Carry data from/to master log

  • Thread starter Thread starter Rob
  • Start date Start date
R

Rob

Is the 'form' also in Excel?
I suspect I can answer your query, given mor info on
exactly what you want to do. Rob.
 
Rob: Thanks for your reply to Kim; I am Lorie Ann and I
have a similar problem/concern; I think Kim and myself
are trying to determine if EXCEL can automatically move
data from a mastersheet into a specific worksheet if
there is more than one patient's data on the
mastersheet. Say, if Line #1 is for patient 123456 Line
#2 (and so on) contains information for another patient,
which formula/function will direct EXCEL to drop the
respective line data into the correct patient worksheet?
My situation is nearly identical-I have salespeople. The
LINK function works nicely with just one salesperson info
entered line after line, but when you have multiple
salespeople or patients, that gets tricky. I think an
absolute cell reference must be involved?
 
Rob thank you very much for your insight, and Lorie Ann I
hope he can help us both!
Yes- the "form" I use for the chart for each individual
patient is in Excel. Just a similar layout as the master
log, only it contains just the dates and reasons for that
one person.
 
Rob or anyone else out there...
Have you given up on us? :)
I will check this tomorrow morning to see if anyone
replies.
If you have any further questions, please just ask. I am
stumpped.
kim
 
Rob
Thank you, Thank you so much for your help!!.
I also calculate averages of dates (and other things) on
the master log spreadsheet, and could not calculate in
Access. I could link the access table to an excel
spreadsheet for the monthly tabulations- right?
Okay. In Access- if I run a columnar report(and add a
page break) I can get each person on a separate page
report. If I base the report on a query for todays date
only, i could get just the patients I cancelled for that
day. Is there a better way to do that?
Also I am curious if Access can automatically email a
generated report to a mail recipient each time the report
is generated. Is that asking WAY too much? Can Excel- or
any program do that?
kim
-----Original Message-----
OK, I think I could probably push excel to do this, but it
is sounding more and more like something which really
belongs in an Access database. You could use VLOOKUP to
find the particular saleperson [or patient] and tranfer
the right data, but then the mastersheet would have to be
arranged by id number in ascending order. This is easily
accomplished by Excel, but now you would have a problem if
there is more than one entry for an id number... VLOOKUP
would find only the first one. These are problems that
can be overcome, but really the whole task is perfect for
a database, not a spreadsheet. I can design one which
will extract data and fill out a form based on 2 unique
data keys, say a unique id number and a date. And then
design a routine which pulls data in from a form and
populates the mastersheet. Let me know.
-----Original Message-----
Rob or anyone else out there...
Have you given up on us? :)
I will check this tomorrow morning to see if anyone
replies.
If you have any further questions, please just ask. I am
stumpped.
kim sorry
if
.
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