technology transformation: microsoft mini-series “excel 2013”• list ways to utilize formulas...

2017 Technology Transformation Series

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Presented by Neal Miller, Director of Integration and Application Services

Envision USA

Technology Transformation: Microsoft Mini-Series“Excel 2013”

Learning Outcome Standard: This program is based on the standards for

workbooks and data structure as it pertains to Microsoft Excel 2013.

Disclosure of Proprietary Interest

Technology Transformation: Microsoft Mini-Series

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.


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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


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I. Intro to Microsoft ExcelUnderstanding 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


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II. Formatting in Microsoft ExcelUnderstanding 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


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III. Formulas in Microsoft ExcelUnderstanding how to use formulas in your workbooks

Formulasin Microsoft Excel

• Math Operators

• Enter basic formulas

• Auto sum data

• Working with dates

• Counting

• Combining text


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IV. Data in Microsoft ExcelUnderstanding how to manipulate data in your workbook

Datain Microsoft Excel

• Sorting data

• Removing duplicate data

• Grouping data


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V. ACTION ITEMS & COLLABORATIONPUT 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 2013


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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 members currently utilizing Microsoft Excel 2013

that would benefit from program shortcuts to improve

efficiency

• Team members unfamiliar with Microsoft Excel 2013

• Team members interested in improving their computer

literacy

REFERENCES & RESOURCESExcel 2013 Short Cut Keys Lists

https://support.office.com/en-us/article/Excel-keyboard-shortcuts-and-function-keys-for-Windows-1798d9d5-842a-42b8-9c99-

9b7213f0040f#ID0EABDAAA=2013

https://exceljet.net/the-54-excel-shortcuts-you-really-should-know

http://www.computerworld.com/article/2488866/desktop-apps/desktop-apps-10-top-excel-keyboard-shortcuts.html

Excel 2013 System Requirements

https://technet.microsoft.com/en-us/library/ee624351.aspx

Excel 2013 Template and Themes

https://templates.office.com/

https://templates.office.com/en-us/templates-for-Excel

Excel 2013 useful formulas

https://www.ablebits.com/office-addins-blog/2015/08/12/useful-excel-functions-examples/

https://www.gcflearnfree.org/excel2013/simple-formulas/1/

http://www.techrepublic.com/blog/10-things/10-new-excel-2013-functions-that-can-save-you-time/


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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: 770.884.8146 Ext. 110Email: [email protected]

Or you can contact [email protected]

technology transformation: microsoft mini-series “excel 2013”• list ways to utilize formulas...

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