Hello! Any help you can provide would be greatly appreciated. Have used Excel previously but new to setting up a table. Working with Excel 2007. Goal is a report (would love a dashboard-type) to present to my department head to document daily, weekly, quarterly, and yearly production of transcriptionists, physicians, worktypes, services, and departments. Unsure how to lay out the data and don't have a clue where to begin. Took a class but the unfortunate instructor seemed overwhelmed by my request. Tried to buy a book but they are currently out of stock. Have looked for similar templates online but without success.
I am currently given a flat table with date, worktype, and physician to work with, but this may change later to include more information if I need it.
Thanks!
Hello MWright, welcome to the forum.
This may be an overwhelming request, maybe not. It would at least give the folks here a starting point if you uploaded your flat table data (do NOT post sensitive data, use fake data that resembles your real data when necessary).
With that data, you may want to attempt laying out a worksheet manually how you'd like it to appear (and where you would hope to see information - and why) with specific questions. There are many ways to do things in Excel, but what you're starting with and what your end result should look like for the recipients are some pretty crucial bits of information.
Hey Paul! Thanks very much for your quick reply and advice. Have attached a file with sample data. The area in green is what I am given to work with, the remaining information I fill in manually. As stated previously, any help would be appreciated. If you have any further questions, please don't hesitate to ask. I will try to get to the forum at least once daily.
There are currently 1 users browsing this thread. (0 members and 1 guests)
Posting Permissions
Reply With Quote
Bookmarks