quick reference guide to exporting to excel · 4 export data there are two options in report output...
Post on 29-May-2020
13 Views
Preview:
TRANSCRIPT
Quick Reference Guide Exporting to Excel
Version 1.0
Friday, October 5, 2018
2
© 2018 In Practice Systems Limited
All Rights Reserved.
No part of this document may be photocopied, reproduced, stored in a retrieval system or transmitted in any form or by any means, whether electronic,
mechanical, or otherwise, without the prior written permission of In Practice Systems Limited.
No warranty of accuracy is given concerning the contents of the information
contained in this publication. To the extent permitted by law, no liability (including liability to any person by reason of negligence) will be accepted by In
Practice Systems Limited, its subsidiaries or employees for any direct or indirect loss or damage caused by omissions from or inaccuracies in this document.
In Practice Systems Limited reserves the right to change without notice the
contents of this publication and the software to which it relates.
Product and company names herein may be the trademarks of their respective
owners.
In Practice Systems Limited
The Bread Factory
1a Broughton Street
London
SW8 3QJ
Website: www.visionhealth.co.uk
3
Table of Contents
Export Data ..................................................................................... 4
Excel - Import TXT File .................................................................... 6
Excel - Pivot Table ........................................................................... 9
4
Export Data
There are two options in Report Output for exporting of data:
Export Data (DBF File)
Export Data (Tab Separated)
Note - To see free text Comments of any entry in Vision on an extracted file, the tab
separated format must be used.
1. Select one of the Export Data options from Report Output.
2. Press Run to generate the search.
The Download screen displays.
3. Select the directory to save the extract to.
This defaults to either c:\extract (practice server) or P:\extract\YourName (hosted
server).
Select OK to proceed.
The menu option of Edit - Report Output also launches the Download screen.
4. If you have previously exported a search, a warning displays "XXXXXXX
database exists, it will be overwritten, continue"
Select Yes to proceed.
5
Each export creates a patient file.
Tab Separated - patient.txt
DBF - patient.dbf, patient.cdx and patient.fpt.
Additional files are created for each entity, for example, a medication search
generates file(s) with the name therapy.XXX.
5. Browse to the directory and access the files.
See - Excel - Import TXT File on page 6 and Excel - Pivot Table on page 9.
6
Excel - Import TXT File
The following is an example of how to import the THERAPY.TXT into Excel following the
export of a Medication search to Tab Separated.
1. Open Excel, and select File - Open.
2. Browse to the location the files are extracted too.
For example, c:\extract (practices with their own server) or P:\extract\YourName
(hosted practices).
3. Change the file type on the bottom right, to All Files.
The list refreshes and now displays .TXT and
.DBF files.
4. Select the file, in this example, THERAPY.TXT.
The Text Import Wizard displays.
5. Select Next to proceed, leaving the tick in the Delimited option.
Step 2 displays.
6. Accept the default values for Step 2, and press Next.
7
Step 3 displays.
7. The Step 3 screen lets you select any columns containing a date and set the
format to Date.
Look for the Event Date column, select and choose Date as the type.
8
8. Press Finish to proceed.
The spreadsheet displays.
See - Export Data on page 4 and Excel - Pivot Table on page 9.
9
Excel - Pivot Table
A powerful feature of Excel is a pivot table, this allows you to quickly look at a summary
of data, the example below looks at Antibiotic prescribing by GP, and is based on a
search by drug class - Penicillins prescribed in the last month.
The report has already generated, and the THERAPY.TXT imported into Excel.
1. Open the THERAPY.TXT file.
See - Excel - Import TXT File on page 6.
2. Press the Select All button, to create the import for your pivot table.
All the data highlights.
3. From the Toolbar Ribbon, select the Insert option, then Pivot Table.
The Create Pivot Table wizard displays.
The input range populates automatically, and you can choose to place the pivot
table into a new worksheet (default) or the existing one.
Press OK to proceed.
The Pivot Table options display.
10
4. On the right the Pivot Table Field List includes all the column headings from
your spreadsheet.
The Pivot Table area on the left updates, as you add in fields.
Here, we want to look at prescribing by clinicians, drag Clinician into the Column
Labels box.
The Clinicians now display along the top of the page as Column Headings.
11
5. Next, we want to display the drugs prescribed by each clinician.
Select Name (this is the Drug Name), and drag into the Row Labels.
The view refreshes and the Drug Names display as Rows.
12
6. The Clinicians and Drug Names show on the table, and we need a count of each
time the clinician prescribed the drug.
If we select the Event Date this counts the number of dates that each Clinician
prescribed each drug.
Select Event Date and drag into the Values box.
The pivot table refreshes, and the counts displays.
13
7. Optionally you can:
Apply a Filter to the Clinicians
Select the drop down and remove the tick from, for example, Federated
Locum and Blank.
Insert a Graph
Select Insert on the Toolbar Ribbon.
Choose the chart type, for example, Column.
Select what sort of Column graph, for example, 2-D Column.
See - Excel - Import TXT File on page 6.
top related