2015 User Conference Exporting Data for Pivot Tables April 23, 2015 Presented by: Dee Fernandez...
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Transcript of 2015 User Conference Exporting Data for Pivot Tables April 23, 2015 Presented by: Dee Fernandez...
![Page 1: 2015 User Conference Exporting Data for Pivot Tables April 23, 2015 Presented by: Dee Fernandez Senior Instructional Designer General Workshop.](https://reader035.fdocuments.in/reader035/viewer/2022062714/56649d215503460f949f5f30/html5/thumbnails/1.jpg)
2015 User Conference
Exporting Data for Pivot Tables April 23, 2015
Presented by:
Dee FernandezSenior Instructional Designer
General Workshop
![Page 2: 2015 User Conference Exporting Data for Pivot Tables April 23, 2015 Presented by: Dee Fernandez Senior Instructional Designer General Workshop.](https://reader035.fdocuments.in/reader035/viewer/2022062714/56649d215503460f949f5f30/html5/thumbnails/2.jpg)
2015 Office Practicum User Conference
Do you pivot?
![Page 3: 2015 User Conference Exporting Data for Pivot Tables April 23, 2015 Presented by: Dee Fernandez Senior Instructional Designer General Workshop.](https://reader035.fdocuments.in/reader035/viewer/2022062714/56649d215503460f949f5f30/html5/thumbnails/3.jpg)
2015 Office Practicum User Conference
Do you pivot?
![Page 4: 2015 User Conference Exporting Data for Pivot Tables April 23, 2015 Presented by: Dee Fernandez Senior Instructional Designer General Workshop.](https://reader035.fdocuments.in/reader035/viewer/2022062714/56649d215503460f949f5f30/html5/thumbnails/4.jpg)
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?
![Page 5: 2015 User Conference Exporting Data for Pivot Tables April 23, 2015 Presented by: Dee Fernandez Senior Instructional Designer General Workshop.](https://reader035.fdocuments.in/reader035/viewer/2022062714/56649d215503460f949f5f30/html5/thumbnails/5.jpg)
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
![Page 6: 2015 User Conference Exporting Data for Pivot Tables April 23, 2015 Presented by: Dee Fernandez Senior Instructional Designer General Workshop.](https://reader035.fdocuments.in/reader035/viewer/2022062714/56649d215503460f949f5f30/html5/thumbnails/6.jpg)
2015 Office Practicum User Conference
Before you pivot
▪ Remove groupings before you export.
Remove Groupings
![Page 7: 2015 User Conference Exporting Data for Pivot Tables April 23, 2015 Presented by: Dee Fernandez Senior Instructional Designer General Workshop.](https://reader035.fdocuments.in/reader035/viewer/2022062714/56649d215503460f949f5f30/html5/thumbnails/7.jpg)
2015 Office Practicum User Conference
Before you pivot
▪ Export as .csv file
▪ Import as Comma Delimited (Data tab > From Text)
▪ Remove totals if applicable
![Page 8: 2015 User Conference Exporting Data for Pivot Tables April 23, 2015 Presented by: Dee Fernandez Senior Instructional Designer General Workshop.](https://reader035.fdocuments.in/reader035/viewer/2022062714/56649d215503460f949f5f30/html5/thumbnails/8.jpg)
2015 Office Practicum User Conference
Let’s Pivot!
![Page 9: 2015 User Conference Exporting Data for Pivot Tables April 23, 2015 Presented by: Dee Fernandez Senior Instructional Designer General Workshop.](https://reader035.fdocuments.in/reader035/viewer/2022062714/56649d215503460f949f5f30/html5/thumbnails/9.jpg)
2015 Office Practicum User Conference
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 _______________.
![Page 10: 2015 User Conference Exporting Data for Pivot Tables April 23, 2015 Presented by: Dee Fernandez Senior Instructional Designer General Workshop.](https://reader035.fdocuments.in/reader035/viewer/2022062714/56649d215503460f949f5f30/html5/thumbnails/10.jpg)
2015 Office Practicum User Conference
Payer Mix by Provider
![Page 11: 2015 User Conference Exporting Data for Pivot Tables April 23, 2015 Presented by: Dee Fernandez Senior Instructional Designer General Workshop.](https://reader035.fdocuments.in/reader035/viewer/2022062714/56649d215503460f949f5f30/html5/thumbnails/11.jpg)
2015 Office Practicum User Conference
Breakdown of Patient Population by Zip/Age
By Zip code
By Age
![Page 12: 2015 User Conference Exporting Data for Pivot Tables April 23, 2015 Presented by: Dee Fernandez Senior Instructional Designer General Workshop.](https://reader035.fdocuments.in/reader035/viewer/2022062714/56649d215503460f949f5f30/html5/thumbnails/12.jpg)
2015 Office Practicum User Conference
CPT / E & M Utilization
By Provider/CPT Code
By Provider/Month
![Page 13: 2015 User Conference Exporting Data for Pivot Tables April 23, 2015 Presented by: Dee Fernandez Senior Instructional Designer General Workshop.](https://reader035.fdocuments.in/reader035/viewer/2022062714/56649d215503460f949f5f30/html5/thumbnails/13.jpg)
2015 Office Practicum User Conference
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
![Page 14: 2015 User Conference Exporting Data for Pivot Tables April 23, 2015 Presented by: Dee Fernandez Senior Instructional Designer General Workshop.](https://reader035.fdocuments.in/reader035/viewer/2022062714/56649d215503460f949f5f30/html5/thumbnails/14.jpg)
2015 Office Practicum User Conference
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
![Page 15: 2015 User Conference Exporting Data for Pivot Tables April 23, 2015 Presented by: Dee Fernandez Senior Instructional Designer General Workshop.](https://reader035.fdocuments.in/reader035/viewer/2022062714/56649d215503460f949f5f30/html5/thumbnails/15.jpg)
2015 Office Practicum User Conference
Questions?
![Page 16: 2015 User Conference Exporting Data for Pivot Tables April 23, 2015 Presented by: Dee Fernandez Senior Instructional Designer General Workshop.](https://reader035.fdocuments.in/reader035/viewer/2022062714/56649d215503460f949f5f30/html5/thumbnails/16.jpg)
2015 Office Practicum User Conference
We need your feedback!
Reports to download:Exporting Data for Pivot Tables – File 1Exporting Data for Pivot Tables – File 2