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#1
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Does anyone know a way to create an interactive/revolving formula that would
automatically refresh daily? Here's what I'm trying to do: I have a list of Doctors, I need to track their daily number of biopsies and patients seen. I need to create a simple daily summary for my director that will report the pertinent numbers but refresh automatically the next day when new numbers are entered in another worksheet (within the same workbook). Make sense? I appreciate any and all help. |
#2
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If you want Excel to automatically make a new worksheet for each day, format
it, and then establish links from it to a master summary worksheet, you are probably getting into the realm of programming (though I cant assert that with absolute certainty). However, unless your data is enormously more complex than indicated, a new worksheet for each day seems like overkill. A static worksheet for each doctor with a summary worksheet seems more appropriate. For example, I created a short table as follows in a worksheet named €śDr J€ť Date Patient Biopsy ================================ 1/14/2007 John Smith 1 1/14/2007 Jane Smith 1 1/15/2007 John Jones 0 1/15/2007 Jane Jones 1 My summary page, named €śSummary€ť looks like this: Dr J ================================== Date Patients Biopsies ================================== 1/13/2007 0 0 1/14/2007 2 2 1/15/2007 2 1 For above, the formulas are as follows, which is where the €śautomatic€ť comes into play. Date: =IF(AND(A1<TODAY(),A1<""),A1+1,"") Patients: =IF(A1<"",COUNTIF('Dr J'!$A$1:'Dr J'!$A$100,A1),"") Biopsies: =SUMIF('Dr J'!$A$1:'Dr J'!$A$100,A1,'Dr J'!$C$1:'Dr J'!$C$100) You would copy and paste these formulas down the columns as needed. In this fashion, your €śSummary€ť page would be automatically updated daily under the typical settings of Excel, with a new line appearing daily. The first date (1/13/2007 here) is manually typed in and the others follow automatically. If data entered in the €śDr J€ť sheet exceeds 100 records, replace 100 (above) with 1,000, 10,000 or any number you need. If this doesn't help, tell me more about the situation and I'll either point you in the right direction or admit that your problem is beyond my knowledge. -- Y "panzram" wrote: Does anyone know a way to create an interactive/revolving formula that would automatically refresh daily? Here's what I'm trying to do: I have a list of Doctors, I need to track their daily number of biopsies and patients seen. I need to create a simple daily summary for my director that will report the pertinent numbers but refresh automatically the next day when new numbers are entered in another worksheet (within the same workbook). Make sense? I appreciate any and all help. |
#3
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Thank you for the advice and help! I will give it a shot.
"Yacbo" wrote: If you want Excel to automatically make a new worksheet for each day, format it, and then establish links from it to a master summary worksheet, you are probably getting into the realm of programming (though I cant assert that with absolute certainty). However, unless your data is enormously more complex than indicated, a new worksheet for each day seems like overkill. A static worksheet for each doctor with a summary worksheet seems more appropriate. For example, I created a short table as follows in a worksheet named €śDr J€ť Date Patient Biopsy ================================ 1/14/2007 John Smith 1 1/14/2007 Jane Smith 1 1/15/2007 John Jones 0 1/15/2007 Jane Jones 1 My summary page, named €śSummary€ť looks like this: Dr J ================================== Date Patients Biopsies ================================== 1/13/2007 0 0 1/14/2007 2 2 1/15/2007 2 1 For above, the formulas are as follows, which is where the €śautomatic€ť comes into play. Date: =IF(AND(A1<TODAY(),A1<""),A1+1,"") Patients: =IF(A1<"",COUNTIF('Dr J'!$A$1:'Dr J'!$A$100,A1),"") Biopsies: =SUMIF('Dr J'!$A$1:'Dr J'!$A$100,A1,'Dr J'!$C$1:'Dr J'!$C$100) You would copy and paste these formulas down the columns as needed. In this fashion, your €śSummary€ť page would be automatically updated daily under the typical settings of Excel, with a new line appearing daily. The first date (1/13/2007 here) is manually typed in and the others follow automatically. If data entered in the €śDr J€ť sheet exceeds 100 records, replace 100 (above) with 1,000, 10,000 or any number you need. If this doesn't help, tell me more about the situation and I'll either point you in the right direction or admit that your problem is beyond my knowledge. -- Y "panzram" wrote: Does anyone know a way to create an interactive/revolving formula that would automatically refresh daily? Here's what I'm trying to do: I have a list of Doctors, I need to track their daily number of biopsies and patients seen. I need to create a simple daily summary for my director that will report the pertinent numbers but refresh automatically the next day when new numbers are entered in another worksheet (within the same workbook). Make sense? I appreciate any and all help. |
#4
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One possibility ..
