NHS Dental Services
E Reporting Good Practice Guide
Amending a Template:
filtering, sectioning a table and creating
a crosstab
Filtering a Table
AAfilter
filtercan
canbe
beused
usedon
onany
anytable
tableininaareport.
report.This
Thisallows
allowsthe
theusers
usersto
tolimit
limitwhat
what
data
dataisisseen.
seen.For
Forexample
examplefor
foraasingle
singlecontract
contractor
ortreatment
treatmenttype
type
In
Inthis
thisexample
examplethe
thetable
tableshows
showsthe
thenumber
numberof
ofFP17s
FP17sper
per
schedule
schedulemonth
monthtogether
togetherwith
withthe
thepatient
patientgender.
gender.
Filtering a Table
To
Tofilter
filter the
thetable
tableto
toshow
showonly
onlyFemale
FemalePatients
Patients
Then
Thenclick
clickon
onthe
thequick
quick
filter
filtericon
icon
First
Firsthighlight
highlight
the
thedata
dataininthe
the
column
that
column that
you
youwish
wishto
to
filter
filter
Filtering a Table
AAlist
listof
ofvalues
valuesthat
thatcan
can
be
filtered
will
appear.
be filtered will appear.
Click
Clickon
onthe
thevalue
valueyou
you
want
wantto
tofilter
filterand
andthen
thenOK
OK
Filtering a Table
The
Thetable
tablenow
nowonly
onlyshows
shows
data
datafor
forFemale
FemalePatients
Patients
Filtering a Table
To
Toamend,
amend,delete
delete
or
orview
viewfilters
filtersthat
that
have
havebeen
beenapplied
applied
to
tothe
thetable
tableclick
clickon
on
the
the icon
iconto
toshow
show
the
theFilter
Filterpane
pane
The
Thefilter
filterwill
willonly
onlybe
be
shown
if
the
table
shown if the table
has
hasbeen
beenselected
selected
The
Thefilter
filtercan
canbe
beremoved
removed
by
byclicking
clickingon
onititand
and
pressing
pressingdelete
deleteon
onyour
your
keyboard
keyboard
To
Toamend
amendthe
thefilter
filterdouble
double
click
clickon
onthe
thefilter
filterand
and
amend
accordingly
amend accordingly
Sectioning a Table
AAtable
tablecan
canbe
bebroken
brokendown
downand
anddivided
dividedinto
intodifferent
different
elements
elementsof
ofdata…creating
data…creatingdifferent
differentsections
sections
AAsection
sectioncan
canbe
be
used
to
produce
used to producethe
the
same
report
for
each
same report for each
contract
contractininyour
yourarea
area
In
Inthis
thisexample
examplethe
the
data
datahas
hasbeen
been
sectioned
sectionedby
bythe
the
Patient
PatientCharge
Charge
Status,
thereby
Status, thereby
creating
creatingaaseparate
separate
table
tablefor
forChild
Child
patients,
patients,Exempt
Exempt
and
andNon-exempt
Non-exempt
Sectioning a Table
To
Tocreate
createaasection,
section,left
left
click
clickon
onthe
thedata
dataon
on
which
the
section
which the sectionisisto
to
be
bebased.
based.
Whilst
Whilstholding
holding
the
themouse
mousebutton
button
down,
down,drag
dragto
toan
an
area
areaabove
abovethe
the
table
table
AAmessage
messagewill
willappear
appear“Drop
“Drop
here
hereto
tocreate
createaasection”
section”
Unclick
Unclickthe
themouse
mouseand
andthe
the
section
sectionwill
willbe
becreated
created
Sectioning a Table
To
Todelete
deleteaasection,
section,right
rightclick
clickon
onthe
the
header
headerof
ofthe
thesection
section
Click
Clickremove
remove
Then
Thenclick
clickyes
yes
Creating a Crosstab
AAcrosstab
crosstabdivides
dividesdata
datawithin
withinaatable
tablesuch
suchas
asininthe
theexample
examplebelow
belowshowing
showing
FP17s
FP17sprocessed
processedby
bymonth
monthseparated
separatedby
bypatient
patientcharge
chargestatus
status
To
Tocreate
createaacrosstab
crosstabfollow
followthe
thesame
sameprocedure
procedureas
aswhen
whencreating
creatingaasection
section
For
Foraacrosstab
crosstabthe
thedata
dataisisdropped
droppedimmediately
immediately
above
abovethe
thetable
table
Creating a Break
AAbreak
breakcan
canbe
beused
usedto
todisplay
displayall
allthe
thedata
datafor
foraaunique
uniquevalue
valueininseparate
separatetables.
tables.
These
values
are
represented
as
smaller
tables
but
remain
in
the
same
block
These values are represented as smaller tables but remain in the same blockof
of
data.
data.
In
Inthis
thisexample
exampleaabreak
break
has
hasbeen
beenapplied
appliedto
tothe
the
Patient
PatientGender
Genderthereby
thereby
showing
showingthe
theFP17s
FP17sfor
for
female
femalepatients
patientswho
whowere
were
adults
adultsor
orchildren
children
separately
separatelyto
tomales.
males.
The
Thedata
dataremains
remainswithin
withinthe
thesame
sameblock
block(unlike
(unlikeinin aasection)
section)
therefore
thereforethe
theoverall
overallpercentages
percentagescan
canbe
becalculated
calculated
Creating a Break
To
Tocreate
createaabreak,
break,
highlight
highlightthe
thecolumn
column
of
ofdata
datayou
youwish
wishto
to
use
useas
asthe
thebreak
break
Then
Thenclick
clickon
on
Creating a Break
To
Toremove
removethe
the
break
breakhighlight
highlightthe
the
data
datacolumn
columnthen
then
click
clickon
on again
again
Tips
• It is always a good idea to create crosstabs,
breaks and sections in a duplicated report
• If you make a mistake use the
button and try again.
undo
Tips
• When adding a section, you may find it
helpful to drag the table down. This makes
it easier to distinguish where the section
should go