Data selection -- Final Outcome and Automatic fill in of specific Cells based on Data selected

thhynes

New Member
Joined
Dec 27, 2020
Messages
9
Office Version
  1. 365
  2. 2013
Platform
  1. Windows
My First post - I can be long-winded, so I will be as precise as I can. I work within the health insurance industry.

I am attempting to make requests by our Custer Resolution Team to fix Health Insurance Enrollments that were incorrectly handled
by our call center, thereby interrupting premium rates, incorrect termination dates, removal of individuals from the application. These
actions have ripple effects all the way through from the consumer to the insurance company and Medical Providers. These requests must
be done manually by the Insurance Carrier, due to the fact that other compute codes prevent sending new data. In order to get the systems
synched, they tediously fill out a spreadsheet form and submit that request to the insurance carrier.

So here is what I have to work with - at home I use Excell 2013. I have taken on this project as a self-learning experience, to later
submit to the legal department and to the appropriate Supervisors and Managers of the CRT team to use. The office itself uses fully licensed
Excell 365 ( so I am hoping that this is not a problem).


So let me start by telling you what I have.

I have a LARGE piece of data that consists of 8 columns and 3672 rows of data

The Data looks like this

Insurance Carrier Level of Plan Plan ID Number Full Plan Name Rating Area County Age Premium

XXXXX YYYY 12345XX1234567 "NAME " Rating Area 1 XXXX 0-14 178.40
XXXXX YYYY 12345XX1234567 "NAME " Rating Area 1 XXXX 15 194.26
XXXXX YYYY 12345XX1234567 "NAME " Rating Area 1 XXXX 16 200.32

The example above is just ONE plan that continues all the way up to the age of 64 - The Cycle Repeats with the next plan and the next and the next
there are 9 Plans in total each plan has eight rating areas

Here is my Goal ----

the CRT chooses the Level of Plan --- the Next Selection box would only reflect the PLAN names within that LEVEL

So for instance, if a drop-down selection box done via a data validation selection were to say choose a Level 4 Plan then the Plan Name selection box would ONLY display those plans within LEVEL 4
once that was done...then based on the age of the individual ( which is calculated as of the plan year 01/01/xx ) would automatically fill in the correct total premium into a specific cell and the plan number
into a specific cell

I have included screenshots

1: I am unsure if the large data should be a text format or a table format
2: I have attempted to watch and understand VLOOKUP, OFFSET, MATCH, and INDEX but I am not understanding
3: Is what I am seeking to do possible?
4: And if you can at least point me in the right direction as to a youtube video or other reading source to help me fully understand would be greatly appreciated.

I am not an individual that wants someone to do it for me I am willing to put in the time and effort to learn as well. I am just stuck

Also, note I felt that at least bare minimum the actual correction sheet should be a single simple form with other data for dropdown selection boxes
be placed on several other sheets to keep things simple and for easy updating as time passes and new information may be needed for addition especially
if previous years need to be added.

The Subscriber Information ( Green Boxes ) are located in Columns D and F running from cells 6 through 13
The way the enrollment needs to be fixed by the Insurance carrier ( Blue Boxes) are in Columns D through Y and cells 21 through 25
the cell that I would like to have the RATE automatically put into based on selection s and AGE are in cells L21 L25

I hope I was clear enough...
 

Attachments

  • Subscriber Info.jpg
    Subscriber Info.jpg
    40.3 KB · Views: 3
  • Correct Enrollment.jpg
    Correct Enrollment.jpg
    71.7 KB · Views: 3

Some videos you may like

Excel Facts

Format cells as time
Select range and press Ctrl+Shift+2 to format cells as time. (Shift 2 is the @ sign).

maabadi

Well-known Member
Joined
Oct 22, 2012
Messages
1,354
Office Version
  1. 2019
  2. 2016
Platform
  1. Windows
Welcome to MrExcel Message Board.
Please Upload one Example file with minimum 10-20 rows with XL2BB Addin or upload your example file at free hosting site e.g. www.dropbox.com and Input link Here.
if you can also write total Plan Levels and all of Dependent at seperate table at another sheet.
 

thhynes

New Member
Joined
Dec 27, 2020
Messages
9
Office Version
  1. 365
  2. 2013
Platform
  1. Windows
Welcome to MrExcel Message Board.
Please Upload one Example file with minimum 10-20 rows with XL2BB Addin or upload your example file at free hosting site e.g. www.dropbox.com and Input link Here.
if you can also write total Plan Levels and all of Dependent at seperate table at another sheet.
I don't understand the xl2bb addin
are you asking for what the user end data sheet looks like?
 

