I do a lot of reporting out of our Electronic Health Record using a Business Objects product, and one thing I run into frequently is records for which most of the columns are the same, but a few may have multiple different values.
For instance, a report I'm working on has 8 columns, mostly static information about the patient/encounter, some lab values, and a column for the consulting physician. All the columns will have only a single value per patient/encounter, except for consulting physician which may have multiple. I'd like to somehow set the table to show only a single row for the data that is unchanged, so they don't end up seeing the FIN, MRN, and lab values over and over.
However, as far as I've been able to tell with my fiddling around, I can only apply a section or break to a single column. Creating multiple sections or breaks nests them. Does anybody know of a way to treat multiple columns as sort of a composite section?
edit: I did try pulling the consulting physician column out into its own table and then setting the room number as a section, but it still caused repeated rows of the other data for any that had multiple consultings.
Additional edit: As requested here's a mockup of approximately what I'd like to see. This is mostly how it looks already when I tell BO to use the room number (the number in blue, top left of each row) as a section, however in the case of the third room, it would repeat the information in the first 5 columns for each consulting listed.
Couple of ways to do it, but putting breaks on each column is what I would do.
So, starting from "FIN" and working to "Attending", add a break on each column. It will add a summary row for each, so it will look like:
Then select the summary rows, right-click, and Delete:
Related
I need some help and I know I am not the only one to deal with this issue but I am wondering if you might have some ideas on how to handle the situation of comparing two rows of data filling out start and end dates.
To give you some context, we have a huge hierarchy (approx 8,000 rows and about 12 columns wide) that is updated each year. Sometimes the values change and sometimes they don’t. When the values don’t change, then I don’t need to adjust the dates. When the values do change and a new row is added, I need to change the data.
I have attached some fake data to try and illustrate my data. I am building this in MS Access, so I think this is more of a DBA type question that is going to be manipulated via a recordset type method.
In my example I have two tables – Old Table and New Table. In each table there is a routing code field that represents my join field and primary key for this table.
The Old table represents existing data - tblMain. The New Table represents the data to be appended - tblTemp.
To append the data, I have an append query set up in Access. I perform a left join between the Old and New tables, joining on every field and append the rows that are null in the Old table. That’s fine and that is not where my issue is.
What is causing me issue is how to fill out the start and end dates.
So as you can see from my tables, we are running a zoo. Let’s just say for the sake of the argument, our zoo started off pretty simple and has become more sophisticated. We now want our hierarchy to expand out and become a bit more detailed as we are now capturing the type of animal (Level 4) and the native location (Level 5).
As you can see when comparing one table to another the routing codes are the same, so the append query has to have a join on each field. When you do this, you return the Result Table which is essentially the Old and New tables stacked on top of each other. You might think about a Union query but this is going to give me duplicates and I don’t want that.
If you notice in the Result Table there is a Start and End Date. Let’s just say I get the start and end dates via message box that pops up upon the import of the data and is held in a variable. I think there are dates in my real data but still trying to verify this.
So how do I compare (pseudo code for the logic needed)?
• For each routing code:
Compare Levels 1-5
If the routing code is the same but Levels 1 -5 are not the same
fill out the end date of the old record
fill out the start date of the new record
This idea of comparing two records and filling out a data is quite prevalent in my organization but I haven’t found a way of creating the logic that consistently works so any help or suggestions would be appreciated.
Old Table
New Table
Result Table
I have been trying to figure this situation out for a few days and was hoping someone here could help me out.
I want to create a form that inserts multiple records at a time.
However all the records have some data that will be repeated.
For example Employee ID, Supervisor ID, and Researcher ID will be repeated along with the dates of each persons involvement.
The data that will differ would be the inventory items. (location, item number, condition, count, etc etc.
So for every new entry within the inventory information, i would like to include the repeated information when being copied over to the table.
The way i envision this is having some sort of sub form for the multiple data entries. Then, maybe having unbound text boxes on the header of the main page that keeps the values the same and lastly having a footer showing the previous records entered. I have limited VB coding skills. However i can pick things up quickly and debug if needed.
If you need more clarification please dont hesitate to ask.
So, I'm constantly being given data in new and different formats. I'm on a crusade to get my work to standardize data for easy use, and if I managed to convince the powers that be to standardize data, this problem becomes entirely moot. Until then, I have the following problem:
I get data in a variety of ways. Sometimes my gross sales are called total sales. Sometimes gross sales before discounts, total sales before discounts, Gross_Sales, etc. Discounts, deductions, exempt amounts, etc. form another column. So on and so forth. I'd like to be able to do the following:
1) Figure out what columns I want,
2) Turn those columns into a pivot table.
For part 1, I have two options, and I'm wondering if there's anymore: The 1st is to use Microsoft's fuzzy-matching add-in to help me match. I'd have a separate tab dedicated to fuzzy matching each column I need. The second is to just generate a long list of all the variants, and to test each one until I find a hit, assign it, and move onto testing the next one.
