Managing Data and Optimizing Output in Stata: Taking Your Stata Skills to a Higher Level

Live Online Workshop

Learn how to use macros, loops, and commands in Stata to efficiently and accurately manage data and create publication-ready tables and graphs.



We’re sorry but this workshop is not currently enrolling.
Please join our waiting list to receive a notification when it is offered again.

You use Stata.  For the most part, you like it.

But it can be painstakingly slow sometimes to get the data ready.

Maybe you’re only comfortable with the drop-down menus, and you know if you used the command line, it would go faster.  But, honestly, it’s a bit intimidating.  (You’re not a programmer, after all).

Or maybe you’ve been recently tasked with cleaning and formatting a big, messy data set for the first time.  And you’re not sure how to start.

On the other hand, maybe you’re just fine running statistical models, but you wish there was an easier way to get Stata to give you the output you need in a reasonable format.

If you’re tired of the frustration and wasted time you’ve spent to learn Stata on your own, join us to take your Stata skills to a new level.

This workshop will teach you step-by-step how to work with Stata to prepare data and produce output efficiently and formatted the way you want.

In this Workshop, you will learn:

This workshop will take place in five 90 minute sessions. We will cover the following topics:

Preparing data for analysis

Module 1

  • How to use macros and loops (part I)
  • Formatting and Labeling data
    • Changing string variables to numeric
    • Labeling variables
    • Labeling values
    • Recoding
    • Formatting dates
  • Generating new variables
    • Dummy variables
    • functions
    • interactions
    • quadratic and cubic values

Module 2

  • Creating subsets of the data
    • Using “if”, “by”, “egen”
    • Preserve and restore
    • Collapse
  • Merging and appending data sets
  • How to use macros and loops (part 2) to explore the data efficiently with statistics and plots

Discovering and understanding additional outputs for linear and binary models

Module 3

  • Scalars, matrices
  • Margins and marginal effects
  • Post estimations
  • estimates
  • Statsby

Advanced Graphing techniques

Module 4

  • Personalizing your graphs
    • Axis
    • Scaling
    • Legends
    • Titles
    • Line shapes
    • Colors
  • Using macros and loops (part 3) to create templates
  • Graphs beyond scatterplots, box plots and histograms

Module 5

  • Creating tables
  • Outputting tables to Excel and Word


Who is it for?

This workshop is for you if you:

  • Are a researcher or consultant who uses Stata
  • Are a graduate or soon-to-be graduate student
  • Are required to use Stata on the job and want to upgrade your skills
  • Consultants

It is not for you if you:

  • Are a complete beginner in statistics. You should already understand basic data manipulation and statistics
  • Are an intermediate or advanced Stata user
  • Have never used Stata before


  • You will get the most out of the workshop if you have some experience in data analysis and have taken introductory statistics.

The Instructor:

jeff-meyer-150As a consultant, Jeff Meyer works with non-profits to help them determine the impact of their outcomes.  By looking at outcomes on both a quantitative and monetary basis an effective cost benefit analysis can be utilized.

Jeff has an MBA from the Thunderbird School of Global Management and an MPA with a focus on policy from NYU Wagner School of Public Service. Jeff is owner of the consulting firm Optimizing Outcomes.

The Workshop Format:

Our workshops have 3 main components that work together to support your learning.

1. Live Webinar Presentations of Workshop material, with recordings

Jeff will teach the workshop live via webinar. You attend over the internet, and you will see what is happening on Jeff’s screen. Audio is through either your computer speakers/microphone or by telephone.

You can ask questions out loud or write it into the chat, and you never have to leave your house or office.

2. Live Q&A Sessions, with recordings

After you’ve had a few days to work through all the materials, you have the opportunity to meet Jeff in three live Question & Answer sessions.

Bring your questions about the presentation or working in Stata with your own data.

We’ve also created a workshop site that you become a member of. For a year.

3. Private workshop site with supplementary materials, resources, and Q&A

This private website is our home base for the workshop. It’s where you’ll find everything you need to support your learning:

  • Video recordings of every session made available within 48 hours. Review the material right away, months later, or while doing the exercises. Or if you need to miss one (or all!) of the live sessions, you can still participate on your own schedule.
  • Data files. You get full access to use the data to try everything on your own.
  • Handouts with all the Stata code, available ahead of each session.
  • Exercises. (Yes, homework!). You really need to practice this stuff. Get your hands dirty.
  • A place to submit written questions between sessions. So as you’re reviewing videos afterward (or if you missed a live session), just submit a question. Jeff will answer it right there on the website.

You’ll have access for a year to this workshop membership site. So as we add resources, re-record sessions, and answer more questions each time we offer the workshop, you have access to the updated material.

What Our Students Say About Our Workshops:

“The Managing Data and Optimizing Output in Stata workshop was taught in the most effective manner I have ever encountered. Jeff Meyer clearly explained how to apply statistical concepts to real life data sets using Stata, my primary programming language. Jeff is an excellent instructor. He explained when and how to use the commands in such a clear and understandable manner. The homework also allowed me to further develop my understanding of when to use certain statistical concepts and how to code and execute the commands. Also, both Jeff and the Analysis Factor team answered my questions completely and promptly. I was also happy to hear that Jeff would be available to answer any questions that we may have for up to a year after the workshop ended! I am so glad that I found Analysis Factor. I also liked the fact that the live webinars are recorded. Every researcher has such a busy schedule, and I wasn’t able to make it to all of them. But because the sessions were recorded, I was able to watch them on my own time and catch up. Lastly, I feel more confident as ever in my statistical analysis programming skills and more confident as a budding health services researcher.”

“The ability to hang on to all of these materials, including the bonus materials is a really great feature. I feel like I have this whole library of references that I can go back to if I need it.”
Noelle Chesley

“Thank you so much. I learned so much in this workshop and it will change the way I examine (and design) my data sets from now on! I think the homework is an excellent part of the workshop. The video recordings are terrific. All of the resources provided for this workshop were outstanding.”
Prudence Plummer-D’Amato, PhD

“The workshop is absolutely and exactly what I had been searching for a long time. I am glad I finally found your website.”
Abdul Aziz Farooq


Full Workshop Investment: $297

(student discount available)

We’re sorry but this workshop is not currently enrolling.
Please join our waiting list to receive a notification when it is offered again.


Refund Policy: Your registration fee is fully refundable up to 72 hours in advance. Because enrollment is limited, no refunds will be granted after the program begins.


As with all our programs, your satisfaction is guaranteed. If you participate fully in this workshop–watch, read, and try out everything included–and find you are not satisfied for any reason, we will give you a full refund, no questions asked.

Just notify us within 90 days of purchasing the program.