View Reports in Excel

Our reports are downloadable to Excel. Here are some handy Excel tips for manipulating your reports for easier data analysis.

Hide Columns

Filtering helps you isolate only certain information. In the example below we are filtering to see information for only certain Therapists.

  1. Select the top of the columns you want to hide.
  2. Right click, then select Hide in the dropdown.Hide1.png

Once columns are hidden, you'll see a double line between them as well as a skip in the lettering at the top of the columns.

For more information, including a short video, click here to access Microsoft's support article on this topic.

Filter Data

Filtering helps you isolate only certain information. In the example below we are filtering to see information for only certain Therapists.

  1. Select the data you want to filter.
  2. On the Home or Data tab, click Sort & Filter in the toolbar.
  3. Select Filter in the dropdown menu.
    This adds a dropdown arrow in the upper right corner of the selected column(s) for filtering capability.
    Filter1.png
  4. Click the dropdown arrow and use the checkboxes to select the data you want to see.Filter2.png

For more information, click here to access Microsoft's support article on this topic.

Create a Pivot Table

Pivot tables are a more advanced feature within Excel and allow you to change your data views to perform a deeper dive into your data. After creating the initial pivot table, you can choose the variables you want to see and manipulate your views, including complex sorting and filtering.

Note: To create a pivot table, you can't have any empty columns or rows.

  1. Select all of the data in your spreadsheet by selecting the column headers. You can also select a block of data within a spreadsheet to create a pivot table with a subset of your data.
  2. Click the Insert tab; then click PivotTable.
    Pivot1.png
  3. When the Create PivotTable window displays, keep the defaults and click OK.Pivot2.png
    Your data is populated into a new sheet in the workbook.
  4. Drag and drop the headers to the boxes below (Filters, Columns, Rows, and Values), based on what you want to see in the new pivot table.
    Pivot3.png 
  5. Take the time to familiarize yourself with the options and possible layouts so you can create the view(s) you want.Pivot4.png

For more information, including a short video, click here to access Microsoft's support article on this topic.