Forum Discussion
Need Help with Excel (how to best present info)
If all the spreadsheets have the same structure such as same number of columns and exact headings, you can easily use Power Query to append the data and load back to Excel.
Thereafter, use PivotTable to achieve what you want your report to look like
Abiola1I wish it was that easy. Unfortunately, the structure is not the same. Not the same number of rows and columns. I was thinking of maybe revising one of the tables that has column headings as types of visits/treatments, but not sure how to do it. That way I can sort per patient per date listing all visit types/treatments within specified week/month. Thanks again for your help
- SergeiBaklanMar 27, 2020Diamond Contributor
It's better to discuss with the sample, the task is a bit abstract. In general to combine with Power Query it's not necessary to have same number of columns. However, some logic shall be defined how to map tables and what to combine with what, e.g. based on columns headers, but not necessary.
- Sophieplus5Mar 28, 2020Copper Contributor
SergeiBaklanFair enough - the specifics are as follows:
I need to combine information to be able to present the following:
For any given week, here is the information per patient what is needed or what was done from all 3 tables noted below:
Week date x to date y
Patient x has the following items done or coming up due
I get information from 3 different sources as follows (dates could be either projected or actual):
Table 1: from Imaging
Patient Names Imaging Type (i.e. MRI, CT, etc) Visit Type (i.e. Visit X) Visit Date Projected Visit Date Actual [Name] CT or MRI, et Visit X Date (dd-MON-YYYY) Date (dd-MON-YYYY) [Name] CT or MRI, et Visit Y Date (dd-MON-YYYY) Date (dd-MON-YYYY) Table 2: from Phone Service (to collect phone calls, if any)
Patient Names Visit Type (i.e. Visit 1) Visit Type (i.e. Visit 2) Visit Type (i.e. Visit 3) [Name] Date (dd-MON-YYYY) Date (dd-MON-YYYY) Date (dd-MON-YYYY) [Name] Date (dd-MON-YYYY) Date (dd-MON-YYYY) Date (dd-MON-YYYY) Table 3: from Clinic
Patient Names Visit Type (i.e. Visit 1) Visit Type (i.e. Visit 2) Visit Type (i.e. Visit 3) [Name] Date (dd-MON-YYYY) Date (dd-MON-YYYY) Date (dd-MON-YYYY) [Name] Date (dd-MON-YYYY) Date (dd-MON-YYYY) Date (dd-MON-YYYY) If you could think of any other way to logically and easier to present or combine this info, I would be very grateful.
Thank you so much,
Sophie