psycoperl
Active Member
- Joined
- Oct 23, 2007
- Messages
- 339
- Office Version
- 365
- 2016
- Platform
- Windows
- MacOS
- Web
This is a follow up to the scenario I started in Cascade Dropdown Values
What I would like to do is expand the validation lists and options to work on each row in the [ClaimsTable] on the Claims Worksheet.
While Row 4 of the ClaimsTable works as expected, I am not sure how to expand it to the rest of the rows in the table.
What I would like to do is expand the validation lists and options to work on each row in the [ClaimsTable] on the Claims Worksheet.
While Row 4 of the ClaimsTable works as expected, I am not sure how to expand it to the rest of the rows in the table.
Claims Tracking.xlsx | ||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
A | B | C | D | E | F | G | H | I | J | K | L | M | N | |||
3 | Record# | Claim Date | Claim Type | Insurance Plan | Policy Number | Facility | Provider | Claim # / Order # | Descr | Amount | Submitted Date | Received? | Column1 | Column2 | ||
4 | 001 | 2023-01-03 | Z_OTC | OTC - OVER THE COUNTER - MEDICAL | Generic OTC | Supermarket Zone | ||||||||||
5 | 002 | 2023-01-04 | ||||||||||||||
6 | ||||||||||||||||
7 | ||||||||||||||||
8 | ||||||||||||||||
Claims |
Cell Formulas | ||
---|---|---|
Range | Formula | |
A4:A8 | A4 | =IF(NOT(ISBLANK([@[Claim Date]])),COUNT(B$4:B4),"") |
E5:E8 | E5 | =IF(XLOOKUP(D5,InsurancePlanList!A:A,InsurancePlanList!B:B,"",0,1)=0,"",XLOOKUP(D5,InsurancePlanList!A:A,InsurancePlanList!B:B,"",0,1)) |
Cells with Conditional Formatting | ||||
---|---|---|---|---|
Cell | Condition | Cell Format | Stop If True | |
H:H | Cell Value | duplicates | text | NO |
Cells with Data Validation | ||
---|---|---|
Cell | Allow | Criteria |
C4:C8 | List | =UniqueLists!$A$2# |
D4:D8 | List | =UniqueLists!$C$2# |
F4 | List | =UniqueLists!$E$2# |
G4 | List | =UniqueLists!$G$2# |
Claims Tracking.xlsx | |||||||||
---|---|---|---|---|---|---|---|---|---|
A | B | C | D | E | F | G | |||
1 | Plan Type | Insurance Plans | Facility List | PROVIDER LIST | |||||
2 | Generic OTC | Amazon | |||||||
3 | Dental | OTC - OVER THE COUNTER - DENTAL | Supermarket Zone | ||||||
UniqueLists |
Cell Formulas | ||
---|---|---|
Range | Formula | |
A2:A8 | A2 | =SORT(IF(UNIQUE(InsurancePlanList!$C$2:$C$300,FALSE,FALSE)=0,"",UNIQUE(InsurancePlanList!$C$2:$C$300,FALSE,FALSE))) |
C2:C6 | C2 | =SORT(UNIQUE(IF(FILTER(Insurance_Plans[PlanName],Insurance_Plans[Type]=Claims!C4,"")=0,"",FILTER(Insurance_Plans[PlanName],Insurance_Plans[Type]=Claims!C4,"")),FALSE,FALSE)) |
E2 | E2 | =SORT(UNIQUE(IF(FILTER(Provider_and_Facility[Facility],Provider_and_Facility[Type]=Claims!C4,"")=0,"",FILTER(Provider_and_Facility[Facility],Provider_and_Facility[Type]=Claims!C4,"")),FALSE,FALSE)) |
G2:G3 | G2 | =SORT(UNIQUE(IF(FILTER(Provider_and_Facility[Provider],(Provider_and_Facility[Type]=Claims!C4)*(Provider_and_Facility[Facility]=Claims!F4),"")=0,"",FILTER(Provider_and_Facility[Provider],(Provider_and_Facility[Type]=Claims!C4)*(Provider_and_Facility[Facility]=Claims!F4),"")),FALSE,FALSE)) |
Dynamic array formulas. |