Replace Calculated Field into the Doctor Referral Form and eSign it in minutes

Aug 6th, 2022
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How to Replace Calculated Field into the Doctor Referral Form

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this example i am going to demonstrate how to complete a patient referral and this is an ehr exercise so we will enter in through that environment in sim chart and this is going to be a form so im going to click on the form repository in the upper right from the menu on the left im going to navigate down until i see the referral as always with the forms im going to run a patient search and you should be searching by last name first name date of birth im trying to be a little bit quicker about that so ill click select and then the toughest thing about the referrals the information provided in the instructions is never in the same order as what we see in the actual referral which replicates what well see in the field we have to collect information from various areas so im going to read through the description and then well enter the information as appropriate so this is for naomi rodriguez date of birth 11 471 that auto populated but im confirming shes being referred to a cardi

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Right click on any dimension, measure or parameter in the Data pane and you will see the Replace References option. This will allow you to select a field that will replace any reference to the chosen column across your work.
Go to the sheet tab and select Data Replace Data Source. Note: You must have at least one field in the view to make the Replace Data Source option available. In the Replace Data Source dialog box, select the Current data source and the Replacement data source. When finished, click OK.
In Design View, click the field row of a blank column in the design grid. Enter the field name for the field that will display the results of the calculation, followed by a colon (:). Enter the expression you want Access to calculate, using the proper syntax.
Select a table. Select Click to Add Calculated Field, and then select a data type. Enter a calculation for the field, and then click OK.
To add a reference line: Drag Reference Line from the Analytics pane into the view. The Line option is already selected at the top of the dialog box. Select a continuous field from the Value field to use as the basis for your reference line. Select an aggregation. Select how you want to label the line:
Conveniently, Tableau has an option called Replace References that allows you to swap one field out for another all in one shot. In this example, I demonstrate what happens when the data source changes. You could also apply this method when you simply want to swap out all existences of one field for another.
Under Parameters, right-click the parameter and select Show Parameter Control. From the Data pane, drag the calculated fields you created to the Columns and Rows shelves. From the Data pane, drag a measure to the view. In this example, Sales is placed on Label on the Marks card.
On the Analyze tab, in the Calculations group, click Fields, Items, Sets, and then click Calculated Field. In the Name box, type a name for the field. In the Formula box, enter the formula for the field. To use the data from another field in the formula, click the field in the Fields box, and then click Insert Field.

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