Excel: to Infinity and Beyond Raymond J Ramirez DVM,dAd, Hsb University of Illinois 1986 Animal ER in Schaumburg, AAHA clinic in Milwaukee, 100 different clinics doing fill in work in Wisconsin and Illinois from 1989-2007 Current owner of Lakeview Veterinary Clinic
Excel can do much more than just 'hold places'. In this presentation we explore links, conditional formats, copying spreadsheets, causing text to disappear,
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Excel: to Infinity and Beyond
Raymond J Ramirez DVM,dAd, HsbUniversity of Illinois 1986
Animal ER in Schaumburg, AAHA clinic in Milwaukee, 100 different clinics doing fill in
work in Wisconsin and Illinois from 1989-2007Current owner of Lakeview Veterinary Clinic
Excel: to Infinity and Beyond
• Turning it up a notch– Link from one cell to another.
• Within worksheet• Within workbook• From one workbook to another
– Ave, Min, max, count functions– Split screen to visualize column or row labels– Conditional formatting
Definitions/ vocabulary
• Workbook/file• Worksheet/ tab• Cells – the power of excel (or any
spreadsheet)
Tools> Options> General>
Keyboard shortcuts – copied from end of proceedings page
• Move through sheets in Excel using the keyboard, CTRL and the PgUp or PgDn
• CTRL + ; – Enters the current date into the active cell• CTRL + A – Selects the entire worksheet• ALT+F1 – Creates a chart of the data in the current range• SHIFT+F3 – displays the Insert Function dialog box• SHIFT+F11 – Inserts a new worksheet• CTRL+HOME – Moves to the beginning of a worksheet• CTRL+SPACEBAR – Selects an entire column in a worksheet• SHIFT+SPACEBAR – Selects an entire row in a worksheet
A: ‘ctrl’ ‘alt’ ‘delete’
C: Any key
B: ‘Ctrl’ ‘;’
D: Who cares?
151413121110987654321
$100
$50
$30
$20
$10
This keyboard shortcut is the most
helpful because it inserts todays date
in the cell:
Workbooks to view• ACT monitoring –: Ave, max, count, sum dog or cats
Conditional formatting• Employee Scheduling: link, sum, across worksheets• Income summation : ave, chart, rolling 12 wk ave• Bring in ‘data’ from a file: tab delimited, comma
separated files• Veterinary Care Credits: Macro for tabs, links, shortcuts • Change Calculator: logic values, absolute cell reference
ACT monitoring in clinic
• You miss more for not looking than not knowing.
• IN 2008, 10.42% of patients had prolonged ACT
• In 09, 12.50% had prolonged time• In 10, 0.85%
Excel functions used
• Countif• Sum• Average• IF(logical_test, [value_if_true], [value_if_false]) • Link between worksheets
ISVMA_ACT results.xlsBack to beginning
Import Text into Excel
• Why?• How to get files• How to ‘save as’
isvma_sample.ASC
ISVMA_comma_separated - Copy.asc
isvma_sample-ASC.xls
ISVMA_comma.ascBack to beginning
Appointment schedule summation
• Any computer software schedule will give a summation of different areas. May want to change
• Easily look for the ‘hot’ hours• Look for trends• Conditional formatting• Link within worksheet
Two reports
Let’s see how it works
• ISVMA appointment_hour_slots.xls
Back to beginning
Scheduling employee
• Easily look at total hours/week• Evaluate staffing based on percent of
income
Let’s see how it works
• Schedule
• Back to beginning
Income reports
• How to set up once, then link• Sum, chart links• Various method of linking across • Adding a new worksheet with links
Month view
Comparison charts
Weekly
Daily is the first part, and onlyOnly in shaded areas
-Set up parameters
-Sum parts of worksheet – then link to other cells
-Once set up, copy entire worksheet
-Let’s see how works
Back to beginning
VCC
• Staff member with each page• Summation page with date• Quick put a date• Links to main page• Macro to put cell contents on tab
VCC Summary page
Link ideas
VBA editor
Let’s see how it works
• isvma_VCC records _template-2_use.xls• Back to beginning
Change Calculator
• Variable ‘start of day’ change• Spreadsheet will double check cash addition• Automatically removes beginning balance• Calculates how much of each denomination