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Hsa SQL Format

This document provides instructions for summarizing wireless HSA charges, adjustments, and payments data into a raw file and pivot table report. The steps include: 1) Formatting date columns to separate month, year, and day. 2) Calculating charges amounts and adding a charges column. 3) Formatting adjustment dates and making total adjustments negative. 4) Formatting payment dates and making total payments negative. 5) Creating a raw file with account, date, charges, adjustments, payments data. 6) Generating a pivot table report from the raw file grouped by account, year, month with sums of charges, adjustments, payments. 7) Adding a status column using a vlookup

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Rodel Derla
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40 views5 pages

Hsa SQL Format

This document provides instructions for summarizing wireless HSA charges, adjustments, and payments data into a raw file and pivot table report. The steps include: 1) Formatting date columns to separate month, year, and day. 2) Calculating charges amounts and adding a charges column. 3) Formatting adjustment dates and making total adjustments negative. 4) Formatting payment dates and making total payments negative. 5) Creating a raw file with account, date, charges, adjustments, payments data. 6) Generating a pivot table report from the raw file grouped by account, year, month with sums of charges, adjustments, payments. 7) Adding a status column using a vlookup

Uploaded by

Rodel Derla
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Wireless HSA

CHARGES

1. Delete creation date


2. Insert four columns after activity date
3. Copy activity date to column B
4. Highlight column b, then click data, text to columns, delimited, next, then check others put (/) then next and
finish.
5. After that, highlight column B, C and D, right click then format cell, click general and ok.
6. On column E put =vlookup(highlight column B, date and month,2,0) copy and paste values.
7. Cut the months in column E and paste it in column B.
8. Put the year in column C and put the Day in column D.
9. Add 1 column after tax amount and put CHARGES
10. In charges add amount and tax amount (ex. amount + tax amount=charges)

ADJUSTMENT

1. Just like what we did in charges, put 4 columns after credit date then do the same procedure to get the month,
year and day.
2. After total adjustment amount put TOTAL
3. In column total, make a formula like this (=total adj amount*-1) to make it negative

PRIVATE
For Globe Internal Use Only
PAYMENTS

1. Just like what we did in charges and adjustment, put 4 columns after activity date then do the same procedure
to get the month, year and day.
2. Put another column after amount
3. Then that is total, in this column the formula is the same as the total in adjustment (=amount*-1) to make it
negative.

Add another sheet for RAWS

1. In this sheet, account noumber, month, year, charges, adjustment, and payment.
2. All the account number in column A, months in column B and Year in column C
3. Put the charges amount in column D, you can get it in charges sheet
4. Put the total adjustment in column E but put it after the last raw of charges, same with payments.

PRIVATE
For Globe Internal Use Only
For PIVOT

1. Highlight all the data that we have in RAWS


2. Inset pivot table then ok.

Rows

 Account
 Year
 Months

Values

 Sum of Charges
 Sum of Adjustment
 Sum of Payments

3. Click anywhere then click design then choose

PRIVATE
For Globe Internal Use Only
4. Click report layout, show in tabular form.
5. Highlight the pivot table and paste it in the new excel sheet.

Insert another column beside account no. and put Status.

You can get the status of each account in the raw file and vlookup

PRIVATE
For Globe Internal Use Only
Put Total AR beside payments.

Filter account number and type total

After filtering all the total, add the charges, adjustment and payment in the total AR

Done

PRIVATE
For Globe Internal Use Only

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