thhynes

New Member
Joined
Dec 27, 2020
Messages
9
Office Version
  1. 365
  2. 2013
Platform
  1. Windows
Welcome to MrExcel Message Board.
Please Upload one Example file with minimum 10-20 rows with XL2BB Addin or upload your example file at free hosting site e.g. www.dropbox.com and Input link Here.
if you can also write total Plan Levels and all of Dependent at seperate table at another sheet.
I followed the instructions per the web page I don't have an xl2bb add-in, nor due to privacy issues I can not share my data tables
 

maabadi

Well-known Member
Joined
Oct 22, 2012
Messages
1,354
Office Version
  1. 2019
  2. 2016
Platform
  1. Windows

ADVERTISEMENT

then go to www.dropbox.com and upload your example file and copy link and then paste here.
 

thhynes

New Member
Joined
Dec 27, 2020
Messages
9
Office Version
  1. 365
  2. 2013
Platform
  1. Windows
Upload Image
then go to www.dropbox.com and upload your example file and copy link and then paste here.
User Input Sheet

EXAMPLE FOR FORUM.xlsx
C
18
User Data Sheet


Calculation Sheet

EXAMPLE FOR FORUM.xlsx
ABCDEFGHIJKLM
1
2PrimaryPlan Year2020
3Metal LevelBronse
4Plan NameBronze BBBBB
5Rating AreaRating Area 8 - County
6Age50
7Premium
8
9SpousePlan Year2020
10Metal LevelBronse
11Plan NameBronze BBBBB
12Rating AreaRating Area 8 - County
13Age#REF!
14
15Dependent 1Plan Year2020
16Metal LevelBronse
17Plan NameBronze BBBBB
18Rating AreaRating Area 8 - County
19Age#REF!
20
Calculation Sheet
Cell Formulas
RangeFormula
I9:I12I9=I2
I13,I19I13='C:\Users\Thomas\Desktop\[Validations Working.xlsx]Manual Correction Sheet '!#REF!
I15:I18I15=I9


Data Table
EXAMPLE FOR FORUM.xlsx
ABCDEFGH
1Plan YearMetal levelPlan ID NumberPlan NameH
22021Catastrophic86500XX000000CatastrophicRating Area 1County Name0-14178.40
32021Bronze86500XX000001BronzeRating Area 2County Name15194.26
42021Silver86500XX000002SilverRating Area 3County Name16200.32
52021Gold 86500XX000003GoldRating Area 4County Name17206.38
62021Catastrophic86500XX000004CatastrophicRating Area 5County Name18212.91
72021Bronze86500XX000005BronzeRating Area 6County Name19219.44
82021Silver86500XX000006SilverRating Area 7County Name20226.20
92021Gold86500XX000007GoldRating Area 8County Name21233.20
102021Catastrophic86500XX000008CatastrophicRating Area 9County Name22233.20
112021Bronze86500XX000009BronzeRating Area 10County Name23233.20
122021Silver86500XX000010SilverRating Area 11County Name24233.20
132021Gold86500XX000011GoldRating Area 12County Name25234.13
142021Catastrophic86500XX000012CatastrophicRating Area 13County Name26238.80
152021Bronze86500XX000013BronzeRating Area 14County Name27244.39
162021Silver86500XX000014SilverRating Area 15County Name28253.49
172021Gold86500XX000015GoldRating Area 16County Name29260.95
182021Catastrophic86500XX000016CatastrophicRating Area 17County Name30264.68
192021Bronze86500XX000017BronzeRating Area 18County Name31270.28
202021Silver86500XX000018SilverRating Area 19County Name64 and above275.88
212020Gold86500XX000019GoldRating Area 20County Name0-15178.40
222020Catastrophic86500XX000020CatastrophicRating Area 21County Name32194.26
232020Bronze86500XX000021BronzeRating Area 22County Name33200.32
242020Silver86500XX000022SilverRating Area 23County Name34206.38
252020Gold86500XX000023GoldRating Area 24County Name35212.91
262020Catastrophic86500XX000024CatastrophicRating Area 25County Name36219.44
272020Bronze86500XX000025BronzeRating Area 26County Name37226.20
282020Silver86500XX000026SilverRating Area 27County Name38233.20
292020Gold86500XX000027GoldRating Area 28County Name39233.20
302020Catastrophic86500XX000028CatastrophicRating Area 29County Name40233.20
312020Bronze86500XX000029BronzeRating Area 30County Name41233.20
322020Silver86500XX000030SilverRating Area 31County Name42234.13
332020Gold86500XX000031GoldRating Area 32County Name43238.80
342020Catastrophic86500XX000032CatastrophicRating Area 33County Name44244.39
Data Table
 

maabadi

Well-known Member
Joined
Oct 22, 2012
Messages
1,354
Office Version
  1. 2019
  2. 2016
Platform
  1. Windows

