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Drop down chooses defined list

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    Drop down chooses defined list

    Morning everyone,

    I am ok at Excel but nothing in comparison to what I have seen some do on this forum so thank you in advance for any potential help here.

    I work at a doctors surgery and I am trying to use excel to design weekly working patterns. I have a default setup for each clinic that we have which is on the tab called "Clinic Setup", I then have the days of the week set up on other tabs. Instead of manually creating each clinic by copying and pasting on each day, is there a way that I can use a drop down above each clinic on a certain day so it would pull through that template from the clinic setup page? I think there may be a way using Vlookup but I am not skilled enough to know where to start. I have included a test file which I hope will make what I am looking for clearer.
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    Re: Drop down chooses defined list

    This requirement needs more definition. I cannot see how you "Copy and Paste" from the Clinic Setup sheet to the daily sheets. There is obviously some shuffling around being done. Also, where are the names in row 10 coming from?

    For example I am looking at cells I23 to J37 for Monday and Tuesday. How did you determine that Mondays have multiple scheduling slots while Tuesday has a general open slot? And where, on the Clinic Setup Sheet did this data come from?

    There might be a solution if the data on the Clinic Setup Sheet were "normalized" and put into an Excel table, that would make lookups a lot easier. Also it would help to get rid of merged cells. There are ways to work around this.
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    Re: Drop down chooses defined list

    Thank you for your reply.

    From the research I have done I think the way I have the sheet laid out at the moment will need to completely overhauled. I think what i have learnt upto know is that there can't be merged cells and the data has to go across the spreadsheet and not down.

    I have uploaded a sheet that someone made for me about 5 years ago, it works in the way I would like my current example to however I don't understand enough about excel to be able to reverse engineer it to my current project.

    The end result I am trying to be left with is one where on each day I can choose a different working pattern for each Doctor based on the setups from the clinic setup sheet, then once each GP is set for either a routine or triage clinic I will set it so there is a count of each appointment type so i am able to see at a quick glance if I have the required capacity or not.

    I apologise now as I think that this might be something quite simple that I have made sound quite complicated due to my inexperience.
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    Re: Drop down chooses defined list

    Remove C6 to C11 and then paste this into C6:

    =TRANSPOSE(LET(f,FILTER(Data!$B$2:$G$52,Data!$A$2:$A$52=Sheet2!C5),FILTER(f,f<>0)))

    You can remove all other data and copy paste this to the first cell of each block. Is this what you want?
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    Last edited by AliGW; 07-27-2023 at 03:50 AM. Reason: Workbook added.
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    Re: Drop down chooses defined list

    That's very kind, thank you. How would I make that work in the first spreadsheet?

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    Re: Drop down chooses defined list

    There is no drop-down selector on the daily sheets in that file (which I did not realise was different, so I've just wasted 10 minutes of my life - good job I'm retired!).

    Do you need help with adding drop-down boxes? If so, where do you want them to be?

    I think you could have explianed this all in a more straightforward way, but that's water under the bridge - let's start afresh.

    Merged cells aren't going to work, by the way - where there are two possible patterns, each will need its own name.

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    Re: Drop down chooses defined list

    I'm so sorry, I think you are right.

    From the ground up what I am after is sheet one of the excel file to be able to hold the clinic setups of what the various ones look like with which appointments at which time. What I want to be able to do is on each day (each weekday tab) to be able to have each GP that is working and be able to choose from a drop down the various clinics that are setup in sheet one. When I select the clinic from the drop down on the Monday tab I want the setup below that GP to then pull through the data from sheet one so the clinic is shown below that GP. I will do that for each GP on each day and I will then be able to calculate the total of each type of appointment on each day. Does that make sense?

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    Re: Drop down chooses defined list

    Yes - perfect sense - so you want a drop-down above each doctor - yes?

    Much more complicated than the other red herring workbook (grrrr!), but doable with a few tweaks to the Clinic Setup tab - I presume this is OK?

    Happy to look at it, but will take a little while. I am probably going to spend time on this, then come back and find that someone else has done it faster!

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    Re: Drop down chooses defined list

    Sorry, I put that one in there to try and explain what I was looking for, my apologies.

    Please tweak away, I am just grateful for you taking the time to help, it is really appreciated.

