How to Excel with Excel

Jessica Roof - Program Manager

Anna Marie DeBolt - Fellowship Coordinator

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Goal and Objectives for Presentation

• Recognize the infinite ways Excel can simplify processes

and report useful data

• Identify simple and useful formulas to incorporate into

your workflow

• Describe methods to easily report important data to your

PD and other program stakeholders

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Road Block: Resident Call Schedule

Requirements

• stored in a centralized location

• accessible outside the firewall

• maintained by multiple people

• Real-time updates

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Research: Resident Call Schedule

Viable options

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Resolution: Resident Call Schedule

Requirements

• stored in a centralized location: Uploaded to SharePoint

site

• accessible outside the firewall: Available on personal and

mobile devices

• maintained by multiple people: permissions given to

multiple people to edit the document

• Real-time updates: Once entries are saved anyone

clicking the document from SharePoint sees the changes

immediately

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Resolution: Resident Call Schedule

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Road Block: Travel and Expense Tracking

Requirements

• stored in a centralized location

• maintained by multiple people

• contain digital check list for travel procedures

• summary of each resident's remaining funds

• hyperlinks to travel forms for quality control and

accessibility

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Research: Travel and Expense Tracking

Viable options

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Resolution: Travel and Expense Tracking

Requirements

• stored in a centralized location: Uploaded to SP

• maintained by multiple people: custom permissions

• contain digital check list for travel procedures:

conditional formatting for easy visual reference

• summary of each resident's remaining funds: created

template with formulas for easy calculations and

summary page

• hyperlinks to travel forms for quality control and

accessibility: embedded each traveler’s form via

hyperlink on both excel workbooks

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Resolution: Travel and Expense Tracking

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Resolution: Travel and Expense Tracking

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Road Block: Conference Attendance

Requirements

• stored in a centralized location

• maintained by multiple people

• eliminate double/triple entry of existing data

• must track Faculty MOC participation

• II.A.4.t) …Documentation of attendance by 75% of

residents at the core conferences must be achieved

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Research: Conference Attendance

Viable options:

or

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Resolution: Conference Attendance

Requirements

• stored in a centralized location: on SP

• maintained by multiple people: custom permissions

• eliminate double/triple entry of existing data: no longer

entering into MedHub

• must track Faculty MOC participation: stores test link,

password, and visual snip of test scores

• II.A.4.t) …Documentation of attendance by 75% of

residents at the core conferences must be achieved:

formula to generate percentage of residents in

attendance

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Resolution: Conference Attendance

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Resolution: Conference Attendance

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Road Block: Scheduling for Interviews and Such

Requirements

• stored in a centralized location

• maintained by multiple people

• easily track quantity of encounters

• visually pleasing yet easy to decipher

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Research: Scheduling…

Viable options:

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Resolution: Scheduling…

Requirements

• stored in a centralized location: stored on SP

• maintained by multiple people: custom permissions

• easily track quantity of encounters: COUNTIF for

quantity and conditional formatting for duplicates

• visually pleasing yet easy to decipher: table effect of

word with easier data management

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Resolution: Scheduling…

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Road Block: Exporting Reports to Excel

Requirements

• support large chunks of data

• ability to sort and manipulate data

• data compatible with mail merge office feature

• save time by not recreating existing data

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Research: Exporting Reports to Excel

Viable options:

or

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Resolution: Exporting Reports to Excel

Requirements

• support large chunks of data: Excel has 1,048,576 rows

by 16,384 columns (plenty of space)

• ability to sort and manipulate data: filters and text

functions

• data compatible with mail merge office feature: must

have excel spreadsheet linked to merge-able document

• save time by not recreating existing data: export to Excel

feature or convert webpages and pdfs to Excel

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Excel Shortcuts

• Date= Ctrl+;

• Time= Ctrl+Shift+;

• Copy= Ctrl+C

• Cut= Ctrl+X

• Paste= Ctrl+V

• Save= Ctrl+S

• Select all= Ctrl+A

• To highlight contiguous data:

Ctrl+Shift+Up/Down/Left/Right arrow

• Click in upper left corner ( ) to select entire

sheet

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Hopefully you now feel like this:

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But, when Excel makes you feel like this:

reach out to us and we’re happy to help!

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Contact Information

Jessica Roof Program Manager General Surgery Residency 704-355-SURG Jessica.Roof@carolinashealthcare.org

Anna Marie DeBolt Fellowship Coordinator Surgical Critical Care Fellowship 704-355-SURG Anna.DeBolt@carolinashealthcare.org