Data Analytics for HIM Professionals Using Microsoft Excel And Access

Transcription

1 Data Analytics for HIM Professionals Using Microsoft Excel And Access May 23, 2016 Michael Gera The Healthcare Computer Training Group

2 Disclosure Statements Mr. Gera has no relevant financial or nonfinancial relationships to disclose. This presentation has educational value and is not for the purpose of marketing the products or services of the Healthcare Computer Training Group.

3 Getting Started With HIM Analytics Using Microsoft Excel Principles of Data Organization Working With Someone Else s Spreadsheet The Data Analytics Mantra Quick Review of Excel s Use of Math Quick Review of Excel s Use of Logic

4 Perform an Excel Skill Self Assessment Spreadsheet Design and Layout Introductory Formulas and Math Sorting and Manipulating Data Filtering Data Charting and Graphing Report Writing and Printing Data Analysis and Logical Formulas Securing A Worksheet Importing / Exporting Data Pivot Tables Intermediate Formulas and Math Importing and Exporting Data VLOOKUP Introduction Intermediate Advanced These designations are somewhat audience dependent.

5 Spreadsheet Design and Layout Strive For Simplicity of Design Our Mantra: No Blank Columns, No Blank Rows Clarity of Column Headings Exclusivity of Column Headings Spreadsheets: Row and Column Orientation Multiple Worksheets Within Each Spreadsheet Understanding Command Line and Icons Understanding Sorting and Related Topics

6 Data Entry Considerations Unique Column Headers Include Several Rows of Sample Use Actual Data As Sample, Not Fake Data Set Up Data Validation Tables Where Helpful Color Code Cells Where Appropriate Demonstrate Column Insert and Column Delete Demonstrate Column Hide and Column Unhide Demonstrate Data Validation techniques

7 Introductory Formulas and Math Review Basic Arithmetic Operations: Addition (+) Subtraction (-) Division (/) Multiplication (*) Emphasize the Unique Role of the Equal (=) sign Emphasize the Balanced Parenthesis () Create Several Simple Calculation Exercises Demonstrate Role of AutoSum function

8 Sorting and Manipulating Data Working With Column Headers Single Level Sorts Multiple Level Sorts Case Sensitive Sorting Sorting By Calculated Columns (LOS, etc.)

9 Charting and Graphing Review the Principles of Graphing X (Horizontal) and Y (Vertical) Axis Need For Simplicity and Clarity of Initial Exercise Distribution (Pie) Vs. Measurement (Bar) Understanding Role of Time as Graphing Factor Typical Examples of Graphing Distribution of Patients By Diagnosis Documenting Chart Completion Activities

10 Filtering Data Understanding Purpose of Filtering Comparison of Filtering and Programming Standard Filtering Procedures Text Filtering Procedures Date Range Filtering Procedures Print and Display of Filtered Data Customized Filtering Techniques

11 Report Writing and Printing Understanding Purpose of a Report Writer Review Column Header Principles Review Calculation Principles Review of Multiple Level Sorting Detail Vs. Summary Data Impact of Spreadsheet Design On Report Writing Principles of Printing and Electronic Output Hard Copy (Paper) Spreadsheet PDF File

12 Data Analysis and Logical Formulas Data Analysis Fundamentals Sorting and Multiple Level Sorting Techniques Fundamental Principles of Data Filtering Review Data Validation Techniques Review of Report Writing For Data Analysis Creating Summary Data Through Pivot Tables Useful Logical Formulas IF Formula AND Formula Nested IF & AND Formula

13 Securing A Spreadsheet Protect and Unprotect A Spreadsheet Protect and Unprotect A Worksheet Protect and Unprotect A Range of Data Protect and Share A Workbook

14 Reports With Subtotals Data Preparation Remember to Sort First! Understanding Report Criteria Subtotal Selection Window At Each Change In Function Add Subtotal To Replace Current Subtotals Summary Below Data

15 Pivot Tables Organize Your Data Define Your Data Range Setup Column Labels Setup Row Labels Setup Values Create Pivot Table

16 Pivot Tables With Chart Organize Your Data Define Your Data Range Setup Column Labels Setup Row Labels Setup Values Create Pivot Table Create Chart

17 VLOOKUP Formula Data Reconciliation Search for Matched Values Remove Unmatched Values

18 VLOOKUP Formula Data Reconciliation Search for Matched Values Remove Unmatched Values

19 Intermediate Formulae and Math Review of IF & AND Logical Formulas Calculation of Length of Stay (LOS) Calculation of Patient Acuity Calculating Provider Suspension Rates Categorizing and Graphing Chart Completion Activities Other Importing Formulae Considerations

20 Importing and Exporting Data Understanding Principles of Data Import / Export Working With Data In Multiple Worksheets Defining Data Ranges for Import / Export Data Quality Control

21 Database Administration: Fundamentals of Database Design MPI PtSeqNo MRNO Pt Last Name Pt First Name Pt DOB etc Encounter EncounterNo MRNO Date of Service Chief Complaint Primary Dx Provider etc

22 Database Administration: The Classic One-To-Many Database Design MPI PtSeqNo MRNO Pt Last Name Pt First Name Pt DOB etc Encounter 1 EncounterNo MRNO Date of Service Encounter 2 EncounterNo MRNO Date of Service Encounter n EncounterNo MRNO Date of Service

23 Understanding The Four Objects of Access Consists of Objects including: Tables: Store the Data Forms: Display the Data Queries: Retrieve the Data Reports: Output the Data Each Object Can Be Customized to Meet User Requirements

24 What Are the Most Important Skills for Using Microsoft Access? Strong Visualization Skills Better Than Average Navigation Skills Able to Navigate Intuitive and Counter-Intuitive Systems Ability to Create Relationships Between Multiple Systems Data Conversion / Manipulation Skills Data Quality Control Skills

25 Review / Q & A Approach to Data Analytics for HIM Sorting, Filtering, Subtotals, Pivot Tables VLOOKUP and Related Functions Next Steps: Microsoft Access Ideas for Further Discussion