Pivot Table - Problems with Layout of Medical/Insurance Report


J

JessiRight77

I am trying to create an medical/insurance pivot table that tracks my
family's doctor visits and the associated insurance information and
payments. I'm very confused as to the best way to lay this out.

I want to filter the report by each doctor, so I put the Provider field
in the "Page area."

I then want the information grouped by Patient and Date, so I put these
fields in the "Row Area."

Now... I'd like to see all the remaining details (such as the
Description, Charge, Co-Pay, Deductible, Benefit, etc.) arranged
horizontally across the spreadsheet, so I put them in the "Data Area."
This was obviously not right because, instead of displaying the value
of the field, it wants to perform a mathematical operation on it (count
it, add it, or such)... it won't display the actual value.

The following shows a sample of what I'd like:

Dr. Snow:

Patient Date Description Charge Deductible Benefit
John 12/5/05 Amalgam 100.00 50.00 40.00
X-Rays 20.00 0.00 20.00
Lab Work 30.00 0.00 30.00
Total: 150.00 50.00 90.00

Does anyone know what I'm doing wrong? How can I make the fields in
the Data Area display their actual values?

Any help would be greatly appreciated!

Jessi
 
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D

Debra Dalgleish

The data area shows numbers, not text. You could put Patient, Date and
Description in the row area, to see the text.
Put Charge, Deductible and Benefit in the data area, to see the sum of
each of these fields.
 
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J

JessiRight77

Thank you so much for your help! When I moved the text fields from
Data Area to Row Area, this solved my problem.

Thanks again,
Jessi
 

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