Creating a Report
 

I am a nurse and I have to track 90 patients that need to have an assessment
done on a quarterly basis. I have added their room number, name, and date of
last assessment in a excel workbook. The patients are located on three
different units so I created a worksheet for each unit.

The worksheets have a row for each patient, with the following columns:
A=Room Number; B=Name; C=Date; D=Score; E=Next Due Date. Column E is a
calculated field that is "=C+90. Yes, this formula has the appropriate row
number.

In a fourth worksheet, I would like to create a report that gives me a list
of patients that would be due within a certain date range that I enter into a
field. I have no idea how to do this.

Thanks in advance for any help you can provide.

Creating a Report
 

First, I would combine all your tracking data into one worksheet.

I'd add a column to indicate the unit.

Then I could apply data|filter|autofilter to that range and see just the stuff I
was interested in.

Either the unit, patient name, score, or even next due date.

Click on the drop down autofilter arrow for the next due date.
Choose custom
= first date
and
<= last date

And by having all the data on one worksheet, it'll make stuff like this a lot
easier.

Pat wrote:

I am a nurse and I have to track 90 patients that need to have an assessment
done on a quarterly basis. I have added their room number, name, and date of
last assessment in a excel workbook. The patients are located on three
different units so I created a worksheet for each unit.

The worksheets have a row for each patient, with the following columns:
A=Room Number; B=Name; C=Date; D=Score; E=Next Due Date. Column E is a
calculated field that is "=C+90. Yes, this formula has the appropriate row
number.

In a fourth worksheet, I would like to create a report that gives me a list
of patients that would be due within a certain date range that I enter into a
field. I have no idea how to do this.

Thanks in advance for any help you can provide.

--

Dave Peterson