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Mastering Excel for Data Management

Learn the benefits and basics of Microsoft Excel for organizing, analyzing, and visualizing data efficiently. Understand Excel definitions, toolbars, filtering, sorting, and exporting data with live demos. Contact our experts for assistance.

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Mastering Excel for Data Management

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  1. Working with Excel in HMIS • Feb. 5, 2019 Chandra Woods-McGhee/Jasma Smith

  2. 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

  3. Excel Definitions

  4. 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.

  5. 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.

  6. Excel Toolbar

  7. Excel: The Basic Toolbars HOME INSERT PAGE LAYOUT FORMULAS

  8. Excel: The Basic Toolbars DATA REVIEW VIEW

  9. Excel: The Basic Toolbars FILE

  10. Using Excel in HMIS

  11. 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.

  12. Excel: Exporting Data (GA HMIS Reports) Exporting Data from ClientTrack to Excel

  13. Excel: Exporting Data Exporting Data from ClientTrack to Excel

  14. Excel: Selecting Data Selecting the correct Excel Version:

  15. Excel: Saving Data How to save the data on your computer:

  16. Excel: Accessing Data Getting access to your data:

  17. Excel: Exporting Data (Custom Reports) Exporting Data from ClientTrack to Excel

  18. Excel: Accessing Data Getting access to your data:

  19. Excel: Data In large Numbers

  20. Excel: Making Your Data Talk Excel: Making Your Data Talk Making Your Data Talk

  21. Excel: Making Your Data Talk

  22. Excel: Making Your Data Talk

  23. Excel: Sorting Data

  24. Excel: Filtering Data

  25. Excel: Filtering Data

  26. Excel: Chart Type

  27. Excel: Chart Type Exporting Data from ClientTrack to Excel

  28. LIVE DEMO

  29. Painting the “Perfect Data” Picture Use these tools to create a “Masterpiece” Import Data Analysis Data Conditional Formatting Create Chart& Tables

  30. QA

  31. 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

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