Presented by Neal Miller, Director of Integration and Application Services Envision USA
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1 Excel 2013 Presented by Neal Miller, Director of Integration and Application Services Envision USA Learning Outcome Standard: This program is based on the standards for workbooks and data structure as it pertains to Microsoft Excel Disclosure of Proprietary Interest Envision USA is a subsidiary of SunLink Health Systems, Inc., corporately owned in Atlanta, Georgia. Envision USA helps clients by formulating, designing, implementing and enhancing diverse IT solutions. Envision USA is the IT backbone for HealtHIE Georgia. Envision USA does not have any proprietary interest in any product, instrument, device, service, or material discussed during this learning event. The education offered by Envision USA in this program is compensated by the HRSA Small Hospital Improvement Program (SHIP) grant. 1
2 Excel 2013 Purpose of Today This is an introductory course for the use of Excel 2013 that will guide you through the Excel 2013 interface and increase your understanding of the follow items: Document creation, editing, and saving Formatting text, lists and paragraphs Working with tables, columns, and other formatting features Working with headers and footers Excel 2013 Learning Outcomes By the end of this presentation, you should be able to: Describe the Office 2013 ribbon and menu interface Describe how to edit, move and copy data Identify steps and options for formatting data Describe how to sort data in Microsoft Excel List ways to utilize formulas within Microsoft Excel Identify the Help options in Office 2013 Identify top reasons it is important for hospital leaders to efficiently use these programs in the healthcare environment Identify other audiences that need to know this information and need to collaborate in this area Identify action items to take in response to this training 2
3 I. Intro to Microsoft Excel Understanding the user interface and basic navigation inside of Microsoft Excel Intro to Microsoft Excel Excel 2013 Interface Creating a new workbook Opening a workbook Entering data into worksheet Undo and redo Moving and copying data Finding and replacing data Add or delete cells Enter or remove a hyperlink Using the fill handle 3
4 II. Formatting in Microsoft Excel Understanding how to format and style data across your workbook Formatting in Microsoft Excel Font formatting Shading cells and text Add boarders to cells Wrap text in a cell Merge and center text and cells Cell formatting Conditional formatting Format as a table 4
5 III. Formulas in Microsoft Excel Understanding how to use formulas in your workbooks Formulas in Microsoft Excel Math Operators Enter basic formulas Auto sum data Working with dates Counting Combining text 5
6 IV. Data in Microsoft Excel Understanding how to manipulate data in your workbook Data in Microsoft Excel Sorting data Removing duplicate data Grouping data 6
7 V. ACTION ITEMS & COLLABORATION PUT EDUCATION INTO ACTION ACROSS YOUR SYSTEM ACTION ITEMS Practice the demonstrated actions within Microsoft Excel Recognize shortcuts to help improve efficiency when working in Microsoft Excel Identify opportunities for improvement among staff and peers Utilize the Help option in Office
8 COLLABORATION Additional audiences that need to be fluent in Microsoft Excel: Team members currently utilizing Microsoft Excel 2013 that could benefit from a refresher course Team Team Team members currently utilizing Microsoft Excel 2013 that would benefit from program shortcuts to improve efficiency members unfamiliar with Microsoft Excel 2013 members interested in improving their computer literacy REFERENCES & RESOURCES Excel 2013 Short Cut Keys Lists Excel 2013 System Requirements Excel 2013 Template and Themes Excel 2013 useful formulas
9 Excel 2013 Learning Outcomes By the end of this presentation, you should be able to: Describe the Office 2013 ribbon and menu interface Describe how to edit, move and copy data Identify steps and options for formatting data Describe how to sort data in Microsoft Excel List ways to utilize formulas within Microsoft Excel Identify the Help options in Office 2013 Identify top reasons it is important for hospital leaders to efficiently use these programs in the healthcare environment Identify other audiences that need to know this information and need to collaborate in this area Identify action items to take in response to this training QUESTIONS? If you have questions about this education, please contact: Neal Miller, Director of Integration and Application Services Envision USA Phone: Ext Or you can contact 9
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