Worksheet

Horizon Performance Manager
Worksheet Guide
Release 11.0
September 2007
Copyright notice
Copyright © 2007 McKesson Corporation and/or one of its subsidiaries. All Rights
Reserved.
Use of this documentation and related software is governed by a license agreement. This
documentation and related software contain confidential, proprietary and trade secret
information of McKesson Information Solutions and are protected under United States and
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modification, distribution, or storage in a retrieval system in any form or by any means is
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Solutions. This documentation and related software are subject to change without notice.
Publication date
September 2007
Product and version

Horizon Performance Manager Release 11.0
Reader comments
Any comments or suggestions regarding this publication are welcomed and should be
forwarded to the attention of:
McKesson Information Solutions
Documentation Department
380 Russell Street
Hadley, MA 01035
Trademarks
Horizon Performance Manager is a trademark of McKesson Information Solutions LLC.
Microsoft® and Windows™ are trademarks or registered trademarks of Microsoft
Corporation.
CPT codes, descriptions, and material only are copyright 2002 American Medical
Association (AMA). All Rights Reserved. No fee schedules, basic units, relative values or
related listings are included in CPT. AMA does not directly or indirectly practice medicine
or dispense medical services. AMA assumes no liability for data contained or not
contained herein. CPT is a trademark of the American Medical Association.
All other product and company names may be trademarks or registered trademarks of
their respective companies.
Table of Contents
Chapter 1 - Introduction to Worksheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
Planning the Worksheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3
Worksheet Limits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4
Libraries and Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-5
Data Categories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-6
Using Custom Objects in Worksheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-7
Worksheet Data Selection and Qualification . . . . . . . . . . . . . . . . . . . . . . . . . 1-9
Brief Overview of Worksheet Data Selection and Qualification . . . . . . . . 1-11
Editing Data Selection Criteria . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-15
Select Expression to Edit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-16
Using Encounter Date Variables in Qualifications . . . . . . . . . . . . . . . 1-17
Datasets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-19
Definition of a Dataset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-19
Data Selection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-19
Dataset References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-20
Summary Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-21
De-Identifying Worksheet Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-22
Identifying Data to Mask . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-23
Chapter 2 - Worksheet Definition Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1

Selecting or Creating a Worksheet. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2
Defining Rows and Drill Levels. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4
Defining Drill Levels for Distributed Budgeting Worksheets . . . . . . . . . . . 2-5
Distributed Worksheet Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5
Brief Overview of Defining Rows and Drill Levels . . . . . . . . . . . . . . . . . . 2-6
Defining an Entire Drill Level . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-7
Using Periodic Drills . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-9
Using Month as a Drill Level Definition. . . . . . . . . . . . . . . . . . . . . . . . 2-11
Using Month and Fiscal Year as a Drill Level Definition. . . . . . . . . . . 2-14
Using Period as a Drill Level Definition . . . . . . . . . . . . . . . . . . . . . . . 2-17
Using Period and Fiscal Year as a Drill Level Definition . . . . . . . . . . 2-20
Defining a Single Row . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-21
Data Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-22
Formula Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-23
Text Constant as a Row Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-23
Numeric Constant as a Row Definition. . . . . . . . . . . . . . . . . . . . . . . . . . . 2-23
Single Row Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-24
Defining Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-26
Data Columns. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-28
Brief Overview of Defining a Data Column . . . . . . . . . . . . . . . . . . . . . 2-28
Qualifying a Data Column. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-31
Formula Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-32
Worksheet Guide
September 2007 11.0 iii
Using Date and Time Fields in Formula Columns . . . . . . . . . . . . . . . 2-33
Periodic Formula Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-41
Text Constant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-42
Numeric Constant. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-42
Date Constant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-43
Using Full-Time Equivalent (FTE) Calculations in Column Definitions. . . 2-44
Column Formatting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-45
Worksheet Definition Format Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-47
Print/Display Formatting Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-47
Edit Worksheet Header and Footer Options . . . . . . . . . . . . . . . . . . . . . . 2-48
Row Label Width . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-48
Other Worksheet Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-49
Data References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-49
Qualify Worksheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-49
Limit Cross Encounter Event Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-50
Check for Distribution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-50
Check for Add Rows. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-50
Check for Horizon Business Insight Highlight Export . . . . . . . . . . . . . . . . 2-50
Save the Worksheet Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-51
Chapter 3 - Grouping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1

Create a Group. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2
Components of the Grouping Window . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3
Chapter 4 - Sampling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1

Sampling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2
Chapter 5 - Building a Worksheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1
Chapter 6 - Using Worksheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1

Worksheet Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2
Worksheet Button Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2
Worksheet Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-3
Worksheet Edit Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-4
Worksheet Options Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-5
Worksheet Data Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-6
Graphs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-7
Modify Data in a Worksheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-8
Modify a Cell. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-9
Periodic Spread . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-13
Save the Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-13
Commit the Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-14
Printing Worksheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-15
Print Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-16
Page Setup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-17
Defining Headers and Footers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-18
Printer Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-19
Print Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-20
Worksheet Guide
iv 11.0 September 2007
Print Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-23
Print Using Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-24
Worksheet Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-25
Write a Note . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-26
Read a Note . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-26
Delete a Note . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-26
Chapter 7 - Exporting Worksheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1
Chapter 8 - Job Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1

Job Viewer Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-2
Job Viewer Filter. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-3
Chapter 9 - Batch Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-1

Create a Batch Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-2
Job Scheduler . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-4
Chapter 10 - Sharing & Distributing Worksheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-1

Share . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-1
Difference Between Sharing Worksheets and Worksheet Definitions . . 10-2
Using Shared Worksheets and Definitions from the Public Library . . . . 10-3
Overview of Sharing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-4
Distribute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-5
Worksheet Criteria . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-5
Distribution List Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-7
Associations Among Distributed Worksheets. . . . . . . . . . . . . . . . . . . . . 10-8
Submit a Worksheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-8
Consolidate a Worksheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-9
Distributed Worksheet Names . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-10
Appendix A - Worksheet Templates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-1

TRENDSTAR Conversion - Detailed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-2
Admission/Discharge Category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-2
CPT4 Code Category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-2
Day of Stay Category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-3
Demographic Category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-3
Department Utilization Detail Category . . . . . . . . . . . . . . . . . . . . . . . . . . A-4
Department Utilization Summary Category . . . . . . . . . . . . . . . . . . . . . . . A-4
Encounter Costs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-5
Financial Category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-5
ICD-9 Category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-5
ICD-9 Diagnosis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-5
ICD-9 Procedure Detail Category. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-6
Newborn Category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-6
Physician Category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-7
Reimbursement Category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-7
Reimbursement- Encounter Costs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-8
Surgical Category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-8
Worksheet Guide
September 2007 11.0 v
TRENDSTAR Conversion - Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-9
Admitting Physician Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-9
Age Distribution Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-9
Department Workload Units . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-9
Departmental Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-9
Discharge Status Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-10
DRG Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-10
Encounters by Month Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-10
Financial Class Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-10
Length of Stay Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-10
MDC Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-10
Other Encounter Practitioner Summary . . . . . . . . . . . . . . . . . . . . . . . . . . A-11
Patient Sex Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-11
Patient Type Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-11
Payor Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-11
Physician of Record Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-12
Zip Code Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-12
Referring Physician Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-12
Specialty Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-12
CarePath Designer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-13
Departments List for CarePath Designer . . . . . . . . . . . . . . . . . . . . . . . . . A-13
Service Item Cost List for CarePath Designer . . . . . . . . . . . . . . . . . . . . . A-13
Cost Manager Export . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-14
1.00 Departments for Cost Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-14
2.00 All Service Items for Cost Manager . . . . . . . . . . . . . . . . . . . . . . . . . A-14
2.01 Service Item Price and Volume for Cost Manager . . . . . . . . . . . . . . A-14
3.00 Wage Rates for Cost Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-15
Payroll . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-16
FTE Periodic. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-16
Last Period Rate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-17
Periodic Salary Calculation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-17
Raise by Benefit Pool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-17
Raise by Hire Date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-17
Samples . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-18
Age Analysis - By Physician by Payor . . . . . . . . . . . . . . . . . . . . . . . . . . . A-18
Case Profit Report - By Specialty . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-18
Comparison of Program Impact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-19
LOS and Charge by MDC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-19
LOS and Charge by Specialty . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-20
MDC Demographics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-20
Outlier Analysis by DRG. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-21
Payment Variance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-21
Profit & Loss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-21
Revenue Summary by Physician . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-21
Samples - Homecare . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-22
Case Revenue Report by Admit Diagnosis . . . . . . . . . . . . . . . . . . . . . . . A-22
Case Revenue Report by Principal Discharge Diagnosis . . . . . . . . . . . . A-22
Person/Practitioner. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-23
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vi 11.0 September 2007
Persons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-23
Practitioners . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-24
Cost Accounting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-25
Remap Audit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-25
Component Audit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-25
GL Audit Overhead Expenses Allocated . . . . . . . . . . . . . . . . . . . . . . . . . A-26
GL Audit Detail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-26
GL Audit Overhead Ratios in Patient Care Areas . . . . . . . . . . . . . . . . . . A-26
GL Audit Step Down . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-27
Service Item Audit Price - Volume - Standards . . . . . . . . . . . . . . . . . . . . A-27
Service Item Allocation Audit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-28
Encounter Audit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-28
SI Allocation Audit Studied vs Unstudied . . . . . . . . . . . . . . . . . . . . . . . . . A-29
Encounter Contribution Margin Analysis . . . . . . . . . . . . . . . . . . . . . . . . . A-29
Oracle. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-30
Common: Account Status Code . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-30
Common: Acuity Code . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-30
Common: Employer Code . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-30
Common: Nursing Intervention Code . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-30
Common: Operating Room Code . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-31
Common: Religion Code . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-31
Cost: Detailed Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-31
Cost: High-Level Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-31
Financial: High-Level Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-31
Encounter: Detailed Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-31
Encounter: High-Level Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-32
Encounter: Mid-Level Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-32
Payroll: High-Level Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-32
Payroll: Benefit Code Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-32
Payroll: Grade Code Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-33
Payroll: Job Code Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-33
Payroll: Labor Union Code Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-33
Payroll: Position Type Code Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-33
Payroll: Shift Code Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-33
Payroll: Step Code Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-33
Cross Encounter Events. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-34
Readmission Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-34
Readmission Rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-35
Cross Encounter Event Audit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-35
Days Since Previous Admission. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-36
Readmission by DRG . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-36
Appendix B - Data Available to be Masked . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-1

Encounter Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-2
Payroll Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-18
Practitioner Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-19
Person Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-20
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Worksheet Guide
viii 11.0 September 2007
Chapter 1 - Introduction to Worksheet
Overview
The worksheet is one of Horizon Performance Manager's most comprehensive

tools. It is a spreadsheet that can be used for analyzing, modifying, modeling, and
distributing data; it also serves as a report writer. Shown below is an overview of
the process for creating a worksheet.
Worksheets are created from worksheet definitions. When you create or modify a
definition, you are defining the features of the worksheet, including row and
column contents, headers, footers, format characters, decimal precision, print/
display formats and so on.
As part of your worksheet definition, you may create and use groups or you may
narrow down or qualify the data you have selected as contents for your rows and
columns.
Once you have created your worksheet definition, you will need to build the
worksheet. Building is the process of generating a worksheet by applying the
definition to selected data. You will choose your data from among those datasets
or samples available to you.
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Chapter 1 - Introduction to Worksheet Overview
There are two types of worksheets: model and read-only. If you build a model
worksheet, you will be able to edit the data in it. If you build a read-only
worksheet, you will not be able to change any data. Thus a model worksheet is an
analysis tool, whereas a read-only worksheet is primarily a reporting and data
distribution tool.
After building a worksheet, you can view the results and save the worksheet. If it
is a model worksheet, you can modify the data within it, and save it without
changing the data in the dataset. In that case, you have created a model that can
be used for analysis. Such a model can be modified as many times as you want,
without affecting current data. Worksheets can also be distributed to others for
input and modification. Use the Commit function to incorporate changed
worksheet data back to the dataset.
Shown below is an example of a completed worksheet.
Worksheet Guide
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Chapter 1 - Introduction to Worksheet Planning the Worksheet
Planning the Worksheet
Before creating a worksheet, it is best to plan the goals and expectations for your
worksheet. There are several items to think about before you begin.
What level of detail - Do not ask for more detail than you need. The more data
that is in a report the longer it will take the report to build; it will also make the
worksheet more difficult to navigate.
Model Worksheet-If you need to modify data in worksheet, you will want to build
a model worksheet. If you do not intend to modify the data, you should not build
the worksheet as a model but as a read-only worksheet. Note that worksheets
containing clinical data cannot be built as models.
Distributed Budgeting Worksheet - If you intend to use your worksheet for
distributed budgeting, there are steps you must keep in mind as you define and
generate your worksheet. First, your worksheet definition must include only the
required drill levels in the correct order (See “Defining Drill Levels for Distributed
Budgeting Worksheets” on page 2-5.). Next, when defining your worksheet
columns you must decided whether or not to enable the option to Allow Editing of
Existing Rows and Allow Editing of New Rows. (See page 2-46) Finally, you must
build a model worksheet and decide whether or not to enable the options to Add
new Account rows and Add new Job Code rows. (See page 5-3).
Exporting to ds.Pathfinder or Horizon Business Insight Report - Determine
the type of report you want in ds.Pathfinder or Horizon Business Insight. Is the
report going to have burst levels? Bursting creates a separate worksheet from
every row in the top drill level. The resulting ds.Pathfinder report will retain all drill
levels beneath the top row. Define your worksheet accordingly.
Encounter Viewer - Encounter Viewer displays patient-level data from your
database. It can only be opened from the Data menu, when you are in an
encounter drill level in a worksheet. If you are drilling into patient data you will
need a patient-level sort.
Any cross data issues - If G/L and encounter data do not match, asterisks will
appear in the invalid column.
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September 2007 11.0 1-3
Chapter 1 - Introduction to Worksheet Worksheet Limits
Worksheet Limits
Worksheet Limits: When planning a worksheet, be aware of the following

worksheet limits. You can have:
• 8 drill levels
• 256 columns. As periods increase, the Worksheet Periodic Columns option
considers each period as a column counted against the limit e.g., 5 periodic
columns of 52 periods would be too many at 260 columns
• 52 periods for periodic data
• 200 datasets (A dataset is counted toward the limit every time it is referenced
in the worksheet; a dataset may be referenced by the overall worksheet, by a
sample or group used in the worksheet or by a worksheet column)
• 20 data elements per column for formula rows
• 1000 single rows including all row levels
• Approximately 3 columns of service item numeric values with 3 million service
items each for an encounter row
• Approximately 1 column of service item numeric values with 100 million
service items for encounter rows with service items
• Approximately 150 columns of encounter data for 100 million encounters
• Approximately 1,000 list or range elements in a grouping rule (To increase
flexibility, we have avoided individual limits whenever possible in favor of
overall size limits.)
Worksheet Guide
1-4 11.0 September 2007
Chapter 1 - Introduction to Worksheet Libraries and Folders
Libraries and Folders
From the Horizon Performance Manager main window, click Reporting &
Presentation/Worksheet Manager to open the window shown below. Use the
Worksheet Manager window to create a new worksheet or access an existing one.
Libraries and folders organize and store worksheets and worksheet definitions.
Note that as libraries and folders are selected from the left and center panes of the
Worksheet Manager window, a list of the worksheets and definitions within them
are displayed in the Worksheets and Definitions pane.
The following icons indicate the worksheet or definition type:
The Public library and the In Box are system-defined; all users will have them on
their accounts. The Public library is available for all users, while other libraries are
reserved for those who created them. The In Box is a library that contains any
worksheets that have been distributed to you.
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September 2007 11.0 1-5
Chapter 1 - Introduction to Worksheet Data Categories
Data Categories
When choosing data for a worksheet, whether it is for row definition, column
definition, data selection and qualification, or when building the worksheet, you
will see a list of categories along the left side of the window. These categories
determine the nature of the data types you will be choosing. It is essential to
understand that some of these categories can be used with other categories in a
worksheet and some can only be used by themselves.
The data in these categories can be used together in any combination in a single
worksheet:
• Financial/GL
• Payroll
• Encounter
The data in these categories can be used only with other data types from the
same category in a single worksheet:
• Practitioner
• Person
For example, if you use Practitioner data in a worksheet, all data rows, columns,
qualifiers, and values must taken from the Practitioner category as well. The
same holds true for the Person category.
Rows and Columns categories are for use in defining row and column formulas,
respectively.
The Custom Objects category will only be active if it has been defined for your
data. Custom objects can be used with the Encounter category. (See the
following section for more information on using custom objects in Worksheet.)
The Comparative category is not yet available for use.
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Chapter 1 - Introduction to Worksheet Using Custom Objects in Worksheet
Using Custom Objects in Worksheet
Custom objects are standalone tables that contain records with user-defined fields
that provide data that is not part of the standard Horizon Performance Manager
data model. Custom objects allow you to incorporate data into Horizon
Performance Manager from other vendors, your own HIS system or in-house data
repositories. Once the data has been integrated into Horizon Performance
Manager, it can be used in your worksheets for reporting, review and decision
support analysis.
Before you can use custom objects in Worksheet, the following actions must be
completed.
• Custom objects must have been defined, built and populated with data during
the Horizon Performance Manager data integration process. For more
information, on creating and integrating custom objects, refer to the Horizon
Performance Manager Data Integration Guide.
• Your Security Administrator must have provided you access to Custom
Objects via the Data Access window in Horizon Performance Manager's
Security option.
Once these actions have been completed, the Custom Object category button will
be enabled in the Worksheet Definition Editor and you can select it when you
create a worksheet definition. When you select the Custom Objects category, the
custom object tables available for use in your worksheet definition will appear in
the box to the right.
Note the following information related to using Custom Objects for Worksheet
reporting.
• Custom objects may only be used with datasets that include encounter data.
A custom object may have been defined so that the resulting table includes
zero or more key fields that are linked to one of the available encounter data
fields in Horizon Performance Manager.
A complete list of Horizon Performance Manager encounter data fields
available for linking can be found in the Horizon Performance Manager Data
Model Resource Guide. You can also view the list of attributes on the Dataset
Attribute window in the Custom Objects Manager. To open the Dataset
Attribute window from the Horizon Performance Manager main window, select
Data Integrator/Data Model Extensibility/Custom Object Manager. On the
Custom Object Manager window, click Definition/New. From the Custom
Object Definition Editor window, click Define. In the Field area, select Key and
in the Type box, click Link. Click Dataset Attribute... to open the window.
Worksheet Guide
September 2007 11.0 1-7
Chapter 1 - Introduction to Worksheet Using Custom Objects in Worksheet
• Use the Custom Object Manager option in Horizon Performance Manager to

determine the key field(s) included in the definition of any custom object. To
do so, from the Horizon Performance Manager main window, choose Data
Integrator/Data Model Extensibility/Custom Object Manager. Select
Objects from the View menu and highlight a custom object from the list. Click
Attributes or Layout at the bottom of the window for details of the custom
object definition.
• For reporting purposes, custom object links to encounter data will be
combined. For example, a custom object that links on DRG and on AGE and
has a record with DRG 123 and AGE 18 will only be linked to encounters that
have both DRG 123 and AGE 18.
• Unlinked Custom Objects - A custom object table may also be defined so
that none of the key fields are linked to any of the Horizon Performance
Manager encounter fields. When you attempt to build a worksheet using
unlinked custom objects, you will be prompted to select a dataset. Select any
encounter dataset to continue. Your worksheet will not be linked to the dataset
you selected. If you want your worksheet to include references to a specific
encounter dataset, select a dataset from the Data Reference box when you
define your worksheet or reference the appropriate dataset when you build
your worksheet.
Worksheet Guide
1-8 11.0 September 2007
Chapter 1 - Introduction to Worksheet Worksheet Data Selection and Qualification
Worksheet Data Selection and Qualification
Data selection and qualification allow you to choose specific data for use in
Horizon Performance Manager applications and options. The criteria you establish
(when you define your worksheet or when you build it) identifies the data that is
selected from the dataset and displayed in your worksheet.
For example, there may be thousands of account codes, but you may only need a
worksheet that displays accounts 100 through 150. In this case, you will select or
qualify the data in your worksheet to include only information related to those
accounts.
When you initially create a worksheet definition, you define the rows and columns
with a specific worksheet or report in mind. You know what type of data each
column will contain, and what level of detail each row will display. At that time, you
can choose to select or qualify the data for your worksheet and save the data
selection as part of the worksheet definition.
Worksheet Guide
September 2007 11.0 1-9
Chapter 1 - Introduction to Worksheet Worksheet Data Selection and Qualification
Alternatively, since a worksheet definition can be used to create many

