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I have the following worksheet lists:
Insurance Company Amount Paid Date Paid On the second worksheet I have an A/R schedule and I need to pull the total amount paid from above based upon the insurance company name between two dates ie...60-90 day category 10/01/2006-08/01/2006. I have been trying to gather this formula all day and I cannot seem to get it. |
#2
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Chip Pearson's site:
http://www.cpearson.com/excel/array.htm shows how to use multiple criteria to get counts and sums. -- HTH, Gary Brown If this post was helpful to you, please select ''YES'' at the bottom of the post. "klmiura" wrote: I have the following worksheet lists: Insurance Company Amount Paid Date Paid On the second worksheet I have an A/R schedule and I need to pull the total amount paid from above based upon the insurance company name between two dates ie...60-90 day category 10/01/2006-08/01/2006. I have been trying to gather this formula all day and I cannot seem to get it. |
#3
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I tried to follow what it was saying and came up with several different
scenarios and none of them work. Here are the formulas I have gathered, I have all of these set up as an array as suggested: =SUM('rapidata$'!$A$2:$A$5968="'Adhoc UBH'")*('rapidata$'!$O$2:$O$5968<="09/25/2006")*('rapidata$'!$O$2:$O$5968="08/27/2006")*('rapidata$'!$M$2:$M$5968) =IF($B6='rapidata$'!$A$2:$A$5968,SUMPRODUCT(('rapi data$'!$O$2:$O$5968<='Accounts Receivable Aging'!S4)*('rapidata$'!$O$2:$O$5968='Accounts Receivable Aging'!T4)*('rapidata$'!$M$2:$M$5968)),0) I have the same workbook with two seperate sheets and I am trying to look up the insurance company name from one sheet to the data table and return the amount on the data table that corresponds with the two dates from the sheet where I want the consolidated amounts to be. This data table is quite large and has the same number of rows (5698). Any more assistance would be greatly appreciated. Karen "Gary Brown" wrote: Chip Pearson's site: http://www.cpearson.com/excel/array.htm shows how to use multiple criteria to get counts and sums. -- HTH, Gary Brown If this post was helpful to you, please select ''YES'' at the bottom of the post. "klmiura" wrote: I have the following worksheet lists: Insurance Company Amount Paid Date Paid On the second worksheet I have an A/R schedule and I need to pull the total amount paid from above based upon the insurance company name between two dates ie...60-90 day category 10/01/2006-08/01/2006. I have been trying to gather this formula all day and I cannot seem to get it. |
#5
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No this still does not work. Let me give you more information:
worksheet 1 Payor Code: Name 10/26/2006 9/26/2006(Hidden) 9/25/2006 0-30 31-60 AD HOC AETNA - EL PASO $0.00 $0.00 Trying to lookup matching data from worksheet 2(below) that has the above name (ad hoc aetna - el paso) from worksheet 1 to Column A in worksheet 2 and then anything that matches that name, I need it to pull all claim amounts from the column B (worksheet 2) that are <=10/26/2006 and =09/26/2006 and put them in the appropriate bucket (worksheet 1) ie above ..0-30, 31-60 etc...this is the amount that is still due within the date ranges for this one payer as a total sum since their are over 5,000 records and the dates, amounts and payers vary. Worksheet 2 Payor Code : Name date of service claim amount AD HOC AETNA - EL PASO 10/20/2006 $20 BLUE CROSS 07/18/2006 $30 MEDICAID 06/01/2006 $10 AD HOC AETNA - EL PASO 1/20/2006 $50 "Gary Brown" wrote: Not sure of exactly what you want to do BUT I can give you some things to think about concerning the 2 formulas you have created. 