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Default Filter by Date of Birth

I work in a medical office and need to do chart review by birth date. How
can I filter my table or a pivot table by date of birth within a month range.
Example: all dates of birth in October, November, December for any year!

PLEASE HELP ME!
--
Naomi
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Default Filter by Date of Birth

If all of your data is in Excel, you can add a helper row and use the formula
=Month(ref) to generate a month value (1-12) and then filter on that.
--
Tips for Excel, Word, PowerPoint and Other Applications
http://www.kan.org/tips


"Naomi" wrote:

I work in a medical office and need to do chart review by birth date. How
can I filter my table or a pivot table by date of birth within a month range.
Example: all dates of birth in October, November, December for any year!

PLEASE HELP ME!
--
Naomi

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Posts: 7
Default Filter by Date of Birth

What is a helper row????? Thanks!
--
Naomi


"M Kan" wrote:

If all of your data is in Excel, you can add a helper row and use the formula
=Month(ref) to generate a month value (1-12) and then filter on that.
--
Tips for Excel, Word, PowerPoint and Other Applications
http://www.kan.org/tips


"Naomi" wrote:

I work in a medical office and need to do chart review by birth date. How
can I filter my table or a pivot table by date of birth within a month range.
Example: all dates of birth in October, November, December for any year!

PLEASE HELP ME!
--
Naomi

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Posts: 169
Default Filter by Date of Birth

Sorry, meant a helper column. This would just be an extra column in Excel
where you calculate the month number.
--
Tips for Excel, Word, PowerPoint and Other Applications
http://www.kan.org/tips


"Naomi" wrote:

What is a helper row????? Thanks!
--
Naomi


"M Kan" wrote:

If all of your data is in Excel, you can add a helper row and use the formula
=Month(ref) to generate a month value (1-12) and then filter on that.
--
Tips for Excel, Word, PowerPoint and Other Applications
http://www.kan.org/tips


"Naomi" wrote:

I work in a medical office and need to do chart review by birth date. How
can I filter my table or a pivot table by date of birth within a month range.
Example: all dates of birth in October, November, December for any year!

PLEASE HELP ME!
--
Naomi

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Posts: 7
Default Filter by Date of Birth

Ok. maybe I'm just being dense but I tried it and it's still not sorting by
month & why would I do it as coloumn when I already have my data in a coloumn
format? ARGGGG Thanks for being patient with me!
--
Naomi


"M Kan" wrote:

Sorry, meant a helper column. This would just be an extra column in Excel
where you calculate the month number.
--
Tips for Excel, Word, PowerPoint and Other Applications
http://www.kan.org/tips


"Naomi" wrote:

What is a helper row????? Thanks!
--
Naomi


"M Kan" wrote:

If all of your data is in Excel, you can add a helper row and use the formula
=Month(ref) to generate a month value (1-12) and then filter on that.
--
Tips for Excel, Word, PowerPoint and Other Applications
http://www.kan.org/tips


"Naomi" wrote:

I work in a medical office and need to do chart review by birth date. How
can I filter my table or a pivot table by date of birth within a month range.
Example: all dates of birth in October, November, December for any year!

PLEASE HELP ME!
--
Naomi



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Default Filter by Date of Birth

I think what M Kan is trying to suggest is that if you added a new
column to your data you could use that to calculate the month (with
the MONTH() function) and then use the new column for sorting or
filtering. It's a common practice in Excel to create a "helper
column" (or row) that can be used in a way that the original data
cannot.

On Jul 29, 3:14*pm, Naomi wrote:
Ok. maybe I'm just being dense but I tried it and it's still not sorting by
month & why would I do it as coloumn when I already have my data in a coloumn
format? * ARGGGG *Thanks for being patient with me!
--
Naomi

"M Kan" wrote:
Sorry, meant a helper column. *This would just be an extra column in Excel
where you calculate the month number.
--
Tips for Excel, Word, PowerPoint and Other Applications
http://www.kan.org/tips


"Naomi" wrote:


What is a helper row????? *Thanks!
--
Naomi


"M Kan" wrote:


If all of your data is in Excel, you can add a helper row and use the formula
=Month(ref) to generate a month value (1-12) and then filter on that.
--
Tips for Excel, Word, PowerPoint and Other Applications
http://www.kan.org/tips


"Naomi" wrote:


I work in a medical office and need to do chart review by birth date. *How
can I filter my table or a pivot table by date of birth within a month range.
*Example: all dates of birth in October, November, December for any year!


PLEASE HELP ME!
--
Naomi


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