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Filtering an Excel Report
I save reports from Medical Mgr onto a UNIX server from which I then import
into Excel. Most reports I can format & even do pivot reports. However, some of the reports are as follows: Ref # Name/Address Phone Numbers ID Numbers Referrals 1 Doctor's Name Phone: ID1: PTD: Street Address Fax: ID2: YTD: City, State, Zip Other: ID3: UPIN: The report contains over 3000 doctors. I want to be able to have the following columns: Ref # Name Address City, State, Zip ID1: ID2: ID3: UPIN: How do I get the various rows into the proper columns? And, most importantly, that the info pertains to the proper doctor? I know that it can be done because our back office in India does it but so far will not share the directions with me. I just received another report with the above columns with filter dropdowns. Any assistance would be greatly appreciated! |
Filtering an Excel Report
Separating text into separate columns isn't some kind of secret. Just
go to Data Text To Columns to split the doctor names and addresses into separate columns. HTH, JP On Jun 27, 2:47*pm, Creds326 wrote: I save reports from Medical Mgr onto a UNIX server from which I then import into Excel. Most reports I can format & even do pivot reports. However, some of the reports are as follows: Ref # * Name/Address * * Phone Numbers * * ID Numbers * * Referrals * *1 * * * Doctor's Name * * Phone: * * * * * * * * ID1: * * * * * * * *PTD: * * * * * *Street Address * * Fax: * * * * * * * * * * ID2: * * * * * * * * YTD: * * * * * *City, State, Zip * * Other: * * * * * * * * *ID3: * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * *UPIN: The report contains over 3000 doctors. I want to be able to have the following columns: Ref # * Name * * Address * * City, State, Zip * * ID1: * * ID2: * * ID3: * * UPIN: How do I get the various rows into the proper columns? And, most importantly, that the info pertains to the proper doctor? *I know that it can be done because our back office in India does it but so far will not share the directions with me. *I just received another report with the above columns with filter dropdowns. Any assistance would be greatly appreciated! |
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