I am building out a new template where I am wanting to paste two separate reports into two separate sheets and then have a third sheet that shows the desired info from the two data sheets. My first report looks like this with data starting in row 18:
Second report looks like this:
Want I'm wanting is it to filter out the ones outside of the month of February, and then pair the data with the second report to track if they have an appointment scheduled to renew their tx plan before it expires. So ideally the third page would looks something like this:
Not sure if it could return a "Not Scheduled" message or not. Is this doable?
| Client Id | Client Name | Client Programs | TX Plan Begin Date | TX Plan End Date | Document Name | Primary Cinician | Expiry Days | Goal Smmary | Initial /Review | Plan Type | Presenting Problem | Termination Criteria |
| 1001 | Doe, Jane | 02/13/2023 | ||||||||||
| 2003 | Doe, John | 02/02/2023 | ||||||||||
| 3004 | Smith, Paul | 03/14/2023 | ||||||||||
| 1006 | Jones, Sara | 02/16/2023 | ||||||||||
| 7004 | Williams, Tom | 02/26/2023 |
Second report looks like this:
| Client | Service Date | Begin Time | End Time | Minutes | Status | Type | Activity | Procedure | Units | Staff | Program | Org Code | Billing Status |
| Doe, Jane | 02/05/2023 | 03:00 PM | 04:00 PM | ||||||||||
| Smith, Josh | 04/02/2023 | 01:00 PM | 02:00 PM | ||||||||||
| Johnson, Alex | 02/06/2023 | 02:00 PM | 02:30 PM | ||||||||||
| Jones, Sara | 02/07/2023 | 01:00 PM | 01:30 PM | ||||||||||
| Stevens, Frank | 02/02/2023 | 05:00 PM | 05:30 PM | ||||||||||
| Tom Williams | 03/01/2023 | 03:30 PM | 04:00 PM |
Want I'm wanting is it to filter out the ones outside of the month of February, and then pair the data with the second report to track if they have an appointment scheduled to renew their tx plan before it expires. So ideally the third page would looks something like this:
| Client Id | Client Name | Client Programs | TX Plan Begin Date | TX Plan End Date | Service Date | |||||||
| 1001 | Doe, Jane | 02/13/2023 | 02/05/2023 | |||||||||
| 2003 | Doe, John | 02/02/2023 | ||||||||||
| 1006 | Jones, Sara | 02/16/2023 | 02/07/2023 | |||||||||
| 7004 | Williams, Tom | 02/26/2023 | 03/01/2023 |
Not sure if it could return a "Not Scheduled" message or not. Is this doable?