worksheets, you may intend to use a different data selection or qualification each
time you build a worksheet from that definition. In this case, you would not include
your data selection and qualification criteria in your saved worksheet definition.
Rather you would choose to select and qualify the data when you are ready to
build the worksheet. Note that saved data selections may be used with other
worksheet definitions.
Worksheet Guide
1-10 11.0 September 2007
Chapter 1 - Introduction to Worksheet Brief Overview of Worksheet Data Selection and Qualification
Brief Overview of Worksheet Data Selection and Qualification
Following is an overview of the data selection and qualification process. The Data
Selection window can be accessed in Worksheet from the following locations:
• From the Define Column Data window, click the Qualify… button.
• From the Worksheet Definition Editor window, click Qualify Worksheet on the
Options menu.
• From the Worksheet Manager window, click Selection from the Applications
menu.
The Data Selection window is shown below:
Category - On the left side of the Data Selection window, click a radio button to
define the type of data you want to use in your worksheet.
Worksheet Guide
September 2007 11.0 1-11
Hierarchy of Data Types and Attributes - A list of data types are displayed in the
box to the right of the Categories. Solid arrows indicate groupings of data types
where there are further data levels beneath the level currently displayed. Click the
solid arrow to open and reveal more data. (Click again to collapse.) An open
arrow indicates that there are no further levels beneath. Click the data attribute to
choose it. (Phase Study attributes are selected by clicking the filled arrow next to
the name. To select one or more phase segments, select the associated phase
study name and click List…)
Relational Operators - If you are selecting data values as well as data types,
indicate how the data should match. Choose from the operators listed in the table
below.
Equal to Selects data that equals the criteria you choose. You can
enter a value, multiple values or a range of values in the
From and To data entry boxes. Alternatively, click List to
display a list of available datasets. Choose a dataset to
display a list of data values available for selection from the
dataset. Click Select to include the values as data selection
criteria. (You can multi-select values from the list.)
Pattern match Allows you to enter wildcards when specifying data items. A
question mark represents one character, so 122? will yield a
range from 1220 to 1229 as well as 122A to 122Z. An
asterisk represents many characters. 122* will yield any
number starting with 122, regardless of the number of
characters that follow, including 122A and 122489. (Not
available for use with Phase attributes.)
Not equal to Selects only data that does not match the criteria you
choose.
Tip: For encounter data selections, use +Exclude rather
than Not equal to, to develop criteria to eliminate encounters
where the same attribute appears more than once but with
different values.
For example, use +Exclude to develop criteria that
eliminates all encounters with both service item code
#9157707 and service item code #4327326 as shown
below:
Exclude encounters with: (((Service Item Code = 9157707),
(Service Item Code = 4327326)))
In this example, only those encounters with both service
item code 9157707 and 4327326 will be excluded from the
data selection results. More information on the exclude
operator can be found later in this section.
Greater than Selects data that is greater than the criteria you choose.
Worksheet Guide
1-12 11.0 September 2007
Less than Selects data that is less than the criteria you choose.
Equal to Day of Selects the day of the week to use in your data selection
Week criteria. You can enter the name or abbreviation (Mon, Tues,
Wed, Thurs, Fri, Sat, Sun) of a single day, multiple days or a
range of days in the From and To data entry boxes.
Alternatively, click List and make a selection from the
display. Equal to Day of Week is only available for use with
attributes from the Encounter or Custom Object categories
and if the attribute is defined as Date Only or Date & Time.
Is Null Selects data that is blank.
Is Not Null Selects data that is not blank.
Date Variable For use with Encounter (including UDAs) and Custom
Objects attributes only. For more information, see “Using
Encounter Date Variables in Qualifications” on page 1-17.
Accept - When your data selection criteria is complete, click Accept to display the
selection in the Criteria box.
Logical Operators - To include additional criteria to your data selection, click And
or Or, as appropriate, to separate the criteria. Choose another attribute and
repeat the process above until all criteria have been established.
Note: The default logical is And.
Parentheses - Use the parentheses to nest criteria. To do so, select the opening
and closing criteria by clicking on them in the Criteria box. Click the +( ) button.
Parentheses will enclose the criteria you select and all criteria in between. To
eliminate the parentheses, reselect the applicable criteria and click -( ).
Exclude - Use to define criteria that excludes encounters from the referenced
dataset. This option is only available for use with data types selected from the
Encounter Category. Once you have defined your criteria, select the criteria you
want to exclude. Click +Exclude to insert the "Exclude encounters with" operator
at the start of the criteria row you selected. Encounters that meet the criteria in the
row will be excluded from the data selection. You can eliminate the exclude
operator by selecting the applicable criteria and clicking -Exclude.
Note the following when using the exclude operator in your encounter data
selection criteria.
• You cannot use Exclude when the selected criteria uses Not Equal To, Is Null
or Is Not Null as relational operators.
• When you insert the exclude operator at the beginning of a row that starts with
a parenthesis, the entire expression within the parentheses is excluded from
the data selection.
Worksheet Guide
September 2007 11.0 1-13
• You cannot add parentheses around a criteria row that already has the
exclude operator associated with it. Add parentheses as necessary before you
add the exclude operator.
• You can use the exclude operator in a criteria row where the same data type
attribute is used as criteria more than once and the criteria are separated by
the And operator. Note, however, that under these circumstances, the
encounter will be excluded from the resulting data selection only when all of
the values associated with the excluded criteria row are present on the
encounter record.
• Nested exclude statements are prohibited.
Edit/Cancel - Click Edit to open an editing session and modify an individual line
of existing data selections criteria. Click Cancel to close the editing session
without making any modifications.
Clear - To remove a criterion, select it. A check mark will precede all selected
lines. Then click Clear to delete the selected criteria. You can select multiple
criteria to clear.
Save - Click to save your data selection criteria for later use.
OK - When you have completed your data selection criteria in its entirity, click OK
to return to the previous window.
Open - click to open a previously created data selection.
Cancel - click to close the Data Selection window without creating new criteria or
revising existing data selection criteria.
Worksheet Guide
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Chapter 1 - Introduction to Worksheet Editing Data Selection Criteria
Editing Data Selection Criteria
Use Edit to modify an individual line of existing data selection criteria. You can
modify any of the following:
• An attribute
• Attribute values: single value, range of values or a list of values
• A logical operator included in the criteria: And or Or
• Relational operators such as Equal to, Not equal to, Greater than, etc.
Saved data selections can only be modified and overwritten by the owner of the
selection. Note also that time relationships created in the Advanced Data
Selection window in the Encounter Analysis application cannot be modified.
Follow the steps below to edit a line of data selection criteria:
1 Highlight the line of data selection criteria that you want to modify by clicking
on it. A checkmark is displayed to the left of the line.
Note: If you highlight a criteria line where the same encounter attribute is used
more than once and separated by the And operator, you must Select
Expression to Edit.
2 Click Edit.
3 Make the necessary modifications. (Be sure to review the notes below.)
4 Click Accept to save your changes.
Note the following regarding editing the elements of data selection criteria:
• To modify values - The value(s) included in the expression you select are
displayed in the list box. Delete and reenter values as necessary.
Note: When editing, if you select your attribute values by clicking the List...
button, the values you checkmark are added to those already displayed in the
selection grid.
• To change a data attribute -The attribute included in the expression you select
is highlighted in the data hierarchy box. Click on the hierarchy and and choose
the correct attribute.
Note: Changing the data attribute results in the loss of all values shown in the
List... box.
• To change the And/Or operator - An And/Or operator is always associated

with the expression that immediately follows it. To change the operator, be
sure to select the expression that follows the operator you want to change.
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September 2007 11.0 1-15
Chapter 1 - Introduction to Worksheet Select Expression to Edit
• To change a relational operator - Select the expression that includes the

relational operator that you want to change.
Note: Changing 'Equal to' to any other relational operator results in the loss of
all values shown in the List... box because only 'Equal to' allows multiple
values. However, the values are retained and will be redisplayed in the List...
box, if you reselect the 'Equal to' operator before you accept the change.
Cancel - Click to end the edit session without making any modifications.
Select Expression to Edit
If you highlight a line of criteria where the same encounter attribute is selected
more than once and separated by the And operator, you must choose the part of
this row that you want to modify.
To do so, follow the steps below on the Select Expression to Edit window:
1 Highlight the part of the line that contains the expression you want to edit by
clicking on it.
2 Click Select to return to the Data Selection window and complete your
modifications.
Note the following regarding editing this type of expression:
• Changing an And/Or operator - An And/Or operator is always associated with
the expression that immediately follows it. Be sure to select the expression
that follows the operator you want to change.
• Changing the data attribute or the relational operator (Equal to) - Changing
these elements in this type of criteria is a two step process. First, change the
And operator that connects the expressions to Or and click Accept to save
the change. Second, select the line with the attribute or operator you want to
change, click Edit again and then make the change. You can now, if
necessary, change the Or operator back to And.
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Chapter 1 - Introduction to Worksheet Using Encounter Date Variables in Qualifications
Using Encounter Date Variables in Qualifications
Data Selection includes a Date Variable option for use with Encounter (including
UDAs) and Custom Objects date and date/time attributes. The standard date
variables provided with this option are available in all applications where
encounter and custom object attributes are available for selection from the data
hierarchy.
When used in Worksheet, this option allows you to design a worksheet with a
qualification that can be run periodically in the Batch Editor without the need for
any manual intervention to adjust dates. Date variables are available for column,
single row and worksheet-wide qualifications.
To use the Date Variable option, you must first select an Encounter, UDA or
Custom Objects date or date/time attribute from the hierarchy list. (Date variables
cannot be used with time only attributes.)
Next, select Date Variable from the relational operators dropdown list located on
the Data Selection window to display the prompts as shown in the picture below:
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September 2007 11.0 1-17
Chapter 1 - Introduction to Worksheet Using Encounter Date Variables in Qualifications
The default date variable is Current Date. Click the dropdown to display the
complete list of available date variables. Each one is defined below:
• Current Date - begins at 12:00:00 a.m. and ends at 11:59:59 p.m.
• Current Week - begins at 12:00:00 a.m. on Sunday and ends at 11:59:59 p.m.
on Saturday
• Current Month - begins at 12:00:00 a.m. on the first day of the month and ends
at 11:59:59 p.m. on the last day of the month. Current Week reflects the actual
number of days in the calendar month.
• Current Calendar Quarter - begins at 12:00:00 a.m. on the first day of the
quarter and ends at 11:59:59 p.m. on the last day of the quarter. Current
Calendar Quarter reflects the actual number of days in the calendar quarter.
You can use a date variable by itself as a qualification criterion without any
adjustment to the time period. For example, a date variable can be used to select
all encounters with a checkin date equal to the Current Month.
Or, you can adjust the qualification period by choosing one of the available
relational operators and then manually entering a number of days, weeks, months
or quarters to be added to or subtracted from the date variable you select. For
example, you can define your date variable qualification to select all encounters
with a checkin date earlier than the Current Week minus 2 Weeks.
The relational operators available for use in defining a date variable qualification
period are:
• Equal to
• Earlier than
• Earlier than or equal to
• Later than
• Later than or equal to
• Not equal to
Worksheet Guide
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Chapter 1 - Introduction to Worksheet Datasets
Datasets
Definition of a Dataset
A dataset contains data for a single entity for one fiscal year. It can contain GL,
payroll, cost accounting and person/encounter data. For GL/cost accounting data
and payroll data, a dataset will contain 12 months or 13, 24, 26 or 52 periods for a
fiscal year depending on your general ledger or payroll reporting requirements.
Access to a dataset is controlled by security functions, so it is possible that some
people may not have access to a given dataset, some may have view-only access,
and some may be able to modify it.
Data Selection
Once a worksheet has been defined, you will always need to select a dataset in
order to build the worksheet.
The dataset selection process contributes to extremely flexible worksheet
definitions. Storing datasets with your definition means you do not have to select
datasets every time you want to build a worksheet, and yet you can override
stored datasets and choose new ones whenever you want to use your definition to
create a different worksheet. You may either select the datasets and store them
with your definition or you may choose the datasets when you build the worksheet.
You may also choose samples. (See “Sampling” on page 4-1.)
There may be times when you use the same worksheet definition several times,
but you need to use different datasets or samples. In this case, you will not store
the dataset with the worksheet definition; rather you will select the dataset once
you build a worksheet. This flexibility makes it easy for you to define standard
worksheets that can be used over time and across all your entities.
Worksheet Guide
September 2007 11.0 1-19
Chapter 1 - Introduction to Worksheet Dataset References
Dataset References
Dataset references are names you build into a worksheet definition to remind
yourself of the data you want to use in that worksheet. You may then associate
datasets and samples with the reference names used in this worksheet definition,
and store them with the definition. For example, if you have defined a worksheet
to use both actual and budget data, this is where you identify the datasets and
samples that containing the actual data and which ones contain the budget data.
You can also select or change the data when you build the worksheet, using the
Worksheet Build option, but if you associate them now, you can skip that step at
build time.
You can select one or more datasets for each reference name. If you choose
more than one dataset for a reference, the data in the sets will be summed for the
column. In this way, you might choose datasets from three different entities to
supply data to each of your 1996 and 1997 actual data columns. Data from the
three entities would be summed for each cell in each column. Should you build
another worksheet from this definition, you can specify three other datasets, or
any number of datasets, for each reference name.
You can associate more than one dataset with the reference names used in a
worksheet. For example, if your first column is referenced as Actual, and you
have five datasets defined for Actual, the values in the first column will represent
the combined data of all five datasets.
Steps for selecting predefined datasets:
1 If storing datasets with a worksheet definition, begin in the Worksheet
Definition Editor window. From the Options menu, select Data References.
or:
If selecting datasets while building a worksheet, begin in the Worksheet Build
window.
2 Click Datasets to filter the list shown in the Data box so that only datasets are
displayed in the list. To display a list of Samples or Populations, click the
corresponding radio button.
3 In the Data box, highlight a reference name and select the first dataset that
you want to associate with it.
4 Click the Add button to add it to the list. Continue to select datasets and add
them until you have selected all the datasets you want for the first reference
name.
5 Continue these steps for each reference name, until you have chosen all the
datasets that you want represented in the worksheet.
6 To remove datasets, select them from the Data Reference box and click
Remove.
Worksheet Guide
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Chapter 1 - Introduction to Worksheet Summary Data
Summary Data
The Encounter Service Item Summary option in Horizon Performance Manager

allows encounter cost, unit and charge data to be summarized after the individual
data elements have been integrated into the data warehouse. The summarization
process begins at the encounter service item level for charges, units and
summarized buckets of cost and rolls these values up to the encounter
department level and the encounter level. The purpose of summarization is to
improve the speed of building worksheets and other applications when detail level
data is not needed.
This option is available from the Dataset Manager/Reconcile window. From the
Horizon Performance Manager main window, select Data Integration/Utilities/
Dataset Manager, then select your dataset from the list and click Data/Reconcile
from the menu bar. If the Reconcile option has been set to Automatic,
summarization will be performed automatically by the system whenever units,
charges and costs data has been changed. If the Reconcile option is set to
Manual, the summarization process will have to be initiated manually.
Summarized data elements will not be available above the encounter service item
level in any application that uses data selection including worksheet qualifiers,
single rows, user-defined rows and data grouping.
When you choose encounter charges, units or cost in a column definition,
Worksheet will routinely use the summarized value for that data element at the
level of summarization that corresponds to the drill level chosen. for example, if
drilling on encounter (or groups of encounters), and there are no drill levels for
department or service item, then the summarized value at the encounter level will
be used. Any references to more detailed data, for example, within a data
selection, will cause calculations to use that detailed level throughout.
Worksheet Guide
September 2007 11.0 1-21
Chapter 1 - Introduction to Worksheet De-Identifying Worksheet Data
De-Identifying Worksheet Data
De-identifying, or masking, data included in a worksheet changes the attributes

that could be used to identify the person whom the data describes. If you choose
to mask data:
• You will not be able to identify a person in a worksheet when it is printed or
exported.
• You will not be able to identify if that person is represented in the worksheet
more than once.
• You will not be able to tie masked data from one worksheet to another.
For example, if a patient appears in a worksheet more than one time, that patient
will have different identifiers for each instance. Similarly, if a patient is represented
in more than one worksheet, that patient may be 'Patient 1' in one worksheet and
'Patient 387' in another.
Worksheet Guide
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Chapter 1 - Introduction to Worksheet Identifying Data to Mask
Identifying Data to Mask
When you define your worksheet columns and drill levels, you can select the
option to Mask for Print and Export and save it as part of your worksheet
definition. The option allows you to establish de-identification settings for the
following data that will be applied when you print or export your worksheet:
• Columns and drill levels containing attributes available to be masked
(including custom objects and UDAs)
• ZIP codes
• Dates
- Date math columns are not affected
- Dates in drill levels are only masked if the Date or Date &
Time format is selected in the worksheet definition.
• Attributes referenced in data selections, formulas or single rows are not
masked.
A complete list of Encounter, Payroll, Person and Practitioner data available to be
masked in your worksheets is provided in Appendix B: Data Available to be
Masked of this manual.
Worksheet Guide
September 2007 11.0 1-23
When you subsequently print or export your worksheet, follow the steps below to
identify the data to mask:
1 From the Worksheet Print Options or Export window, place a checkmark in
the Mask identifiers box. If you do not select this option, no data is de-
identified in the printed or exported worksheet.
2 Click Select. The Identifiers to Mask window shown below will be displayed.
3 In the Rows section, select the worksheet rows from the Available to mask box
that contain data you want to mask. You can select multiple rows by pressing
the CTRL key.
4 Click Add to move the row(s) to the Mask box.
5 In the Columns section, select the worksheet columns from the Available to
mask box that contain data you want to mask. You can select multiple
columns by pressing the CTRL key.
6 Click Add to move the column(s) to the Mask box.
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7 Choose a method to mask ZIP codes. The method you choose applies to all
ZIP codes in columns or rows selected to mask.
Mask all digits - ZIP codes are displayed as 00000 or 00000-0000
Mask all but first three digits - ZIP codes are displayed as ###00 or ###00-
0000 (### represents the actual digits of the ZIP code).
8 Choose a method to mask dates. The method you choose applies to all dates
in columns or rows selected to mask.
Mask month and day - dates are displayed as 01/01/YYYY (YYYY represents
the actual year).
Mask day only - dates are displayed as MM/01/YYYY (MM and YYYY
represent actual month and year).
9 Click OK.
Worksheet Guide
September 2007 11.0 1-25
Worksheet Guide
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Chapter 2 - Worksheet Definition Editor
The Worksheet Definition Editor enables you to specify how a worksheet is

organized and what data will be displayed. It is used both to create a new
worksheet definition and to modify an existing definition. When creating a
worksheet definition, row and column definitions are blank and you begin by
choosing one or the other to define.
As you define columns and rows, you can choose specific datasets, and then
specify the display characteristics such as titles, data alignment, decimal
precision, column width, prefix, suffix, and footing method.
When you have determined the rows, columns and types of data you want in your
worksheet, you may need to limit the amount of data displayed in your worksheet.
This is done via Data Selection (See page 1-9).
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September 2007 11.0 2-1
Chapter 2 - Worksheet Definition Editor Selecting or Creating a Worksheet
Selecting or Creating a Worksheet
Worksheets are selected or created from the Worksheet Manager window. You
must:
1 Select the library you want to use or choose New Library from the File menu
to create a new one. You can also rename or delete a library.
2 With the library selected, choose a folder or select New Folder to create a
folder for that library. You can also rename or delete a folder.
3 When you have selected a folder, you can:
• open an existing worksheet by double clicking on it, highlighting it and
clicking your right mouse button or by highlighting it and choosing Open
from the File menu.
• create a new worksheet by choosing New Worksheet from the File menu.
Once you have selected New Worksheet or opened an existing worksheet
definition, you will see the Worksheet Definition Editor window shown below.
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Chapter 2 - Worksheet Definition Editor Selecting or Creating a Worksheet
The Worksheet Definition Editor window provides a template for creating a new
worksheet definition or for reviewing the details of an existing definition. The menu
bar provides all the options necessary to Define, Qualify, Save and Build a
worksheet.
For existing worksheet definitions, as shown below, it provides a single location
where you can easily see the definition of each column and drill level. As you
select individual columns and drill levels in the template, the rules used to define it
are displayed in the Column/Drill Content box. From the Definition menu, you
can also choose Print to print your definition in text format for review or Print
Template to print a template of your definition in a worksheet format.
Worksheet Guide
September 2007 11.0 2-3
Chapter 2 - Worksheet Definition Editor Defining Rows and Drill Levels
Defining Rows and Drill Levels
A drill level is any row or set of rows you can drill down to, to reveal another level of
data. For example, your drill levels might be:
• Department
• Cost Center
• Account
The rows of a drill level may be defined either automatically on the basis of the
data in the dataset, or manually, one row at a time. To define a drill level, select
Drill Level, then click Define…. The Define Drill Level window appears.
The row type feature determines the way your drill level is defined. There are two
types of rows, Entire Drill Level - Data and Single Row.
If you choose Entire Drill Level-Data, row contents are automatically defined by
the data available in the dataset. If you choose Single Row, you specify the
content of each row manually, one row at a time. (Encounter/Phase attributes
cannot be used in a single row worksheet.)
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Chapter 2 - Worksheet Definition Editor Defining Drill Levels for Distributed Budgeting Worksheets
For example, if you select Account as an Entire Drill Level-Data row type, each
account will appear as a separate row. On the other hand, if you select Account
and choose Single Row, only the accounts you specify will appear, and data for
more than one account can be aggregated in a single row. Thus you can pick only
those accounts you are interested in, either singly or in groups, e.g., accounts 1,
5, 7-9, and 11.
Defining Drill Levels for Distributed Budgeting Worksheets
If you intend to distribute your worksheet, your worksheet definition must include
only the following drill levels in the order shown below. No other drill levels can be
included:
• Entity Code or Code & Name (optional)
• Department Code or Code & Name (required)
• Account Type (optional)
• Account Classifier (optional)
• Account Code & Name (required to add accounts)
• Job Code & Name (required to add job codes)
In addition to the drill levels shown above, when you define your worksheet
columns be sure to decide whether or not to enable the options to Allow Editing
of Existing Rows and Allow Editing of New Rows located in the Formatting
box on the Define Column window. (See page 2-46.)
Distributed Worksheet Options
If you intend to distribute your worksheet, it is helpful to check your worksheet

definition to be sure it will meet the requirements for distribution. The following
functions, found on the Options menu on the Worksheet Definition Editor window,
provide the functionality to check your worksheet definition.
Check for Distribution - checks to see if the worksheet built from this definition
can be distributed. If not, a specific reason will be supplied.
Check for Add Rows - checks to see if rows can be added in to the worksheet
built from this definition. If rows cannot be added, the reasons will be listed for
you.
Worksheet Guide
September 2007 11.0 2-5
Chapter 2 - Worksheet Definition Editor Brief Overview of Defining Rows and Drill Levels
Brief Overview of Defining Rows and Drill Levels
1 Click on a drill level (e.g., Drill Level 1) to create or modify a row.

2 Click the Define… button. This will bring up the Define Drill Level window.
3 Select Row Type (either Entire Drill Level -Data or Single Row). (If you select
a blank or a dashed line row, you do not need to define content. Click OK.)
4 Click the Define Content… button to define the drill level.
5 Follow the prompting applicable to the row type you have selected.
• For entire drill levels, choose a category, type of data and various
formatting options.
• For single data rows, use the data selection window to define the row.
• For formula rows, choose from rows already defined and a set of
mathematical operators.
• For text and numeric constants, you will be prompted with a pop-up box.
6 Click OK.
7 Enter additional single row formatting information, if applicable, or choose a
button to move to another drill level.
Worksheet Guide
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Chapter 2 - Worksheet Definition Editor Defining an Entire Drill Level
Defining an Entire Drill Level
In order to create an Entire Drill Level - Data row, select it in the Row Type box,
then click the Define Content… button. This will bring up the Define Drill Level
Data wndow:
To define data for the row, first select the Category you want to use, then select a
data type within the category.
When you define a drill level using a code, name or code and name attribute, the
Display option box in the upper right corner of the window will be enabled. The
Display option allows you to choose how the attribute you have selected will be
displayed in your worksheet. For Code attributes you may display, code only, code
and name or name and code. For Name attributes, you may display, name only,
code and name or name and code. For Code and Name attributes, choose to
display code and name or name and code. This option affects labels and row
order. It does not affect the numbers of rows (data aggregation) of the worksheet.
Worksheet Guide
September 2007 11.0 2-7
Chapter 2 - Worksheet Definition Editor Defining an Entire Drill Level
Choosing a date only or date/time attribute as your drill level definition will enable
the Date & Time Format option box. Use this option to determine how the date or
date/time attribute is aggregated and displayed in your worksheet. For Date only
attributes, choose date, month, day of week, year or calendar quarter. For Date
and Time attributes, you may choose from any of the date only formats or from the
time formats of time, hour or date and time. For example, choosing Day of Week
will collapse all dates into a maximum of seven rows, one for each day of the week
represented in the data.
Mask for Print and Export - this option de-identifies the data in this drill level
when the worksheet is printed or exported. This option is saved as part of your
worksheet definition, but it can be overridden when you print or export the
worksheet. Overriding the settings when you print or export does not change the
settings saved in the worksheet definition. If this option is unavailable (appears
dimmed), the data you have selected for the drill level cannot be masked. For a
complete list of data available to be masked, refer to Appendix B of this manual.
Note that grayed-out areas of the window cannot be used with Entire Drill Level -
Data rows.
After selecting and formatting the display of your data type click OK to return to
the previous window. You can then select the Row Order. Rows can be in
ascending or descending order. Certain data types, principally financial data such
as Assets, Liabilities, and Fund Balances should be listed in default order, which
will be seen as the customary way for viewing such data.
Worksheet Guide
2-8 11.0 September 2007
Chapter 2 - Worksheet Definition Editor Using Periodic Drills
Using Periodic Drills
Periodic attributes can be used to define entire drill level data in read-only and
model worksheets. The following attributes are available for use with periodic data
in the Financial/GL and Payroll categories:
• Month
• Month and Fiscal Year
• Period
• Period and Fiscal Year attrib
To access these attributes, choose Entire Drill Level as your row type and then
select either the Financial/GL or Payroll category from the Define Drill Level Data
window. Expand the Periodic attribute in the hierarchy window and click on the
Month, Month and Fiscal Year, Period or Period and Fiscal Year attribute to select
it as shown in the window below.
Worksheet Guide
September 2007 11.0 2-9
Chapter 2 - Worksheet Definition Editor Using Periodic Drills
When you design a worksheet that includes periodic drills, be aware of the
following:
• When a periodic drill level is included in a worksheet definition, at least one
column in your worksheet must reference a dataset containing Financial/GL or
Payroll data of a periodic nature or you will be unable to save the definition and
build your worksheet.
• When you include a periodic drill in your worksheet definition, values for
Encounter data and non-periodic Financial/GL and Payroll data will be
repeated within the periodic drills across columns. (Refer to Scenario D on
page 2-20 for an illustration of this concept.)
Sample use cases for each of the periodic attributes have been provided in the
following pages.
Worksheet Guide
2-10 11.0 September 2007
Chapter 2 - Worksheet Definition Editor Using Month as a Drill Level Definition
Using Month as a Drill Level Definition
When you select the Month attribute as a drill level definition, the drills in your
worksheet will be labeled from top to bottom in month order beginning with the
fiscal start month of the dataset referenced in Column 1 of your worksheet.
The dataset(s) referenced in your worksheet columns must have a periodicity of
either 12 monthly or 24 semi-monthly periods. A total of 12 monthly drill levels are
generated. Semi-monthly data will be added into the appropriate month.
No data will be displayed in a column that references Payroll or Financial/GL data
with a periodicity of 13, 26 or 52. Because data with the aforementioned
periodicities cannot be appropriately displayed, X's will appear in the worksheet
column.
Worksheet Guide
September 2007 11.0 2-11
Scenario A: Develop a report indicating monthly budget to actual variance dollars

by functional area for the current fiscal year. The fiscal year begins in July.
• Drill #1: Month and Fiscal Year
• Drill #2: Department Code Grouping
• Drill #3: Department Code and Name
The example shown below illustrates the worksheet results for Scenario A. The
drill levels for July are expanded in the sample shown below.
Budget Actual Variance

