Post on 18-Dec-2015
transcript
2015 User Conference
Exporting Data for Pivot Tables April 23, 2015
Presented by:
Dee FernandezSenior Instructional Designer
General Workshop
2015 Office Practicum User Conference
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
2015 Office Practicum User Conference
Before you pivot
▪ Remove groupings before you export.
Remove Groupings
2015 Office Practicum User Conference
Before you pivot
▪ Export as .csv file
▪ Import as Comma Delimited (Data tab > From Text)
▪ Remove totals if applicable
2015 Office Practicum User Conference
Let’s Pivot!
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 _______________.
2015 Office Practicum User Conference
Payer Mix by Provider
2015 Office Practicum User Conference
Breakdown of Patient Population by Zip/Age
By Zip code
By Age
2015 Office Practicum User Conference
CPT / E & M Utilization
By Provider/CPT Code
By Provider/Month
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
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
2015 Office Practicum User Conference
Questions?
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