Simplify formulas/using VBA to sum data?

arcylix

New Member
Joined
Sep 12, 2021
Messages
5
Office Version
  1. 365
  2. 2019
Platform
  1. Windows
I've been stuck on this for a while. I utilize spreadsheets at work for various actions. What I have currently works, but I'm wondering if there is a more efficient way to tackle this problem, whether through VBA or a more concise formula.

On a sheet titled 'Data', you will find the following information.

dtN2ZPpVSA.png


Column C is Doctor Identification Number, D is the doctor's name, E is their maximum morning procedure count and F is their maximum afternoon procedure count. Not pictured is Column A, which displays a count based off information in worksheet 'New':
Excel Formula:
=VLOOKUP(New!$E2, Data!$H$1:$I$6, 2, 1)

This is expanded down all of Column A and generates either a 1 or a 2 based off Columns H and I. I do not like having Column A, and I sincerely hope there is a way to create a macro or eliminate the need for the column. For more information, the data goes into another worksheet 'Bookings'. To get a count of the procedures, I run the following code:
Excel Formula:
=IF(SUMIFS(Data!$A:$A, New!$C:$C, $A2, New!$A:$A, E$1, New!$B:$B, "*a"), SUMIFS(Data!$A:$A, New!$C:$C, $A2, New!$A:$A, E$1, New!$B:$B, "*a"), 0)
. A visual aid:
lR5trhuXfq.png


Notably, the SUMIFs runs in this fashion: Take cell E2. If the date from New!C:C matches A2, the time ends in 'a', and the doctor matches up with E1, then sum the count of procedures from the Data sheet, column A.

Is what I have the most efficient way to handle it, or can I create some function called 'CountProcedures' in VBA that returns the exact same information I need? Thanks in advance for any help!
 

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Here are mini-tables that I hope I'm doing right to help assist with what I'm seeking help on.

Tracker.xlsm
ABCDE
1DoctorPeriodAppt DatePatientType
212 7:40a09/13/21SmithEGD
312 8:00a09/13/21SmithEGD
412 8:20a09/13/21SmithEN/CO
512 9:00a09/13/21SmithCOLON
612 9:20a09/13/21SmithEN/CO
71210:00a09/13/21SmithEN/CO
81210:30a09/13/21SmithCOLON
91210:45a09/13/21SmithCOLON
101211:00a09/13/21SmithCOLON
111211:15a09/13/21SmithEN/CO
121512:30p09/13/21SmithCOLON
131512:45p09/13/21SmithCOLON
1415 1:00p09/13/21SmithEGD
1515 1:15p09/13/21SmithEGD
1615 1:30p09/13/21SmithCOLON
1715 1:45p09/13/21SmithCOLON
1815 2:00p09/13/21SmithEN/CO
1915 2:30p09/13/21SmithEN/CO
2015 3:00p09/13/21SmithEGD
New


Tracker.xlsm
ABCDEFGHI
1Count8Smith1511COLON1
2112Jones1410EGD1
3115Jackson1611EN/CO2
4218Davis1410Fsig1
5120Gonzalez1511Ebrav1
6222Brown1511PROC1
7225Taylor119
81
91
101
112
121
131
141
151
161
171
182
192
201
Data (2)
Cell Formulas
RangeFormula
A2:A20A2=VLOOKUP(New!$E2, 'Data (2)'!$H$1:$I$6, 2, 1)


Tracker.xlsm
ABCDEFGHIJKLMNOPQR
1Appt Date88121215151818202022222525Total Proc
209/13/21  14  11        25
3SmithJonesJacksonDavisGonzalezBrownTaylor
4151114101611141015111511119
Bookings (2)
Cell Formulas
RangeFormula
A2A2=IFERROR(INDEX(New!$C1:$C298,MATCH(0,COUNTIF($A$1:A1,New!$C1:$C298),0)),"")
C2,E2,G2,I2,K2,M2,O2C2=IF(SUMIFS(Data!$A:$A, New!$C:$C, $A2, New!$A:$A, C$1, New!$B:$B, "*a"), SUMIFS(Data!$A:$A, New!$C:$C, $A2, New!$A:$A, C$1, New!$B:$B, "*a"), 0)
D2,F2,H2,J2,L2,N2,P2D2=IF(SUMIFS(Data!$A:$A, New!$C:$C, $A2, New!$A:$A, D$1, New!$B:$B, "*p"), SUMIFS(Data!$A:$A, New!$C:$C, $A2, New!$A:$A, D$1, New!$B:$B, "*p"), 0)
R2R2=IF(SUM(C2:P2)>0, SUM(C2:P2), "")
Press CTRL+SHIFT+ENTER to enter array formulas.
Named Ranges
NameRefers ToCells
New!_FilterDatabase=New!$A$1:$O$299C2:P2
Cells with Conditional Formatting
CellConditionCell FormatStop If True
P2Cell Value>$P$4textNO
O2Cell Value>$O$4textNO
N2Cell Value>$N$4textNO
M2Cell Value>$M$4textNO
L2Cell Value>$L$4textNO
K2Cell Value>$K$4textNO
J2Cell Value>$J$4textNO
I2Cell Value>$I$4textNO
H2Cell Value>$H$4textNO
F2Cell Value>$F$4textNO
E2Cell Value>$E$4textNO
D2Cell Value>$D$4textNO
C2Cell Value>$C$4textNO
G2Cell Value>$G$4textNO
C2:P2Cell Value=0textNO
 
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