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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?
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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
separately • Appointment evaluation month/ quarter/ annual
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
and coin to get for new bag
Change Calculator
Let’s see how it works
• Change calculator workbook• Back to beginning
A: are hard to create
C: are mysterious
B: eliminate redundancy
D: less tasty than sausage
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Excel links are important because
they reduce the chance for error and
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Questions?