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    Re: Drop down chooses defined list

    OK - so please IGNORE formatting for now - that can be solved later using conritional formatting, but might need simplifying a little.

    Look ONLY at Dr Ratna on the Monday sheet:

    1. Check that the drop-down list above contains the correct surgeries. If not, which should not be there?
    2. Try changing the surgery - do the correct entries and times populate below?

    I have ONLY done it for Dr Ratna on Monday at this stage - it's important to get that right before proliferating the formula through the workbook.
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    Re: Drop down chooses defined list

    I have changed the attachment - you might need to close and download again.

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    Re: Drop down chooses defined list

    Just got it, i'll have a look

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    Re: Drop down chooses defined list

    There will be aesthetic tweaks - that doesn't matter at the moment.

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    Re: Drop down chooses defined list

    That is looking exactly the sort of thing I am after! I have changed the clinics using the drop down and they do change and populate

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    Re: Drop down chooses defined list

    OK - so I am guessing that we really want only AM clinics in that list and the PM ones in a drop-down lower down the page - would this be a fair assumption? I want to get everything right for that first doctor before we move forward, and if changes need to be made to the layout, we need to do that now.

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    Re: Drop down chooses defined list

    Yes that would be perfect

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    Re: Drop down chooses defined list

    Right. Please first check ALL surgeries in the drop-down list - do they ALL have either AM or PM in their name? If not, which should have what? Once you've anwered this, I'll take the next step.

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    Re: Drop down chooses defined list

    Apart from the Duty session which is only a PM session they will all need either AM or PM in their name yes

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    Re: Drop down chooses defined list

    OK - so you didn't quite answer the question, but I've made a few assumptions and changed the layout of the surgeries setup sheet a bit.

    Look at the first doctor on Monday - do AM and PM both do what you want? Consider all possible combinations, please.
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    Re: Drop down chooses defined list

    Yes they do exactly what I was hoping for

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    Re: Drop down chooses defined list

    Well, they don't. I have just spotted two mistakes, so have a look at this and check it PROPERLY, please. That is, check ALL surgeries are happening in the right place and that ALL surgeries are on the correct list.
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    Re: Drop down chooses defined list

    Sorry, your eyes are better than mine as I thought they looked ok apart from the formatting which we had already addressed. The merged cells don't show which does make it look like there are some issues but once they are unmerged and individually named they show correctly. From what I can see from looking through the morning shows the correct morning setups as does the afternoon

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    Re: Drop down chooses defined list

    OK - I am going to do this for an entire sheet for you to check, then we'll look at the formatting.

    Whilst I am doing this, please make a list of ALL formatting and conditions that you'd like to include if possible.

    Once all this is done, you should be able to copy the Monday sheet yourself and tweak it for the other four days.

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    Re: Drop down chooses defined list

    Of course, thank you

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    Re: Drop down chooses defined list

    Here's a full Monday populated. There is now a NONE option at the top of the drop-down lists so that this can be chosen where no surgery will be happening. This can be changed to whatever you like on the LOOKUPS sheet in the formula.

    I am breaking for a (very late!) breakfast now. Back soon.
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    Last edited by AliGW; 07-27-2023 at 06:00 AM.

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    Re: Drop down chooses defined list

    A well deserved breakfast!, Enjoy.

    For the formatting:

    Pre-Bookable - Green background black text
    Gp Follow up - Black Background orange text
    Anima - Light Blue Background
    Break / Anima triage - White
    Visits - Dark Blue background white text

    Cells with no text a light grey fill.

    I think from reviewing that currently those are the only formats needed

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    Re: Drop down chooses defined list

    What about the times? Are you prissy about the times only being formatted when there are times there, or can it be a generic grid big enough for any number of times? The more prissy we get, the more processor intensive the CF will be come, so simple is best.

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    Re: Drop down chooses defined list

    Not prissy at all, quite happy for it to be a generic grid big enough for any number

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    Re: Drop down chooses defined list

    The only issue with times is that some clinicians have 15 minute appointments and some have 10 which is why you may have notice some sessions go up in increments of 10 and some 15.

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    Re: Drop down chooses defined list

    I don't know how that answers my question ... ???

