Steve Dorfman, Driven to Excel for Mechanical Contractors Association of Metropolitan Washington
How to Excel with Excel - ASSOCIATION OF RESIDENCY ...
Transcript of How to Excel with Excel - ASSOCIATION OF RESIDENCY ...
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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 [email protected]
Anna Marie DeBolt Fellowship Coordinator Surgical Critical Care Fellowship 704-355-SURG [email protected]