July 2328602 2409268 -80666
Cardiac Services 1983980 2065401 -81421
1001 Cardiac Surgery 400000 500000 -100000

1002 Cardiology 625000 615000 10000
1003 Transplant 833425 800401 33024
1004 Rehabilitation 125555 150000 -24445
Radiological Services 344622 343867 755
2001 Radiology 168999 167542 1457
2002 Radiation Therapy 175623 176325 -702
•
•
•
August 2386112 2573071 -186959
September 1799895 1759911 39984
October 1852273 1835999 16274
November 1866722 1867253 -531
December 1912754 1902563 10191
January 1922555 2011354 -88799
February 1899155 1911753 -12598
March 2003301 2003702 -401
April 2017559 2018000 -441
May 2017562 2008520 9042
June 2006546 2009875 -3329
When using Month drills in your worksheets, be aware that where multiple
datasets are referenced in a single column, the data will be aggregated by month
wihout consideration of year.
Worksheet Guide
2-12 11.0 September 2007
For example, assume you are designing a worksheet where Column 1 references
both Dataset A and Dataset B. Dataset A begins in October, 1999 and Dataset B
begins in October, 2000. When you select the Month attribute, the first drill in your
worksheet will be labeled "October." Note, however, that the value displayed for
"October" in Column 1 will be the sum of the value from October, 1999 (Dataset A)
and the value from October, 2000 (Dataset B).
Additional behavior to note when using Month as a drill level definition

In the event that you should need to create a worksheet that references multiple
datasets with different fiscal start months, note the following behavior. The drills in
your worksheet will be labeled in month order beginning with the first month of the
fiscal year of the dataset referenced in Column 1. However, for any column
referencing a dataset with a fiscal start month different from that of Column 1,
month order will not be beginning with the first month of that fiscal year.
For example, assume Column 1 references Dataset A and Column 2 references
Dataset B. Dataset A begins in October, 1999 and Dataset B begins in July, 1999.
When you define monthly periodic drills in your worksheet, the first drill will be
labeled "October" because this is the first fiscal month of Dataset A (Column 1).
However, the value displayed in the "October" row in Column 2 (the first drill level)
will reflect data associated with the fourth month of Dataset B's fiscal year rather
than the value associated with the first month of Dataset B's fiscal year.
Worksheet Guide
September 2007 11.0 2-13
Chapter 2 - Worksheet Definition Editor Using Month and Fiscal Year as a Drill Level Definition
Using Month and Fiscal Year as a Drill Level Definition
When you select Month and Fiscal Year as a drill level definition, the row display
order in your worksheet will begin with the fiscal start month of the dataset with
the earliest fiscal year and month referenced in your worksheet and continue with
subsequent months in consecutive month/year order.
The dataset(s) referenced in your worksheet columns must have a periodicity of
either 12 monthly or 24 semi-monthly periods. A total of 12 monthly drill levels are
generated for each fiscal year. Semi-monthly data will be added into the
appropriate month/fiscal year.
No data will be displayed in a column that references Payroll or Financial/GL data
with a periodicity of 13, 26 or 52. Because data with the aforementioned
periodicities cannot be appropriately displayed, X's will appear in the worksheet
column.
Scenario B: Generate a monthly report indicating Revenue and Expense Dollars

and Profit (Loss) for Fiscal Year 2000 (Dataset A) and Fiscal Year 2001 (Dataset
B). The organization's fiscal year begins in July.
• Drill #1: Month/Fiscal Year
• Drill #2: Acct Code & Name
Worksheet Guide
2-14 11.0 September 2007
The example shown below illustrates the worksheet results for Scenario B. At Drill
Level #1, the report displays 24 rows to incorporate the required number of month/
fiscal year periods for both Dataset A and Dataset B.
Acct Revenue Value Acct Expense Value Profit (Loss)

July, FY 2000 2328602 2409268 (80666)
August, FY 2000 2386112 2573071 (186959)
September, FY 2000 1799895 1759911 39984
October, FY 2000 1852273 1835999 16274
November, FY 2000 1866722 1867253 (531)
December, FY 2000 1912754 1902563 10191
January, FY 2000 1922555 2011354 (88799)
February, FY 2000 1899155 1911753 (12598)
March, FY 2000 2003301 2003702 (401)
April, FY 2000 2017559 2018000 (441)
May, FY 2000 2017562 2008520 9042
June, FY 2000 2006546 2009875 (3329)
July, FY 2001 2228612 2207261 21351
August, FY 2001 2111138 2305857 (194719)
September, FY 2001 1544444 1754277 (209833)
October, FY 2001 1232275 1739900 (507625)
November, FY 2001 2366745 2718672 (351927)
December, FY 2001 2019127 2119563 (100436)
January, FY 2001 2222555 2012568 209987
February, FY 2001 1892222 1312534 579688
March, FY 2001 2000301 2003085 (2784)
April, FY 2001 2175900 2800012 (624112)
May, FY 2001 2071114 2200152 (129038)
June, FY 2001 2215555 2019575 195980
Totals/Averages 2003876 2062697 (58821)
Worksheet Guide
September 2007 11.0 2-15
Additional behavior to note when using Month and Fiscal Year as a drill level definition
• If more than one dataset with the same fiscal year but different fiscal start
months is referenced in the worksheet, the row display order will begin with
the earliest fiscal start month of the datasets referenced in the worksheet.
For example, assume Dataset A and B are referenced in Column 1 and
Column 2, respectively, in the worksheet. Dataset A (FY 2000) begins in
October, 1999 and Dataset B (also FY 2000) begins in July, 1999. The
worksheet rows will be labeled beginning with July FY 2000 and ending with
June FY 2000.
Column 1 Column 2
Dataset A: FY 2000 Dataset B: FY2000
Fiscal Start Month: 10/ Fiscal Start Month: 7/
99 99
July, FY 2000 Value = 10thmonthly period Value = 1st monthly period
August, FY 2000 Value = 11thmonthly period Value = 2ndmonthly period
September, FY 2000 Value = 12thmonthly period Value = 3rd monthly period
October, FY 2000 Value = 1st monthly period Value = 4th monthly period
November, FY 2000 Value = 2ndmonthly period Value = 5th monthly period
December, FY 2000 Value = 3rd monthly period Value = 6th monthly period
January, FY 2000 Value = 4th monthly period Value = 7th monthly period
February, FY 2000 Value = 5th monthly period Value = 8th monthly period
March, FY 2000 Value = 6th monthly period Value = 9th monthly period
April, FY 2000 Value = 7th monthly period Value = 10thmonthly period
May, FY 2000 Value = 8th monthly period Value = 11thmonthly period
June, FY 2000 Value = 9th monthly period Value = 12thmonthly period
Note however, as shown in the example above, that the placement of the monthly
fiscal periods in Column 1 for Dataset A does not begin with the first month of the
fiscal year.
• If datasets with different fiscal years AND different fiscal start months are
referenced in the worksheet, the drills will be labeled as Month/FY and begin
with the first month of the earliest fiscal year and continue in month/year order
until all month/fiscal year drills with data are displayed in the worksheet
For example, assume Column 1 references Dataset A (FY 2000) with a fiscal
start month of October, 1999 and Column 2 references Dataset B (FY 2001)
with a fiscal start month of April, 2000. The drill levels will be displayed in
month order beginning with October FY 2000 and ending with September FY
2001.
Worksheet Guide
2-16 11.0 September 2007
Chapter 2 - Worksheet Definition Editor Using Period as a Drill Level Definition
Using Period as a Drill Level Definition
When you select Period as a drill level definition, the drills in the worksheet will be
populated from top to bottom beginning with the first period (P1) in each dataset
referenced and continuing in numerical order as necessary based on the number
of data periods in the dataset.
The total number of drill levels displayed in the worksheet is determined by the
periodicity of the data referenced in your worksheet columns. Based on the type of
data used in your worksheet (financial or payroll), the dataset with the greatest
number of periods will establish the number of rows displayed in the worksheet.
This will apply even if your worksheet references two distinct entities with different
periodicities.
For example, assume the worksheet references financial data for entities with 12
and 24 fiscal periods. Both entities have 26 payroll periods. In this case, a total of
24 drill levels (financial) will be displayed in your worksheet. The payroll periodicity
is not considered because the worksheet does not include any payroll data. Note
that Financial and Payroll periodicity for a dataset is defined in the Entity Calendar
setup.
Scenario C: Develop a payroll productivity report by pay period with department
code.
• Drill #1: Period and Fiscal Year
• Drill #2: Department Code
The example shown below illustrates the worksheet report resulting from Scenario
C.
Worksheet Guide
September 2007 11.0 2-17
The report is shown at Drill Level 1. Your can drill down on any pay period to view
department codes and associated information.
Hours Payroll FTE FTEs

Worked Hour
Equivalent
P1 2101 87.64 23.97
P2 2096 57.53 36.43
P3 2212 87.61 25.25
P4 2201 87.53 25.15
P5 2101 87.64 23.97
P6 2143 87.53 24.48
P7 2070 87.64 23.62
P8 2212 87.53 25.27
P9 2201 87.64 25.11
P10 2223 87.53 25.40
P11 2099 87.64 23.95
P12 2079 87.53 23.75
P13 2096 87.64 23.92
P14 2212 87.53 25.27
P15 2067 87.64 23.59
P16 2163 87.53 24.71
P17 2228 87.64 25.42
P18 2506 87.53 28.63
P19 2212 87.64 25.24
P20 2101 87.64 23.97
P21 2070 87.64 23.62
P22 2099 87.64 23.95
P23 2163 87.53 24.71
P24 2201 87.53 25.15
Worksheet Guide
2-18 11.0 September 2007
Additional behavior to note when using Period as a drill level definition

If you design a worksheet that references a dataset with 24 periods and a Period
drill level is followed by a Month drill level, the data displayed in the Month drills will
represent only that portion of the data applicable to the previous drill level. In this
example, the month drill will display only the data associated with a single period
even though this is only 50% of the data for the month.
Note also that if your worksheet is defined with a Month drill level followed by a
Period drill level, only the period(s) corresponding the month will be displayed.
Worksheet Guide
September 2007 11.0 2-19
Chapter 2 - Worksheet Definition Editor Using Period and Fiscal Year as a Drill Level Definition
Using Period and Fiscal Year as a Drill Level Definition
When you select Period and Fiscal Year as a drill level definition, your worksheet
will contain a number of rows equal to the aggregate number of periods in all fiscal
years referenced in your worksheet.
The drills in the worksheet will be grouped by fiscal year and displayed from top to
bottom beginning with the first period in the earliest dataset referenced in the
worksheet (formatted as P1, FY 1999) and continuing in numerical order as
necessary based on the number of data periods in each dataset.
Scenario D: Generate a report indicating the dollars assigned by position for each
fiscal period. Include the vacation days assigned to the position.
• Drill #1: Pos'n Job Code & Name
• Drill #2: Period & Fiscal Year
Following is a sample of the resulting worksheet report for Scenario D. The
organization has twelve payroll periods. The sample below illustrates the entire
drill level display for the Project Manager position.
Pos’n Vacation Dollars Assigned

Days
00190 Project Manager 10 24300.00
P1, FY 2001 10 1875.00
P2, FY 2001 10 1875.00
P3, FY 2001 10 1875.00
P4, FY 2001 10 1975.00
P5, FY 2001 10 1975.00
P6, FY 2001 10 1975.00
P7, FY 2001 10 2075.00
P8, FY 2001 10 2075.00
P9, FY 2001 10 2075.00
P10, FY 2001 10 2175.00
P11, FY 2001 10 2175.00
P12, FY 2001 10 2175.00
Note that the values for the non-periodic attribute are repeated within the periodic
drills for the associated column. In the sample worksheet above, this is illustrated
by the display of the value for Vacation Days for the Project Manager position (10
days).
All non-periodic Payroll and Financial/GL attributes as well as all attributes from
the Encounter category will be displayed in the manner illustrated above.
Worksheet Guide
2-20 11.0 September 2007
Chapter 2 - Worksheet Definition Editor Defining a Single Row
Defining a Single Row
The steps for defining a Single Row are different from those for defining an Entire
Drill Level - Data row; the steps also vary depending on the type of single row
you are defining. There are six types of Single Rows:
Data - enables you to specify both the type of data and the data values
themselves.
Formula - enables you to define a formula using values from previously defined
rows and a variety of constants.
The next two rows are for formatting purposes; they allow you to set off rows from
one another:
Blank Line - provides a blank row to divide areas of the report.
Dashed Line - provides a single line composed of dashes to divide or highlight
areas of the report.
The last two rows enable you to enter text or numeric constants across a row:
Text constant - allows you to insert a text phrase such as a department name or
grouping nomenclature, specified via the Define Content button.
Numeric constant - allows you to insert a numeric value, specified via the Define
Content button.
Data and Formula row types are described in the sections that follow.
Worksheet Guide
September 2007 11.0 2-21
Chapter 2 - Worksheet Definition Editor Data Rows
Data Rows
Data type single rows are used to define and enter row data.
When you click on Single Row in the row type box, a drop-down menu shows the
row types. Click on Data to define a data type single row. Next, click the Define
Content… button to bring up the Data Selection window, shown below.
To define data for the row, first select the Category you want to use, then select a
data type within the category and the values you want to include.
Click OK after completing this row, then specify another row within the drill level by
clicking the Define Next Row button on the Define Drill window.
Worksheet Guide
2-22 11.0 September 2007
Chapter 2 - Worksheet Definition Editor Formula Rows
Formula Rows
You can define a single row with a formula. This feature is commonly used when
creating financial statements such as balance sheets. Note that row formulas
must be based on previously defined rows and/or on constants.
From the Row Type box in the Define Row window, select Single Row - Formula.
Next click the Define Content… button. Rows that can be used in the formula are
listed. If no rows have been defined yet, no rows will be displayed. Arithmetic
operators can be used to define the formula. Select the row you want to use, or a
constant, then click Accept. Choose the appropriate operator button, then select
the next row or constant. The calculation will appear in the Row Contents box as
you define it.
Operators used in formulas include addition (+), subtraction (-), multiplication (x),
division (÷) and parentheses for nesting calculations.
Text Constant as a Row Definition
A text constant row contains a text phrase, such as department name or a string
of characters that you specify.
Numeric Constant as a Row Definition
A numeric constant row contains a number you specify.
Worksheet Guide
September 2007 11.0 2-23
Chapter 2 - Worksheet Definition Editor Single Row Options
Single Row Options
There are various formatting options that are only available when defining single
rows. These options are set in the Define Row window. The following options can
be set when using single rows:
• Row Label - Enter a descriptive title for the row.
• Use Column Prefix and Suffix - Click the box to use the same prefix and
suffix defined for the worksheet columns. Otherwise, in the Prefix box enter a
character or string of characters to precede the data in the row, such as a
dollar sign ($). In the Suffix box, enter a character or string of characters to
follow data in the row, such as a percent sign (%). If you leave the box empty,
no prefix or suffix is displayed.
• Use Column Decimal Precision - Click the box to use the same number of
decimal places you defined for the worksheet columns, or specify the number
of decimal places you want to see.
• Use Column Data at Intersection of Constant and Formula Columns With
This Row - Click this to use column data where column and row data
intersect.
Worksheet Guide
2-24 11.0 September 2007
Chapter 2 - Worksheet Definition Editor Single Row Options
• Hide - Click this if the row you defined does not need to be displayed, such as
a data row that is referred to by a calculation. On the report template in the
Worksheet Definition Editor, the row title will be followed by the symbol [H] to
indicate a hidden row.
• Define Detail Rows - Click to define the content of detail rows associated with
a single row. This option allows you to display the component data from which
your row is comprised.
Detail Row Order options for display include ascending, descending or default
(the order in which they appear in the list) order. If the OK button is active, the
attribute you have selected from the list is valid. Once you create detail rows,
no further drill levels can be defined.
The window shown above illustrates an example where the single row data
was defined as Revenue Accounts. The subsequent row detail is defined as
account revenue type. The resulting worksheet will provide revenue detail by
type e.g. operating, non-operating, capitated, non-capitated and other
revenue.
Worksheet Guide
September 2007 11.0 2-25
Chapter 2 - Worksheet Definition Editor Defining Columns
Defining Columns
Columns are defined or modified by selecting a column in the Worksheet

Definition Editor and clicking the Define… button; you can also double-click the
selected column. There are six types of columns:
Data - contains data from selected datasets.
Formula - enables you to define an arithmetic formula using data from other
report columns and/or from a dataset.
Periodic Formula - enables you to define an arithmetic formula using two periodic
items. The calculation will be performed for each period and then summed or
averaged for the selected date range. Note that periodic columns can be created
only when using Financial/GL or Payroll data.
Text Constant - contains a text phrase, such as department name or a row of
characters, which you specify.
Numeric Constant - contains a number you specify.
Date Constant - contains the Date (mm/dd/yyyy), Date & Time (mm/dd/yyyy
hh:mm) or Time only (hh:mm) that you specify. Date and time fields must be in the
required format.
Worksheet Guide
2-26 11.0 September 2007
Chapter 2 - Worksheet Definition Editor Defining Columns
Each column type is described in more detail in the following pages.
Note that if you are creating a column with periodic data, the following options are
available from the Periodic Detail drop down box in the Define Column window:
• None - Creates a data column where data is not periodic and/or you want a
single column with aggregation of all included periods.
• Periodic with total - Creates a column for each period in the dataset and a
total column.
• Periodic without total - Creates a column for each period in the dataset, but
does not create a total column.
• Year-To-Date - Creates separate columns for each period in the dataset.
Data from previous periods is added to data for the new period.
Worksheet Guide
September 2007 11.0 2-27
Chapter 2 - Worksheet Definition Editor Data Columns
Data Columns
A data column contains data from a selected dataset. Note that column data can
be qualified as the column is defined. Details of qualifying are described later in
this section.
Brief Overview of Defining a Data Column
1 In the Column Type box, select Data.

2 Click the Define Content… button to select the contents for the column. This
brings up the Define Column Data window shown in below.
3 To define data for the column, first select the Category you want to use, then
select a data type within the category.
4 Choose how periodic data is aggregated across the periods and displayed in
the column from the drop down box in the upper right corner of the window.
If you have selected GL or Payroll periodic data, you can choose to display the
total, average, maximum, or minimum value for the periods included.
Worksheet Guide
2-28 11.0 September 2007
Chapter 2 - Worksheet Definition Editor Brief Overview of Defining a Data Column
This option is not available for encounter data selections.

If you selected a date or date/time attribute, you can choose to display the
actual date (value), the first date or the last date included in your selection.
Note: You cannot modify column values in a model (modifiable) worksheet if

you have selected Minumum or Maximum as the periodic display option for the
column.
In addition, when the selected display method for a column is Total or Average,
Worksheet adjusts the underlying data based on the relationship between the
original value and the modified value you enter. The presence of null or zero
values in the underlying data may generate results in the dataset that differ
from your expectations.
5 Determine the subtotal method of the selected data from the drop down box
below the periodic display methods. This option is available for GL, Payroll or
Encounter numeric data.
Horizon Performance Manager chooses the most appropriate format as the
default subtotal method for the data you chose. For example, hourly rates are
displayed as an average and expenses are displayed as a total. For most
purposes, it is best to select the default processing option, however, you may
override the default method by choosing any of the other methods.
Depending on the data type of your attribute, different methods will be
displayed. For example, Value, First and Last apply only to date attributes.
Averages are automatically computed at the level at which the data is stored in
the dataset. For example, age will be averaged at the encounter level as the
data is stored in Horizon Performance Manager at this level. Units, costs and
charges would be averaged at the service item level. To compute an average
of units, costs or charges at a level other than at the service item level, you
must use a formula column.
For example, as cost data is stored at the service item level, selecting cost and
setting the display option to Average will automatically generate a column,
which displays the average cost per service item. To compute and display the
average cost per encounter, however, you should define a formula column to
divide costs (with the display option set to Total) by encounters.
(The information provided in the note following the previous step in this section
also applies to the subtotal methods available for display of the Selected
Data.)
6 If the OK button is active when you have made a data selection, it indicates
that the selection is valid. Click OK to return to the Define Column window.
Clicking the Qualify button will bring up the Data Selection window.
Worksheet Guide
September 2007 11.0 2-29
Chapter 2 - Worksheet Definition Editor Brief Overview of Defining a Data Column
Other Components of the Define Column Data window include:

• Dataset Reference Name - Enter or choose a reference name from the list.
You will be able to associate the reference name with one or more datasets
when you build the worksheet. Then you will supply a reference name for the
column. The reference name is not a title; rather it serves as a reminder of
how you intend to populate the column. For example, you may have supplied
the reference name of Actual for one column and Budget for another, or 1998
Actual for one column and 1999 Actual for another. When you build a
worksheet from this definition, possibly weeks later, you will know exactly what
you intended for this column and can choose datasets based on this reminder.
• Column Contents - The contents of a column will be displayed here, including
the types of data you chose and any arithmetic functions that will be
performed on them. Click Clear to erase the data from the Column Contents
box and to redefine the data for this column.
Worksheet Guide
2-30 11.0 September 2007
Chapter 2 - Worksheet Definition Editor Qualifying a Data Column
Qualifying a Data Column
When defining a data column, you can go a step further and qualify the criteria, to
reduce it to a smaller subset of data. For example, you could define several
columns as the number of encounters, but qualify each column by a different
discharge status. The subset criteria will be stored with the definition and applied
whenever this definition is used to create a worksheet. Qualifying data in this way
means that from a data sample that includes a broad spectrum of data, you can
produce worksheets that are limited to specific areas. You can also save these
criteria in a saved data selection and use it again in other worksheets and
definitions.
Click Qualify when defining a data column to bring up the Data Selection window
shown below.
To qualify data for the column, first select the Category you want to use, then
select a data type within the category.
Next, select values for the data type.
Click OK after completing this column, you can then specify another column by
clicking the Define Next Column button on the column definition window.
Worksheet Guide
September 2007 11.0 2-31
Chapter 2 - Worksheet Definition Editor Formula Columns
Formula Columns
A formula column contains an arithmetic formula using data in other columns and/
or a dataset. Once you have chosen Formula as your Column Type in the
Define Column window, you can create your formula by selecting data attributes
directly from the list or you can reference a previously defined column, or a
combination of the two.
For example, you might have previously defined an Actual Expense column and a
Budget Expense column. Now you want to determine the variance between the
two columns. To do so, follow these steps:
1 In the Define Column window, click the Column Type arrow and choose
Formula.
2 Type in a title for your column.
3 Click the Define Content… button.
4 Click on Columns to display the previously defined columns.
5 Choose the Budget column and click the Accept button to add the budget
column to the formula.
6 Click the subtraction ( - ) button.
7 Choose the Actual column and click the Accept button to add the actual
column to the formula.
8 Click the OK button to accept the formula for the column.
Operators for formula columns include, addition (+), subtraction (-), multiplication
(x), division (÷), and parentheses for nesting calculations. If you are using a
column in your formula, you may choose one of the column functions listed below:
• None - Performs no calculation on the column.
• Average - Calculates the average of a previously defined data column.
Multiple average operators may be used within a formula. For example, a
column may be defined as the average of column one plus the average of
column two.
• Grand Total - Calculates the total of a previously defined data column.
Multiple grand total operators may be used within a formula. For example, a
column may be defined as the grand total of column one plus the grand total of
column two.
• % of total -Calculates percent of previously defined column's total based on
the current drill level.
• Subtotal of level n - Calculates the subtotal of a specific drill level in a
previously defined column. Multiple subtotal operators may be used in a
formula. For example, a column may be defined as the subtotal of drill level
one divided by the subtotal of drill level two.
Worksheet Guide
2-32 11.0 September 2007
Chapter 2 - Worksheet Definition Editor Using Date and Time Fields in Formula Columns
Using Date and Time Fields in Formula Columns
You can define a formula column to calculate the difference between any two of
the following attributes or constants:
• Date only
• Date and time
• Time only
Alternatively, you can perform date and time-math calculations in a worksheet by
selecting Date only, Date and time or Time only attributes or constants to define
two separate data columns and then defining a formula column to calculate the
difference between the columns.
Subtraction is the only arithmetic function available for use in date and time-math
calculations. The calculated diference is displayed as a whole number of Days or
Minutes, positive or negative, formatted for display to reflect the decimal setting
defined for the worksheet column.
When you define your formula column, select either Days or Minutes in the Format
area of the Define Column window to established how the results of the
calculation is reported in your worksheet.
Note: Time is ignored when a calculation is reported in days. Likewise, seconds

are ignored when a calculation is reported in minutes.
In addition, the number of days or minutes resulting from a date/time-math

calculation can be referenced by a subsequent arithmetic calculation with non-
date values. The results of any subsequent calculation will be rounded as
necessary to display a value consistent with the decimal setting for the associated
worksheet column.
Worksheet Guide
September 2007 11.0 2-33
Expected Behavior of Date/Time-Math Calculations

