Excel Boot Camp

 

WIth Excel Boot Camp articles and videos, you’ll find more ways to customize the conditional formatting to get just the results you, your physicians, and your administrators need to see.

Excel Boot Camp #111 - Grouping is another powerful way to analyze data in Pivot Tables

Grouping is another powerful way to analyze data in Pivot Tables and it’s the topic of Excel Boot Camp #111. We’ll start our discussion of grouping data by using a date. Notice how when I click on a date in a Pivot Table Excel recognizes that it’s a date and gives me several ways to group the date. Also notice that I can choose more than one way to group. In the video I’ll group my dates by month and by year.

Excel Boot Camp #110 - Best of using Pivot Tables

If Excel Boot Camp #110 doesn’t cover the best feature in a Pivot Table, it’s certainly in the top three. Pivot Tables are great for data analysis, but if you’re like me, you’ve had the experience of taking a report to a physician or an administrator and having them say, “Your numbers aren’t right.” The beauty of a Pivot Table is that you can double-click any of the values in the Pivot Table and Excel will open a new worksheet tab with a copy of the data that makes up that cell. Excel gives you the entire row of your source data, so it’s easy to do further analysis.

Excel Boot Camp #109 - Search Box Filter

The search box filter can make your filtering a lot more flexible.  Learn how in Excel Boot Camp #109.

Excel Boot Camp #108 - Search Box
Watch Excel Boot Camp #107 - More clever tricks with Slicers

Watch Excel Boot Camp #107 today to see several more clever tricks with Slicers. You’ll see some formatting tricks and a time saving way to connect a Slicer to filter multiple Pivot Tables at once.

Excel Boot Camp #106 - Slicers (part 1)
Excel Boot Camp #103 - See how Excel customizes your filter options

Watch Excel Boot Camp #103 to see how Excel customizes your filter options based on the type of data in your rows and columns. When we looked at label filters in the last Excel Boot Camp, we had a text field in the Row Label field we were filtering, so Excel gave us text based filtering options. Watch what happens when we put a date field in the Row Labels area. Instead of begins with and ends with, Excel gives us options to filter by today, tomorrow, this week, next month, last quarter, and much more. Excel recognizes that the date field we’re filtering is a date and gives us date-based options to filter with.

Excel Boot Camp #102 - Introducing Label Filters.

Excel Boot Camp #102 adds some real power to your filtering skills by introducing Label Filters. Label Filters allow you to filter by whatever is in the Row or Column Label. In our example today, we’ll filter text data. It’s easy to select labels that begin with, don’t begin with, end with, don’t end with, contain, don’t contain, etc. anything you’re looking for. For example, if you have a list of providers and you want to find all of the physician assistants in the list, you could filter on labels ending with PA. If you’re looking for all of the E&M codes, you could filter for labels beginning with 99.

Excel Boot Camp #101- An easy way to filter your Pivot Table data.

Excel Boot Camp #101 shares an easy way to filter your Pivot Table data. There are several ways to filter, or limit the amount of data in your Pivot Table. Today we’ll discuss the easiest way to filter, simply by checking boxes. I call this way of filtering a manual filter because you manually check and uncheck the items you want in your Pivot Table. Manual filters work for both the fields in the Row Labels and Column Labels areas and for fields in the Report Filter area. Watch how I check the Select Multiple Items box so that you can choose more than one item to filter by in the Report Filter area.Excel Boot Camp #101 shares an easy way to filter your Pivot Table data. There are several ways to filter, or limit the amount of data in your Pivot Table. Today we’ll discuss the easiest way to filter, simply by checking boxes. I call this way of filtering a manual filter because you manually check and uncheck the items you want in your Pivot Table. Manual filters work for both the fields in the Row Labels and Column Labels areas and for fields in the Report Filter area. Watch how I check the Select Multiple Items box so that you can choose more than one item to filter by in the Report Filter area.

Excel Boot Camp #104 -- showcases a third way to filter your Pivot Table data, Value Filters.

Excel Boot Camp #104 showcases a third way to filter your Pivot Table data, Value Filters.Where Label Filters focused on what was in the row or column label, Value Filters look at the data in the Values area of the Pivot Table. It’s easy to filter for values that are equal to, greater than, less than, or between whatever numbers you’re looking fo

Excel Boot Camp #100 - Manually sorting data

Welcome to Excel Boot Camp #100!  I hope you have found Boot Camp very helpful.

I missed posting last week to update my Aloha shirt collection in Oahu but am back for #100 tonight. When sorting A-Z or Z-A isn’t good enough, watch Excel Boot Camp #100. We’ll discuss how manually sort data, a particularly handy trick if you are trying to use a Pivot Table to replace an existing report.

Excel Boot Camp #99 - Sorting Pivot Table data

Sorting Pivot Table data, as we’ll do in Excel Boot Camp #99, is much easier than sorting regular data in Excel. You’re probably aware that if you sort regular data in Excel you have to be very careful to select the entire range of data to sort in order to avoid scrambling your data. Pivot Tables are easier. Excel recognizes Pivot Tables as one unit and you only have to click on one cell to sort data.

Excel Boot Camp #98 - Pivot Tables

If you’ve wondered why Microsoft calls it a Pivot Table, watch Excel Boot Camp #98 today to see how easy it is to pivot rows and columns around a value. It’s easy to add and remove data from a Pivot Table. It’s just as easy to move data between rows and columns.

Excel Boot Camp #97 - Introducing Pivot Tables

By popular demand, the next topic for Excel Boot Camp is Pivot Tables. We will start with an introduction to creating Pivot Tables for Excel Boot Camp #97.  I hope you are finding boot camp helpful.

Excel Boot Camp #96 - Conditional Formatting Wrap Up

Excel Boot Camp #96 wraps up our discussion of Conditional Formatting with a discussion of the Stop If True box in the Conditional Formatting Rules Manager. Use Stop if True when you want to apply the first successful Conditional Formatting rule instead of all true rules.

I hope you have found this section of Excel Boot Camp to be very helpful for you in your practice.

Excel Boot Camp #95 - Multiple Conditional Formatting rules continued

Excel Boot Camp #95 continues our review of what Excel does when multiple Conditional Formatting rules are applied to the same cell or range of cells. Excel has a Conditional Formatting Rules Manager window that shows all of the conditional formats applied to a given cell or range of cells. If the formats conflict, such as the first rule shading cells red and the second rule shading cells green, Excel applies the higher ranked rule in the Rules Manager. You can easily change the priority of the rules with the up and down buttons.

Excel Boot Camp #94 - How to apply more than one conditional formatting rule

Excel Boot Camp #94 shows you how to apply more than one conditional formatting rule to the same group of cells, making your conditional formatting toolbox a lot broader.

Excel Boot Camp #90 - Top or Bottom Rules work in Conditional Formatting

Excel Boot Camp #90 is a straight-forward demonstration of how the Top or Bottom Rules work in Conditional Formatting. It’s easy to format the highest or the lowest items in a list, or with one click, you can highlight the highest or lowest percentage of values in a list.

Excel Boot Camp #88 - Formatting cells based on their values
Excel Boot Camp #86 - Icon sets