ADVERTISEMENT

Questions:
1. What you want for First Dropdown and Where (For Example Metal Level or Plan Year,, at Green Parts)
2. And For 2nd, 3rd, ...
We must Create unique values at another sheet And Create Named Ranges
 

thhynes

New Member
Joined
Dec 27, 2020
Messages
9
Office Version
  1. 365
  2. 2013
Platform
  1. Windows
Questions:
1. What you want for First Dropdown and Where (For Example Metal Level or Plan Year,, at Green Parts)
2. And For 2nd, 3rd, ...
We must Create unique values at another sheet And Create Named Ranges
So Searching the desired outcome of Premium price is not possible with one formula?
 

maabadi

Well-known Member
Joined
Oct 22, 2012
Messages
1,354
Office Version
  1. 2019
  2. 2016
Platform
  1. Windows
I think You want First Dropdown and then Result.
This formula worked with file you uploaded. if your data table sheet name different than Sheet1 then change it to your sheet name.
Because I don't have some of your criteria in example file, I change them to get result.
After Input Formula For First you should Use CTRL+SHIFT+ENTER
Second formula works with ENTER
Because of your two criteria have joined Criteria , I use Left function for them
Book1
ABCDEFGHIJKLMN
1
2PrimaryPlan Year2020
3Metal LevelBronze
4Plan NameBronze BBBBBronze
5Rating AreaRating Area 26 - CountyRating Area 26
6Age37
7Premium226.2
8
9SpousePlan Year2020
10Metal LevelBronze
11Plan NameBronze BBBB
12Rating AreaRating Area 26 - County
13Age37
14Premium226.2
15
16Dependent 1Plan Year2020
17Metal LevelBronze
18Plan NameBronze BBBB
19Rating AreaRating Area 26 - County
20Age37
21Premium
22
Sheet2
Cell Formulas
RangeFormula
M4M4=LEFT(I4,FIND(" ",I4,1)-1)
M5M5=LEFT(I5,FIND("-",I5,1)-2)
I7I7=INDEX(Sheet1!$H$2:$H$34,MATCH(1,(Sheet1!B2:B34=I3)*(Sheet1!$D$2:$D$34=LEFT(I4,FIND(" ",I4,1)-1))*(Sheet1!$E$2:$E$34=LEFT(I5,FIND("-",I5,1)-2))*(Sheet1!$G$2:$G$34=I6),0))
I16:I19,I9:I12I9=I2
I14I14=INDEX(Sheet1!$H$2:$H$34,MATCH(1,INDEX((Sheet1!B2:B34=I3)*(Sheet1!$D$2:$D$34=LEFT(I4,FIND(" ",I4,1)-1))*(Sheet1!$E$2:$E$34=LEFT(I5,FIND("-",I5,1)-2))*(Sheet1!$G$2:$G$34=I6),0,1),0))
Press CTRL+SHIFT+ENTER to enter array formulas.
 
Solution

Watch MrExcel Video

Forum statistics

Threads
1,123,206
Messages
5,600,317
Members
414,376
Latest member
NickYOW

We've detected that you are using an adblocker.

We have a great community of people providing Excel help here, but the hosting costs are enormous. You can help keep this site running by allowing ads on MrExcel.com.
Allow Ads at MrExcel

Which adblocker are you using?

Disable AdBlock

Follow these easy steps to disable AdBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the icon in the browser’s toolbar.
2)Click on the "Pause on this site" option.
Go back

Disable AdBlock Plus

Follow these easy steps to disable AdBlock Plus

1)Click on the icon in the browser’s toolbar.
2)Click on the toggle to disable it for "mrexcel.com".
Go back

Disable uBlock Origin

Follow these easy steps to disable uBlock Origin

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back

Disable uBlock

Follow these easy steps to disable uBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back
Top