Excel: arrange prescription journey based on dates and IDs - excel

Question

I am trying to arrange patient's journey based on first regimen then second regimen and so on.
However, after sorting data based on date:
I tried using IF formula as follow but it does not work correctly ( it worked for ID with three rows without having A5 in the formula):
=IF(AND(A2=A3,A3=A4,A4=A5,(C5-C4<=30),(C4-C3<=30),D3>(C4+30),D2>(C3+30)),B2&", "&B3&", "&B4&", "&B5,
IF(AND(A2=A3,A3=A4,A4=A5,(C4-C3<=30),D2>(C3+30)),B2&", "&B3&", "&B4,
IF(AND(A2=A3,A3=A4,A4=A5,(C4-C3<=30),D2<(C3+30)),B3&", "&B4,
IF(AND(A2=A3,A3=A4,A4=A5,(C4-C3>30),D2<(C3+30)), B3, "N")
I need to have similar results as follow:
Is there any way to have a formula helping to do so, or any other way to have similar results.

Answer 1

I had been working on Power Query code so I will present that first.
You can adapt the same algorithm to use in VBA, if you prefer. I would probably be using nested dictionaries and/or a class module to accomplish it effectively
To use Power Query
Select some cell in your Data Table
Data => Get&Transform => from Table/Range or from within sheet
When the PQ Editor opens: Home => Advanced Editor
Make note of the Table Name in Line 2
Paste the M Code below in place of what you see
Change the Table name in line 2 back to what was generated originally.
Read the comments and explore the Applied Steps to understand the algorithm
M Code
let
//Change next line to reflect your data source
Source = Excel.CurrentWorkbook(){[Name="Drugs"]}[Content],
#"Changed Type" = Table.TransformColumnTypes(Source,{{"ID", Int64.Type}, {"CATEGORY", type text},
{"F.DATE", type date}, {"L.DATE", type date}}),
//Group by ID, then run fnJourney custom function on each subtable to return results
#"Grouped Rows" = Table.Group(#"Changed Type", {"ID"}, {
{"Count", each fnJourney(_)}}),
//Expand results
#"Expanded Count" = Table.ExpandListColumn(#"Grouped Rows", "Count"),
#"Expanded Count1" = Table.ExpandRecordColumn(#"Expanded Count", "Count", {"Year", "Reg"}),
//Pivot on Year column with no aggregation
#"Year Headers" = List.Sort(List.Distinct(Table.TransformColumnTypes(#"Expanded Count1", {{"Year", type text}}, "en-US")[Year])),
#"Pivoted Column" = Table.Pivot(Table.TransformColumnTypes(#"Expanded Count1", {{"Year", type text}}, "en-US"),
#"Year Headers", "Year", "Reg"),
#"Changed Type1" = Table.TransformColumnTypes(#"Pivoted Column", List.Transform(#"Year Headers", each {_, type text})),
//Join with original table
join = Table.NestedJoin(#"Changed Type", "ID", #"Changed Type1","ID", "Joined", JoinKind.LeftOuter),
//add shifted ID column to decide if the joined table should be retained or deleted
#"Shifted ID" = Table.FromColumns(Table.ToColumns(join) & {{null} & List.RemoveLastN(join[ID])},
type table[ID=Int64.Type, CATEGORY=text, F.DATE=date, L.DATE=date, joined=table, shiftedID=Int64.Type]),
#"Added Custom" = Table.AddColumn(#"Shifted ID", "Custom", each if [shiftedID] <> [ID] then [joined] else null, type nullable table),
//Remove shifted and Joined columns
//Then expand the tables in the Custom Column
#"Removed Columns" = Table.RemoveColumns(#"Added Custom",{"joined", "shiftedID"}),
#"Expanded Custom" = Table.ExpandTableColumn(#"Removed Columns", "Custom", #"Year Headers"),
#"Changed Type2" = Table.TransformColumnTypes(#"Expanded Custom", List.Transform(#"Year Headers", each {_, type text}))
in
#"Changed Type2"
Custom Function CodeCreate new Blank query and paste code below
//Rename this query fnJourney
(tbl as table) =>
let
//Source = Drugs,
Source = tbl,
Years = {List.Min(List.Transform(Source[F.DATE], each Date.Year(_)))..
List.Max(List.Transform(Source[L.DATE], each Date.Year(_)))},
inJourney = List.Generate(
()=>[yr=Years{0},
reg=Text.Combine(Table.SelectRows(Source,
each Years{0} >= Date.Year([F.DATE])
and Years{0} <= Date.Year([L.DATE]))[CATEGORY],", "),
idx=0],
each [idx] < List.Count(Years),
each [yr=Years{[idx]+1},
reg=Text.Combine(Table.SelectRows(Source,
(r)=>Years{[idx]+1} >= Date.Year(r[F.DATE])
and Years{[idx]+1} <= Date.Year(r[L.DATE]))[CATEGORY],", "),
idx=[idx]+1],
each Record.FromList({[yr], [reg]},{"Year","Reg"})
)
in
inJourney
Before
After