In general, date/time-math calculations are performed by Horizon Performance
Manager as follows:
Days = Date value for Attribute 1 minus Date value for Attribute 2
(Time values are ignored in the calculation.)
Minutes = Time value for Attribute 1 minus Time value for Attribute 2
(Date values are ignored in the calculation.)
The above represents the general calculation of date and time values for Days
and Minutes. Sometimes, however, special handling may be necessary. For
example, in certain cases, the data present (or not present) on the attributes you
select for use in your date/time-math calculation may not allow for the calculation
to be performed and reported in whole days or whole minutes. In other cases, an
assumption has been made or a conversion has been performed in the calculation
for reporting purposes.
Cases requiring special handling are discussed in the following pages of this
section. As you continue through this section, you will find special handling rules
for calculations in Days and Minutes, examples of date and time math
calculations, informational notes regarding date/time math usage and a
troubleshooting table to assist you in problem-solving if your date/time-math
formula columns do not produce the results you expect.
Worksheet Guide
2-34 11.0 September 2007
Special handling rules for calculating Days:

Days Rule 1: Both attributes must have a date value present or results cannot be
calculated in Days.
Days Rule 2: If one or both attributes have a time value (as well as the date),
ignore the time and use only the dates in the calculation. See Example 3 below.
Special handling rules for calculating Minutes:

Minutes Rule 1: In general, both attributes must have a time value or results
cannot be calculated in Minutes. See Example 5 below.
Note the following exceptions to Minutes Rule 1:
• Exception A: If both attributes include date values (with or without time
values) results are calculated in days, ignoring time, if any; then converted to
minutes. See Example 7 below.
Then, only if both values have time as well, add the difference in time values to
the number of converted minutes. See Example 2 below.
• Exception B: If only one attribute has a date and both have time values, ignore
the date in the calculation and assume that the time values are on the same
day. See Example 6 below.
Worksheet Guide
September 2007 11.0 2-35
Examples of Date/Time-Math Calculations in Days and Minutes

Following are some examples of worksheet formula columns using date and time
fields in calculations.
1 Define Column 1 and 2 with date attributes or a date constant. Define Column
3 as a formula column subtracting Column 2 from Column 1. The decimal
precision for Column 3 is set to 2 places and the user has selected the
calculation results to be in Days.
Column 1 Column 2 Formula Column 3

Discharge Date Check-in Date Column 1 - Column 2
8/24/2000 8/21/2000 3.00 (Days)
In this example, Column 3 displays three patient days and reflects the decimal
precision of 2 for the column.
2 Define Column 1 as a formula column with a Date/time attribute and subtract
from it another Date/time attribute. The calculation results should be reported
in Minutes.
Formula Column 1
Discharge Date/Time - Check-in Date/Time = # Patient Minutes
8/24/2000 2:00:00 PM - 8/21/2000 5:50:00 AM = 4810 (Minutes)
In this example, Column 1, a formula column, displays an elapsed time

between admit and discharge of 4810 minutes. The result reflects the decimal
precision of zero for the column.
When two Date/time attributes are subtracted from one another and the result
is reported in Minutes, the calculation is performed in days, (time values are
ignored) and converted to minutes, then the time values are subtracted from
one another and added to the number of converted minutes.
3 The number of days resulting from a date and time formula can also be used
in subsequent calculations.
For example, assume the results of the calculation in Column 1 (Date minus
Date/Time) is subsequently multiplied by a numeric constant of .5 in Column
2. Both Column 1 and 2 are formula columns and are defined with a decimal
precision of 1. The calculated results are reported in Days.
Formula Column 1 Formula

Column 2
Discharge Date - Check-in Date/Time Column 1 x .5
8/24/2000 - 8/21/2000 5:50:00 AM = 3.0 (Days) 3.0 x .5 = 1.5
In Formula Column 1, the time value on the Check-in Date/Time field has been
ignored in the calculation of the result.
Worksheet Guide
2-36 11.0 September 2007
4 Now, assume the same information as the example immediately above, except
that the decimal precision for Column 2 is set to zero.
Formula Column 1 Formula

Column 2
Discharge Date - Check-in Date/Time Column 1 x .5
8/24/2000 - 8/21/2000 5:50:00 AM = 3.0 (Days) 3.0 x .5 = 2
Since the decimal precision for Column 2 is set to 0, the calculated value for
Column 2 has been rounded to the nearest whole number (up from 1.5 to 2)
and is displayed with zero decimal places.
5 Date and time fields can also be combined with non-date values in a single
formula as long as subtraction between the date and time fields occurs before
any arithmetic operation with a non-date.
A single formula column, as shown below, can be created to obtain the same
result as shown in the previous example. Data precision for the column is zero.
Formula Column 1
Time Constant - Admission Time x .5
(11:00 AM- 5:50 AM) x .5 = 155 (Minutes)
6 In this example, assume you want to determine the elapsed time in Minutes
between a Time constant and a Date/time field. Data precision for the column
is zero places.
Formula Column 1
Time Constant - Admission Date/Time
(11:00 AM - 8/24/200 5:50 AM) = 310 (Minutes)
In this example, the Date value is ignored in the calculation of the results in
Minutes.
7 Assume you want to calculate the elapsed time in Minutes between two Date
only values.
Column 1 Column 2 Formula Column 3

Discharge Date Check-in Date Column 1 - Column 2
8/24/2000 8/21/2000 4320 (Minutes)
Since there are no time values present on the selected attributes, the
calculation is performed in days and then converted to Minutes.
(3 days x 1440 minutes/day = 4320 Minutes)
Worksheet Guide
September 2007 11.0 2-37
Notes on Using Date and Time Values in Formula Columns

Note the following additional behavior when using date and time attributes in a
formula column:
• When you choose to display the time only of a date/time attribute in a
worksheet column, any calculation that references the attribute will be based
on the date and time components of the attribute even if they are not displayed
in the worksheet column.
• Date and time calculations that include a NULL value will display as zero.
For example, if Column 1 is defined as Discharge Date - Check-in Date, the
associated drills will be displayed in Column 1 as shown below:
Encounter Admission Time Col. 1 - Col. 2 = Minutes

Date/Time Constant
#1 Null 11:00 AM 0
#2 Null 11:00 AM 0
#3 Null 11:00 AM 0
To exclude all encounters with missing discharge and check-in dates, qualify
the worksheet using the Is Not Null option for Check-in date and Discharge
date.
Note: User-defined and custom object attributes defined as time only with no
corresponding date element will assume a NULL for the date when used in a
formula.
Worksheet Guide
2-38 11.0 September 2007
Troubleshooting Table for Date/Time-Math Calculations

The following table has been prepared to assist you in troubleshooting those
situations where your worksheet date and time-math calculation did not produce
the results you expected.
Attribute 1 Attribute 2 Calculation Is a result Comments

Date/Time produced?
Difference In:
1 Date Date Days Y
2 Date/Time Date/Time Days Y Time is ignored in both Attribute 1

&2
3 Date Date/Time Days Y Time is ignored in Attribute 2
4 Date/Time Date Days Y Time is ignored in Attribute 1
5 Date Time Days N

A Date value is not present on
6 Date/Time Time Days N
both attributes; therefore,
calculation cannot be performed in
7 Time Date Days N
Days
8 Time Date/Time Days N
9 Time Time Days N
10 Time Time Minutes Y
11 Date Date Minutes Y Calculated in days; then converted

to Minutes
12 Date Date/Time Minutes Y Time is ignored in Attribute 2.

Calculated in days, then converted
to Minutes
13 Date/Time Date Minutes Y Time is ignored in Attribute 1.

Calculated in days; then converted
to Minutes
14 Date/Time Date/Time Minutes Y Calculated in days, ignoring time

values, then converted to minutes.
Since both values have time, add
the difference in time values to the
number of converted minutes.
15 Date/Time Time Minutes Y Date is ignore in Attribute 1;

assumed that Time values are on
the same day.
16 Time Date/Time Minutes Y Date is ignored in Attribute 2;

assumed that Time values are on
the same day
Worksheet Guide
September 2007 11.0 2-39
Attribute 1 Attribute 2 Calculation Is a result Comments

Date/Time produced?
Difference In:
17 Date Time Minutes N A Time value is not present on
both attributes; therefore,
18 Time Date Minutes N calculation cannot be performed in
Minutes
Worksheet Guide
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Chapter 2 - Worksheet Definition Editor Periodic Formula Columns
Periodic Formula Columns
Periodic formula columns are used to define an arithmetic formula in which

periodic data will be calculated. Periodic columns can only be created using GL
or Payroll data. A period-by-period calculation is especially useful when
determining weighted averages or preserving seasonality in calculations. An
example of this would be reporting salary expense by period when the number of
hours fluctuates over time. For each period, the rate would be multiplied by the
hours for that period. The values resulting from this calculation can be displayed in
the periodic formula column as an average of all the periods or as the sum of all
the periods.
To define a periodic formula column:
1 In the Define Column window, click on the Column Type arrow and choose
Periodic Formula.
2 Type in a title for your column.
3 Click Define Content…. to display the Periodic formula window.
4 Select the category and the first data item you want. Choose whether you
want to add (+), subtract (-), multiply (x) or divide (÷) the two data items that
you have selected by clicking on the appropriate circle in the Operator box.
You may choose one operator per column.
5 Select the next data item from the list on the right side of the window, or click
Constant Value and enter a value.
Worksheet Guide
September 2007 11.0 2-41
Chapter 2 - Worksheet Definition Editor Text Constant
6 Select how you want the data to be totaled. Click Sum to display the value of
this column as the sum of all periodic data; click Average to display the value
of this column as an average of all periodic data. If you choose to show
periodic detail in your worksheet, this column will be displayed as the Total
column. If you do not show periodic detail in your worksheet, this column will
be the only one representing periodic data.
Other components of the window:
• Constant Value - Click this box if you want the data type that you selected
from the list on the left to be added, subtracted, multiplied or divided by a
constant number. Type the number in the box to the right.
• Dataset Reference Name - Type a descriptive name, such as 1997 Budget,
for the periodic formula column. The name that you assign to this column
should identify the type of data that it contains. Therefore, when you build your
worksheet, the Dataset Reference Name will help you associate the correct
dataset with this column.
• Qualify... Click this button to further specify your periodic data. These
qualifications apply to both of the data items in your formula. See above on
qualifying data.
Text Constant
A text constant column contains a text phrase, such as department name or a

string of characters that you specify.
Numeric Constant
A numeric constant column contains a number you specify.
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Chapter 2 - Worksheet Definition Editor Date Constant
Date Constant
A date constant column contains the Date, Date/time or Time only that you
specify.
Note the following formats:

• Date dd/mm/yyyy
• Date/time dd/mm/yyyy hh:mm
• Time only hh:mm
Worksheet Guide
September 2007 11.0 2-43
Using Full-Time Equivalent (FTE) Calculations in Column
Chapter 2 - Worksheet Definition Editor Definitions
Using Full-Time Equivalent (FTE) Calculations in Column Definitions
Integration of FTE-related data into the Horizon Performance Manager data

warehouse initiates various computations. Understanding the results of these
computations can be useful when you use FTE data types in your worksheet
column definitions. The Financial/GL and Payroll categories include the following
data types that contain FTE information.
Financial/GL Data Types

Entity/FTE Hours Per Day This field is populated during the data
integration process and represents the
default value used in the calculation of
full-time equivalents.
Department/FTE Hours Per Day This field is populated during the data
integration process. FTE calculations
can be customized to be department
specific by using the more precise hours
per day calculation from this data item.
Dataset Statistics/Fiscal FTE This is a derived field. When selecting
Hours Equivalent this field, calculations will be made using
Department/FTE Hours Per Day. If
Department/FTE Hours Per Day is null,
calculations will use data from the Entity/
FTE Hours Per Day field.
Payroll Data Types
Entity/FTE hours Per Day This field is populated during the data
integration process and represents the
default value used in the calculation of
full-time equivalents.
Position/Job Code FTE Hours Per When performing calculations, data will
Day be used first from the Job Code field
and, if null, from the Department field
and finally from the Entity field.
Dataset Statistics/Fiscal FTE This is a derived field. When selecting
Hours Equivalent this field, calculations will be made using
data from Job Code FTE Hours Per Day.
If Job Code FTE Hours Per Day is null,
calculations will use data next from the
Department/FTE Hours Per Day field
and finally from the Entity/FTE Hours Per
Day field.
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Chapter 2 - Worksheet Definition Editor Column Formatting
Column Formatting
From the Define Column window, shown below, you may apply various formatting
options to you column.
Title - Enter a title for the column by typing up to five lines. Press the Enter key to
leave a blank line. Align the lines to the left, right or center of the column. If you
defined periodic columns, one of the lines will be reserved for the period name.
Prefix - Enter a character or string of characters to precede the data in a column,
for example, a dollar sign.
Suffix - Enter a character or string of characters to follow the data in a column.
Decimals - Specify the number of decimal places to display and use in
calculations.
Align Data - Select left, center or right to align column data.
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September 2007 11.0 2-45
Chapter 2 - Worksheet Definition Editor Column Formatting
Footing - Subtotals for formula columns may be calculated by adding data across
or down the column.
Calculate Date/Time Differences In - use to determine whether your date and
time formula columns are calculated and displayed in Days or Minutes.
Width - Specify a number of characters, or allow it to be determined by the width
of the data. You can also change the width of a column by clicking on and
dragging the grid line from the Worksheet Definition Editor window.
Hide - Select this option if you do not want to display the column. Typically, this
feature is used for columns that will be referenced later in a formula. Columns you
designate as hidden are not included in a worksheet you export as ds.Pathfinder,
Horizon Business Insight Reports or as a Text file type. Hidden columns are
included in worksheets exported as a Horizon Business Insight Highlight file type.
Mask for Print and Export - Select this option to de-identify the data in this
column when the worksheet is printed or exported. This option is saved as part of
your worksheet definition, but it can be overridden when you print or export the
worksheet. Overriding the settings when you print or export does not change the
settings saved in the worksheet definition. If this option is unavailable (appears
dimmed), the data you have selected for the worksheet column cannot be
masked. For a complete list of data available to be masked, refer to Appendix B of
this manual.
Formatting columns for Distributed Worksheets

The following column format options provide functionality useful when you intend
to build a distributed worksheet from the worksheet definition. Be sure these
options are selected to allow editing in your worksheet. Note also that your
worksheet must be built as a model worksheet.
Allow Editing of Existing Rows - by default this option is selected. When
selected, this option allows all existing rows for the column to be modified. (New
rows are not affected.) Remove the check if you want all existing rows to be read-
only.
Allow Editing of New Rows - by default this option is selected. When selected,
this option allows all new rows for the column to be modified. (Previously existing
rows are not affected.) Remove the check if you want all new rows to be read
only.
You do not need to select both of the above options. However, you must format at
least one column definition to allow editing of new rows (the checkbox is selected)
in order to enable the option to Add New Account rows and/or Add New Job
Code rows when you build the worksheet for distribution. (See page 5-3.)
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Chapter 2 - Worksheet Definition Editor Worksheet Definition Format Options
Worksheet Definition Format Options
The options discussed below can be used when you create a new or modify an
existing worksheet definition. Once defined, you can build the worksheet
immediately or save the definition for future use. These options can be accessed
from the menu bar on the Worksheet Definition Editor window.
Print/Display Formatting Options
When you create a worksheet definition, you can select print/display formatting
options and save them as part of your worksheet definition. These option apply to
printed worksheets as well as worksheets displayed on your monitor. If you
change any of these options, you must rebuild the worksheet to see the results.
To access the options discussed below, choose Format/Print/Display
Formatting from the menu bar on the Worksheet Definition Editor window.
Worksheet Guide
September 2007 11.0 2-47
Chapter 2 - Worksheet Definition Editor Edit Worksheet Header and Footer Options
Suppress Zero-Filled Rows - Select this option to suppress printing and display
of data rows where all underlying values for all periods are either NULL or zero.
The suppression option takes place at the underlying data level. For example,
where a worksheet column is defined to display a total for a data item from various
periods, the row will be suppressed only if the data item in every period is equal to
zero. The row will not be suppressed if the sum of non-zero data items in each
period nets to zero. The option is available for rows defined as either Single Row/
Data or Entire Drill Level-Data.
Display Thousands/Display Millions/Display Billions Format - Select one of
these options to print or display the numbers in your worksheet in the chosen
format. These options works at the underlying data level. Each data item in the
worksheet will be divided by one thousand, one million or one billion based on
your selection. The decimal format you have chosen for the corresponding
column definition will be applied. The resulting number is used, based on the
column definition, to arrive at the number displayed in the completed worksheet.
(These options cannot be used with a worksheet that references Phase
attributes.)
Display Negatives in Parentheses - Select this option to print or display
negative numbers in parentheses rather than preceded by a minus sign.
Edit Worksheet Header and Footer Options
These options allow you to create and change the headers and footers on your
worksheet. When you save the worksheet definition, the headers and footers will
be saved as well and will appear on worksheets built from the definition.
Worksheet headers and footers appear at the top and bottom of all worksheets
and printed report pages. Once you have selected the header or footer option,
type the text as you want it to appear. Choose to align it in the center, or to the
right or left. Create blank lines by pressing Enter.
Use the Delete button to erase an existing header.
Row Label Width
Select Row Label Width to set the width as fixed or best fit for the data in the
rows of your worksheet. Your selection will apply to all the rows in the worksheet.
Worksheet Guide
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Chapter 2 - Worksheet Definition Editor Other Worksheet Options
Other Worksheet Options
These options allow you to define data for your worksheet. In addition, you can
check your worksheet definition to determine if the resulting worksheet will meet
your distribution and export needs.
Data References
Select this option to set up default datasets for each of the data references in this
worksheet. The data references can be changed later when you build the
worksheet.
Qualify Worksheet
When you select Qualify Worksheet you can limit the data in your report to a
specific portion of each dataset before you build the worksheet. The default
qualification you set and save as part of your worksheet definition can be changed
when the worksheet is built.
Worksheet Guide
September 2007 11.0 2-49
Chapter 2 - Worksheet Definition Editor Limit Cross Encounter Event Data
Limit Cross Encounter Event Data
Limit Cross Encounter Event Data is designed for use when reporting on cross
encounter events which have been created in Horizon Performance Manager’s
Encounter Analysis. This option allows you to choose whether your cross
encounter event worksheet includes data from only the initial encounters or only
the subsequent encounters. For more information on how to use this option, refer
to the Horizon Performance Manager Encounter Analysis Guide.
Check for Distribution
In some instances, for example, during the budgeting process, you may want to
create a worksheet and distribute it for review by others in your organization.
Select this option to check if the worksheet built from this definition can be
distributed. If the worksheet cannot be distributed a specific reason will be
supplied.
Check for Add Rows
This option, which is especially useful during preparation of a distributed budget,

checks the definition to see if rows can be added in a worksheet built from the
definition. If rows cannot be added, the reasons will be listed when you choose
this option. For more information, see Add New Account and Job Code Rows on
page 5-3.)
Check for Horizon Business Insight Highlight Export
If you intend to export your worksheet to Horizon Business Insight for use as a
highlight, select this option to determine whether or not your current definition
meets the required criteria.
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Chapter 2 - Worksheet Definition Editor Save the Worksheet Definition
Save the Worksheet Definition
Once you have created a worksheet definition, you need to save it.
After completing the definition, click OK and the Save Definition As window shown
below will be displayed. This option can also be accessed from the File menu.
You must select the library and folder where your worksheet definition will be
stored. If you previously selected a library or folder it will be highlighted for you.
You may change the selection at this time. You may also create a new library or
folder if necessary. To do so, right click on the Library or Folder window and
choose the New Library or New Folder option from the pop-up box.
Once you have chosen a library and folder, enter a name for the definition in the
Name: box and click OK. The definition will be listed in the worksheet window of
the Worksheet Manager in library and folder you selected.
Once you have saved your definition, you can build worksheets from the definition
by selecting the datasets, data samples and/or groups you want to use.
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September 2007 11.0 2-51
Chapter 2 - Worksheet Definition Editor Save the Worksheet Definition
Worksheet Guide
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Chapter 3 - Grouping
When you group data, you define the criteria whereby data of the same type can
be assembled for use in a worksheet. For example, you might want to group
specific departments from several entities, based on the type of service that they
provide. Grouping makes the data selection process easier when you design or
build a worksheet. If data has already been assigned to groups, you can define
the rows of the worksheet simply by choosing the group definition as your drill
level, rather than individually defining each row of your worksheet.
Once you have created your group, you can use the group definition or the
individual rows within the group as data selection and qualification criteria in your
worksheet. In addition, the group or group row data can also be used with And/Or
operators to form complex expressions. You can also use data fields that are
unrelated to your group when creating data selection/qualification expressions.
Worksheet Guide
September 2007 11.0 3-1
Chapter 3 - Grouping Create a Group
Create a Group
To create a group, select Grouping from the Reporting & Presentation/Utilities

menu found on the Horizon Performance Manager main window. To begin,
specify the criteria that define the group, then save it in a group definition. When
defining contents for a worksheet, groups appear in the window to the right of the
categories under the label Group. Once you select Group, all the available saved
group definitions will be displayed; choose one from the list.
Each group definition contains groups of one type. For example, you might have a
definition that groups accounts and another that groups positions. Each group
within a definition is labeled for identification. This label will be displayed as the
row title if the group is used as a drill level in a worksheet.
Worksheet Guide
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Chapter 3 - Grouping Components of the Grouping Window
Components of the Grouping Window
• Data Item to Group - Select the type of data that you want to group together.
You can group any of the following data types:
- Account Periodic Values
- Component
- Department
- Encounter
- Entity
- Facility
- Position
- Service Item
Each group definition contains groups of one type. You might have a definition
that groups accounts and another that groups positions. Each group within a
definition is labeled for identification. This label will be displayed as the row
title if the group is used as a drill level in a worksheet.
• Group Definition Name - Type a descriptive name for your group definition.
You may also save an existing group definition with a new name, or you may
simply rename it by typing a new name. You are then prompted to save it as a
new definition or rename it.
When you save an existing group with a new name or rename it, you become
the owner of the new group. This is a useful option when you want to make
modifications to a group that you do not own so you can use it in a worksheet.
Note: Worksheet Build selects the appropriate group definition for use in
your worksheet based on the name you give the group when you define it.
Consequently, if you revise a group definition and build a worksheet (or rebuild
an existing worksheet) that uses that group definition as data selection or
qualification criteria, the revised group data will be displayed in your
worksheet. If you delete an existing group and create a new group with the
same name, Worksheet Build will use the newly developed group definition
and associated row data in your worksheet.
Click the Shared box if you want the grouping to be available to other users.
• Report Order - This number represents the order in which the group will be
displayed in worksheet rows. You can change the order by selecting the
number and typing a new number over it.
Worksheet Guide
September 2007 11.0 3-3
• Assign Order - Used to determine which criteria to test the data record
against first when records cannot appear in more than one group. Data
records will be assigned to the first group that its criteria match. To report
data records most accurately, groups with lower assignment order numbers
should have a selection that is more specific. For example, a group with an
assignment order of 1 might contain account 102, 110 and 140, while a group
with an assignment order of 2 will include accounts 100-150, and a group with
an assignment order of 3 will contain all accounts greater than 150. Each
group becomes successively less specific than the one before it.
Sometimes a data record will match more than one group's selection criteria.
In that case, that data record would be assigned to the group with the lowest
assignment order number. However, if you want a record to be assigned to
every group that it matches, you can check the box at the bottom of the
window entitled Allow records to be assigned to more than one group.
This, for example, would be appropriate for responsibility reporting.
• Label - Type a descriptive title for the group. This title will be displayed as the
title of the row when you use the group in a worksheet.
• Selection Criteria - Selection criteria lists the criteria by which data records
are tested.
Click on the Select Data option to establish your selection criteria.
• New Row - Accepts the data in the current row and allows you to define
another one.
• Clear - Deletes the selected row in the group definition.
• Assign - Associates a group definition to a dataset. Assign is used once
when the entire definition has been completed. When chosen, you will be
prompted for a dataset to assign. The same definition can be assigned to
more than one dataset.
Before a group can be assigned to a dataset, it must meet both of the following
conditions:
- It must be complete. In other words, it must have a Group Definition
Name, a Data Item to Group, and an Assign Order, Report Order,
Label and Selection Criteria.
- It must be saved.
Worksheet Guide
3-4 11.0 September 2007
Groups must be assigned to data tables, depending on the type of data in the
group:
- For example, account data must be assigned to a chart of
accounts table. This group can then be used to access data
from all the datasets that are associated with that chart of
accounts table.
- Encounter groups and position data are unique. They will
not be associated with any tables; but will always be
assigned directly to specific datasets.
Example
Suppose you were grouping departments from different entities, based on the
type of service they provide. All the groups in your definition would be based on
Department. You might call the group Radiology and specify the various radiology
departments across the entities in which you were interested. Assuming that the
radiology departments do not all have the same department number, the selection
criteria would be something like (Entity A, department 8060) or (Entity B,
department 6070) or (Entity C, department 6070). Each radiology department
would then be selected and represented in your group. When using this group to
supply data for a worksheet, the data for all departments would be combined in
one row.
Worksheet Guide
September 2007 11.0 3-5
• Detach Group Apply - Check this box to apply a group and continue to do
other work in Horizon Performance Manager while the grouping job runs in the
background. (You cannot open a group while it is being applied.) When the job
has successfully detached, a confirmation is displayed. You are notified again
when the job has completed.
Information about your group apply job is displayed in Job Viewer. In addition,
an audit log file is produced upon completion of the job.
Worksheet Guide
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Chapter 4 - Sampling
Sampling allows you to create a subset of one or many datasets. The resulting
samples appear with all other datasets in lists, and they can be used for reporting.
In addition, by using data sampling, your worksheets will build more quickly. For
example, you could create samples that allow you to report on the following:
• all encounters with a specific DRG
• all encounters that use a specific department
The following table illustrates some of the differences between sampling and a
data selection:
Sampling Data Selection

