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Pivot Table
Hi,
I have database consist of 5 columns. Employee Name, Patient Name, Agency, Date Service, Date Entered. I have been updating log of employee visit to patient for my payroll and billing. Until now, I was copying data from main log to new worksheet falling in particular date range and run Pivot Table for payroll and billing (I have to provide detail breakdown of patient name and visit day). Is there any way I can run pivot table for date range in column 5 (Date Enter) without copying related data to new worksheet. Is there any way I can have some kind of macro that pick up date value between defined in some cell (lets say F1 & G1) in main worksheet. I am fairly new to macro and don't know how to write code. Thanks everyone for taking time to read and response. TD |
#2
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Pivot Table
My existing Pivot Table format is
For 1st pivot table Employee Name as Page field Patient Name will appear in Row Date Service will appear in Column Data field will be count of Services For 2nd pivot table Agency Name as Page field Patient Name will appear in Row Date Service will appear in Column Data field will be count of Services "TD" wrote: Hi, I have database consist of 5 columns. Employee Name, Patient Name, Agency, Date Service, Date Entered. I have been updating log of employee visit to patient for my payroll and billing. Until now, I was copying data from main log to new worksheet falling in particular date range and run Pivot Table for payroll and billing (I have to provide detail breakdown of patient name and visit day). Is there any way I can run pivot table for date range in column 5 (Date Enter) without copying related data to new worksheet. Is there any way I can have some kind of macro that pick up date value between defined in some cell (lets say F1 & G1) in main worksheet. I am fairly new to macro and don't know how to write code. Thanks everyone for taking time to read and response. TD |
#3
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Pivot Table
To make it easy to filter for a date range, you could add a column to
the source data, e.g. ShowDate. In that column, use a calculation to test if the date is in the range between the start and end dates that you've entered in cells F1 and G1. Add the ShowDate field to the pivot table's page area, and select TRUE from the dropdown list. After you changes the date range, refresh the pivot table (manually or programmatically, to show items in the new date range. Also, if you base your pivot table on a dynamic range, it will automatically include new rows as you add them to the source data. There are instructions he http://www.contextures.com/xlPivot01.html TD wrote: Hi, I have database consist of 5 columns. Employee Name, Patient Name, Agency, Date Service, Date Entered. I have been updating log of employee visit to patient for my payroll and billing. Until now, I was copying data from main log to new worksheet falling in particular date range and run Pivot Table for payroll and billing (I have to provide detail breakdown of patient name and visit day). Is there any way I can run pivot table for date range in column 5 (Date Enter) without copying related data to new worksheet. Is there any way I can have some kind of macro that pick up date value between defined in some cell (lets say F1 & G1) in main worksheet. I am fairly new to macro and don't know how to write code. Thanks everyone for taking time to read and response. TD -- Debra Dalgleish Contextures http://www.contextures.com/tiptech.html |
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