1st formula: - if your worksheet contains dates then "09/25/2006" which is a STRING will not work. Change "09/25/2006" and "08/27/2006" to DATEVALUE("09/25/2006") and DATEVALUE("08/27/2006"). 2nd formula: - I think SUMPRODUCT is causing issues but have not tested this. - $B6 is neither totally absolute nor totally relative and MAY be causing issues. -- HTH, Gary Brown If this post was helpful to you, please select ''YES'' at the bottom of the post. "klmiura" wrote: I tried to follow what it was saying and came up with several different scenarios and none of them work. Here are the formulas I have gathered, I have all of these set up as an array as suggested: =SUM('rapidata$'!$A$2:$A$5968="'Adhoc UBH'")*('rapidata$'!$O$2:$O$5968<="09/25/2006")*('rapidata$'!$O$2:$O$5968="08/27/2006")*('rapidata$'!$M$2:$M$5968) =IF($B6='rapidata$'!$A$2:$A$5968,SUMPRODUCT(('rapi data$'!$O$2:$O$5968<='Accounts Receivable Aging'!S4)*('rapidata$'!$O$2:$O$5968='Accounts Receivable Aging'!T4)*('rapidata$'!$M$2:$M$5968)),0) I have the same workbook with two seperate sheets and I am trying to look up the insurance company name from one sheet to the data table and return the amount on the data table that corresponds with the two dates from the sheet where I want the consolidated amounts to be. This data table is quite large and has the same number of rows (5698). Any more assistance would be greatly appreciated. Karen "Gary Brown" wrote: Chip Pearson's site: http://www.cpearson.com/excel/array.htm shows how to use multiple criteria to get counts and sums. -- HTH, Gary Brown If this post was helpful to you, please select ''YES'' at the bottom of the post. "klmiura" wrote: I have the following worksheet lists: Insurance Company Amount Paid Date Paid On the second worksheet I have an A/R schedule and I need to pull the total amount paid from above based upon the insurance company name between two dates ie...60-90 day category 10/01/2006-08/01/2006. I have been trying to gather this formula all day and I cannot seem to get it. |
#6
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Hi Karen,
When you gave your example, the columns ended up all over the place. I THINK I understand your format. To explain the formula, let's start with a new workbook. Rename 'Sheet 1' as 'AR AGING' Rename 'Sheet 2' as 'RapiData' Go to the 'RapiData' worksheet. Put the following in the indicated cells... A1 - Payor Code: B1 - Name C1 - Date of Service D1 - Claim Amount B2 - AD HOC AETNA - EL PASO C2 - 10/20/2006 D2 - $20.00 B3 - BLUE CROSS C3 - 09/18/2006 <== I changed this to put within 60 days D3 - $30.00 B4 - MEDICAID C4 - 06/01/2006 D4 - $10.00 B5 - AD HOC AETNA - EL PASO C5 - 01/20/2006 D5 - 50.00 Go to the 'AR AGING' worksheet. Put the following in the indicated cells... A1 - Payor Code: C1 - 10/26/2006 D1 - 09/26/2006 E1 - 09/25/2006 B2 - Name C2 - 0-30 E2 - 31-60 B3 - AD HOC AETNA - EL PASO B4 - BLUE CROSS B5 - MEDICAID In Cell C3, put the following formula (all one line). =SUM((RapiData!$B$2:$B$5='AR Aging'!$B3)*(RapiData!$C$2:$C$5<='AR Aging'!C$1)*(RapiData!$C$2:$C$5='AR Aging'!D$1)*(RapiData!$D$2:$D$5)) ----------------------- REMEMBER to hit CTRL-SHIFT-ENTER instead of just ENTER so that you create an array. If you do it correctly, the formula will have '{' and '}' around it. ie: {=SUM((RapiData!$B$2:$B$5='AR Aging'!$B3)*(RapiData!$C$2:$C$5<='AR Aging'!C$1)*(RapiData!$C$2:$C$5='AR Aging'!D$1)*(RapiData!