Used with or instead of datasets. Used with datasets.
Interactive; identifies selected data Identifies selected data as worksheet
before worksheet is built. is being built
Includes all related data for a record Includes only the data in a record that
that matches your criteria e.g. all data matches your criteria e.g. only data
about an encounter that uses applicable to Department 6070.
Department 6070.
Worksheet Guide
September 2007 11.0 4-1
Chapter 4 - Sampling Sampling
Sampling
To create or modify a sample:

1 From the Horizon Performance Manager main window, select Reporting &
Presentation/Utilities and click Sampling to bring up the window shown
below.
Data sampling is used to create a subset of encounter data from one or more
datasets. The icons next to the sample names reveal whether or not the
samples have been applied to any datasets:
Indicates that the sample has been applied to the dataset.
Indicates that the sample has not been applied to a dataset, or that it has
changed since it was last applied.
To reapply a sample when your dataset has been modified or updated, click
Update in the Options menu.
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4-2 11.0 September 2007
2 To create a new sample, select New from the Sample menu or click on a
sample shown in the list and choose Open from the Sample menu. This will
bring up the Edit Sample window shown below.
3 Type a name for the sample in the Name box.

4 Click the Shared box if you want other users to be able to use this sample.
5 Choose one or more datasets from which the sample will be created. The
Encounter Count: box displays the number of encounters in the datasets.
6 Click New to enable the Select Data button.
7 Click Select Data to define the criteria for one iteration via Data Selection. An
iteration is the process of applying a data selection criterion to a specified data
set.
To define data for the sample, first select the Category you want to use, then
select a data type within the category. Click Accept and OK to exit the Data
Selection window and return to the Edit Sample window.
You can choose a single iteration or multiple iterations and apply them in the
order you choose in order to control the size of your sample.
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September 2007 11.0 4-3
In addition, you can choose to formulate an iteration as an exclusion by

selecting the Exclude data selected in this iteration checkbox that is
located below the Iterations: box on the Edit Sample window. To do so,
highlight the iteration, select the checkbox and click Accept.
For example, if the Exclude data selected in this iteration checkbox is
selected and your iteration is displayed in the Iteration: box as:
Exclude Encounter checkin date = 6/1/01
then, the sample, when applied, will include all encounters that have a checkin
date that is not 6/1/01.
8 Click Accept on the Edit Sample window to accept the iteration as shown in
the box.
9 Determine whether you want to apply your sample in attach or detach mode.
Detach Sample Apply - Place a checkmark in the box to apply your sample in
detach mode. You can continue to do other work in Horizon Performance
Manager while your job runs in the background. (You cannot open the sample
while it is being applied.)
Remove the checkmark from the Detach Sample Apply box to apply your
sample in attach mode. When you apply a sample in the attach mode,
exclusive reservations are placed on the dataset being reference. You cannot
continue working in Horizon Performance Manager in this mode.
10 Click Apply.
If you checked the box to Detach Sample Apply, a message is displayed
when the job has successfully detached. Click OK to continue.
11 When the apply has completed, click OK to close the Edit Sample window.
Note: If you ran the apply job in attached mode, other users cannot access the
datasets until you click OK to release the reservations.
Encounter Count - This box keeps track of how many encounters match the
criteria in the iteration. As each iteration is applied, you will note a reduction in the
number of encounters shown in the Encounter Count box. This allows you to
monitor the size of your sample. You can apply all iterations at once or apply your
iterations one at a time, by highlighting it, and note the effect on the size of your
sample as each iteration is applied. To delete an iteration after it has been
applied, highlight it in the Iterations: box and click Delete.
Information about your sample apply job is displayed in Job Viewer. In addition, an
audit log file is produced upon completion of the job.
Print - prints information about the sample
Notes - adds a note to the sample.
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Chapter 5 - Building a Worksheet
The worksheet definition is used to build or generate a worksheet by applying the

definition to a dataset. Actual and budget datasets stored in the Horizon
Performance Manager database are used to build the worksheet. You specify the
records you want included in the worksheet. Choosing to see only some
accounts, for example, may be more efficient and can make modifying and
printing faster. Limiting the number of accounts will also produce a more concise
report.
If datasets were assigned to the worksheet when it was defined via Dataset
References, they will be listed under the dataset reference name when you build
the worksheet. You can use those datasets or you can remove them and choose
other datasets to use. To select different datasets and further trim your criteria,
click on the Select Data… button to specify a subset of the data you already
selected.
If you want to manipulate data after the worksheet has been built, check the box
labeled Build as Model Worksheet. If this box is not checked, you will not be
able to modify the data in the worksheet. You cannot build a model worksheet if
your worksheet includes clinical data, has single row drill levels, group drill levels
that reference a group with the Allow Duplicates box checked or has Print/
Display Formatting defined to display in thousands, millions or billions.
You may build a worksheet at the time you create or edit the definition by clicking
on the Build Worksheet button in the Worksheet Definition Editor. To build a
worksheet at another time, select the definition from your list of Worksheets and
Definitions, then click the Build button on the toolbar; or, from the File menu,
select Build. If the worksheet definition is already open, click the Build
Worksheet button.
The Build button looks like this:
This will bring up the Build Window as seen on the next page.
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September 2007 11.0 5-1
1 Type a name for the worksheet in the Worksheet Name box. The worksheet
definition name is used by default.
2 Select a data reference.
3 Select the datasets and/or samples in the Data box that you want to associate
with the data reference. You can filter the list of objects displayed in the Data
box. To do so, select Datasets, Samples or Populations.
4 Click Add to add the datasets to the list.
5 Continue these steps for each reference name, until you have chosen all the
datasets that you want represented in the worksheet.
6 To remove datasets, select them from the Reference box and click Remove.
7 You can limit the data in this worksheet by clicking on Select Data... where
you can specify the portions of the datasets you want to see.
Worksheet Guide
5-2 11.0 September 2007
8 Click on the applicable options shown below the data reference window:
• Build as a Model Worksheet - Select this option if you want to be able to
modify this worksheet after it is built. If this box is not checked, the
worksheet will be built as a read-only worksheet. You cannot build a
model worksheet if your worksheet includes clinical data, has single row
drill levels, group drill levels that reference a group with the Allow
Duplicates box checked or has Print/Display Formatting defined to
display in thousands, millions or billions.
• Detach - This option is selected by default. It allows you to do other work
within Horizon Performance Manager while the worksheet builds. It is
recommended that you select this option most of the time. If you detach
from the worksheet build process, you will be notified when it is finished.
You may also see a list of all detached processes in the Job Viewer. If
you choose not to detach from the job, you will be unable to use any other
Horizon Performance Manager applications while the job is building.
• Limit Cross Encounter Event Data - This option allows you to limit the
cross encounter event data that is displayed in your worksheet. You can
choose to display only Initial Encounters or only Subsequent
Encounters in worksheet columns. This option is also available in the
Worksheet Definition Editor. If you established a limit when you created
your worksheet, the Worksheet Build window displays your existing
setting. Resetting the option from the Worksheet Build window overrides
the previous setting.
• Reapply Groups if Outdated/Reapply Samples if Outdated - Groups
and samples may contain data that is outdated and no longer match the
data in the dataset. To have the information contained in your groups and
samples updated so that it matches the information in the database, click
these buttons. Note that updating groups and samples will increase your
worksheet processing time.
• Add New Account rows/Add new Job Code rows - Allows you to add
new account and/or job code rows to the worksheet. This is particularly
useful in the budgeting process (especially distributed budgeting). The
Add new Job Code rows is intended for use with job code level payroll
budgeting rather than with position level budgeting. Note, however, that
when you select this option, a default position code is automatically
created for each new job code. Default position codes are named as
follows: ![jobcodename].
In order to use these options you must choose to build a model worksheet.
In addition, your worksheet definition must include only the required drill
levels in the correct order. (See page 2-5.) Also, when you created your
worksheet definition, you must have formatted at least one column
definition to allow editing of new rows in order to enable the Add New
Account rows and the Add New Job Code rows options. (See page
2-46.)
Worksheet Guide
September 2007 11.0 5-3
9 If you want to export this worksheet to ds.Pathfinder, Horizon Business Insight

or to a text file, click on the Export button. You can also burst the worksheet
with this option. Once you select this option and click OK on the Export
window, the export button remains selected, signifying that the worksheet will
be exported. If you change your mind and do not want to export the
worksheet, click the Export button again to cancel the export. For more
information, see “Exporting Worksheets” on page 7-1.
10 When you are satisfied with the datasets, click the Build button to create the
worksheet; or, from the Worksheet menu, click Build.
Alternatively, you can click the Save button (or from Worksheet menu, click
Save), to save the options and build the worksheet later. You may also want to
use this option if you are modifying a worksheet definition that is scheduled to
be built later.
If you want to select a different worksheet definition to build, click the New
button (or from Worksheet menu, click New).
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Chapter 6 - Using Worksheets
Once you have built a worksheet, it will be displayed in a spreadsheet format with
rows consisting of first drill level with a report total at the bottom. There are various
ways to use the data.
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September 2007 11.0 6-1
Chapter 6 - Using Worksheets Worksheet Functions
Worksheet Functions
Use the buttons or the menu bar to perform the following functions.
Worksheet Button Bar
The following functions are available by clicking the corresponding button at the
top of the window:
The up and down arrows are used to navigate through the drill levels.
To drill down to the next level of detail, highlight a row and then click
the down arrow. You can return to the previous level by clicking the
up arrow. You can also double click on a row title to drill down to more
detail.
Opens Encounter Viewer. Encounter Viewer may be launched only
from an Encounter Code or Encounter Name drill level. One or more
encounters must be selected. Encounter Viewer will display the
complete record for the highlighted encounters.
Displays all drill levels in a single window.
Allows you to write or read a note associated with this worksheet.
Creates a graph of the worksheet.
Prints the worksheet.

Opens the Worksheet Help window.
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Chapter 6 - Using Worksheets Worksheet Menu
Worksheet Menu
New Worksheet -- takes you to the Worksheet Definition Editor where you can
create a new worksheet definition.
Open -- opens another worksheet.
Save -- saves the worksheet, including any modifications you made to the data or
definition, for later use. It does not change data in the dataset.
Save As -- copies the worksheet and renames it.
Lock -- locks other users out of a worksheet while you edit it.
Build -- lets you rebuild this worksheet, giving you an opportunity to change
datasets.
Export -- creates a file, based on this worksheet, which you can export to
ds.Pathfinder, Horizon Business Insight Highlights, Horizon Business Insight
Reports or as a text file for use in other spreadsheet applications. (Select this
option to export all data included in your worksheet. Export can also be accessed
from Worksheet Manager and the Worksheet Build window. For more
information, see “Exporting Worksheets” on page 7-1.
Export Current Drill - creates a text file, based on the drill level currently
displayed in your worksheet. Files exported using this option cannot be used in
ds.Pathfinder or Horizon Business Insight. For more information, see “Exporting
Worksheets” on page 7-1.
Refresh -- retrieves the changes since the last save. This option is active once
you change some data in the worksheet or add a note.
Page Setup -- specifies a page format for the worksheet.
Print -- prints the worksheet. To print only a portion of the worksheet, select the
rows and columns that you want to print by selecting them.
Print Using Definition -- displays a list of the definitions associated with the
current worksheet. Once you select a definition, the Print window opens and you
can print the current worksheet with the settings in the definition or change any of
the settings for this session only.
Information -- displays a summary of information about the worksheet, its drill
levels and the tables used to build the worksheet.
Notes -- Allows you to write or read a note associated with this worksheet.
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September 2007 11.0 6-3
Chapter 6 - Using Worksheets Worksheet Edit Menu
Worksheet Edit Menu
Copy - copies the values in the selected rows, columns, or cells.

Paste - inserts the values you previously copied. When pasting columns, this
option pastes from the highest drill down to the lowest drill, resulting in changes to
the values at the lowest drill level. For more information on this option, refer to the
section of this guide entitled, "Modifying Data in a Worksheet."
Paste at Lowest Level - available only for pasting columns. This option allows
you, when pasting from the highest drill level, to insert from the bottom up. The
lowest drill level will be pasted first and all values will be aggregated up through
the various drill levels in the worksheet. This is useful in budgeting situations
where you have a formula column containing the desired budgeting results, and
you want to copy from this column to a data column to enable committing the
changes back to a data set. For more information on this option, refer to the
section of this guide entitled, “Modify Data in a Worksheet” on page 6-8.
Add Row - enables you to add account and/or job code rows.
Delete Row - enables you to delete account and/or job code rows added via the
previous option.
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Chapter 6 - Using Worksheets Worksheet Options Menu
Worksheet Options Menu
Drill -- drills down to the next level of detail for the selected row. To drill down,
there must be row sorts below the selected row, and those row sorts must contain
data.
Return -- returns to the previous level of detail after you have drilled down.
Graph -- graphs the selected rows, columns, or cells. For more information on
this option see the section on Graphs.
Rank -- sorts the worksheet data based on the data in a column. You must first
select a column by highlighting it. When you use Rank, your selections will not be
saved after you close the worksheet.
• Ascending or Descending sorts column data in ascending or descending
order. Date or date/time columns are sorted in ascending or descending
order first by year, then by month and day.
• Ascending Month/Day or Descending Month/Day sorts date or date/
time columns in ascending or descending order first by month and day
with year as a secondary sort criteria applied to dates that include the
year. Where time data is also displayed, column data will be sorted by
month and day then by year as above, and finally by time.
Note the example of Ascending Month/Day shown below:
01/01/1995
01/07/1992
01/07/1997
View - includes the following options:
• Display All Drill Levels displays all drill levels at once, in one window, or
displays reference columns that would normally be hidden. If you choose
this option you will not be allowed to rank columns, graph or copy rows,
columns, or cells in the worksheet.
• Cascade can be toggled on or off. If it is off, it shows one drill level at a
time and you can drill up or down to the other drill levels. If it is on, each
level you drill into will be displayed in a separate window.
• Display Hidden Columns allows you to display columns that were
previously hidden.
• Hide Columns allows you to hide one or more selected columns.
Worksheet Guide
September 2007 11.0 6-5
Chapter 6 - Using Worksheets Worksheet Data Menu
Worksheet Data Menu
The following functions are discussed in more detail in the following sections of
the guide.
Modify -- changes the data in selected cells of a worksheet.
Periodic Spread -- spreads values in selected cells across periods.
Commit -- saves your changes in the worksheet and in the original dataset.
Encounter Viewer - launches Encounter Viewer where you can display
encounter data that occurs in your worksheet.
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Chapter 6 - Using Worksheets Graphs
Graphs
After you build a worksheet, you can analyze your data in several graphing
formats.
• First select the rows, columns or individual cells that contain the data you want
to graph. To select an entire row or column, click on the title of that row or
column. You can select adjacent rows, columns or cells by clicking and
dragging across the area that you want. If you want to select nonadjacent
rows, columns, or cells, hold down the shift key and click on the cells that you
want.
• Then, choose Graph from the Worksheet Options menu and select the type
of graph that you want. The type of graph you choose will depend upon the
type of data in your worksheet and how you want to present it. The following
graphs are available:
Area - Area graphs emphasize the amount of change in data over a period of
time. They are well suited to illustrate how periodic data changes over time, and
how it compares to the changes of other data.
Bar - Bar graphs compare the values of data items. For example, you can use a
bar graph to compare the revenue, expense or net income of several departments
for a given year.
Line - A line graph illustrates the change of periodic data. Rather than
emphasizing the amount of change, as an area graph does, line graphs
accentuate the rate of change.
Pareto - Pareto graphs present your worksheet data in descending order and
indicate the rate at which the data is accumulating toward 100 percent.
Pie - Pie graphs compare proportions or parts of a total. You could use a pie
graph to display the percent that each department contributes to the net income.
Only one row or column can be displayed at a time in a pie graph.
Scatterplot - A scatterplot graph plots data as X, Y coordinates. This type of
graph is useful for identifying trends between independent and dependent
variables, such as expense versus length of stay within a department.
Stacked Bar - Like a pie graph, a stacked bar graph can show proportions of a
total. Unlike a pie graph, however, you can view multiple worksheet rows and
columns of data simultaneously.
Stacked Line - Stacked line graphs place emphasis on the rate of change, but
also show change. Both the presentation of data and use are similar to those of
area graphs.
Step - Step graphs combine the features of line and bar graphs.
Click Flip to switch the X and Y axes. If a graph is too long to be displayed on one
window, click the Next or Prev buttons to scroll forward or backward along the Y
axis.
Worksheet Guide
September 2007 11.0 6-7
Chapter 6 - Using Worksheets Modify Data in a Worksheet
Modify Data in a Worksheet
If you build a model worksheet, you can then modify the data within the
worksheet. When you modify the value of one cell in a worksheet, other cells may
also be affected. At the very least, changing a cell's value would influence rows
that use that cell to calculate a total. If the modified cell is in the top level of a row
defined as a drill level, then all the values below that level will be recalculated; if
the changed cell is below the top level, the change will percolate up and down.
You may change the data in a cell through several methods:

1 Delete it and enter new data.
2 Select data from another cell and use the right mouse button to copy it to the
clipboard. Move your cursor to a different cell and use the right mouse button
again to paste it into a new location. It will replace any data already in that
cell.
3 Use the Modify option, found in the Data menu or by using the right mouse
button.
4 Use Periodic Spread..., found in the Data menu.
Worksheet Guide
6-8 11.0 September 2007
Chapter 6 - Using Worksheets Modify a Cell
Modify a Cell
To modify a worksheet cell, first select a cell, a group of cells, or a whole column,
then select Modify… from the Data menu. The following options can be modified:
1 Value - Enter a number by which to change the data.
2 Type - Indicate whether the value represents an amount or a percentage.
3 Modification
• Increase or decrease the current amount in each cell by the amount or
percentage you entered.
• Replace the current amount in each cell with the amount you entered.
• Multiply or divide the current amount by the amount or percent you
entered.
4 Target for change- Where a cell represents more than one period's data, you
can choose Cell value, Payroll or GL Period, or Payroll dates to which the
change will apply:
• Cell value - Modifies total of values that contribute to the period by the
value you specified, in the same proportion as existed before. This change
applies to all the periods defined for the value, as shown in the From and
To range.
• Payroll or GL Period - The description you see will depend on the data
you selected. This will modify each period individually by the value you
specified. You can use the From and To dates to specify the periods that
should be affected by the change.
• Payroll dates - You can use any payroll date column defined for the
worksheet. The payroll date is the start date for the range, which continues
to the end of the fiscal year. This end date is displayed after the label To:.
This will modify each period individually by the value you specified. If you
have selected multiple columns and their periods do not match, you can
only change cell values.
Worksheet Guide
September 2007 11.0 6-9
Example
To illustrate the scope of the changes associated with modifying one cell, consider
the following example. The first sample shows a worksheet with drill levels of
Entity, Department and Account. The values in columns P1 through P4 represent
data, and the Reg Hrs column represents the total regular hours.
The Original Worksheet Data
Entity Reg Hrs P1 P2 P3 P4

Entity 1 100 25 20 30 25
Entity 2 500 100 100 120 180
Entity 3 440 180 130 25 105
Grand Total/Average 1040 305 250 175 310
Department detail for Entity 3 Reg Hrs P1 P2 P3 P4

Department 1 120 60 20 0 40
Department 2 320 130 90 30 70
Department 3 0 -10 20 -5 -5
Total/Average 440 180 130 25 105
Account detail for Entity 2 Reg Hrs P1 P2 P3 P4

Account A 120 60 30 10 20
Account B 100 20 40 10 30
Account C 100 50 20 10 20
Total/Average 320 130 90 30 70
Worksheet Guide
6-10 11.0 September 2007
In this example, you have changed the Reg Hrs value for Department 2 from 320
to 160. Values that have been modified are bold and italicized. The calculation for
spreading the new value across the time periods is:
Original Entity 3 Department Detail

Department 1 120 60 20 0 40
Department 2 320 130 90 30 70
Department 3 0 -10 20 -5 -5
Total/Average 440 180 130 25 105
Modified Entity 3 Department Detail

Department 1 120 60 20 0 40
Department 2 160 65 45 15 35
Department 3 0 -10 20 -5 -5
The values in the Total/Average row are then allocated to the account detail rows
using the calculation:
Worksheet Guide
September 2007 11.0 6-11
Original

Account A 120 60 30 10 20
Account B 100 20 40 10 30
Account C 100 50 20 10 20
Mofified

Account A 60 30 15 5 10
Account B 50 10 20 5 15
Account C 50 25 10 5 10
To complete the change, the periodic values in the Grand Total/Average row at
the entity level are now recalculated:
Original

Entity 1 100 25 20 30 25
Entity 2 500 100 100 120 180
Entity 3 440 180 130 25 105
Modified

