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Using Excel for Data Collection: A Guide in Starting a Codebook

The purpose of this training is to learn how to create a workbook based on a single survey within Excel. It will focus on using Excel as a data collection tool for data storage and data entry. Demonstrated will be ways to mitigate manual data entry errors through data validation as well as coding for small data analysis through formulas.

Learning Objectives

The training will go over…

  • How to begin
  • How to include the original survey
  • Creating the codebook and formatting, as well as manual data entry

Intended Audience



Marifrances Montell graduated from the University of Oklahoma Hudson College of Public Health in 2018 with her Master of Public Health in Health Promotion Science and is Certified in Public Health (CPH) by the National Board of Public Health Examiners (NBPHE). She began working early in her career in a clinical setting and transitioned from direct patient services to programmatic evaluation and continues to work in public health as a program manager. Working now at the Southern Plains Tribal Health Board as the TECPHI Program Manager, she focuses on applying her experiences working in hospitals and with local communities to building internal capacity and infrastructure.

Brittany Wilson is a graduate of the University of Central Oklahoma and is a public health specialist who comes from a health equity background as well as hospital administration. Working with people who are experiencing homelessness, those in recovery, and working to correct data in Native American communities.


August 25, 2021
11:00 am - 12:00 pm
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