Presentation is loading. Please wait.

Presentation is loading. Please wait.

VISTA REPORTS, M AXIMIZING E XCEL Andrew Henriksen RPh PBM/CMOP.

Similar presentations


Presentation on theme: "VISTA REPORTS, M AXIMIZING E XCEL Andrew Henriksen RPh PBM/CMOP."— Presentation transcript:

1 VISTA REPORTS, M AXIMIZING E XCEL Andrew Henriksen RPh PBM/CMOP

2 O BJECTIVES Learn how to set up a text extract Import a VISTA report into Excel Review methods to analyze data

3 S ELECT A R EPORT IN VISTA Clinic Costs Division Costs by Drug Drug Costs Drug Costs by Division Drug Costs by Division by Provider Drug Costs by Provider High Cost Rx Report  Patient Status Costs Pharmacy Cost Statistics Menu... Provider by Drug Costs Request Statistics Select Cost Analysis Reports Option: High Cost Rx Report

4 H IGH C OST RX REPORT Select Cost Analysis Reports Option: High cost Rx report Beginning Date: 0813 (AUG 13, 2011) Ending Date: 0813 (AUG 13, 2011) Dollar Limit : (0-9999): 30// 0  to capture all fills (don’t hit return yet…) DEVICE: HOME// ;255;  to print to terminal; 255 characters per row; lines/pages long (don’t hit return yet…)

5 C REATING A TEXT EXTRACT USING REFLECTION

6 If saving to the same file each month, you can overwrite or append as desired Create a Notepad document and give it a name

7 C REATING A TEXT EXTRACT USING REFLECTION After the report has run, Turn Logging OFF (unclick the box), then Click OK

8 S CREEN C APTURE / L OG F ILE DEVICE: HOME// ;255; LINUX-IN Fills That Cost at Least $0 for the Period: AUG 13,2011 to AUG 13,2011 Page 1 Run Date: AUG 16,2011 Rx # Drug QTY Un.Cost Total Cost PHENAZOPYRIDINE HCL 200MG TAB * CATH SET,INTERMIT 12FR MMG/ONEIL#RLA * B CROMOLYN NA 100MG/5ML ORAL CONC * J ADULT DIAPERS (BELTED) ONE SZ. (EA) A ATTENDS BRIEF PULL-ON YOUTH/SMALL TABLET CUTTER PREDNISOLONE ACETATE 1% OPH SUSP * C CATHETER FOLEY 24FR 5CC ROCHESTER # SERTRALINE HCL 100MG TAB % MELOXICAM 7.5MG TAB % HCTZ 25MG/LOSARTAN 100MG TAB % A ALCOHOL PREP PAD % HYDROCHLOROTHIAZIDE 25MG TAB No. of Fills = 452 Total Cost = 7, (* indicates a refill, % indicates a partial)

9 Trim the top and bottom information from the capture so that only the data you want to import remains

10 T RIMMED SO ONLY THE TEXT YOU WANT TO IMPORT REMAINS Everything is in columns (dotted line reflects truncated rows for demonstration purposes)

11 N EXT, O PEN E XCEL. S ELECT D ATA TAB

12 S ELECT G ET E XTERNAL D ATA, F ROM T EXT Note: Tool bar may appear different on your screen, you may need to expand your window for “From Text” selection to appear or select from a drop down box

13 I MPORT TEXT FILE Select the report, click the import button

14 T EXT I MPORT W IZARD S TEP 1 OF 3 Delimited - when you have a comma or tab to use to identify rows Fixed width - when your data is already in neat columns without overlap

15 T EXT I MPORT WIZARD S TEP 2 OF 3 You may need to play with where the columns need to be as some rows have more characters than others

16 T EXT I MPORT WIZARD S TEP 2 OF 3 ( CONTINUED When the columns are where you want them, click next (you may have to import a few times at first to determine where the spaces should be

17 T EXT I MPORT WIZARD S TEP 3 OF 3 For this report we can just click finish, others we may want to make some formatting changes here

18 I MPORT D ATA Select a location and click OK

19 I MPORTED T EXT

20 I NSERT R OW FOR A HEADER ROW

21 T YPE IN C OLUMN N AMES AND A DD A C OLOR, H OME T AB Type in each column header name and add a background color

22 F ILTER F UNCTION, D ATA T AB

23 F ORMAT C OLUMNS, H OME T AB Click on the column header “D” and “E”, right click and Choose Format Cells… or Click number format from the work bar

24 T YPE IN H EADER ROW NAMES, FORMAT COLUMNS & F REEZE P ANES Choose the row below and or to the left of the column you want to freeze

25 S ORT FUNCTION Sort any column

26 REPORT SORTED BY RX C OST HIGH TO LOW

27 F ILTER BY T EXT

28 C USTOM A UTO F ILTER - BEGINS WITH

29 F ILTERED FOR TEXT BEGINNING WITH GABAPENTIN All rows beginning with “gabapentin”

30 P IVOT TABLE

31 C REATE P IVOT T ABLE

32 P IVOT T ABLE

33 P IVOT TABLE - SELECT FIELDS, DRAG TO ROWS

34 P IVOT TABLE - SELECT FIELDS, DRAG TO COLUMNS

35 P IVOT T ABLE - C HANGE V ALUE F IELD S ETTINGS …

36 P IVOT T ABLE - C HANGE V ALUE F IELD S ETTINGS … S UMMARIZE BY, N UMBER F ORMAT

37 P IVOT TABLE

38 U SING S HEET A S A T EMPLATE -R EFRESHING T HE D ATA, R IGHT C LICK, R EFRESH

39 P IVOT T ABLE -R EFRESH

40 Q UESTIONS ?


Download ppt "VISTA REPORTS, M AXIMIZING E XCEL Andrew Henriksen RPh PBM/CMOP."

Similar presentations


Ads by Google