VISTA REPORTS, MAXIMIZING EXCEL

Andrew Henriksen RPh PBM/CMOP

OBJECTIVES

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

SELECT A REPORT 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

HIGH COST 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

DEVICE: HOME// ;255;999999 to print to terminal; 255 characters per row; 999999 lines/pages long (don’t hit return yet…)

CREATING A TEXT EXTRACT USING REFLECTION

CREATING A TEXT EXTRACT USING REFLECTION

If saving to the same file each month, you can overwrite or append as desired

Create a Notepad document and give it a name

CREATING A TEXT EXTRACT USING REFLECTION

After the report has run, Turn Logging OFF (unclick the box), thenClick OK

SCREEN CAPTURE / LOG FILE

DEVICE: HOME// ;255;999999 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

--------------------------------------------------------------------------------

4944862 PHENAZOPYRIDINE HCL 200MG TAB 45 0.089 4.01

*4873953 CATH SET,INTERMIT 12FR MMG/ONEIL#RLA1223 200 2.750 550.00

*4503842B CROMOLYN NA 100MG/5ML ORAL CONC 1440 0.343 493.92

*2814739J ADULT DIAPERS (BELTED) ONE SZ. (EA) 120 0.280 33.60

4805602A ATTENDS BRIEF PULL-ON YOUTH/SMALL 160 0.490 78.45

4944865 TABLET CUTTER 1 1.180 1.18

............................................................................

4944945 PREDNISOLONE ACETATE 1% OPH SUSP 5 0.110 0.55

*4128186C CATHETER FOLEY 24FR 5CC ROCHESTER #19224 4 2.292 9.17

4944950 SERTRALINE HCL 100MG TAB 30 0.000 0.00

%30358554 MELOXICAM 7.5MG TAB 20 0.016 0.32

%20468922 HCTZ 25MG/LOSARTAN 100MG TAB 15 0.059 0.89

%4702312A ALCOHOL PREP PAD 100 0.009 0.92

%4942673 HYDROCHLOROTHIAZIDE 25MG TAB 15 0.007 0.11

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No. of Fills = 452 Total Cost = 7,937.08

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(* indicates a refill, % indicates a partial)

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

TRIMMED SO ONLY THE TEXT YOU WANT TO IMPORT REMAINS

Everything is in columns (dotted line reflects truncated rows for demonstration purposes)

NEXT, OPEN EXCEL. SELECT DATA TAB

SELECT GET EXTERNAL DATA, FROM TEXT

Note: Tool bar may appear differenton your screen, you may need to expand your window for “From Text” selection to appear or select from a drop down box

IMPORT TEXT FILE

Select the report, click the import button

TEXT IMPORT WIZARD STEP 1 OF 3

Delimited - when you have a comma or tab to use to identify rowsFixed width - when your data is already in neat columns without overlap

TEXT IMPORT WIZARD STEP 2 OF 3

You may need to play with wherethe columns need to be as somerows have more characters than others

TEXT IMPORT WIZARD STEP 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

TEXT IMPORT WIZARD STEP 3 OF 3

For this report we can just click finish, others we may want to makesome formatting changes here

IMPORT DATA

Select a location and click OK

IMPORTED TEXT

INSERT ROW FOR A HEADER ROW

TYPE IN COLUMN NAMESAND ADD A COLOR, HOME TAB

Type in each column header nameand add a background color

FILTER FUNCTION, DATA TAB

FORMAT COLUMNS, HOME TAB

Click on the column header“D” and “E”, right click and Choose Format Cells…or Click number format from the work bar

TYPE IN HEADER ROW NAMES, FORMAT COLUMNS & FREEZE PANES

Choose the row below and or to the left of the column you want to freeze

SORT FUNCTION

Sort any column

REPORT SORTED BY RX COST HIGH TO LOW

FILTER BY TEXT

CUSTOM AUTO FILTER - BEGINS WITH

FILTERED FOR TEXT BEGINNING WITH GABAPENTIN

All rows beginning with “gabapentin”

PIVOT TABLE

CREATE PIVOT TABLE

PIVOT TABLE

PIVOT TABLE - SELECT FIELDS, DRAG TO ROWS

PIVOT TABLE - SELECT FIELDS, DRAG TO COLUMNS

PIVOT TABLE - CHANGE VALUE FIELD SETTINGS…

PIVOT TABLE - CHANGE VALUE FIELD SETTINGS… SUMMARIZE BY, NUMBER FORMAT

PIVOT TABLE

USING SHEET AS A TEMPLATE -REFRESHING THE DATA, RIGHT CLICK, REFRESH

PIVOT TABLE -REFRESH

QUESTIONS?