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Working with Excel in HMIS. Feb. 5, 2019. Chandra Woods-McGhee/Jasma Smith. Benefits of Using Microsoft Excel. User Friendly Interface Brings Data Together Manages and Organize Massive Data Provides Better Analysis Help Identify Trends Sharable Spreadsheets
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Working with Excel in HMIS • Feb. 5, 2019 Chandra Woods-McGhee/Jasma Smith
Benefits of Using Microsoft Excel • User Friendly Interface • Brings Data Together • Manages and Organize Massive Data • Provides Better Analysis • Help Identify Trends • Sharable Spreadsheets • Create Graphs, Charts, and Tables
Excel: Definition EXCEL – Software developed and manufactured by Microsoft Corporation that allows users to Organize, Format, and Calculate data with formulas using a spreadsheet system broken up by rows and columns.
Excel: The Basic Definitions Cell A box formed by the intersection of a row and column in a worksheet or a table, in which you enter information. Formula A sequence of values, cell references, names, functions, or operators in a cell that together produce a new value. A formula always begins with an equal sign (=). Column Field A field that's assigned a column orientation in a PivotTable report. Items associated with a column field are displayed as column labels. Workbook A spreadsheet program file that you create in Excel. A workbook contains worksheets of rows and columns in which you can enter and calculate data. Filter To display only the rows in a list that satisfy the conditions you specify. You use the AutoFilter command to display rows that match one or more specific values, calculated values, or conditions. Sort Order A way to arrange data based on value or data type. You can sort data alphabetically, numerically, or by date. Sort orders use an ascending (1 to 9, A to Z) or descending (9 to 1, Z to A) order.
Excel: The Basic Toolbars HOME INSERT PAGE LAYOUT FORMULAS
Excel: The Basic Toolbars DATA REVIEW VIEW
Excel: The Journey Begins Exporting Data from ClientTrack to Excel The “Gold Spindle” represents files will be converted into Excel. The “Bar Cart” represents files will be converted into PDF.
Excel: Exporting Data (GA HMIS Reports) Exporting Data from ClientTrack to Excel
Excel: Exporting Data Exporting Data from ClientTrack to Excel
Excel: Selecting Data Selecting the correct Excel Version:
Excel: Saving Data How to save the data on your computer:
Excel: Accessing Data Getting access to your data:
Excel: Exporting Data (Custom Reports) Exporting Data from ClientTrack to Excel
Excel: Accessing Data Getting access to your data:
Excel: Making Your Data Talk Excel: Making Your Data Talk Making Your Data Talk
Excel: Chart Type Exporting Data from ClientTrack to Excel
Painting the “Perfect Data” Picture Use these tools to create a “Masterpiece” Import Data Analysis Data Conditional Formatting Create Chart& Tables
Contact Information Chandra Woods McGhee HMIS Data Analyst 404-679-0655 chandra.mcghee@dca.ga.gov Jasma Smith Data Coordinator 404-679-4942 Jasma.smith@dca.ga.gov