Technology Transformation: Microsoft Mini-Series “Advanced ...2017 Technology Transformation Series 3 POLL QUESTION What is your favorite formula in Excel? I. Advanced Formulas in

2017 Technology Transformation Series

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Presented by Neal Miller, Director of Integration and Application Services

Envision USA

Technology Transformation: Microsoft Mini-Series“Advanced Excel & Other Microsoft Tips”

Learning Outcome Standard: This program is based on the standards for

workbooks and data structure as it pertains to Microsoft Excel 2013.

Disclosure of Proprietary Interest

Technology Transformation: Microsoft Mini-Series

Envision USA is a subsidiary of SunLink Health Systems, Inc.,

corporately owned in Atlanta, Georgia. Envision USA helps clients by

formulating, designing, implementing and enhancing diverse IT

solutions. Envision USA is the IT backbone for HealtHIE Georgia.

Envision USA does not have any proprietary interest in any product,

instrument, device, service, or material discussed during this learning

event.

The education offered by Envision USA in this program is

compensated by the HRSA Small Hospital Improvement Program

(SHIP) grant.


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Advanced Excel & Other Microsoft Tips

Purpose of Today


This is an intermediary course for the use of Excel 2013 that will guide

you through using Excel 2013 advanced formulas and features and

increase your understanding of the follow items:

• Formulas to manipulate data

• Using Pivot Tables to organize data

• Using Data Slicers to easily filter data

• Using Charts to visually represent data


Learning Outcomes


By the end of this presentation, you should be able to:

• Describe how to insert a pivot table

• Describe difference between summing, averaging and counting in a pivot table

• Identify how to use Data Slicers

• Describe how to insert charts

• List ways to utilize formulas within Microsoft Excel

• Identify the Help options in Office 2013

• Identify top reasons it is important for hospital leaders to efficiently use these programs

in the healthcare environment

• Identify other audiences that need to know this information and need to collaborate in

this area

• Identify action items to take in response to this training


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POLL QUESTION

What is your favorite formula in Excel?

I. Advanced Formulas in Microsoft Excel 2013Understanding How Formulas can help format and understand your data


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Advanced Formulas in Microsoft Excel

• COUNTIF

• CONCAT

• MID

• TRIM

• IF and Switch

• Days

• INT

POLL QUESTION

Would you like to see hands-on

Excel training offered?


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II. Pivot Tables in Microsoft Excel 2013Working with Pivot Tables to get more from your data

Pivot Tables in Microsoft Excel 2013

• Insert a Pivot Table

• Choosing Pivot table fields

• Removing Pivot Table Fields

• Summing, Average and Counting

Values with a pivot table

• Using Multiple fields in pivot

table rows

• Segmenting data by

• Date

• Race

• ICD10 Desc or Codes

• Using Slicers


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POLL QUESTION

What other application training

would you like HTHU to offer?

III. Charts in Microsoft Excel 2013Using Charts to visualize your Pivot Table Data


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Charts inMicrosoft Excel 2013

• Inserting charts

• Editing Charts

• Moving and Sizing Charts

• Changing Chart Colors

• Changing and formatting

data labels

• Changing Data Labels

Position

IV. ACTION ITEMS & COLLABORATIONPUT EDUCATION INTO ACTION ACROSS YOUR SYSTEM


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ACTION ITEMS

� Practice the demonstrated actions within Microsoft

Excel

� Recognize how Pivot Tables help you understand your

data while working in Microsoft Excel

� Identify opportunities for improvement among staff

and peers

� Utilize the Help option in Office 2013

COLLABORATION

Additional audiences that need to be fluent in Microsoft

Excel:

• Team members currently utilizing Microsoft Excel 2013

that could benefit from a refresher course

• Team members currently utilizing Microsoft Excel 2013

that would benefit from learning about Pivot Tables and

Charts

• Team members unfamiliar with Microsoft Excel 2013

• Team members interested in improving their computer

literacy


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REFERENCES & RESOURCESExcel 2013 Short Cut Keys Lists

https://support.office.com/en-us/article/Excel-keyboard-shortcuts-and-function-keys-for-Windows-1798d9d5-842a-42b8-9c99-

9b7213f0040f#ID0EABDAAA=2013

https://exceljet.net/the-54-excel-shortcuts-you-really-should-know

http://www.computerworld.com/article/2488866/desktop-apps/desktop-apps-10-top-excel-keyboard-shortcuts.html

Excel 2013 System Requirements

https://technet.microsoft.com/en-us/library/ee624351.aspx

Excel 2013 Template and Themes

https://templates.office.com/

https://templates.office.com/en-us/templates-for-Excel

Excel 2013 useful formulas

https://www.ablebits.com/office-addins-blog/2015/08/12/useful-excel-functions-examples/

https://www.gcflearnfree.org/excel2013/simple-formulas/1/

http://www.techrepublic.com/blog/10-things/10-new-excel-2013-functions-that-can-save-you-time/


Learning Outcomes


By now you should be able to:

• Describe how to insert a pivot table

• Describe difference between summing, averaging and counting in a pivot table

• Identify how to use Data Slicers

• Describe how to insert charts

• List ways to utilize formulas within Microsoft Excel

• Identify the Help options in Office 2013

• Identify top reasons it is important for hospital leaders to efficiently use these programs

in the healthcare environment

• Identify other audiences that need to know this information and need to collaborate in

this area

• Identify action items to take in response to this training


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QUESTIONS?

If you have questions about this education, please contact:

Neal Miller, Director of Integration and Application Services

Envision USA

Phone: 770.884.8146 Ext. 110Email: [email protected]

Or you can contact [email protected]

Documents

Technology Transformation: Microsoft Mini-Series “Advanced ...2017 Technology Transformation Series 3 POLL QUESTION What is your favorite formula in Excel? I. Advanced Formulas in