Entity 1 100 25 20 30 25
Entity 2 500 100 100 120 180
Entity 3 280 115 85 10 70
Worksheet Guide
6-12 11.0 September 2007
Chapter 6 - Using Worksheets Periodic Spread
Periodic Spread
The periodic spread function is used to apportion data across time. In the
worksheet, you can select a cell, row, or column of data, such as a total column,
that represents more than one period of data. Use one of four methods to spread
the data across the time period it represents.
From the worksheet, select the data you will spread by selecting a cell, row or
column.
Value - Enter the value to be spread.
Method - Choose a spread method.
• Proportional - Divides an amount across the date range in the same
average proportion as was found in the statistical datasets. You will select
the statistical datasets you want to use from a list.
• Even Distribution - divides an amount evenly across a date range.
• Days in Period - Spreads an amount into selected periods based on the
proportion of the number of days in each period to the total number of days
in the range.
• User Supplied Statistics - Spreads an amount into selected periods
based on a statistic that you enter, or copy and paste from a worksheet.
Save the Data
You can save a worksheet in which you modified data without changing the date
in the dataset. In that case, you have created a model that can be used for
analysis. Such a model can be modified as many times as you want, without
affecting the current data.
To incorporate the changed worksheet data back to the dataset, you must use the
Commit function.
Worksheet Guide
September 2007 11.0 6-13
Chapter 6 - Using Worksheets Commit the Data
Commit the Data
This is a way of updating the data in a dataset. When you commit, only the data to
which you have modify access will be committed to the datasets. For example, if
you only have modify access to department 400 out of all the departments in your
worksheet, then only data for department 400 will be committed back to the
datasets.
The following are components of the Worksheet Commit window:
• Datasets - For all the data in this worksheet, lists the reference names and the
datasets associated with them.
• Changes Since Build or Commit - This column will contain Yes or No to
indicate whether or not the data in the dataset has been changed since the
worksheet was built or committed.
• Commit - Click the Commit button to save your worksheet changes to the
datasets listed.
• View Changes - Displays a list of the tables associated with the datasets
included in your worksheet and indicates which tables have been modified
since your worksheet was built.
Worksheet Guide
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Chapter 6 - Using Worksheets Printing Worksheets
Printing Worksheets
When you have completed your worksheet, you can print it to any Windows
default printer. A variety of print selections related to your printer setup, page
setup, headers and footers and page order are available. You can also choose to
suppress printing of selected rows. Finally, you can save and name your print
settings as a print definition for use with the current worksheet or with worksheets
you generate in the future.
Choose your print settings from the Worksheet window.
Worksheet Guide
September 2007 11.0 6-15
Chapter 6 - Using Worksheets Print Settings
Print Settings
From the Worksheet window, choose Worksheet Print to display the Print
window.
The following options are available from the Print window:

Printer: The current printer is displayed.
Number of Copies: The default number of copies is 1. Click up or down arrows
to increase or decrease the number of copies you want to print.
Page Range: Choose from among the following options.
• All - prints all pages in the worksheet
• Selection - prints the rows and columns of the worksheet that you have
highlighted
• Current Page - prints the current page only
• Page(s) From/To - prints a range of pages from your worksheet. Use the up
and down arrows, or enter numbers, to select the first and last pages of the
desired print range
Worksheet Guide
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Chapter 6 - Using Worksheets Page Setup
Page Setup
From the Print window, click Page Setup... to apply page layout settings such as
paper size, orientation, scaling and margins to your worksheet.
The following page layout options are available from this window.
Paper Size: You can change the size of the paper you print on by selecting a new
size from the dropdown box. All sizes that are available to your current printer are
displayed.
Orientation: Choose Portrait to print your worksheet pages with the columns
running across the width of the paper. Choose Landscape to print your
worksheet pages with the columns running across the length of the paper.
Scaling: This option allows you to increase or decrease the print size to
determine the amount of data that fits on a single page.
Margins: Use this option to change the page margins on your worksheet pages.
The current margins are shown in inches.
Worksheet Guide
September 2007 11.0 6-17
Chapter 6 - Using Worksheets Defining Headers and Footers
Defining Headers and Footers
Select Print from the Worksheet menu. Choose Page Setup from the Print
window and click Header/Footer to define headers and footers to be displayed on
all printed pages of your worksheet. You can also use this option to override a
header or footer stored in your worksheet definition.
By default there is no header. Once a header has been set up, it will always
appear until you remove or replace it. The default footer consists of a centered
page number. You can define or change worksheet headers and footers as
follows:
Header/Footer: Select either header or footer.
From Edge: Indicate the desired width from the top (header) or bottom (footer) of
the page.
Left/Center/Right Section: Click in one of the sections. Choose the elements
from those shown below that you want to include in that section of your header or
footer. Elements in the left section will be left justified, those in the right will be
right justified and those in the center will be centered.
Worksheet Guide
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Chapter 6 - Using Worksheets Printer Setup
Select this element to change the font size or use bold, italics, underline or
strikeouts.
Select this element to display the time.
Select this element to display the date.
Select this element to insert the page number.
Select this element to display the drill level path on each page
Printer Setup
From the Print window, click Printer Setup… to change to another printer or to
change the setup for the current printer. Click Setup to make changes to the
default setting for page, graphics, fonts and device options. Any changes you
make on the Printer Setup… windows will be effective for all Windows
applications.
Worksheet Guide
September 2007 11.0 6-19
Chapter 6 - Using Worksheets Print Options
Print Options
From the Print window, click Options… to access the Worksheet Print Options
window. From this window you can select page-formatting settings for your
printed worksheet.
Page order: If your worksheet pages are too long or too wide to be printed on
one page, they will be split and printed on two or more pages. This option allows
you to select the order in which split pages will be printed.
• Choose Down, then Across to print the top left side of a page, the bottom
left side of the page, the top right side and then the bottom right side.
• Choose Across, then Down to print the top of the page, both left and
right, followed by the bottom of the page, left and right sides.
Worksheet Guide
6-20 11.0 September 2007
Print: Place a check mark in the corresponding box to include printing of notes in
your worksheet, cell gridlines and/or a document header page at the beginning of
your document. Activate Page by Drill Level to select the drill level after which a
new page will be generated.
Mask identifiers applies the de-identification settings (See page 24) you
established when you defined your worksheet columns and drill levels. If you do
not select this option, no data is de-identified in the printed worksheet.
• To override the worksheet definition settings, click Select and change
them on the Identifiers to Mask window. Changes only affect the
worksheet you are currently printing; they do not affect the de-identification
settings in your Worksheet Definition or in the Worksheet Print Definition.
• If this option is unavailable (appears dimmed), either the worksheet
contains no data that can be masked, or no data is selected to be masked
in the worksheet definition. Refer to Appendix B for a complete list of data
available to be masked.
Suppress Rows: This option allows you to define rules for hiding rows when
you print your worksheet. You can create rules to suppress any row where zeros
or null data appear in one or more columns. When you suppress a row, it will not
appear in the printed worksheet but the data in the row will be accumulated into
any column totals.
Note: This option affects printed worksheets. It does not affect worksheets
displayed on your monitor.
The rules you have created will be shown in the box on the Worksheet Print
Options window.
Worksheet Guide
September 2007 11.0 6-21
Select Rows… Click to create a rule for suppressing rows in your worksheet.
The Suppress Rows window will appear.
Repeat the following process until all rules have been created for all worksheet
columns as necessary.
Column: Select the column that should be tested against the rule
Is Null/Is Zero: Select Is Null to suppress rows where the column you chose is
blank for that row. Select Is Zero to suppress rows where the column you chose
contains a zero for that row. You may select both options.
Accept: Click Accept to create the rule.
Suppress Rows Where: Rules for suppressing rows will be displayed in this
panel. To eliminate a rule, select it and click Clear.
Note: If you are in Display All Levels mode and a cell is zero or null, rows of
lower drill levels that are dependent on that drill level will also be suppressed.
Worksheet Guide
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Chapter 6 - Using Worksheets Print Definitions
Print Definitions
From the Print window, click Definitions... to select, view, create, delete or add
notes to a print definition.
To create a print definition, from the Print window…

1 Click Page Setup… and choose settings for headers, footers, orientation,
scaling and margins.
2 Click Options… and select settings for page order, notes, gridlines, header
page and paging by drill level.
3 Click Definitions… to open the Worksheet Print Definition window. In the
Name: box enter a name for your print definition. Click Save. The name of
your print definition will be displayed in the lower panel.
Select: Click to apply an existing print definition to the current worksheet. The
desired print definition must be highlighted.
View: Click this button to display the settings included in the highlighted print
definition.
Delete: To delete an existing print definition, highlight it from the list and click
Delete.
Notes: To add notes to an existing print definition, highlight it from the list and
click Notes. Click Add, write the note and click Accept. Click OK. Remember to
save the print definition again to retain the new note as part of the definition.
Worksheet Guide
September 2007 11.0 6-23
Chapter 6 - Using Worksheets Print Using Definition
Print Using Definition
This option, located on the Worksheet menu, displays a list of the definitions
associated with the current worksheet. When you select a definition from the list,
the Print window will open to allow you to print the current worksheet with the
settings in the selected print definition. If necessary, you can override any of the
settings in the print definition for this print session only.
Worksheet Guide
6-24 11.0 September 2007
Chapter 6 - Using Worksheets Worksheet Notes
Worksheet Notes
Notes can be attached to many items in Horizon Performance Manager such as

libraries, folders, worksheet and worksheet definitions. Notes are dated when
they are added and will accumulate. You can print all the attached notes via the
Print All button and you can print a note you just wrote by clicking the Print
button.
The notes editor can be accessed from either the File menu on the
Worksheet Manager window, from within the Worksheet Definition Editor
by selecting Notes from the Definition menu or from the File menu of an
open worksheet. If a note has been attached, you can view it by clicking the
Notes icon in the lower right corner of the worksheet.
Worksheet Guide
September 2007 11.0 6-25
Chapter 6 - Using Worksheets Write a Note
Write a Note
To write a note:
1 Choose the item to which you want to add a note. From a worksheet or
worksheet definition, choose Notes from the Worksheet menu, or click the
Notes button.
2 In the Notes window, click the Add button to add a note. The date will appear
in the upper window.
3 In the lower window, type your note, or paste it from the clipboard..
4 Click the Accept button to attach the note, or Undo to erase it.
5 Click OK to exit.
Read a Note
To read a note:
1 Notes are identified by date. Select a note by click on the date in the upper
window.
2 The note will appear in the lower window.
3 Click OK to exit.
Delete a Note
To delete a note:
1 Select a note by clicking on the date in the upper window.
2 Click the Delete button.
3 Select a note by clicking on the date in the upper window.
4 You will be asked to confirm. Respond Yes or No.
5 Click OK to exit.
Worksheet Guide
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Chapter 7 - Exporting Worksheets
Worksheets can be exported for use in ds.Pathfinder, Horizon Business

Insight or in any application that can import a text file. You can export a
worksheet that is already built directly from Worksheet Manager or you can build
and export a worksheet from the Worksheet or Worksheet Build windows. You
can also export worksheets in batch mode.
You can access the Export window, shown below, via any of the following
methods.
• From Worksheet Manager, highlight a worksheet and select File/Export
• From the Worksheet Build window, select Worksheet/Export
• From an open worksheet, select Worksheet/Export
• From an open worksheet, select Worksheet/Export Current Drill
Note: Use Export Current Drill to create a text file that includes only the drill level
currently displayed in your worksheet. Use Export to create a file that includes all
data in your worksheet and can be formatted for ds.Pathfinder, Horizon Business
Insight or as a text file.
Worksheet Guide
September 2007 11.0 7-1
The type of output file you choose to export determines the format and report
options available to you as well as the required file name extension and the
location where your export file can be stored.
Follow the steps below to export a Horizon Performance Manager worksheet file.
1 From the Type dropdown list, select the type of output file you want to export.
The file type that you select in this step determines which of the following
steps you need to perform to format your file for export. Each of the following
steps in this section is tagged to indicate the file type(s) to which it applies.
Note: : If you selected the Export Current Drill option, you cannot create an
export file for use in ds.Pathfinder or Horizon Business Insight. Only text type
files can be created from this option.
• ds.Pathfinder - Select to create a file that you can view and distribute
through ds.Pathfinder. Worksheets exported to ds.Pathfinder retain their
numeric formatting when exported. For example, $ and % that are
displayed in the worksheet will also be displayed in ds.Pathfinder.
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7-2 11.0 September 2007
• Text File - Text will be selected by default. Select this file type to create a
flat text file. Use this option to modify encounter data outside of Horizon
Performance Manager, and then bring it back through Data Integrator.
• Horizon Business Insight Highlights - Select to export a file to Horizon
Business Insight for use as a highlight. (For this file type only, worksheet
columns designated as hidden in the Worksheet Definition Editor are
included in the exported file. See Hide on page 2-46.)
• Horizon Business Insight Reports - Select to export a file to Horizon
Business Insight Reports.
2 Text file type only: Activate the following options in the Format Options area
of the window to define the format for your exported text file.
• Export at lowest drill level - When this checkbox is selected, each drill
level included in the report is displayed in the exported file in a separate
column and excludes subtotals and totals. When this option is deselected,
all drill levels in the worksheet will be displayed in the exported file in a
single column including subtotals and totals. In the example below,
assume a worksheet with two drill levels: (1) Department; (2) Account
When this option is selected: When this option is NOT

selected:
Column 1 Column 2 Column 3 Column 1 Column 2
100 2000 150 100
100 3000 350 2000 150
100 4000 250 3000 350
200 2000 475 4000 250
200 3000 225 100 Total 750
200 4000 125 200
2000 475
3000 225
4000 125
200 Total 825
TOTAL 1575
- Export at lowest drill level cannot be used with the Export Current
Drill option.
• Include column labels - Select this option if you want the column labels in
your worksheet file to be displayed in the exported file. When you choose
to inlcude column labels, they are displayed at the top of each column in
the exported file.
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September 2007 11.0 7-3
• Include row labels - Select this option if you want the row/drill level labels
in your worksheet file to be displayed in the exported file. When you
choose to include row labels, they are displayed in the first column of each
row of the exported file.
• Include header information - Select this option to include worksheet
header rows when you export a text file.
• Include accounting characters - Select this option to export dollar ($)
and percent (%) signs in your worksheet file. The following conditions
must be met for these characters to be exported:
- The $ must be the only character in the prefix. Dollar signs are not
displayed in the exported file if they are defined as suffixes in your
worksheet.
- The % must be the only character in the suffix. Percent signs are not
displayed in the exported file if they are defined as prefixes in your
worksheet.
• Include all other prefixes and suffixes - Select this option to export any
prefix(es) or suffix(es) included in your worksheet definition. This option
will not export the accounting characters discussed above. Select the
Include accounting characters option to export a $ and/or a % defined as a
prefix or suffix in the worksheet definition. In addition, if the option to
Display Negatives in Parentheses has been selected as part of your
worksheet definition (Format/Print/Display Formatting/Display Negatives in
Parentheses), the negative and parentheses characters are treated as
prefixes and suffixes by the Include all other prefixes and suffixes option
and these characters are displayed in your exported file.
3 Horizon Business Insight Reports only: In the Format Options area of the
window, place a checkmark in the box provided to Include first four header
lines in title to append this worksheet header data to the report title in the
export file. Note that only the first 80 characters in each worksheet header line
can be exported. Refer to the section entitled, Worksheet Definition Format
Options for information on including headers in a worksheet definition.
4 All file types: The Mask identifiers format option applies the de-identification
settings you established when you defined your worksheet columns and drill
levels. If you do not select this option, no data is de-identified in the printed
worksheet.
To override the de-identification settings you established when you defined
your worksheet, click Select and change them on the Identifiers to Mask
window. (See page 1-23). The changes you make here only affect the
worksheet you are currently exporting; they do not affect the de-identification
settings in your worksheet definition.
If this option is unavailable (appears dimmed), either the worksheet contains
no data that can be masked, or no data is selected to be masked in the
worksheet definition. Refer to Appendix B of this manual for a complete list of
data available to be masked.
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7-4 11.0 September 2007
5 ds.Pathfinder and Horizon Business Insight Report file types only: Choose one
of the following Report Options.
• Single report - exports the entire worksheet to a single report
• Burst into individual reports - exports separate reports for each row in
the first drill level of the worksheet. Individual report files are named as
follows: FileName_DrillName
• Single and individual reports - results in a single report containing all the
rows in the worksheet and separate reports for each row in the first drill
level.
6 Text file type only: Use the following Report Options to define your
worksheet export format.
• Field separator - To change the delimiter in your worksheet, select one of
the following. Note that the field separator you select will determine your
text file type and extension.
- Comma: Generates a .CSV Comma Delimited file.
- Space: Generates a Formatted Text file with a .PRN extension
- Tab: Generates a Tab Delimited file with a .TXT extension
- None-Fixed Width: Generates a Fixed Column Width Text file with a
.TXT extension.
• Record separator - In a worksheet export file each row comprises a
record. Some applications or other spreadsheet software packages
require that records be separated by a specific character. The worksheet
export process separates records from one another by either of the
following line termination options:
- Carriage return <cr> - used for exports to a PC destination; the record
separator used for this option is a carriage return followed by a line
feed.
- Line feed - used for exports to a UNIX destination; the record separator
used for this option is a line feed only.
• String delimiter - Some applications require that strings of alphabetic
characters be enclosed in punctuation. You can choose from Single
quotes, Double quotes or None.
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September 2007 11.0 7-5
7 All file types: Type a name for your export file in the File Name box. When
used in file names, uppercase letters will automatically be converted to
lowercase letters and characters and spaces will be converted to the
underscore character ( _ ). Do not use periods in file names and do not enter
an extension for your file. The required extension for your export file is
automatically added during the export process.
Note: : If the name you choose for your export file is the same as a file already
saved on your PC or on the Horizon Performance Manager server (depending
on the location you select), the original file will be automatically overwritten by
the current file. A warning message will not be displayed.
The appropriate file extension is determined by your selection in the Type

dropdown box (for Text file types, the field separator determines the file
extension) as shown below:
• Text file types are assigned either a .TXT, .PRN or .CSV extension
depending on your selection of a field separator in the Report Option box.
• ds.Pathfinder file types are assigned at .PFF extension.
• Horizon Business Insight Highlight file types are assigned at .WTH
extension.
• Horizon Business Insight Report file types are assigned a .WTR extension.
8 Text file type only: If you selected Text as your output file type, you can
choose to save the exported file to your local drive or to a network drive OR
you can skip this step and save your file to the default directory on the Horizon
Performance Manager server. To save your file to the Horizon Performance
Manager server, move onto the next step.
• To choose the location on your local drive or the network where your text
file will be stored, click Browse to open the Worksheet Export dialog box.
• The File name box displays the name you previously chose for the export
file.
• The Save as type box indicates the Field Separator. The field separator
displayed in the Save as type box determines the extension applied to
your exported file. (See Report Options/Field separator above.)
• Navigate to the location where you want to save your text file and click
Save. You can choose a location on your local drive or on a network drive.
Note that if you select the default directory displayed in the Worksheet Export
dialog box, your file will be saved to the directory on your local drive where
Horizon Performance Manager has been installed on your workstation.
9 All file types: (Text file types need to perform this step only if you elected to
skip the previous step.)
Click OK to export your file and save it on the Horizon Performance Manager
server at the following location.
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7-6 11.0 September 2007
• Text files: If you did not use Browse to select an alternative location on
your local drive or the network, your text file will be stored at the following
location on the Horizon Performance Manager server:
…/apg/pdsdata/[version]/[database]/data/export/general
Text files exported via batch will also be saved at this location:
• ds.Pathfinder files are stored on the Horizon Performance Manager server
at the following location:
…/apg/pdsdata/[version]/[database]/data/export/general
• Horizon Business Insight Highlight files are stored on the Horizon
Performance Manager server at the following location:
…/apg/pdsdata/[version]/[database]/data/export/webtrend/highlights
• Horizon Business Insight Report files are stored on the Horizon
Performance Manager server at the following location:
…/apg/pdsdata/[version]/[database]/data/webtrend/reports
Once exported, Horizon Business Insight Highlight and Report files can be
moved from the locations noted above to the Horizon Business Insight server
via the NFS mount point on the Horizon Performance Manager server. The
default directories on the Horizon Business Insight server for Highlight and
Report files are called WTFiles and WTReports respectively. Contact your
Horizon Performance Manager System Administrator to determine if the NFS
mount point has been established. Alternatively, you can map a drive to the
Horizon Business Insight server and use the Windows Explorer Copy/Paste
options to move your files to the applicable default directory on the Horizon
Business Insight server.
References to [version] and [database] in the above directory locations
represent the current version of your Horizon Performance Manager software
and the name of the database on the HPM server respectively. Both may vary.
Cancel - click Cancel at any time to exit the Export window without exporting a
file.
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September 2007 11.0 7-7
Worksheet Guide
7-8 11.0 September 2007
Chapter 8 - Job Viewer
The Job Viewer displays information about attached and detached jobs. You
may also use the Job Viewer to stop a job. The detailed list of jobs can be sorted
by clicking any column header; it can be printed and filtered to display only the
information you want to see.
From the Horizon Performance Manager main window, you can access Job
Viewer, from the Utilities menu located in the Data Integrator, Business Logic
or Reporting & Presentation lists.
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September 2007 11.0 8-1
Chapter 8 - Job Viewer Job Viewer Options
Job Viewer Options
The following options can be found in the menus or on the toolbar. You can also
select some of these options from a shortcut menu by right clicking anywhere in
the list of jobs.
• Cancel Active Job - stops processing the selected job. Unless you have been
given additional security privileges, you can only cancel a job that you own.
Your job can be stopped while running in attached or detached mode. You can
also cancel the applicable step from a batch job. Only certain types of
processing can be canceled; if this option is greyed out, then you cannot use it
to cancel the selected job.
Note: A request to cancel a job will be refused if irreversible changes have

already been completed in the database.
In the Job Viewer window, a red traffic light icon located to the left of the job
number indicates that the job or batch step has been canceled. Additional
information is also displayed in the Status Message and Completion Status
fields.
The Job Viewer log files associated with a canceled job or batch step indicate
the name of the user who canceled the job and the date and time.
• Delete All Completed Job Records - deletes the records and log files for the
completed jobs displayed on the window. You may use this option in
conjunction with the Filter option to delete specific records and log files. For
example, you can list all jobs that were completed prior to a specific date.
Then when these jobs are displayed, selecting Delete All Completed Job
Records will remove only the listed jobs.
Note: Job Manager reuses old job numbers, as it always assigns the lowest
possible available job number when a job is initiated. If you have jobs
numbered from 1 to 50 listed in Job Viewer and you delete jobs 1 and 5, the
next three job references assigned by Job Manager will be 1, 5, and 51.
• Delete Job Record - deletes the information for the selected job from the list.
• Filter - displays only the jobs that meet certain criteria.
• Job Scheduler - use to run a batch job immediately or schedule it to run
sometime in the future.
• Print Screen - copies an image of the screen to the clipboard. You may then
paste the image into another application.
• Print Screen to File - saves an image the screen as a bitmap (.bmp) file.
• Refresh - updates the information in the list of jobs.
• Select Columns - displays, hides or reorders the columns.
• Notify Option On - notifies you when a detached job finishes processing.
• View Job Log Files - opens any log files associated with the selected job.
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Chapter 8 - Job Viewer Job Viewer Filter
Job Viewer Filter
You may filter information on the Job Viewer so that only jobs that meet certain
criteria are displayed. For example, you may choose to display only the detached
jobs that started yesterday and are still in progress or you may choose to display
only your jobs.
The below table lists the available filters:
Filter Function
Attached Displays attached jobs
Detached Displays detached jobs
Running Displays jobs that in progress
Completed Displays jobs that are finished, whether they were
successful or not
All Users Displays the jobs for Horizon Performance
Manager users
My Jobs Only Displays only your jobs
Job Starting Date Displays the jobs that started on the date or in the
date range you enter
Job Completion Date Displays the jobs that are completed on the date or
in the date range you enter.
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September 2007 11.0 8-3
Chapter 8 - Job Viewer Job Viewer Filter
Worksheet Guide
8-4 11.0 September 2007
Chapter 9 - Batch Editor
A batch job is a process that performs a command or series of commands

