2015 User Conference Exporting Data for Pivot Tables April 23, 2015 Presented by: Dee Fernandez Senior 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 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 Follow-along Activity ▪ Sample file 1 Sample file 1 ▪ Sample file 2 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 1 Exporting Data for Pivot Tables – File 2