The second part is turning all of this into a pivot table - the resouces I have so far are https://www.thespreadsheetguru.com/blog/2014/9/27/vba-guide-excel-pivot-tables and How to Create a Pivot Table in VBA
Is there a better method? Is there another way?
Edit: Slightly better method - Grab the data columns, place them into a table, and pivot everything off of that table - it removes the need to re-create pivot tables, just need to move the data over.
Having the same problem, I use a mix of your two methods.
My data consists of a bunch of logs for rejected x-ray images, and the reject reason is a free text field. My solution was to create a table where the first column contains my desired output categories, and then each subsequent column contains a different variation of it.
For example, a row might have (column one/ouput first entry):
Positioning, POS, Positioning Error, Patient Positioning
Note that these are all fairly different from each other. Where the fuzzy matching comes in - it is used to capture all the smaller differences and mispellings around those other columns. When the fuzzy matching section decides a given reason matches a column's entry, it is then replaced with the appropriate desired output reason from column 1 of the table. In my example, a reason of 'Possitioning Err' [sic] would match to column 3 (Positioning Error) and then get converted to Positioning.
Then wash rinse repeat over the rest of your data as needed. This approach was super useful and fairly flexible in helping standardize my data. It was also computationally more expensive, but you'd only need to run the matching portion once I guess.
As for the actual mechanics of going about doing this - I use 2010, so no inbuilt functionality. I run the fuzzy matching code on a temporary worksheet until best percentage matches are found, and then overwrite the actual source data afterwards.
I have a list named Employee Dates, this list contains the columns:
Employee | CPR Completed | CPR Required | ETC
These columns keep going on for all of the training courses required for our employees with alternating columns for completed and required dates. I am using a workflow to calculate all of the required dates of training from the completed dates.
What I desire to do is make another list that will look at ALL of the columns for the required dates and find the soonest ones and populate that list with the soonest dates and from which column it was pulled from.
Any help as to how to approach this? I have been trying to use queries in Access and also some of the custom view settings in SharePoint Designer but no luck so far.
You could try an Excel table (they also have these functions in access if I recall, but I avoid access like a plague). To connect Excel to share point follow the steps in this article:
support.office.com
Ok, now that we are connected you should see all of the columns and values in excel. Next up we need to find the min date (easy) and then get the associated column name (a little harder).
Min Date: The formula should be something along the lines of =min(B1,B3,B5), jut type in =Min( and then CTRL-click on the columns you want to consider for the row. When your done close with ). After wards double click on the square in the bottom right corner and it will do the same logic for all of the rows.
Column Name: A little more difficult, use the min value from the prior column as the lookup value for VlookUp to get the column name. After wards double click on the square in the bottom right corner and it will do the same logic for all of the rows. I'd explain VlookUp, but I'd run out of characters and attention span long before I got to the relevant parts, and excel functions does a fine job of getting you the basics.
Anyway hope that helps,
I have three tables, 1 parent with 2 child table 1-to-many relationships.
table 1: People
table 2: Phone numbers (any number of records)
table 3: email adresses (any number of records)
I would like a report looking like this:
Person1:
First_Name-------Last_Name
phone1:------12345----Home
phone2:------54321----work
mail1:-------first#mail.com----work
mail2:-------first#mail.com----work
mail3:-------first#mail.com----work
Person2:
-------First_Name-------Last_Name
phone1:------12345----Home
phone2:------54321----work
mail1:-------first#mail.com----work
mail2:-------first#mail.com----work
mail3:-------first#mail.com----work
I would very much like to do this using reporting services.
Edit: I know how to link all tables with left joins, I don't have a concept as how to get this done.
OK, here's a sort of summary of how you need to approach it. I can't give you a step-by-step because it would be impossibly long, but this should get you started. (Also note that I'm doing this from memory):
You will need three datasets, one each for people, phone numbers, and email addresses. I am going to assume that the phone numbers and email addresses have some kind of ID field in common, some way to tie people to phones and to email addresses. You will need that field in your datasets.
You don't need to do any joins in your SQL: the linking between the three datasets will be done within the report.
Put a Matrix on your report. Have it draw from the People dataset. Put the first and last name in the detail row of the Matrix.
Add a new detail row to your Matrix, under your first and last name.
Merge the cells in your new detail row so that you have one very wide cell.
Embed (drag and drop) a new Matrix in the single wide cell in your new detail row.
Link your matrix to the Phones dataset. Set up a record filter in the matrix to limit the records to those that match the ID field in the parent matrix.
Set up the Phones as you want in the embedded child Matrix.
Repeat steps 3-7 with the Email Addresses dataset.
You don't actually need to do any grouping (unless you want to include subtotals of some kind), because you're not actually grouping anything: you're just displaying a list with embedded sub-lists.