designing for pivot tables & charts

P

Preston Bjorn

I'm reviewing medical charts for completeness. Records in the db must
include chart identifiers (record number, date of service, nurse/recorder,
etc., plus the documentation audit filters: vital signs, height, weight, and
so on. Each filter will fall into one of four categories of completion:
Yes, No, Partial, and NA

When I'm done, I'd like to be able to graph the various filters by month
(ideally showing the monthly increase in "Yes" as a percentage of total
records audited). January would have bars for each audit filter, and
February, and so forth.

I'm pretty sure that I'll have to go at this with a pivot chart; but I'm
stumped as to how to set up the tables +/or queries which will fit the job.
I'm pretty good with Access for an amateur, but Excel has always given me
fits. I'm not cut out for understanding pivot tables, much less using them
to my advantage.

Any advice deeply appreciated.

Pret

Anybody have insights?
 
D

Duane Hookom

I create a 'master data' query in Access that can be referenced in a pivot
table or chart in Access. This sometimes includes splitting a date into
Year, Month, and Date so pivoting is easier.

You would not want to use functions like Nz() since the Excel pivot will
puke on this. Also your Access defined functions won't work.
 

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