referral

  1. D

    Pivot table not recognizing formula values

    Hi all, So, I have a large table ("Table 1") with a lot of data. In order to find out which region is sending me data with errors, I have some "if" formulas (eg: =IF(ISTEXT([@[Date of Referral ]])=FALSE,"","1") I'm giving it a value of 1 if the "Date of Referral" field is not a date. I have...
  2. K

    Count first instance of two unique entries

    Hi all! This is my first post on here so go easy on me! I've searched all over the web and in this forum for a solution but I can't seem to find anything explaining what I'm really trying to do. Been stuck on this for a few days so now I'm coming to ask for help! So I have a spreadsheet full of...
  3. S

    Matching closest date with two sets of data

    Hi Excel Wizards, I'd really appreciate your help with this one. I have two sets of data, the first has a list of PersonIDs and referral dates, the second has a list of IDs with assessment dates. The assessment can take place before, on the same day or after the referral date. The PersonIDs...
  4. X

    Referral Macro

    I need help with writing a macro that will take a list of keyword criteria and group referrals into groups, this group name should be appended at the end of the data table. The macro should be customizable, to easily add keywords for a referral group and to add additional referral groups. Step...
  5. S

    Writing Macros for Data Management

    I am a self-taught excel user, and have tried to build a macros to do this, and failed! I am looking for every minute detail about how to do this (I have already added the developer tab but where to go from there, I need to clarify). I have three workbooks/tabs: Raw Data, Referral...
  6. M

    Confirmation pop-ups

    Hi All I created a referral form to pass work from one team to another. I copied some code from another forum post to create a send button which would submit the form when it was complete. The issue I am facing is that there is no on screen confirmation that the send function has worked meaning...
  7. W

    Using a VLOOKUP result as criteria in a COUNTIF/S formula

    Hi there, long time reader, first time poster. I've been searching all morning for an answer and haven't had much success. I'd like to shorten the below formula by using the vlookup result as the criteria in the countif/s formulas. The idea (apart from shorten the formula) is to add...

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