$D$2:$D$5))} ----------------------- BE CAREFUL WITH THE ABSOLUTES '$' ----------------------- Copy Cell C3 down to C4 and C5. Copy Cells C3:C5 to E3:E5. C3 will correctly show $20.00 is 0-30 days old for AD HOC AETNA - EL PASO. C4 will correctly show $ 0.00 is 0-30 days old for BLUE CROSS. C5 will correctly show $ 0.00 is 0-30 days old for MEDICAID. E3 will correctly show $ 0.00 is 31-60 days old for AD HOC AETNA - EL PASO. E4 will correctly show $30.00 is 31-60 days old for BLUE CROSS. E5 will correctly show $ 0.00 is 31-60 days old for MEDICAID. Hope this clears things up. -- Gary Brown If this post was helpful to you, please select ''YES'' at the bottom of the post. "klmiura" wrote: No this still does not work. Let me give you more information: worksheet 1 Payor Code: Name 10/26/2006 9/26/2006(Hidden) 9/25/2006 0-30 31-60 AD HOC AETNA - EL PASO $0.00 $0.00 Trying to lookup matching data from worksheet 2(below) that has the above name (ad hoc aetna - el paso) from worksheet 1 to Column A in worksheet 2 and then anything that matches that name, I need it to pull all claim amounts from the column B (worksheet 2) that are <=10/26/2006 and =09/26/2006 and put them in the appropriate bucket (worksheet 1) ie above ..0-30, 31-60 etc...this is the amount that is still due within the date ranges for this one payer as a total sum since their are over 5,000 records and the dates, amounts and payers vary. Worksheet 2 Payor Code : Name date of service claim amount AD HOC AETNA - EL PASO 10/20/2006 $20 BLUE CROSS 07/18/2006 $30 MEDICAID 06/01/2006 $10 AD HOC AETNA - EL PASO 1/20/2006 $50 "Gary Brown" wrote: Not sure of exactly what you want to do BUT I can give you some things to think about concerning the 2 formulas you have created. 1st formula: - if your worksheet contains dates then "09/25/2006" which is a STRING will not work. Change "09/25/2006" and "08/27/2006" to DATEVALUE("09/25/2006") and DATEVALUE("08/27/2006"). 2nd formula: - I think SUMPRODUCT is causing issues but have not tested this. - $B6 is neither totally absolute nor totally relative and MAY be causing issues. -- HTH, Gary Brown If this post was helpful to you, please select ''YES'' at the bottom of the post. "klmiura" wrote: I tried to follow what it was saying and came up with several different scenarios and none of them work. Here are the formulas I have gathered, I have all of these set up as an array as suggested: =SUM('rapidata$'!$A$2:$A$5968="'Adhoc UBH'")*('rapidata$'!$O$2:$O$5968<="09/25/2006")*('rapidata$'!$O$2:$O$5968="08/27/2006")*('rapidata$'!$M$2:$M$5968) =IF($B6='rapidata$'!$A$2:$A$5968,SUMPRODUCT(('rapi data$'!$O$2:$O$5968<='Accounts Receivable Aging'!S4)*('rapidata$'!$O$2:$O$5968='Accounts Receivable Aging'!T4)*('rapidata$'!$M$2:$M$5968)),0) I have the same workbook with two seperate sheets and I am trying to look up the insurance company name from one sheet to the data table and return the amount on the data table that corresponds with the two dates from the sheet where I want the consolidated amounts to be. This data table is quite large and has the same number of rows (5698). Any more assistance would be greatly appreciated. Karen "Gary Brown" wrote: Chip Pearson's site: http://www.cpearson.com/excel/array.htm shows how to use multiple criteria to get counts and sums. -- HTH, Gary Brown If this post was helpful to you, please select ''YES'' at the bottom of the post. "klmiura" wrote: I have the following worksheet lists: Insurance Company Amount Paid Date Paid On the second worksheet I have an A/R schedule and I need to pull the total amount paid from above based upon the insurance company name between two dates ie...60-90 day category 10/01/2006-08/01/2006. I have been trying to gather this formula all day and I cannot seem to get it. |
#7
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Oh Forgot..
