Filter by Date of Birth

[Naomi]

I work in a medical office and need to do chart review by birth date. How
can I filter my table or a pivot table by date of birth within a month range.
Example: all dates of birth in October, November, December for any year!

PLEASE HELP ME!

 

[M Kan]

If all of your data is in Excel, you can add a helper row and use the formula
=Month(ref) to generate a month value (1-12) and then filter on that.

 

[Naomi]

What is a helper row????? Thanks!
--
Naomi

If all of your data is in Excel, you can add a helper row and use the formula
=Month(ref) to generate a month value (1-12) and then filter on that.

 

[M Kan]

Sorry, meant a helper column. This would just be an extra column in Excel
where you calculate the month number.

 

[Naomi]

Ok. maybe I'm just being dense but I tried it and it's still not sorting by
month & why would I do it as coloumn when I already have my data in a coloumn
format? ARGGGG Thanks for being patient with me!

 

[Reitanos]

I think what M Kan is trying to suggest is that if you added a new
column to your data you could use that to calculate the month (with
the MONTH() function) and then use the new column for sorting or
filtering. It's a common practice in Excel to create a "helper
column" (or row) that can be used in a way that the original data
cannot.

 

[Naomi]

Okay, I've tried that however all I can get it to do is how me that I have 4
DOB's in the month of December for example. What I need is for it to show me
what consumers have a date of birth within the months of say October,
November & December.

Thanks! --
Naomi

 

[John C]

Assuming your dates of birth are in column A. Insert your helper column
before column B. In cell B2(or whatever row starts the dob's), type the
following formula:
=MONTH(A2)
Copy down as needed.
Next, highlight your entire selection of data, go to your menu bar
Data-->Filter-->Auto Filter.

Click on the pull down arrow in column B, select Custom. Then for Octber,
November and December, use the following:
is greater than or equal to 10
is less than or equal to 12
In this example, you really don't need the 12, as there are no months above
12, just showing for consistency and you can pattern for July-September, etc.

 

[Naomi]

Sorry...I'm using Excel 2007. I don't think these tips work in that!

 

[John C]

Are you saying that you cannot filter for a value of greater than or equal to
10 on a single column?

 

[David Biddulph]

If you still haven't learned where to find the Excel 2007 equivalents of
Excel 2003 functions, look at
http://office.microsoft.com/en-us/excel/HA101491511033.aspx

Have you tried the Data tab and the Filter command?

 

[Naomi]

Yes I've tried that. See I have my demographis set up in a table as my
office doesn't use any kind of "software" The filter function doesn't do
anything for me. I can sort by one month at a time say January but I need to
be able to sort by 3-4 months at a time. What complicates things is that
they are a format with a month, day & year.

Thanks!

 

[John C]

If you try my advice, I think you will find that it works just fine. You are
still sorting based on the column with the dates of birth, and not with the
helper column inserted just after the DOB column. The formula in that column
will get the month into a number form (i.e.: October=10, December=12, etc.).
Then, since you can filter, filter on the helper column based on numbers,
instead of filtering on the DOB column that has DOBs in full date format. I
don't have xl2007, but if you can filter, then the method above will work.
--
John C

Yes I've tried that. See I have my demographis set up in a table as my
office doesn't use any kind of "software" The filter function doesn't do
anything for me. I can sort by one month at a time say January but I need to
be able to sort by 3-4 months at a time. What complicates things is that
they are a format with a month, day & year.

Thanks!

 

[Naomi]

Ok! I get it now! Thanks so VERY MUCH! Of course with all the new
do-dads built in you would think this wouldn't be so difficult. I know I'm
not the only medical office to need this info.