Budget/Financial Workbook

cfarley

New Member
Joined
Apr 21, 2006
Messages
13
I have very limitted use of Excel, but need to create a workbook that tracks $ due to our company based on visits completed.

For example, pt # 1 comes in for Visit 1 ($2300.00), Visit 2 ($1600.00), and Visit 3 ($1000.00). On Sheet 1 I want to track the Visits by placing an X in the box meaning the visit took place. On Sheet 2 I want the Totals to be calculated.....Pt # 1 = ($4900.00). This is just the beginning, but once I get this part down, I think I can tackle the rest. Hope someone can help. Please let me know if I did not explain this well enough.
 

Excel Facts

Fastest way to copy a worksheet?
Hold down the Ctrl key while dragging tab for Sheet1 to the right. Excel will make a copy of the worksheet.
Assuming that A2:A100 contains the patient name, and B2:B100 contains the corresponding 'X', try...

=CHOOSE(SUMPRODUCT(--(A2:A100="Pt #1"),--(B2:B100="X")),2300,3900,4900)

Hope this helps!
 
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