Excel for Archivists: Practical Training Workshops

Why Excel?

Excel can be an invaluable tool for listing archives, especially large and disordered collections. It is a powerful tool for editing and transforming data prior to import into Calm, Access or other systems. However, generic Excel training courses rarely focus on the techniques needed to work effectively with text.

About the workshops

The one-day workshop focuses on techniques and concepts needed to work effectively with text, and the teaching material is based on genuine archive lists. The trainer, Gillian Sheldrick, is an experienced archivist and Excel enthusiast who has used the concepts and techniques studied.

What 2014 participants liked

The workshops first ran in 2014. Compliments received included ‘Eye opening how powerful Excel is’ — ‘Tutor friendly, knowledgeable and encouraging’ — ‘Use of real data’ — ‘Immediately usable skills’

Workshop content

The Workshop content will normally be taken from the following ‘menu’ of concepts and techniques:

  • Working with text and formats: auto complete and auto fill; copy and paste (including paste special); find and replace; data formats (eg date, text and number data types)
  • Working with structure: filtering; moving rows and columns; sorting rows
  • Transforming text using functions and formulas
  • Viewing and sharing worksheets: Using split panes; hiding columns and rows; protecting data
  • Excel and Word: including moving data from Excel into Word to produce a ‘conventional’ printed catalogue

The workshop is aimed at those with a basic knowledge of Excel, not complete beginners.

The workshops do not cover the following: carrying out import/export of data into Calm or other systems; graphs, charts or other graphics functionality; design and layout of spreadsheets or forms; statistical analysis.

More information

For more information about the workshop and available dates and locations, email Gillian Sheldrick: SheldrickG@gmail.com

Full name *
E-mail *


the tasc armadillo
the archive-skills consultancy ltd · may cottage · 1 fountayne road · london n16 7eb · uk
t: (020) 8806 8631 · e: ·