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Setting up/programming a workbook

  1. #1
    Registered User
    Join Date
    02-18-2013
    Location
    Fort Myers, FL
    MS-Off Ver
    Excel 2007
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    1

    Question Setting up/programming a workbook

    Hi all,

    I have five doctors that I want to track end of month receipts. For years I have just manually inputted the information in the preset format over multiple worksheets. It's all the same information displayed different ways. As a practice and as individual. I know there has to be a better way to set this up by entering the information one way and be able to manipulate the data to display what information I need removing the human error factor. The key information I want to track is: Total collected and then a breakdown. I also need to track the type services provided with the billed amount per service. I attached an example of what the information looks like that I pull from for the services information.

    I have worked for a couple of months developing a new workbook, but I'm still not convinced I'm setting it up in the most efficient way. And is there a way to pull all the individual information to create a summary page?

    I have attached what I used to manually input and then what I've come up with this year so that you have an idea of what I'm trying to do. Thanks in advance for all your help

    Angela =)
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