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How to create a summary (categorized) report from a table

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    How to create a summary (categorized) report from a table

    Hello,

    I have a spreadsheet with a structured table (Census) that has names (column D6:D45). There are categories that are checked for each patient. I need a summary page (Charge Report sheet) that returns categorized lists (12) with the names and corresponding bed numbers from the table.

    Thank you for any assistance that can be provided!


    2N Charge Nurse Tool v2.1.xlsm

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    Re: How to create a summary (categorized) report from a table

    It is easier to help when we can see expected results instead of the incorrect results yielded by formulas.
    That said, it seems that the following in cells B6 and down on the Charge Report sheet will display what you want:
    Formula: copy to clipboard
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    Let us know if you have any questions.
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    Re: How to create a summary (categorized) report from a table

    JeteMc,
    Thanks so much. Just what I was looking for. An additional tweak that would help (but not critical) is that some of the columns of data may have a date entered instead of an 'X'. Is it possible to include the entered date within the returned results if present? For example, if a date is entered in the column 'Falls' (col AD), can the returned result be 'PatientName, Bed, Date'?

    Again, thank you so much for your expertise and quick and effective solution.

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    Re: How to create a summary (categorized) report from a table

    I am away from my computer for a few days. Will be glad to look at this when I am able.

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    Re: How to create a summary (categorized) report from a table

    Thank you.

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    Re: How to create a summary (categorized) report from a table

    I believe that this modification of the formula in post #2 will do what you want:
    Formula: copy to clipboard
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    Re: How to create a summary (categorized) report from a table

    Thank you for your modified code but I tried it and doesn't seem to populate data correctly. I have attached the WB for your review. In the example, column AB ('Foley') has 3 dates and 1 'X' in various rows. The formula populates only 1 name without the date and not the others. Not sure if I replaced the column references correctly so could be totally my error.

    Also, I just discovered a problem with the first solution you provided. On the Census WS, I have all cells with 'X's in a 2 columns to test if it populates the whole corresponding columns in the worksheet Charge Report (B5:B45 and C5:C45). It doesn't not populate the last cell in the 2 columns on the Census (J6:J45, N6:N45). I.e. it falls stops 1 short of the full list on the Census (it should show 'TEST20 Bed 40' as the final item in both lists).
    Attached Files Attached Files
    Last edited by joeystraw; 08-18-2024 at 09:51 PM.

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    Re: How to create a summary (categorized) report from a table

    Your setup is not really condusive to your requirement...
    See result sheet...Headings are in order of census sheet...so perhaps change accordingly...
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    Last edited by Sintek; 08-19-2024 at 03:53 AM.
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    Re: How to create a summary (categorized) report from a table

    Hi joeystraw

    I used your file in post#7 and fixed the formulas on sheet [Charge Report]
    It now doesn't fall short of the full list on the [Census] sheet.

    I also added a formula to include the patient, bed, date in the Foley section as you requested.
    I could get rid of the unwanted X in the Foley if you really want, but perhaps you might like to try first.

    Hope you find this useful.
    There is a fair bit of scope to simplify those horrible formulas!

    zeddy
    Attached Files Attached Files

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    Re: How to create a summary (categorized) report from a table

    There is a fair bit of scope to simplify those horrible formulas!
    I agree...Do away with them altogether...
    Sadly as your dataset grows...your manual manipulation and opportunity for error increases...and then you get left with, as per your sample, one big table with blank data and a summary sheet that is limited only to what formulas are allowing...
    Go with automation...not formulation...

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    Re: How to create a summary (categorized) report from a table

    Thank you Sintek, but not quite what I was looking for as far as formatted return results. JeteMc's original solution was exactly what I was looking for as far as how the results returned (except some minor adjustments to produce the desired results) because I need the data to be accumulated and grouped in a summary report format rather than one with blank spaces such as yours.

    Also in response to your subsequent post, yes...the formula that JeteMc provided me is extensive and complicated, but my data set will not grow because the Charge Report (which is a summary report of the Census worksheet) is only extracting data from a max of 40 possible records at any given time based on the Census worksheet, so it is self-limiting.

    I am grateful and appreciative for your attention and time in coming up with another solution to my problem.

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    Re: How to create a summary (categorized) report from a table

    Hi

    ..so did you look at my post#9 above???
    ..did you check my formula changes to fix your falling short issue??
    ..and I also added a formula to include the patient, bed, date in the Foley section as you requested.

    zeddy

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    Re: How to create a summary (categorized) report from a table

    Hi zzzeddy,
    So sorry, I replied to your post but didn't realize that it didn't post for some reason. Yes, your modified formulas were exactly what I needed. The inclusion of the date in that format works nicely. Thank you so much.

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