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Help with macros or other VBA to simplify and/or make projection xls less time consuming

  1. #1
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    Help with macros or other VBA to simplify and/or make projection xls less time consuming

    We are a health care services company and need help with programming an excel spreadsheet to simplify and to make less possibility for user error. Unfortunately, none of us know how to program VBA or create macros. I have attached the spreadsheet, but I would like to explain what the purpose is, and what we are looking for. We currently have a worksheet for each week of the year. Each of those worksheets has detailed information in regards to the schedule of each of our therapists in regards to each patient (each patient has their own row) and then projects how much we will be billing out based on that information. We also enter in cancellations and make-up appointments in each of the sections (OT, then SLP, then Psych) as you through the columns. As you will see, there is also a summary at the top summarizing some of the info. The main issue that we have is the two worksheets at the very left with are a summary of the entire year. "Yearly Actual Billed" and "Yearly Proj'd Billed". We currently are manually linking cells from each of the weekly worksheets to those summary worksheets. The problem with this is that when we add a new patient, we then have to add that patient to each of the weekly worksheets and then also add the patient to each of the summary worksheets and then re-do the cell links. There is MUCH room for error with this method. We are open to changing the spreadsheet entirely, as well as some help on creating some sort of macro or code that will simplify the process. Thank you in advance for your help!
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  2. #2
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    Re: Help with macros or other VBA to simplify and/or make projection xls less time consumi

    Why not just use a single master list with pivot tables and/or slicers and filters to sort through the data as needed? That's usually much easier than several similar worksheets for precisely the reasons you noted as issues.

  3. #3
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    Re: Help with macros or other VBA to simplify and/or make projection xls less time consumi

    Can you give me an example of pivot tables and how we would use them? I have heard of them but was unsure how to implement for this purpose. Thanks.

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