    Attached with all but gey background formatting (and dates not done yet) - comments?
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    Re: Drop down chooses defined list

    I wasn't sure if it was relevant so i thought i'd mention it.

    Only comment is it is exactly what I was hoping that might be able to do

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    Re: Drop down chooses defined list

    Have a look at the attached. Is there any formatting that ideally would be different? Say so now if there is.
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    Re: Drop down chooses defined list

    No it all looks good thank you.

    From the clinic setup page, if our clinics changed and I amend them on this page will the results filter through ok or will it break any formula?

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    Re: Drop down chooses defined list

    I have a meeting to attend but will be back in about 30 minutes

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    Re: Drop down chooses defined list

    It will not break your formula as long as:

    1. You do not MOVE anything.
    2. All surgery names contain either AM or PM.
    3. If you add surgeries, you add them following the same pattern (four columns and a blank column between each surgery). There's room for TWO more at the moment - any more than that, we'd need to tweak the formula.

    I suggest you have a play with the attached, making the sort of changes you might want to make (and making a not of each of those changes so that we can unpick them if anything goes wrong). If anything breaks, provide the workbook and tell me EXACTLY what steps you took to break it.

    Once you have thoroughly stress tested the Monday and setup sheets, then you can go ahead and duplicate the sheets (I would do this by copying the SHEETS themselves, NOT cutting amd pasting. Conditional formatting SHOULD carry across that way, but you'll need to check. But again, don't do this until AFTER the testing phase.

    EDIT:

    I have a meeting to attend but will be back in about 30 minutes
    Take your time - better not to rush this.
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    Last edited by AliGW; 07-27-2023 at 07:36 AM. Reason: Added detail.

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    Re: Drop down chooses defined list

    On the clinic setup page, instead of the titles of each clinic going across the entire 4 cells, if it could only go across the 2 main ones. So the first row of Gp Routine Am instead of being across B10, C10, D10 and E10, it just be across D10 and E10 and the same for the others. I did try to amend but it did break the formatting. Apart from that it all seems to work perfectly.

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    Re: Drop down chooses defined list

    If you want to put it across the last two columns, then the formula will change to this:

    =IFNA(LET(m,MATCH(D8,'Clinic Setup'!$B$10:$DT$10,0),d,'Clinic Setup'!$B$11:$DT$52,c,CHOOSECOLS(d,m-2,m-1,m,m+1),f,IF(c=0,"",c),FILTER(f,INDEX(f,,1)<>"")),"")

    This would need copying to the origin cell (time top left) of each surgery block. Copy and paste the CELL once applied to B11 on the Monday sheet - don't copy and paste the formula into other cells as the list reference (D8) won't change if you do.

    Make sense? Have a go.
    Last edited by AliGW; 07-27-2023 at 08:03 AM. Reason: Typo fixed.

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    Re: Drop down chooses defined list

    I've done it for you in this copy.
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    Re: Drop down chooses defined list

    I tried it following the instructions above but it seems to have broken it. I took the formula and put it into B11 and amended the field in Clinic Setup so they name was only across cells D10 and D11 but it has now put everything in the wrong place on the monday sheet. I might just leave it as it is as it's not a big thing

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    Re: Drop down chooses defined list

    No - I've done it for you (see previous post). You mean D10 and E10.

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    Re: Drop down chooses defined list

    Quote Originally Posted by AliGW View Post
    No - I've done it for you (see previous post).
    Well you are wonderful you really are. I think I am now in a position where I can copy these sheets forwards and have my workbook in the exact way I was hoping it would be able to work.

    Thank you so much for giving up your time and expertise to help me with this, it really is going to make a difference to my clinic planning and I can't thank you enough.

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    Re: Drop down chooses defined list

    Glad to have helped.

    Let us know how you get on - shout if you have any issues.

    If that takes care of your original question, please choose Thread Tools from the menu link above and mark this thread as SOLVED.

    Also, if you have not already done so, you may not be aware that you can thank anyone who offered you help towards a solution for your issue by clicking the small star icon (* Add Reputation) located in the lower left corner of the post in which the help was given. By doing so you can add to the reputation(s) of all those who offered help.
    Last edited by AliGW; 07-27-2023 at 08:18 AM. Reason: Typo fixed.

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    Re: Drop down chooses defined list

    I will do so now

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