1. 2015 User Conference Exporting Data for Pivot Tables April 23, 2015 Presented by: Dee Fernandez Senior Instructional Designer General Workshop

2. 2015 Office Practicum User Conference Do you pivot?

3. 2015 Office Practicum User Conference Do you pivot?

4. 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?

5. 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

6. 2015 Office Practicum User Conference Before you pivot ▪Remove groupings before you export. Remove Groupings

7. 2015 Office Practicum User Conference Before you pivot ▪Export as.csv file ▪Import as Comma Delimited (Data tab > From Text) ▪Remove totals if applicable

8. 2015 Office Practicum User Conference Let’s Pivot!

9. 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 _______________.

10. 2015 Office Practicum User Conference Payer Mix by Provider

11. 2015 Office Practicum User Conference Breakdown of Patient Population by Zip/Age By Zip code By Age

12. 2015 Office Practicum User Conference CPT / E & M Utilization By Provider/CPT Code By Provider/Month

13. 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

14. 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

15. 2015 Office Practicum User Conference Questions ?

16. 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