be utilized during this workshop.

How to Conduct a Pay Equity Study Using a Multilevel Model ($110)

Presenters: Iryna Johnson (Auburn University)

Pay equity studies are common in higher education. The methodology used in these studies varies greatly, from comparison of mean salaries for different academic disciplines to Ordinary Least Square (OLS) regression analyses. Multilevel modeling is rarely used. Following an overview of existing methods with description of their strengths and limitations, this workshop focuses on hands-on analysis of a hypothetical dataset using multilevel technique. The software used is HLM. Participants will learn how to create a dataset for a multilevel salary equity study, estimate a model, save predicted values, and create an individual-level report and graph for each department or program.

Participants in this workshop will:

  • Learn to apply a single equation approach to faculty salary study using HLM (a hypothetical dataset will be provided during the workshop); and
  • Learn about different approaches to pay equity studies and pay adjustments as well as political and legal ramifications of pay equity studies.

Note: Participants of this workshop are required to bring a laptop with the student version of HLM installed. Participants can download student version of HLM available at http://www.ssicentral.com/

Responding to the Call for Transformational Change: Collaborative Strategies ($110)

Presenters: Laura Blasi (Valencia College), Traci Ash-Thornton (Valencia College), Allie Vatcher (Valencia College), Nichole Jackson (Valencia College)

This workshop will introduce participants to the essential skills for facilitating projects spanning multiple areas of expertise at a time when researchers are being asked to take leading roles in transformational change. We will review strategies for planning projects, empowering teams, and effectively communicating results using a structured sequence of activities (adapting templates and other materials). Our emphasis will be on mixed methods research and on strategies for organizational change. Facilitators from Institutional Assessment and from Marketing will share insights from their collaboration across multiple projects (including student decision-making related to enrollment and Title IX outreach campaigns).

Participants in this workshop will:

  • Participants in this session will: Review steps for collaborative project development;
  • Apply strategies to engage survey respondents;
  • Use a protocol for training focus group facilitators;
  • Plan data analysis for a collaborative teams; and
  • Determine best practices for presenting results.

Note: Participants are not required to bring a laptop to this workshop.


Tuesday Half-Day (Afternoon)
12:30 p.m. - 4:00 p.m.


Building an Effective Assessment Process ($110)

Presenters: Ross Markle (Educational Testing Service), Kristen Smith (James Madison University)

To effectively understand what students are learning and, more important, what can be done to improve student learning, institutions must understand assessment as a process, not a thing. Admittedly, foundational concepts of validity, reliability, and fairness are at the core of the inferences institutional researchers make about students, but it is just as important to build effective processes that help institutional researchers capitalize on good measures of student learning. IR must always seek to turn data into information, and information into action. This workshop will focus on an effective process of assessment, including critical features, common pitfalls, and keys to an effective implementation in practical settings.

Participants in this workshop will:

  • Participants in this session will: Identify the key components of a quality student learning outcomes assessment process;
  • Describe the relationship among assessment process components;
  • Compare and contrast various forms of data in an assessment process; and
  • Evaluate an assessment process.

Note: Participants are not required to bring a laptop to this workshop.

Enrollment and Retention Dashboards in a Day with Microsoft Power BI ($110) SOLD OUT

Presenters: Angela Henderson (Stetson University), Resche Hines (Stetson University)

As IR continues to play a greater role in informing institutional decision-making, often with minimal resources, affordable technologies which allow IR to develop and share data are critical. This workshop will introduce participants to Microsoft Power BI, a free dashboard and data visualization tool, and provide step-by-step guidance on creating and sharing interactive visual reports. Attendees will be provided with Excel data sets and Power BI report templates for census enrollment and retention trend reports. Participants will work with these files in workshop exercises and take them home to use with their own data.

Participants in this workshop will:

  • Participants in this session will: Learn how one campus transitioned Excel reports to interactive visualizations using Power BI;
  • Be introduced to the basics of Power BI (importing data, developing visuals, sharing reports, etc.);
  • Experience two hands-on report creation exercises using provided data and templates; and
  • Receive templates for two Power BI reports (enrollment and retention) for their use.

Note: Participants of this workshop are required to bring a laptop with Excel 2010, 2013, or 2016 and Power BI Desktop for Windows installed. Power BI Desktop is a free software that can be downloaded from https://powerbi.microsoft.com/en-us/get-started/. As Power BI Desktop is designed for Windows, Mac users are encouraged to test accessibility prior to registration to ensure compatibility.

Excel Macros Boot Camp — How to Create, Run, and Modify Macros ($110)

Presenters: Mark Leany (Utah Valley University), Tim Stanley (Utah Valley University)

In this workshop, participants learn how to set up, access, and design Excel macros. This includes recording, executing, and editing. This is a hands-on workshop; participants will build basic macros as they learn. A workbook with partial code examples and practice problems will be provided, and some exercises will be done in class. The workbook also includes additional opportunities for further study, including examples of macro functions and programming features that cannot be recorded, and answers to all of the practice exercises. Prior macro experience is not required, but participants should have a working knowledge of Excel. Note: This is for Excel using Windows; we have found that too many of the macros' features do not work properly on a Mac.

Participants in this workshop will:

  • Identify when using an Excel macro would be advantageous, and consider alternate time-saving strategies;
  • Learn how to create basic macros (including recording common actions);
  • Learn how to read and edit macros using Excel Visual Basic for Applications (VBA); and
  • Learn different ways to execute the macros.

Note: Participants attending this workshop are required to bring a laptop with Excel 2010 or 2013 installed. This workshop is for Excel for Windows only as many of the macro features do not work properly on a Mac.