Cell F1 of worksheet 'AR AGING' should contain the date 08/26/2006 or something close to it to mark off the 60 day period. -- HTH, Gary Brown If this post was helpful to you, please select ''YES'' at the bottom of the post. "Gary Brown" wrote: Hi Karen, When you gave your example, the columns ended up all over the place. I THINK I understand your format. To explain the formula, let's start with a new workbook. Rename 'Sheet 1' as 'AR AGING' Rename 'Sheet 2' as 'RapiData' Go to the 'RapiData' worksheet. Put the following in the indicated cells... A1 - Payor Code: B1 - Name C1 - Date of Service D1 - Claim Amount B2 - AD HOC AETNA - EL PASO C2 - 10/20/2006 D2 - $20.00 B3 - BLUE CROSS C3 - 09/18/2006 <== I changed this to put within 60 days D3 - $30.00 B4 - MEDICAID C4 - 06/01/2006 D4 - $10.00 B5 - AD HOC AETNA - EL PASO C5 - 01/20/2006 D5 - 50.00 Go to the 'AR AGING' worksheet. Put the following in the indicated cells... A1 - Payor Code: C1 - 10/26/2006 D1 - 09/26/2006 E1 - 09/25/2006 B2 - Name C2 - 0-30 E2 - 31-60 B3 - AD HOC AETNA - EL PASO B4 - BLUE CROSS B5 - MEDICAID In Cell C3, put the following formula (all one line). =SUM((RapiData!$B$2:$B$5='AR Aging'!$B3)*(RapiData!$C$2:$C$5<='AR Aging'!C$1)*(RapiData!$C$2:$C$5='AR Aging'!D$1)*(RapiData!$D$2:$D$5)) ----------------------- REMEMBER to hit CTRL-SHIFT-ENTER instead of just ENTER so that you create an array. If you do it correctly, the formula will have '{' and '}' around it. ie: {=SUM((RapiData!$B$2:$B$5='AR Aging'!$B3)*(RapiData!$C$2:$C$5<='AR Aging'!C$1)*(RapiData!$C$2:$C$5='AR Aging'!D$1)*(RapiData!$D$2:$D$5))} ----------------------- BE CAREFUL WITH THE ABSOLUTES '$' ----------------------- Copy Cell C3 down to C4 and C5. Copy Cells C3:C5 to E3:E5. C3 will correctly show $20.00 is 0-30 days old for AD HOC AETNA - EL PASO. C4 will correctly show $ 0.00 is 0-30 days old for BLUE CROSS. C5 will correctly show $ 0.00 is 0-30 days old for MEDICAID. E3 will correctly show $ 0.00 is 31-60 days old for AD HOC AETNA - EL PASO. E4 will correctly show $30.00 is 31-60 days old for BLUE CROSS. E5 will correctly show $ 0.00 is 31-60 days old for MEDICAID. Hope this clears things up. -- Gary Brown If this post was helpful to you, please select ''YES'' at the bottom of the post. "klmiura" wrote: No this still does not work. Let me give you more information: worksheet 1 Payor Code: Name 10/26/2006 9/26/2006(Hidden) 9/25/2006 0-30 31-60 AD HOC AETNA - EL PASO $0.00 $0.00 Trying to lookup matching data from worksheet 2(below) that has the above name (ad hoc aetna - el paso) from worksheet 1 to Column A in worksheet 2 and then anything that matches that name, I need it to pull all claim amounts from the column B (worksheet 2) that are <=10/26/2006 and =09/26/2006 and put them in the appropriate bucket (worksheet 1) ie above ..0-30, 31-60 etc...this is the amount that is still due within the date ranges for this one payer as a total sum since their are over 5,000 records and the dates, amounts and payers vary. Worksheet 2 Payor Code : Name date of service claim amount AD HOC AETNA - EL PASO 10/20/2006 $20 BLUE CROSS 07/18/2006 $30 MEDICAID 06/01/2006 $10 AD HOC AETNA - EL PASO 1/20/2006 $50 "Gary Brown" wrote: Not sure of exactly what you want to do BUT I can give you some things to think about concerning the 2 formulas you have created. 1st formula: - if your worksheet contains dates then "09/25/2006" which is a STRING will not work. Change "09/25/2006" and "08/27/2006" to DATEVALUE("09/25/2006") and DATEVALUE("08/27/2006"). 