detached from your workstation and without user intervention. The Batch Editor
is used to create, modify and verify batch definitions and schedule batch jobs.
Batch definitions can be created for the following processes:
• Worksheet processes, including building a worksheet, exporting data to
ds.Pathfinder or Data Integrator or Horizon Business Insight; applying or
reapplying samples and groups
• Data Integrator processes including new runs, preprocessing, reprocessing,
prior data integrator run, processing custom interfaces and checking source
files. Also, importing data via Data Integrator
• Encounter analysis including applying events, phase studies and cross
encounter definitions and populations
• Cost accounting processes including creating component data or service item
volume and price, GL and service item allocation, encounter costing and
service item map apply.
• Dataset copy process (See Note on page 9-2.)
• Multiple Encounter Editor process
• Grouping and Reimbursement processes
Note: All other Horizon Performance Manager applications should be closed
before you create a batch job. If you receive the message "The HPM Interface is
unavailable at this time" you may have another application open.
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September 2007 11.0 9-1
Chapter 9 - Batch Editor Create a Batch Definition
Create a Batch Definition
You can access the Batch Editor from the Horizon Performance Manager main
window by selecting Utilities/Batch Editor from the Data Integrator, Business
Logic or Reporting & Presentation menus. Follow the steps below to create a
batch definition:
1 Select New Batch Definition from the File menu.
2 Type a name for the definition and click Enter.
3 Choose Add Step from the Edit menu, and select the process you want to
include in your batch from the list.
4 Once the selected application opens, you can define the step just as if you
were running the program normally.
Note: If your batch includes a Dataset Copy step, note the following:
A batch step that references an existing dataset as the target will fail.
Therefore, before you rerun a batch that includes a dataset copy step, you
must update the dataset copy step. To do so, you can either use the Modify
option in the Batch Editor to change the name of the target dataset referenced
in the step OR you can delete the existing dataset copy step from the batch
and give it a new name when you recreate it.
5 Close the application when you are done defining the step. You are returned
to the Batch Editor where you can supply additional information about the
definition and the step.
6 Do you want other users to be able to use this batch definition?
• If yes, keep the default setting of Public.
• If no, select Private.
7 Do you want the batch job to quit processing if any step does not successfully
complete?
• If yes, choose the Exit if any Step Fails option.
• If no, clear the Exit if any Step Fails box.
8 Do you want to make the selected step dependent on the successful
completion of a previous step? This option is only available if you did not
select the Exit if any Step Fails option.
• If yes, you may choose any previous step. Then, if the dependent step
fails, the selected step will not run.
9 Repeat steps 3 - 8 until you are done adding steps to the batch definition.
File Menu
Delete - select to eliminate a batch definition
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9-2 11.0 September 2007
Chapter 9 - Batch Editor Create a Batch Definition
Rename - select to give a batch definition a new name
Edit Menu
Cut and Paste - use the Cut and then the Paste option to relocate a step to
another location in the same batch or to a new batch
Delete - use to eliminate a batch step
Modify - use to change the information you originally selected for this step. The
application from which this step was created is started, and the information you
selected is displayed.
Note: You cannot modify batch steps related to Data Integrator, Encounter
Analysis and Grouping and Reimbursement processes.
Refresh View - use to updated the display of batch definitions and steps
Run Menu
Schedule Batch - use to open the Job Scheduler and run a batch immediately or
sometime in the future
Schedule Recurring Batch - use to schedule a batch job that runs on a recurring
basis: daily, weekly or monthly. For more information on setting up recurring
batches, refer to the Horizon Performance Manager Help Topic entitled, Recurring
Batch Scheduler
Verify Batch - use to check each step in the selected batch definition. If any step
fails, you are prompted to view a log file
Job Viewer - use to open the Job Viewer and review the status of a batch run
(If this batch job contains a dataset copy step, be sure to review the Note on page
9-2 before you run the job.)
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September 2007 11.0 9-3
Chapter 9 - Batch Editor Job Scheduler
Job Scheduler
After creating a batch job, you can use the Job Scheduler to run the job
immediately or one time in the future. Access the Job Scheduler from the Batch
Editor window by selecting Schedule Batch from the Run menu.
To run the job immediately:
1 Choose a batch job to run. (See Note on page 9-2 regarding running a dataset
copy step in a batch.)
2 Click the Run Now box.
3 Click the Submit button.
To schedule a job to run one time in the future:

1 Select a batch job to schedule.
2 Type the time you want to run the job. You may also click the up and down
arrows to increase or decrease the time in 15-minute intervals.
3 Type a date to run the job. You may also use the up and down arrows or the
calendar at the bottom of the window.
4 Click the Select button.
5 Repeat steps 1- 4 to schedule additional batch jobs if needed.
6 Click the Submit button.
To define a recurring schedule for your batch job:

1 Select Schedule Recurring Batch from the Run menu on the Batch Editor
window and define the appropriate Pattern and Range.
Note: A job that has been scheduled to run at some future time will not be
initiated if the hardware is subject to downtime at the time the job is due to be
initiated.
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9-4 11.0 September 2007
Chapter 10 - Sharing & Distributing Worksheets
Horizon Performance Manager offers two options to exchange worksheets and

worksheet definitions with other users: Share and Distribute. Both of these
options can be found under TeamWare in the Applications menu of Worksheet
Manager.
Share
Share sends entire worksheets or definitions to other users. This option allows
you to give the recipients either view or modify access to the worksheet. View
access allows users to see the data, while modify access allows them to both view
and edit it.
Reasons to use Share:
• One person can create a report regularly that other people will review.
• An analyst might be assigned the task of designing and creating worksheet
definitions for other users to build from.
• Two or more users might want to create a worksheet definition together. They
can work on their parts separately and exchange them as necessary.
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September 2007 11.0 10-1
Difference Between Sharing Worksheets and Worksheet
Chapter 10 - Sharing & Distributing Worksheets Definitions
Difference Between Sharing Worksheets and Worksheet Definitions
Strictly speaking, worksheets are moved and definitions are copied. This means
that when you send a worksheet via the Share option, you give it away. It will no
longer appear in your folder and you will have to move it back to your own library if
you want to work with it. When you send a worksheet definition, on the other
hand, you will still retain a copy of it in your own library.
Worksheets and worksheet definitions must be sent from your own library. They
are always sent to the Public Library, but you will choose the folder where the
item will be sent. Although a given folder may contain many worksheets or
worksheet definitions, individual users will see only the worksheets and definitions
to which they have been given access.
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10-2 11.0 September 2007
Chapter 10 - Sharing & Distributing Worksheets Using Shared Worksheets and Definitions from the Public Library
Using Shared Worksheets and Definitions from the Public Library
The following rules pertain to using shared worksheets and shared worksheet
definitions in the Public Library, providing you have the appropriate access:
• You can view a worksheet and a worksheet definition.
• You can modify a worksheet.
• You can move a worksheet and a worksheet definition to your own library and
folder.
• You cannot modify a worksheet definition.
• You cannot build a worksheet from a worksheet definition.
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September 2007 11.0 10-3
Chapter 10 - Sharing & Distributing Worksheets Overview of Sharing
Overview of Sharing
1 Select the users or groups of users to whom you want to distribute the
worksheet by clicking on the names in the Users/Groups box.
2 Click Add to give the selected users or groups view or modify access to the
worksheet. Users with only view access cannot change data in the worksheet.
3 If you want to remove users or groups from either the view or modify
distribution lists, select those users or groups and click the Remove button.
4 Click OK when your lists are complete.
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Chapter 10 - Sharing & Distributing Worksheets Distribute
Distribute
The Distribute option bursts and sends specific entity and department
information from a worksheet to specific users. It can be used for any process
that requires disbursing, collecting and consolidating information. For example:
• Worksheets can be sent to department managers to facilitate budgeting.
• The cost accounting department can distribute worksheets to department
managers to gather standards for use in costing.
Worksheet Criteria
The rules in the table describe how to create a worksheet that can be distributed:
If the worksheet has… Then…

One drill level The drill level must be defined as
department code
More than one drill level The first drill level must be defined as
entity code, and the second drill level
must be defined as department code
In order to distribute your worksheet, it must be a model worksheet and it must

meet the criteria above. To determine if your worksheet meets the distribution
criteria, right click on the worksheet in the Worksheet Manager window and
select Check for Distribution. (Refer to the section that follows for information
regarding naming a worksheet that will be distributed.)
Once you have defined, built and saved your model worksheet, you can begin the
distribution process. In the Worksheet Manager window, highlight the library,
folder and worksheet that you wish to distribute, then select Distribute from the
Applications/Teamware menu.
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September 2007 11.0 10-5
Chapter 10 - Sharing & Distributing Worksheets Worksheet Criteria
The Distribution window shown below will be displayed. From this window you
can create or modify a distribution list that associates the recipients of your
worksheet with specific department information in the worksheet.
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Chapter 10 - Sharing & Distributing Worksheets Distribution List Editor
Distribution List Editor
To create a distribution list, select Distribution List Editor from the Option menu
and follow the steps below.
1 Type a name that will describe the first entry in the list. For example, you may
want to enter the department name. This entry must be unique within the
distribution list.
2 Click the Recipients… button and choose the Horizon Performance Manager
user. This user will receive a child worksheet containing the data in the
departments that you select in the next step.
3 Click the Departments… button to specify which departments this recipient
will receive.
4 Press the Enter key to add another recipient to your distribution list.
5 Select Verify Recipients from the Options menu to ensure that each
recipient in your distribution list has an active Horizon Performance Manager
user account.
Shared List - Select this option if you want other users to be able to use this
distribution list. If this box does not contain a checkmark, no one else will be able
to use this list.
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September 2007 11.0 10-7
Chapter 10 - Sharing & Distributing Worksheets Associations Among Distributed Worksheets
Once you have distributed a worksheet, you cannot modify the list of users who
can see it. Before distributing, however, you can see the Preview Distribution
option to compare the master worksheet to the distribution list. This will tell you
which rows of the worksheet will not be distributed to a recipient and which
recipients will get no rows from that worksheet. To see who received a distributed
worksheet, select the worksheet and choose the Information option from the
Worksheet menu.
Associations Among Distributed Worksheets
Each distributed worksheet is associated with the worksheet from which it was
distributed. The following actions, however, will discontinue the association:
• Editing a distribution list and saving it under the same name.
• Redistributing a worksheet.
• Rebuilding a master worksheet, a worksheet that has already been distributed
or a worksheet that resulted from one being distributed.
Submit a Worksheet
Use this option to send a worksheet that you have modified back to the owner of
the worksheet from which it was distributed. This option is found on the File menu
of the Worksheet Manager window.
Steps for submitting a worksheet:
1 From the Worksheet Manager window, select, but do not open, the worksheet
that you want to submit.
2 Choose the Submit option from the File menu.
Note: You cannot submit an open worksheet.
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Chapter 10 - Sharing & Distributing Worksheets Consolidate a Worksheet
Consolidate a Worksheet
Consolidation is used to incorporate the data from a worksheet to the worksheet

from which it was distributed. You can also track the status of a distributed
worksheet. The following information is available for each worksheet recipient in
the distribution list.
• recipient's name
• worksheet name
• description of the distributed data
• date distributed
• date submitted
• date returned
• date consolidated
Steps for consolidating:

1 Select the row that contains the department data that you want to consolidate.
2 Click the View button to see what changes have been made to the selected
worksheet. If you do not want to accept these changes, click the Refuse
button, which sends the worksheet back to the recipient for further modeling.
3 Click the Consolidate button. The data from the selected worksheet will
overwrite the data in the worksheet, but it will not commit the data to the
dataset.
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September 2007 11.0 10-9
Chapter 10 - Sharing & Distributing Worksheets Distributed Worksheet Names
Distributed Worksheet Names
If you intend to distribute your worksheet, you may want to shorten the name of
the master worksheet when you Build it. Worksheet names, including the names
of distributed worksheets, cannot exceed 80 characters. When you burst and
distribute a master worksheet, the names of the resulting distributed worksheets
will be derived as follows:
• first 60 characters of the name of the master worksheet followed by a hyphen;
plus
• first 16 characters of the description you entered on the distribution list
followed by a hyphen; plus
• a two digit distribution iteration number
When the number of characters in the name of the master worksheet or the
description exceeds the character limit above, all trailing characters will be
truncated from the name of the distributed worksheets.
For example, assume your master worksheet is named:
• Amherst Medical Group of Hadley, Massachusetts 2001 Fiscal Budget
Your distribution list includes three description entries:
- Radiology Department
- Anesthesia Department
- Lab Department
The first time you burst and distribute your worksheets, the three distributed
worksheets will be named as follows:
• Amherst Medical Group of Hadley, Massachusetts 2001 Fiscal B-Radiology
Depart-01
• Amherst Medical Group of Hadley, Massachusetts 2001 Fiscal B-Anesthesia
Depar-01
• Amherst Medical Group of Hadley, Massachusetts 2001 Fiscal B-Lab
Department-01
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10-10 11.0 September 2007
Appendix A - Worksheet Templates
Horizon Performance Manager supplies a number of worksheet templates that are

designed to ease the process of reporting and analysis. Some of these are
provided to help you convert from TRENDSTAR to Horizon Performance Manager.
Others are standard sample report templates or are meant to be used with a
specific application such as Cost Manager or Horizon Homecare.
You may want to use these templates as a basis for creating your own worksheet
definitions, either to assist in converting from TRENDSTAR or for your own
reporting and analysis needs. Worksheet Templates can be accessed from the
Worksheet Manager window in the designated Library
There following folders are found in the Audit Library:
• TRENDSTAR Conversion - Detailed
• TRENDSTAR Conversion - Summary
In addition, the folders listed below are found in the Standard Worksheet
Templates Library and contain additional worksheet templates.
• Cost Manager Export
• CarePath Designer
• Samples
• Samples - Homecare
• Payroll
• Person/Practitioner
• Cost Accounting
• Oracle
• Cross Encounter Events
Worksheet Guide
September 2007 11.0 A-1
Appendix A - Worksheet Templates TRENDSTAR Conversion - Detailed
TRENDSTAR Conversion - Detailed
This folder is found in the Audit library and includes the following worksheet
templates.
Admission/Discharge Category CPT4 Code Category

Rows Rows
1 Patient Full Name 1 Patient MEI Code
2 Patient Full Name
Columns Columns
1 Checkin Date 1 Checkin Date
2 Discharge Date 2 Discharge Date
3 Average LOS 3 Prin Proc CPT4/HCPCS Code
4 CHAMPUS Arith Comp LOS 4 Prin Proc CPT4/HCPCS Name
5 Diacharge Status Code 5 Sec Proc CPT4/HCPCS Code
6 Discharge Status Name 6 Sec Proc CPT4/HCPCS Name
7 Checkin Time
8 Discharge Time
9 Checkin Source
10 Checkin Weight
11 Checkin Type
12 Readmission Flag
13 Previous Discharge Date
14 Waiting List Days
Worksheet Guide
A-2 11.0 September 2007
Appendix A - Worksheet Templates Day of Stay Category
Day of Stay Category Demographic Category

Rows Rows
1 Patient MEI Code 1 Patient MEI Code
2 Patient Full Name 2 Patient Full Name
3 Day of Stay
4 Department Code & Name
5 Svc Item Code & Name
Columns Columns
1 Total Units 1 Checkin Date
2 Svc Item Charges 2 Discharge Date
3 Total Cost 3 Patient Type
4 Pract of Rec Entity Spec ID 4 MDC Code
5 Pract of Rec Full Name 5 DRG Code
6 Svc Item Order Date & Time 6 Payor code
7 Svc Item Result Code 7 Financial Class Code
8 Svc Item Date & Time 8 Patient Age
9 Svc Item Pt of Svc Code 9 Patient Sex
10 Pat Home Zip Code
11 Average LOS
12 Patient Med Rec No
13 Patient Date of Birth
14 Patient Race
15 Patient Marital Status
16 Patient Religion Code
17 Patient SSN/National ID
Worksheet Guide
Appendix A - Worksheet Templates Department Utilization Detail Category
Department Utilization Detail Department Utilization Summary

Category Category
Rows Rows
2 Patient Full Name 2 Patient Full Name
3 Department Code & Name 3 Department Code & Name
4 Svc Item Code & Name
Columns Columns
1 Checkin Date 1 Total Units
2 Discharge Date 2 Total Encounter Charges
3 Total Units 3 Total Encounter Cost
4 Svc Item Charges
5 Total Cost
6 Ordering Pract MEI
7 Ordering Pract Full Name
8 Svc Item Order Date
9 Svc Item Order Time
10 Svc Item Result Code
11 Svc Item Result Time
12 Svc Item Completion Date & Time
13 Svc Item Place of Svc Code
14 Svc Item Pace of Svc Name
Worksheet Guide
Appendix A - Worksheet Templates Encounter Costs
Encounter Costs Financial Category

Rows Rows
2 Checkin Date & Time
Columns Columns
1 Total Enc Cost 1 Patient Full Name
2 MDC Code
3 DRG Code
4 Payor Code
5 Financial Class Code
6 Svc Item Charges
7 Total Enc Cost
8 Payor Summarized Actual Pmt
ICD-9 Category ICD-9 Diagnosis

Rows Rows
2 Patient Full Name
3 Diagnosis Code & Name
Columns Columns
1 Patient full Name 1 Diagnosis Type
2 DRG Code
3 Principal Diagnosis Code
4 Prin Proc ICD-9-CM code
5 Prin Proc Date
Worksheet Guide
Appendix A - Worksheet Templates ICD-9 Procedure Detail Category
ICD-9 Procedure Detail Category Newborn Category

Rows Rows
1 Patient MEI Code 1 Baby MEI
2 Patient Full Name 2 Baby Full Name
3 Prin Proc ICD-9-CM Code & Name
Columns Columns
1 Princ Proc Time 1 Baby Checkin Date
2 Discharge Date
3 Birth Status
4 Birth Type
5 Stillborn Flag
6 C-Section Flag
7 APGAR 1 Min
8 APGAR 5 Min
9 Mother MEI
10 Mother Checkin Date
11 Mother Discharge Date
Worksheet Guide
Appendix A - Worksheet Templates Physician Category
Physician Category Reimbursement Category

Rows Rows
1 Patient MEI Code 1 Patient Full Name
2 Payor Code & Name
3 Payor Detailed Expected Pmt
Columns Columns
1 Patient Full Name 1 Payor Summarized Expected Pmt
2 Checkin Date 2 Total Cost
3 Discharge Date 3 Svc Item Charges
4 DRG Code
5 Pract of Rec Full Name
6 Pract of Rec Entity Specific ID
7 Pract of Rec Prim Spec Code
8 Pract of Rec Prim Spec Name
9 Pract of Rec Sec Spec code
10 Pract of Rec Sec Spec Name
11 Pract of Rec UPIN
12 Pract of Rec Lic Code
Worksheet Guide
Appendix A - Worksheet Templates Reimbursement- Encounter Costs
Reimbursement- Encounter Surgical Category

Costs
Rows Rows
1 Patient Full Name 1 Patient MEI Code
2 Patient Full Name
Columns Columns
1 Total Cost 1 Checkin Date
2 Fixed cost 2 Discharge Date
3 Variable Cost 3 Prin Proc Surgery Flag
4 Prin Proc Surgery Date & Time
5 Prin Proc Incision Time
6 Prin Proc Closure Time
7 Prin Proc Surgery Duration
Worksheet Guide
Appendix A - Worksheet Templates TRENDSTAR Conversion - Summary
TRENDSTAR Conversion - Summary
This folder is found in the Audit library and lincludes the following worksheet
templates.
Admitting Physician Summary Age Distribution Summary

Rows Rows
1 Admit Pract Entity Spec ID 1 Patient Age
Columns Columns
1 Admit Pract Full Name 1 Encounters
2 Encounters 2 Charges
3 Charges
Department Workload Units Departmental Summary

Rows Rows
Columns Columns
1 Workload Units 1 Encounters
2 Charges
3 Total Cost
Worksheet Guide
Appendix A - Worksheet Templates Discharge Status Summary
Discharge Status Summary DRG Summary

Rows Rows
1 Discharge Status Code & Name 1 DRG Code & Name
Columns Columns
1 Encounters 1 Encounters
2 Total Encounter Charges 2 Charges
Encounters by Month Summary Financial Class Summary

Rows Rows
1 Checkin Date & Time 1 Financial Class Code & Name
Columns Columns
2 Charges 2 Charges
Length of Stay Summary MDC Summary

Rows Rows
1 Average LOS 1 MDC Code & Name
Columns Columns
2 Charges 2 Charges
Worksheet Guide
Appendix A - Worksheet Templates Other Encounter Practitioner Summary
Other Encounter Practitioner Patient Sex Summary

Summary
Rows Rows
1 Patient MEI Code 1 Patient Sex
2 Patient Full Name
3 Other Enc Pract Full Name
4 Other Enc Pract Role Name
Columns Columns
1 Other Enc Pract Entity Spec ID 1 Encounters
2 Other Enc Pract Prim Spec Code 2 Charges
3 Other Enc Pract Prim Spec Name
Patient Type Summary Payor Summary

Rows Rows
1 Patient Type 1 Payor Code & Name
Columns Columns
2 Total Encounter Charges
Worksheet Guide
Appendix A - Worksheet Templates Physician of Record Summary
Physician of Record Summary Zip Code Summary

Rows Rows
1 Pact of Rec Entity Spec ID 1 Patient Home Zip Code & Name
Columns Columns
1 Pract of Rec Full Name 1 Encounters
2 Encounters 2 Charges
3 Charges
Referring Physician Summary Specialty Summary

Rows Rows
1 Refer Pract Entity Spec ID 1 Pract of Rec Prim Spec Code & Name
Columns Columns
1 Refer Pract Full Name 1 Encounters
2 Encounters 2 Total Encounter Charges
3 Charges 3 Total Encounter Cost
Worksheet Guide
Appendix A - Worksheet Templates CarePath Designer
CarePath Designer
This folder is found in the Standard Flexible Report Templates library and
includes the following worksheets designed specifically for users of CarePath
Designer.
Departments List for CarePath Service Item Cost List for

Designer CarePath Designer
Rows Rows
1 Entity Code 1 Entity Code
2 Department Code 2 Other Patient Type Code
3 Department Code
4 Service Item Code
5 Service Item Type
6 Service Item Name
Columns Columns
1 Department Name 1 Variable Direct Labor Unit Costs
2 Variable Direct Supply Unit Costs
3 Variable Direct Other Unit Costs
4 Fixed Direct Unit Costs
5 Fixed Indirect Unit Costs
6 Total Unit Costs
Worksheet Guide
Appendix A - Worksheet Templates Cost Manager Export
Cost Manager Export
This folder is found in the Standard Flexible Report Templates library and
includes the following worksheet templates.
1.00 Departments for Cost 2.00 All Service Items for Cost
Manager Manager
Rows Rows
1 Dept Code 1 Dept Code
2 Oth Patient Type Code
3 Svc Item Code
4 Svc Item Name
Columns Columns
1 Dept Name 1 Svc Item Code
2.01 Service Item Price and

Volume for Cost Manager
Rows
1 Entity Code & Name
2 Dept Code
3 Oth Patient Type Code
4 Svc Item Code
5 Svc Item Name
Columns
1 Detail: Svc Item Price [period]
2 Detail: Svc Item Vol Version [period]
Worksheet Guide
Appendix A - Worksheet Templates 3.00 Wage Rates for Cost Manager
3.00 Wage Rates for Cost Manager

Rows
1 Dept Code
2 Pos’n Job Code
Coiumns
1 Dept Code
2 Pos’n Job Code Name
3 Dol Wrkd Productive
4 Hours Wrkd Productive
5 Dollars/Hour
Worksheet Guide
Appendix A - Worksheet Templates Payroll
Payroll
This folder is found in the Standards Worksheet Templates library and includes
the following worksheet templates.
FTE Periodic
Rows
1 Department Code & Name
2 Position Pay Category
3 Pos’n Pay Type Code & Name
Columns
1 Hours Worked 1 13 FTE 1
25 YTD FTEs
Worksheet Guide
Appendix A - Worksheet Templates Last Period Rate
Last Period Rate Periodic Salary Calculation

