Possible IF formula help, trying to link data across worksheet

cdjw73

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Jan 31, 2018
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I work in a medical office and am trying to track patient visits. I have One worksheet (SheetA) that has all the patient Names and demographic info in a table, and also includes how many visits that patient has been authorized to receive and a column with the number of visits remaining. In another work sheet (SheetB) we have a charge list with all of the patients that have come on that day (we make a new one everyday). I am trying to make it so that when a Patient appears in SheetB the number of visits remaining for that patient in SheetA is reduced by one. Is this possible and if so how would I go about doing it. Also I am starting to think this might be better done in Access, but I am much less familiar with it than Excel so I am unsure. Any Help would be appreciated.

Thanks!
 

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Hi,


Surely this is a work for MS Access, but you can also do the I want in MS Excel
For this you would use the SumIf function.
This function sums totals according to a criterion. You have a break with the names of the patients and how many visits they have to make and another interval with the same names where the visits they made are. That way, just use SumIf to calculate how many visits they made and deduct from the amount they have.

The estructure of SumIf:

=SumIf(Range, Criteria, Sum Range)

Let's walk
 
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