2nd formula: - I think SUMPRODUCT is causing issues but have not tested this. - $B6 is neither totally absolute nor totally relative and MAY be causing issues. -- HTH, Gary Brown If this post was helpful to you, please select ''YES'' at the bottom of the post. "klmiura" wrote: I tried to follow what it was saying and came up with several different scenarios and none of them work. Here are the formulas I have gathered, I have all of these set up as an array as suggested: =SUM('rapidata$'!$A$2:$A$5968="'Adhoc UBH'")*('rapidata$'!$O$2:$O$5968<="09/25/2006")*('rapidata$'!$O$2:$O$5968="08/27/2006")*('rapidata$'!$M$2:$M$5968) =IF($B6='rapidata$'!$A$2:$A$5968,SUMPRODUCT(('rapi data$'!$O$2:$O$5968<='Accounts Receivable Aging'!S4)*('rapidata$'!$O$2:$O$5968='Accounts Receivable Aging'!T4)*('rapidata$'!$M$2:$M$5968)),0) I have the same workbook with two seperate sheets and I am trying to look up the insurance company name from one sheet to the data table and return the amount on the data table that corresponds with the two dates from the sheet where I want the consolidated amounts to be. This data table is quite large and has the same number of rows (5698). Any more assistance would be greatly appreciated. Karen "Gary Brown" wrote: Chip Pearson's site: http://www.cpearson.com/excel/array.htm shows how to use multiple criteria to get counts and sums. -- HTH, Gary Brown If this post was helpful to you, please select ''YES'' at the bottom of the post. "klmiura" wrote: I have the following worksheet lists: Insurance Company Amount Paid Date Paid On the second worksheet I have an A/R schedule and I need to pull the total amount paid from above based upon the insurance company name between two dates ie...60-90 day category 10/01/2006-08/01/2006. I have been trying to gather this formula all day and I cannot seem to get it. |
#8
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Thank you so much Gary this was great...it worked like a charm.
"Gary Brown" wrote: Oh Forgot.. Cell F1 of worksheet 'AR AGING' should contain the date 08/26/2006 or something close to it to mark off the 60 day period. -- HTH, Gary Brown If this post was helpful to you, please select ''YES'' at the bottom of the post. "Gary Brown" wrote: Hi Karen, When you gave your example, the columns ended up all over the place. I THINK I understand your format. To explain the formula, let's start with a new workbook. Rename 'Sheet 1' as 'AR AGING' Rename 'Sheet 2' as 'RapiData' Go to the 'RapiData' worksheet. Put the following in the indicated cells... A1 - Payor Code: B1 - Name C1 - Date of Service D1 - Claim Amount B2 - AD HOC AETNA - EL PASO C2 - 10/20/2006 D2 - $20.00 B3 - BLUE CROSS C3 - 09/18/2006 <== I changed this to put within 60 days D3 - $30.00 B4 - MEDICAID C4 - 06/01/2006 D4 - $10.00 B5 - AD HOC AETNA - EL PASO C5 - 01/20/2006 D5 - 50.00 Go to the 'AR AGING' worksheet. Put the following in the indicated cells... A1 - Payor Code: C1 - 10/26/2006 D1 - 09/26/2006 E1 - 09/25/2006 B2 - Name C2 - 0-30 E2 - 31-60 B3 - AD HOC AETNA - EL PASO B4 - BLUE CROSS B5 - MEDICAID In Cell C3, put the following formula (all one line). =SUM((RapiData!$B$2:$B$5='AR Aging'!$B3)*(RapiData!$C$2:$C$5<='AR Aging'!C$1)*(RapiData!$C$2:$C$5='AR Aging'!D$1)*(RapiData!$D$2:$D$5)) ----------------------- REMEMBER to hit CTRL-SHIFT-ENTER instead of just ENTER so that you create an array. If you do it correctly, the formula will have '{' and '}' around it. ie: {=SUM((RapiData!$B$2:$B$5='AR Aging'!$B3)*(RapiData!$C$2:$C$5<='AR Aging'!C$1)*(RapiData!$C$2:$C$5='AR Aging'!D$1)*(RapiData!