A sample construct is available at: http://savefile.com/files/414328 Interactive Summary.xls Assuming identically structured source sheets named as eg: Doc1, Doc2, Doc3, etc, viz: In sheet: Doc1 Date Biopsies Patients 01-Dec-06 5 12 02-Dec-06 1 11 03-Dec-06 3 14 etc In sheet: Doc2 Date Biopsies Patients 01-Dec-06 4 12 02-Dec-06 1 14 03-Dec-06 2 9 etc, and so on In sheet: Summary, Create a data validation droplist in A2 to allow easy selection of the summary field of interest, eg: Biopsies, Patients Click Data Validation Allow: List Source: Biopsies, Patients Click OK Then list the sheetnames (doctor's names) in B2 across. Ensure these names are consistent with the names entered on the actual tabs. List the dates in A3 down Put in B3: =IF(OR($A$2="",$A3="",B$2=""),"",SUMIF(INDIRECT("' "&B$2&"'!A:A"),$A3,OFFSET(INDIRECT("'"&B$2&"'!A:A" ),,MATCH($A$2,INDIRECT("'"&B$2&"'!1:1"),0)-1))) Copy B3 across / fill down as far as required to populate the summary table. The table will return the required results for the selected field (in A2) from all the source sheets. For a neater look, suppress the display of extraneous zeros in the sheet via clicking: Tools Options View tab Uncheck "Zero values" OK -- Max Singapore http://savefile.com/projects/236895 xdemechanik --- "panzram" wrote: Does anyone know a way to create an interactive/revolving formula that would automatically refresh daily? Here's what I'm trying to do: I have a list of Doctors, I need to track their daily number of biopsies and patients seen. I need to create a simple daily summary for my director that will report the pertinent numbers but refresh automatically the next day when new numbers are entered in another worksheet (within the same workbook). Make sense? I appreciate any and all help. |
#5
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You're AMAZING!!! Thank you so much for your help. I never would've figured
that out myself. "Max" wrote: One possibility .. A sample construct is available at: http://savefile.com/files/414328 Interactive Summary.xls Assuming identically structured source sheets named as eg: Doc1, Doc2, Doc3, etc, viz: In sheet: Doc1 Date Biopsies Patients 01-Dec-06 5 12 02-Dec-06 1 11 03-Dec-06 3 14 etc In sheet: Doc2 Date Biopsies Patients 01-Dec-06 4 12 02-Dec-06 1 14 03-Dec-06 2 9 etc, and so on In sheet: Summary, Create a data validation droplist in A2 to allow easy selection of the summary field of interest, eg: Biopsies, Patients Click Data Validation Allow: List Source: Biopsies, Patients Click OK Then list the sheetnames (doctor's names) in B2 across. Ensure these names are consistent with the names entered on the actual tabs. List the dates in A3 down Put in B3: =IF(OR($A$2="",$A3="",B$2=""),"",SUMIF(INDIRECT("' "&B$2&"'!A:A"),$A3,OFFSET(INDIRECT("'"&B$2&"'!A:A" ),,MATCH($A$2,INDIRECT("'"&B$2&"'!1:1"),0)-1))) Copy B3 across / fill down as far as required to populate the summary table. The table will return the required results for the selected field (in A2) from all the source sheets. For a neater look, suppress the display of extraneous zeros in the sheet via clicking: Tools Options View tab Uncheck "Zero values" OK -- Max Singapore http://savefile.com/projects/236895 xdemechanik --- "panzram" wrote: Does anyone know a way to create an interactive/revolving formula that would automatically refresh daily? Here's what I'm trying to do: I have a list of Doctors, I need to track their daily number of biopsies and patients seen. I need to create a simple daily summary for my director that will report the pertinent numbers but refresh automatically the next day when new numbers are entered in another worksheet (within the same workbook). Make sense? I appreciate any and all help. |
#6
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You're welcome, Panzram !
Thanks for posting back .. -- Max Singapore http://savefile.com/projects/236895 xdemechanik --- panzram wrote: You're AMAZING!!! Thank you so much for your help. I never would've figured that out myself. |
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