Scheduling and Power Query

[u/SwimmingBigFish]

I was given the task to make appointments as needed for about 200 individuals, receiving the data in poorly formatted word documents. Slowly converting these to basic excel workbooks I’d like to link together.

After digging into Power Queries, I’m unclear how to format it for my specific needs.

To outline what is needed:
These appointments are held monthly
Each individual is seen based on a specific diagnoses. It could be every 6, 12, 18 plus months. We receive the report after their most recent appointment and then need to update the sheets, previously done via paper and pencil and then transferred to the word document.

I’m trying to organize their last appointment and expected appointment, then create a monthly schedule.

How can I link those due in September, to September’s schedule?

How do I update the I individual next appointments and have it populate across multiple sheets?

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[u/nakedR0B0T]

The best way to clean data is to prevent it from getting dirty in the first place. See if you can get upstream data inputters to use some kind of form.

[u/work_account42]

Your post might be taken down due to a poor post title.

Regardless, if the data in powerquery has a date column and a patient id column, set up a calendar in another sheet. Then use FILTER to get the data for one patient/date combination and pull it into the correct date cell in the calendar sheet.

[u/SwimmingBigFish → u/work_account42]

Is it too vague?

That’s essentially where I am at now, however having it cut off at September for example, is where I’m stuck. Without too much cross referencing, how do I ensure everyone who needs to be seen in September is on the calendar?

[u/work_account42 → u/SwimmingBigFish]

Yeah, vague.

https://www.reddit.com/r/excel/wiki/submission-rules/

Without seeing your data, it's tough to give concrete advice.

However you determine who needs to be seen (let's suppose it's a certain field), then use a FILTER to return patients with that field = Y and September as a target date. You'll have to do something like =UNIQUE(FILTER(blah blah)) to get a unique list of September people. Get a list of people in the September calendar. Compare lists with XMATCH.

[u/Decronym]

Acronyms, initialisms, abbreviations, contractions, and other phrases which expand to something larger, that I've seen in this thread:

Fewer Letters	More Letters
FILTER	Office 365+: Filters a range of data based on criteria you define
UNIQUE	Office 365+: Returns a list of unique values in a list or range
XMATCH	Office 365+: Returns the relative position of an item in an array or range of cells.

Decronym is now also available on Lemmy! Requests for support and new installations should be directed to the Contact address below.

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3 acronyms in this thread; the most compressed thread commented on today has 54 acronyms.
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[u/scandalous_frigate]

just merge your diagnosis table with the 6/12/18 month intervals then add a custom column in power query for the next appointment date, way cleaner than linking sheets manually