UCB CALSTAPH EXCEL AND EPIDEMIOLOGY

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1 UCB CALSTAPH EXCEL AND EPIDEMIOLOGY Gail Sondermeyer Cooksey, MPH Infectious Diseases Branch California Department of Public Health

2 Overview Introduction Functions Point and Click Excel & CDPH Excel & other programs *See corresponding Excel sheet for examples

3 Overview Introduction Functions Point and Click Excel & CDPH Excel & other programs *See corresponding Excel sheet for examples

4 Introduction Why use Excel? Pros Easy to access cheaper and available on most computers Easy to view and edit data and do basic analysis with little training Customizable data visualization (tables and graphs) Cons Not a powerful analysis tool Limits to the amount of data 1,048,576 rows by 16,384 columns Relatively easy to corrupt

5 Introduction How epis use Excel With other programs SAS, STATA, etc. Example 1 (large dataset >1 million records): Data cleaning, management, and analysis in SAS Export results to Excel to make tables and graphs Example 2 (small messy dataset): Basic data cleaning and review in Excel Data management and analysis in SAS Create tables and graphs in Excel

6 Introduction Excel & epidemiology Data cleaning Analysis Presentation Excel functionalities Functions type formulas into cells Point and click Other Macros

7 Introduction

8 Overview Introduction Functions Point and Click Excel & CDPH Excel & other programs *See corresponding Excel sheet for examples

9 Functions How to use: Type formulas into cells =fxn(cell range) Add cell ranges by typing in text or highlighting rows/columns e.g. =sum(f2:f5) Useful for data analysis and cleaning See Excel sheet for examples

10

11 Functions Double click cells with a formula to see what cell ranges are used in the calculation Move or adjust blue box as needed (pull handle) Hit ESC to get out of formula without editing

12 Functions Drag formula across or down to repeat for corresponding cells To hold a formula or piece of a formula constant add an $

13 Overview Introduction Functions Point and Click Excel & CDPH Excel & other programs *See corresponding Excel sheet for examples

14 Point and click How to use: Use tool bar at the top of the page Useful for data analysis and cleaning See Excel sheet for examples

15 Home Wrap Text Merge & Center Number formatting Conditional Formatting Format as Table

16 Home > Wrap Text

17 Home > Merge & Center

18 Home > Number Formatting

19 Home > Format as Table

20 Home > Format as Table Easy sort and filter

21 Home > Conditional Formatting

22 Home > Conditional Formatting If Format as Table then use Conditional Formatting can sort by color

23 Insert PivotTable Charts Sparklines

24 Insert > PivotTable

25 Insert > PivotTable

26 Insert > Chart

27 Insert > Chart Click bars/lines to see range of data shown Move boxes like with functions

28 Insert > Numbers and Rates Right click the Rates bar > Format Data Series > Series Options > Plot Series on Secondary Axis Right click the new Rates bar > Change Series Chart Type > Line

29 Insert > Numbers and Rates Right click the Rates bar > Format Data Series > Series Options > Plot Series on Secondary Axis Right click the new Rates bar > Change Series Chart Type > Line

30 Insert > Sparklines

31 Page Layout Print Titles Breaks

32 Data Sort Filter Remove Duplicates Text to Columns

33 Data > Text to Columns

34 View Zoom to Selection Freeze Panes

35 Other notes: Copy, Cut & Paste Copy (Ctrl+C), Cut (Ctrl+X), Paste (Ctrl+V) Right click > Paste Paste text, formula, transpose, format, Paste Special Find & Replace Find (Ctrl+F), Replace (Ctrl+H) Ctrl+Shift+Arrows Use to quickly highlight rows and/or columns in table Ctrl+A Use to quickly highlight entire table

36 Other notes: Hiding/Unhiding Right click column, row, or tab Double click to resize columns or rows Highlight rows or columns to resize similarly

37 Other notes: Macros: Add Developer tab > File > Options > Customize Ribbon > Check Developer under Customize the Ribbon on the right > OK [Record Macro] Useful for repeating actions on different iterations of the same dataset Difficult to edit after created (VBA code)

38 Overview Introduction Functions Point and Click Excel & CDPH Excel & other programs *See corresponding Excel sheet for examples

39 Excel and CDPH

40 Overview Introduction Functions Point and Click Excel & CDPH Excel & other programs *See corresponding Excel sheet for examples

41 Excel and other programs General tips: Excel not regarded as reliable/powerful analysis tool Can become corrupted (e.g. ghost ) Whenever you import/export Excel files: Check leading zeros (especially in IDs) Check date formats Check missing values Check for truncated data There is a limit to how much data Excel can manage Make sure data element names are valid if exporting (e.g. SAS no spaces, begins with letter, etc.)

42 Excel and other programs SAS Free SAS programming 1 tutorial includes using SAS with Excel try=us&producttype=library Export SAS results as HTML and you can copy and paste to Excel Tools > Options > Results > Create HTML May want to highlight entire Excel sheet beforehand and change to Text

43 Excel and other programs SAS Concatenation Using formula with & to concatenate Helpful for quickly writing SAS code to recode data elements

44 Data Tasks & Fake Data See Excel sheet

45 Thanks! Questions? Feel free to contact me at: or

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