$D$2:$D$5))} ----------------------- BE CAREFUL WITH THE ABSOLUTES '$' ----------------------- Copy Cell C3 down to C4 and C5. Copy Cells C3:C5 to E3:E5. C3 will correctly show $20.00 is 0-30 days old for AD HOC AETNA - EL PASO. C4 will correctly show $ 0.00 is 0-30 days old for BLUE CROSS. C5 will correctly show $ 0.00 is 0-30 days old for MEDICAID. E3 will correctly show $ 0.00 is 31-60 days old for AD HOC AETNA - EL PASO. E4 will correctly show $30.00 is 31-60 days old for BLUE CROSS. E5 will correctly show $ 0.00 is 31-60 days old for MEDICAID. Hope this clears things up. -- Gary Brown If this post was helpful to you, please select ''YES'' at the bottom of the post. "klmiura" wrote: No this still does not work. Let me give you more information: worksheet 1 Payor Code: Name 10/26/2006 9/26/2006(Hidden) 9/25/2006 0-30 31-60 AD HOC AETNA - EL PASO $0.00 $0.00 Trying to lookup matching data from worksheet 2(below) that has the above name (ad hoc aetna - el paso) from worksheet 1 to Column A in worksheet 2 and then anything that matches that name, I need it to pull all claim amounts from the column B (worksheet 2) that are <=10/26/2006 and =09/26/2006 and put them in the appropriate bucket (worksheet 1) ie above ..0-30, 31-60 etc...this is the amount that is still due within the date ranges for this one payer as a total sum since their are over 5,000 records and the dates, amounts and payers vary. Worksheet 2 Payor Code : Name date of service claim amount AD HOC AETNA - EL PASO 10/20/2006 $20 BLUE CROSS 07/18/2006 $30 MEDICAID 06/01/2006 $10 AD HOC AETNA - EL PASO 1/20/2006 $50 "Gary Brown" wrote: Not sure of exactly what you want to do BUT I can give you some things to think about concerning the 2 formulas you have created. 1st formula: - if your worksheet contains dates then "09/25/2006" which is a STRING will not work. Change "09/25/2006" and "08/27/2006" to DATEVALUE("09/25/2006") and DATEVALUE("08/27/2006"). 2nd formula: - I think SUMPRODUCT is causing issues but have not tested this. - $B6 is neither totally absolute nor totally relative and MAY be causing issues. -- HTH, Gary Brown If this post was helpful to you, please select ''YES'' at the bottom of the post. "klmiura" wrote: I tried to follow what it was saying and came up with several different scenarios and none of them work. Here are the formulas I have gathered, I have all of these set up as an array as suggested: =SUM('rapidata$'!$A$2:$A$5968="'Adhoc UBH'")*('rapidata$'!$O$2:$O$5968<="09/25/2006")*('rapidata$'!$O$2:$O$5968="08/27/2006")*('rapidata$'!$M$2:$M$5968) =IF($B6='rapidata$'!$A$2:$A$5968,SUMPRODUCT(('rapi data$'!$O$2:$O$5968<='Accounts Receivable Aging'!S4)*('rapidata$'!$O$2:$O$5968='Accounts Receivable Aging'!T4)*('rapidata$'!$M$2:$M$5968)),0) I have the same workbook with two seperate sheets and I am trying to look up the insurance company name from one sheet to the data table and return the amount on the data table that corresponds with the two dates from the sheet where I want the consolidated amounts to be. This data table is quite large and has the same number of rows (5698). Any more assistance would be greatly appreciated. Karen "Gary Brown" wrote: Chip Pearson's site: http://www.cpearson.com/excel/array.htm shows how to use multiple criteria to get counts and sums. -- HTH, Gary Brown If this post was helpful to you, please select ''YES'' at the bottom of the post. "klmiura" wrote: I have the following worksheet lists: Insurance Company Amount Paid Date Paid On the second worksheet I have an A/R schedule and I need to pull the total amount paid from above based upon the insurance company name between two dates ie...60-90 day category 10/01/2006-08/01/2006. I have been trying to gather this formula all day and I cannot seem to get it. |
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