2015 User Conference

Exporting Data for Pivot Tables April 23, 2015

Presented by:

Dee FernandezSenior Instructional Designer

General Workshop

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Do you pivot?

2015 Office Practicum User Conference

Do you pivot?

2015 Office Practicum User Conference

Why pivot?

● Payer mix by provider

● Where are my patients coming from?

● Breakdown by age

● What types of visits am I seeing?

● What’s my busiest month?

2015 Office Practicum User Conference

Learning Objectives

▪ Prepare data for pivoting

▪ Create and format a pivot table

▪ Put numbers in perspective with percentages

▪ Use groups to compare data

▪ Sort/filter pivot table to zoom in on key data

▪ Apply new data range to existing pivot table

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Before you pivot

▪ Remove groupings before you export.

Remove Groupings

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Before you pivot

▪ Export as .csv file

▪ Import as Comma Delimited (Data tab > From Text)

▪ Remove totals if applicable

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Let’s Pivot!

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Try It

1. Open Excel 2010.

1. Open file: ExportingDataForPivotTables_File1.xlsx

Questions:1. Before we exported, we __________________.

1. We exported as _________________________.

1. Before we pivot, we need to _______________.

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Payer Mix by Provider

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Breakdown of Patient Population by Zip/Age

By Zip code

By Age

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CPT / E & M Utilization

By Provider/CPT Code

By Provider/Month

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Change/Refresh Data Source

1. Options > Change Data Source

2. Hold down SHIFT key and extend to include additional rows

Note: Options > PivotTable Options > Data > Refresh Data when opening the file

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Bring it Home

▪ What questions can PivotTables help you answer?

▪ Advanced Pivot Tables▪ Slicers for quick filters: Insert tab > Slicer▪ Create Charts: Options tab > PivotChart

▪ Resources▪ Follow-along Activity▪ Sample file 1▪ Sample file 2

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Questions?

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We need your feedback!

Reports to download:Exporting Data for Pivot Tables – File 1Exporting Data for Pivot Tables – File 2