Introduction to Excel for Public Health Professionals



The purpose of this workshop is to introduce the Excel user to several of Excel's key features, including data organization, formulas, and pivot tables.

At the end of this course you will be able to:

  1. Introduce the new Excel user to the program's features.
  2. Expand on basic Excel skills by setting up a worksheet for a point-source outbreak investigation. The scenario is that there is an outbreak of a food-borne illness that has been tracked down to a single banquet event. The objective is to set up a spreadsheet so that an outbreak investigation can be conducted in real time.
  3. Introduce the use of basic mathematical formulas by filling in a budget worksheet.
  4. Utilize the worksheet that we constructed in Objective 2 to complete the mock outbreak investigation.
  5. Learn the basic use of PivotTables in MS Excel
  6. Demonstrate how Excel can be used for writing form letters.

Core Competencies for Public Health Professionals

  • Analytical / assessment skills
  • Financial planning and management skills


Originally launched February 2013

Estimated Time to Complete

1 hour, or 3-4 hours if you follow along with the Excel example files.


Free and open to the public.

Technical Requirements

A modern web browser such as Microsoft Internet Explorer or Mozilla Firefox is required to view the pages. The Flash player plug-in is required.

The planners and course authors have no financial arrangements or affiliations with any commercial entities whose products, research or services may be discussed in this activity. No commercial support has been accepted for this activity.

Employed by or in New York State?

If you are employed by NYS or a local health department in NYS, we recommend that you enroll for this course through the NYS Department of Health Learning Management System (DOH LMS).