Rows Rows
1 Pos’n Ben Pool Code & Name 1 Dept Code
2 Pos’n Code 2 Pos’n Code
3 Pos’n Emp Code & Name 3 Pos’n Emp Code & Name
4 Pos’n Pay Type Code & Name 4 Pos’n Pay Type Code & Name
Columns Columns
1 Pos’n Total Rate Max 1 Regular Salary
2 Pos’n Total Rate PP 26 2 Overtime Salary
3 Shift Salary
4 Sick Salary
Raise by Benefit Pool Raise by Hire Date

Rows Rows
1 Pos’n Ben Pool Code & Name 1 Pos’n Code & Name
2 Pos’n Code 2 Pos’n Emp Code & Name
3 Pos’n Pay Type Name 3 Pos’n Pay Type Code & Name
Columns Columns
1 Pos’n Emp Name 1 Pos’n Emp Hire Date
2 Pos’n Productive Dollars 2 Pos’n Regular Rate PP 12
3 Pos’n Non-Productive Dollars 3 Pos’n Overtime Rate PP 12
4 Pos’n Non-Productive Rate PP 12
Worksheet Guide
Appendix A - Worksheet Templates Samples
Samples
This folder is found in the Standard Worksheet Templates library and includes
the following worksheets.
Age Analysis - By Physician by Case Profit Report - By Specialty

Payor
Rows Rows
1 Pract of Rec Full Name 1 Admit Pract Prim Spec Name
2 Payor Code & Name
Columns Columns
1 Cases Age 0-17 1 Cases Age 1-17
2 Days Age 0-17 2 Cases Age 18-30
3 Average LOS Age 0-17 3 Cases Age 31-65
4 Cases Age 18-30 4 Cases Age > 65
5 Days Age 18-30 5 Male Cases
6 Average LOS Age 18-30 6 Female Cases
7 Cases Age 31-65 7 Other Hospital
8 Days Age 31-65 8 HHA
9 Average LOS Age 31-65 9 Home Care
10 Cases Age > 65 10 Against Advice
11 Days Age > 65 11 Expired
12 Average LOS Age > 65 12 Total Cases
Worksheet Guide
Appendix A - Worksheet Templates Comparison of Program Impact
Comparison of Program Impact LOS and Charge by MDC

Rows Rows
1 MDC Code & Name 1 MDC Code & Name
Columns Columns
1 Encounters (current) 1 Encounters
2 Encounters (prior) 2 Days
3 Current Income 3 Average LOS
4 Prior Income 4 Charges
5 Ratio Cur/Pri 5 Charge per Encounter
6 Prior Inc/Case 6 Charge by Day
7 Ratio Cur/Pri
Worksheet Guide
Appendix A - Worksheet Templates LOS and Charge by Specialty
LOS and Charge by Specialty MDC Demographics

Rows Rows
1 Pract of Rec Prim Spec Name 1 MDC Code & Name
2 Payor Code & Name
Columns Columns
1 Encounters 1 Total Cases
2 Days 2 Cases Age 0-5
3 Average LOS 3 Cases Age 6-12
4 Charges 4 Cases Age 13-18
5 Charge per Encounter 5 Cases Age 19-30
6 Charges by Day 6 Cases Age 31-50
7 Cases Age 51-65
8 Cases Age > 65
9 Cases Female
10 Cases Male
11 Cases Home = 1
12 Cases Transfer = 2
13 Cases SNF = 3
14 Cases ICF = 4
15 Cases OTH FAC = 5
16 Cases HHA = 6
17 Cases LAMA = 7
18 Cases DIED = 20
Worksheet Guide
Appendix A - Worksheet Templates Outlier Analysis by DRG
Outlier Analysis by DRG Payment Variance

Rows Rows
1 DRG Code & Name 1 Payor Plan Code & Name
2 Pract of Rec Entity Spec ID 2 Patient Account Numer
Columns Columns
1 LOS Outlier Encounters 1 Payor Summarized Expected Pmt
2 Total Cost/LOS Outlier Encounter 2 Payor Summarized Actual Pmt
3 Cost Outlier Encounter 3 Payment Variance
4 Inlier Encounters
5 Total Cost/Inlier Encounter
6 % of Outlier Encounters/Total Encounters
7 Total Outlier cost
8 % Outlier Cost/Total Cost
Profit & Loss Revenue Summary by Physician

Rows Rows
1 Admit Pract Prim Spec Code 1 Pract of Rec UPIN
2 Patient Type
Columns Columns
1 Charges (Gross Revenue) 1 Encounters
2 Deductions from Revenue 2 Charges
3 Net Revenue (Payor Summarized Actual 3 Charges per Encounter
Pmt)
4 Days
4 Oper Costs (fixed + variable)
5 Average LOS
5 Profit (Loss)
6 % Profit
7 Profit/Case
Worksheet Guide
Appendix A - Worksheet Templates Samples - Homecare
Samples - Homecare
the following worksheet templates designed specifically for Horizon Homecare
users.
Case Revenue Report by Admit Case Revenue Report by

Diagnosis Principal Discharge Diagnosis
Rows Rows
1 Entity Code 1 Entity Code
3 ICD-9-CM Admit Diag Code & Name 3 ICD-9-CM Prin Diag Code
4 Individual Encounters - Code 4 Individual Encounters - Code
Columns Columns
1 Total Cases 1 Total Cases
2 Avg LOS 2 Avg LOS
3 Total Charges 3 Total Charges
4 Avg Charge per Case 4 Avg Charge per Case
5 Avg Charge per Day 5 Avg Charge per Day
6 Total Actual Payments 6 Total Actual Payments
7 Avg Actual Payment per Case 7 Avg Actual Payment per Case
8 Avg Actual Payment per Day 8 Avg Actual Payment per Day
Worksheet Guide
Appendix A - Worksheet Templates Person/Practitioner
Person/Practitioner
Persons
Rows
1 Master Enterprise ID
2 Source System Code & Name
Columns
1 SSN/National ID 20 Marital Status 35 Health History Lifestyle
Code
2 Medicaid ID 21 Primary Language
36 Home Street
3 Medicare ID 22 Nationality Code
37 Home City
4 Honorific Name 23 Race Name
38 Home State Code
5 Full Name 24 Religion Code
39 Home Zip Code
6 First Name 25 Employment Status
Name 40 Home Country Code
7 Middle Name
26 Employer Code 41 Home Area Code
8 Last Name
27 Confidentiality Class 42 Home Telephone No.
9 Name Suffix
Code
43 Home Region
10 Previous Full Name
28 Health History Code
44 Mail Street
11 Sex
29 Health History Name
45 Mail City
12 Date of Birth
30 Health History Type
46 Mail State Code
13 Date of Death
31 Health History Alergy
47 Mail Zip Code
14 Expired Flag Code
48 Mail Country Code
15 Organ Donor Flag 32 Health History Chronic
Cond Code 49 Mail Area Code
16 Blood Type
33 Health History Family 50 Mail Telephone No.
17 Living Will Flag History Code
51 Mail Region
18 Power of Attorney Flag 34 Health History
19 Lives Alone Flag Immunization Code
Worksheet Guide
Appendix A - Worksheet Templates Practitioners
Practitioners
Rows
1 Master Enterprise ID
2 Source System Code & Name
Columns
1 Pract SSN/National 25 Pract Lives Alone 44 Pract Home Zip Code 66 Pract Board Sub-
ID Flag spec Name
45 Pract Home Country
2 Pract UPIN 26 Pract Marital Status Code 67 Pract Board Cert
Date
3 Pract National 27 Pract Primary 46 Pract Home Area
Provider ID Language Code 68 Pract Board Recert
Date
4 Pract Medicaid ID 28 Pract Nationality 47 Pract Home
Code Telephone No 69 Pract License Date
5 Pract Medicare ID
29 Pract Race Name 48 Pract Home FAX 70 Pract License State
6 Pract Full Name
Area Code Code
30 Pract Religion Code
7 Pract Honorific Name
49 Pract Home FAX No 71 Pract License Date
31 Pract Employer Code
8 Pract First Name
50 Pract Home Region 72 Pract License
32 Pract Employment
9 Pract Middle Name Renewal Date
Status 51 Pract Mail Street
10 Pract Last Name 73 Pract AMA Med Ed
33 Pract Confidentiality 52 Pract Mail City
11 Pract Suffix Name ID
Class Code
53 Pract Mail State Code
12 Pract Prev Name 74 Pract Degree
34 Pract Health Hist
54 Pract Mail Zip Code
13 Pract Prim Spec Code 75 Pract Grad Year
55 Pract Mail Country
Code 35 Pract Health Hist 76 Pract Staff Status
Code
14 Pract Sec Spec Code Type Code
56 Pract Mail Area Code
15 Pract Tert Spec Code 36 Pract Health Hist 77 Pract Priv Code
Alergy Code 57 Pract Mail Tel No
16 Pract Type Code 78 Pract FTE Percent
37 Pract Health Hist 58 Pract Mail Tel No
17 Pract Sex 79 Pract Primary Facility
Chronic Cond Code 59 Prace Mail FAX Area Code
18 Pract Date of Birth 38 Pract Health Hist Code
80 Pract Employement
19 Pract Date of Death Family Hist Code 60 Pract Mail FAX No Type Code
20 Pract Expired Flag 39 Pract Health Hist 61 Pract Mail Region 81 Pract Practice Type
Immunization Code
21 Pract Organ Donor 62 Pract Board Cert Flag Code
Flag 40 Pract Health Hist
63 Pract Board Spec 82 Pract Professional
Lifestyle Code
22 Pract Blood Type Code Activity Code
41 Pract Home Street
23 Pract Living Will Flag 64 Pract Board Spec 83 Pract Group ID -
42 Pract Home City Name Primary
24 Pract Power of
Attorney Flag 43 Pract Home State 65 Pract Board Sub-
Code spec Code
Worksheet Guide
Appendix A - Worksheet Templates Cost Accounting
Cost Accounting
Remap Audit Component Audit

Rows Rows
1 Department Code and Name 1 Department Code and Name
2 Account Code and Name
Columns Columns
1 Expense Account Values (Actual) 1 Expense Account Values
(Original Dataset)
2 Component Account to Component
2 Expense Account Values Remap Values
(Remapped Dataset)
3 Variance (Col 1 - Col 2)
3 Expense Variance (Col 1 - Col 2)
4 Bad Debt Excluded (Account Value
4 Revenue Account Values Actual (Original qualified by BD Account Number)
Dataset)
5 Revenue Account Values Remap
(Remapped Dataset)
6 Revenue Variance (Col 4 - Col 5)
Worksheet Guide
Appendix A - Worksheet Templates GL Audit Overhead Expenses Allocated
GL Audit Overhead Expenses Allocated

Rows
1 Allocation Area Code and Name
2 Department Code and Name
Columns
1 Component Account to Component Values (qualify by Allocation Area Type Overhead)
2 GL Allocation Summarized Values
GL Audit Detail GL Audit Overhead Ratios in

Patient Care Areas
Rows Rows
1 Allocation Area Code and Name 1 Allocation Area Code and Name
2 Department Code and Name 2 Department Code and Name
Columns Columns
1 Component Account to Component 1 Component Account to Component
Values Values (qualified by Allocation Area Type
Patient Care)
2 Comp GL Alloc Detailed Values
2 Component GL Alloc Summarized Values
3 Comp GL Alloc Detailed Credit Values
3 Total Cost After Allocation (Col 1 + Col 2)
4 Total After Allocation (Col 1 + Col 2 + Col
3) 4 Ratio of Overhead to Total Cost (Col 2/Col
3)
Worksheet Guide
Appendix A - Worksheet Templates GL Audit Step Down
GL Audit Step Down

Rows
1 Allocation Area Code and Name
Columns
1 Component GL Allocated Detailed Values (qualified by Allocation Source Area Code = 1)
Service Item Audit Price - Volume - Standards

Rows
1 Svc Item Studied Type
3 Other Patient Type Code and Name
4 Service Item Code and Name
Columns
1 Avg Service Item Price (periodic)
2 Service Item Volume Version 1 (periodic)
3 Service Item Stds (periodic)
Worksheet Guide
Appendix A - Worksheet Templates Service Item Allocation Audit
Service Item Allocation Audit

Rows
2 Service item Code and Name
Columns
1 Component Account to Component Values (qualified by Allocation Area Type = Patient
Care)
2 Component GL Alloc Summarized Values
3 Total Expenses to Allocate (Col 1 + Col 2)
4 Service Item YTD Allocated Results
5 Service Item Volume Version 1
6 Total Cost (Col 4 x Col 5)
Encounter Audit
Rows
Columns
1 Service Item YTD Alloc. Results
2 Service Item Vol Version 1
3 Total Cost Alloc to Svc Items (Col 1 x Col 2 - Foot Down)
4 Total Cost Transferred to Encounter Service Item (Encounter Total Cost)
5 Cost Variance (Column 3 - Column 4)
6 Enconter Total Units
7 Volume Variance (Col 2 - Col 6)
Worksheet Guide
Appendix A - Worksheet Templates SI Allocation Audit Studied vs Unstudied
SI Allocation Audit Studied vs Encounter Contribution Margin

Unstudied Analysis
Rows Rows
1 Department Code and Name 1 Payor/Payor Code and Name
2 Component Code and Name 2 DRG/Medicare/DRG code and Name
Columns Columns
1 Account to Component Values (qualified 1 Payor/Summarized Payments/Actual
by Allocation Area Type Patient Care) Payment or Expected Payment
2 GL Allocation Summarized Values 2 Costs/Variable Direct Labor
3 Total Cost to Allocate (Col 1 + Col 2) 3 Payment Less Direct Variable Labor
(Col 1 - Col 2)
4 Service Item YTD Results (qualitied by
Service Item Type of Studied) 4 Costs/Variable Direct Supply
5 Service Item YTD Results (qualified by 5 Payment Less Direct Variable Labor &
Service Item Type of Unstudied) Supply (Col 3 - Col 4)
6 Costs/Variable Direct Other
7 Payment Less Direct Variable Costs
(Col 5 - Col 6)
8 Costs/Fixed Direct
9 Payment Less Direct Costs (Col 7 - Col 8)
10 Costs/Fixed Indirect
11 Payment Less Total Costs
Worksheet Guide
Appendix A - Worksheet Templates Oracle
Oracle
Common: Account Status Code Common: Acuity Code

Rows Rows
1 Payor Acct Status Code & Name 1 Svc Item Acuity Code & Name
Columns Columns
2 Total Units 2 Total Units
Common: Employer Code Common: Nursing Intervention

Code
Rows Rows
1 Patient Employer Code & Name 1 Svc Item Nursin Int Code & Name
Columns Columns
Worksheet Guide
Appendix A - Worksheet Templates Common: Operating Room Code
Common: Operating Room Code Common: Religion Code

Rows Rows
1 Svc Item Oper Room Code & Name 1 Patient Religion Code & Name
Columns Columns
Cost: Detailed Report Cost: High-Level Report

Rows Rows
1 Oth Patient Type Code & Name 1 Dept Code & Name
2 Dept Code & Name 2 Svc Item Chg Code & Name
3 Svc Item Code & Name 3 Comp Code & Name
Columns Columns
1 Detail Svc Item Price [period] 1 Svc Item YTD Alloc Results
2 Detail Svc Item Vol Version [period]
3 Detail Svc Item Std [period]
Financial: High-Level Report Encounter: Detailed Report

Rows Rows
1 Dept Code & Name 1 Patient Full Name
2 Acct Type 2 Svc Item Code & Name
3 Acct Code & Name
Columns Columns
1 Detail Acct Value 1 Charges
Worksheet Guide
Appendix A - Worksheet Templates Encounter: High-Level Report
Encounter: High-Level Report Encounter: Mid-Level Report

Rows Rows
1 Financial Class Code & Name 1 Department Code & Name
2 Payor Code & Name 2 Svc Item Code & Name
3 Payor Contract Code
4 Payor Plan Code & Name
Columns Columns
2 Days 2 Days
3 Average LOS 3 Average LOS
5 Charges 5 Charges
6 Fixed Costs 6 Fixed Costs
7 Variable Cost 7 Variable Costs
8 Total Cost 8 Total Costs
9 Payor Detaied Expected Pmt 9 Payor Detailed Expected Pmt
10 Payor Detiled Act Pmt Amount 10 Payor Detailed Pmt Amount
11 Payor Detailed Act Adjustment 11 Payor Detailed Act Adjustment
Payroll: High-Level Report Payroll: Benefit Code Report

Rows Rows
1 Dept Code & Name 1 Pos’n Ben Pool Code & Name
2 Pos’n Pay Type Code & Name
3 Pos’n Code & Name
Columns Columns
1 Pos’n Total Rate 1 Dollars Worked
2 Dollars Worked
3 Hours Worked
Worksheet Guide
Appendix A - Worksheet Templates Payroll: Grade Code Report
Payroll: Grade Code Report Payroll: Job Code Report

Rows Rows
1 Pos’n Grade Code & Name 1 Pos’n Job Code & Name
Columns Columns
1 Dollars Worked 1 Dollars Worked
Payroll: Labor Union Code Payroll: Position Type Code

Report Report
Rows Rows
1 Pos’n Union Code & Name 1 Pos’n Type Code & Name
Columns Columns
Payroll: Shift Code Report Payroll: Step Code Report

Rows Rows
1 Pos’n Shift Code & Name 1 Pos’n Step Code & Name
Columns Columns
Worksheet Guide
Appendix A - Worksheet Templates Cross Encounter Events
Cross Encounter Events
This folder is found in the Standards Worksheet Templates library and includes
the following worksheet templates for use with cross encounter event data.
Readmission Data
Rows:
1 Individual Encounters - Name
Columns:
1 Initial Encounter Patient Account Number 15 Patient Account Number
2 Initial Encounter Medical Record Number 16 Medical Record Number
3 Initial Encounter Medicare DRG Code 17 Medicare DRG Code
4 Initial Encounter Medicare DRG Name 18 Medicare DRG Name
5 Initial Encounter Principal ICD-9-CM 19 Principal ICD-9-CM Procedure Code
Procedure Code
20 Principal ICD-9-CM Procedure Name
6 Initial Encounter Principal ICD-9-CM
21 Principal ICD-9-CM Diagnosis Code
Procedure Name
22 Principal ICD-9-CM Diagnosis Name
7 Initial Encounter Principal ICD-9-CM
Diagnosis Code 23 Physician of Record Entity-Specific ID
8 Initial Encounter Principal ICD-9-CM 24 Physician of Record Full Name
Diagnosis Name
25 Check-in Date/Time
9 Initial Encounter Physician of Record
Entity-Specific ID 26 Discharge Date/Time
10 Initial Encounter Physician of Record Full 27 Average LOS

Name 28 Admitting ICD-9-CM Diagnosis Code
11 Initial Encounter Check-in Date/Time 29 Admitting ICD-9-CM Diagnosis Name
12 Initial Encounter Discharge Date/Time 30 Discharge Status Name
13 Initial Encounter Average LOS 31 Cross Encounter Event Date Difference
14 Initial Encounter Discharge Status Name 32 Cross Encounter Event Time Difference
in Hours
Limit Cross Encounter Event Data Option:
Select: Subsequent Encounters
Note: The information provided by this template is intended to duplicate the data generated by
the Create Readmit Data option found in Encounter Analysis.
Worksheet Guide
Appendix A - Worksheet Templates Readmission Rate
Readmission Rate Cross Encounter Event Audit

Rows: Rows:
1 Medicare DRG Code and Name 1 Initial Individual Encounter - Name
2 Individual Encounter- Name
Columns: Columns:
1 Encounters, qualified by Patient Type = 1 Cross Encounter Event Count
INP
2 Encounters
(data reference = dataset or sample)
3 Initial Encounter Patient Account Number
2 Encounters (data reference = population)
4 Patient Account Number
3 Percent Readmits - Formula
[(Col 2/Col 1)x100] 5 Initial Encounter Medical Record Number
(foot across)
6 Medical Record Number
4 Cross Encounter Event Data Difference
(average, data reference = population) 7 Initial Encounter Check-in Date/Time
8 Initial Encounter Discharge Date/Time
9 Check-in Date/Time
10 Discharge Date/Time
11 Cross Encounter Event Date Difference
(average)
12 Date-Math Formula Column = Check-in
Date minus Initial Discharge Date (foot
across)
13 Cross Encounter Event Time Difference in
Hours (average)
14 Date/Time Math - Formula Column =
[(Check-in Date/Time - Initial Discharge
Date/Time) / 60] (foot across)
Limit Cross Encounter Event Data Option: Limit Cross Encounter Event Data Option:
Select: Initial Encounters Select: Subsequent Encounters
Note: Columns 2, 3 and 4 can be repeated Note: This worksheet should be built against a
referencing different populations to create a single population.
worksheet that shows readmit rates for different
populations in a single report. For example, repeat
the columns, as necessary, referencing
populations for readmits with differing time spans,
such as 72 hours, 30 days, 60 days and 90 days.
Worksheet Guide
Appendix A - Worksheet Templates Days Since Previous Admission
Days Since Previous Admission Readmission by DRG

Rows: Rows:
1 Cross Encounter Event Date Difference 1 Initial Encounter Medicare DRG Code and
Name
2 Medicare DRG Code and Name
Columns: Columns:
1 Encounters 1 Initial Encounter Encounters
2 Average LOS 2 Encounters
3 Total Costs 3 Initial Encounter Days
4 Encounters, qualified by Discharge Status 4 Days
= Expired; Expired-place unknown;
5 Initial Encounter Average LOS
Expired at home; Expired in a medical
facility 6 Average LOS
(Hide column)
7 Cross Encounter Event Date Difference
5 Percent Mortality Formula Column = (average)
[(Col 4/Col 1 x 100]
(foot across) 8 Initial Encounter Total Costs
9 Total Costs
Limit Cross Encounter Event Data Option: Limit Cross Encounter Event Data Option:
Select: Subsequent Encounters Select: Subsequent Encounters
Note: Columns can be repeated, referencing
different populations, to create a report that
shows information for differing populations in
a single worksheet.
Worksheet Guide
Appendix A - Worksheet Templates Readmission by DRG
Worksheet Guide
Appendix A - Worksheet Templates Readmission by DRG
Worksheet Guide
Appendix B - Data Available to be Masked
De-identifying, or masking, data included a worksheet changes the attributes that

could be used to identify the person who the data describes. The tables shown in
the following pages indicate Horizon Performance Manager data that can be
masked when worksheets are printed or exported. The following categories
contain data that can be masked:
• “Encounter Data”
• “Payroll Data”
• “Practitioner Data”
• “Person Data”
Worksheet Guide
September 2007 11.0 B-1
Appendix B - Data Available to be Masked Encounter Data
Encounter Data
Category Hierarchy Hierarchy Hierarchy Hierarchy Data or Function

Group 1 Group 2 Group 3 Group 4
1 Encounter Encounter Code
2 Encounter Individual
encounters-code
3 Encounter Individual encounters

- name
4 Encounter APC/APG Date of service

detail
5 Encounter Billing UB92/HCFA Date of current illness

1500 Forms
6 Encounter Billing UB92/HCFA First date patient

1500 Forms unable to work
7 Encounter Billing UB92/HCFA Last date patient

1500 Forms unable to work
8 Encounter Birth Baby Master enterprise ID

identifiers
9 Encounter Birth Baby SSN/National ID

identifiers
10 Encounter Birth Baby Medical record

identifiers number
11 Encounter Birth Baby Patient account

identifiers number
12 Encounter Birth Baby Medicaid ID

identifiers
13 Encounter Birth Baby Medicare ID

identifiers
14 Encounter Birth Baby names Full
15 Encounter Birth Baby names Honorific
16 Encounter Birth Baby names First
17 Encounter Birth Baby names Middle
18 Encounter Birth Baby names Last
19 Encounter Birth Baby names Suffix
20 Encounter Birth Baby names Previous name
21 Encounter Birth Mother Identifiers Master Enterprise ID
Worksheet Guide
B-2 11.0 September 2007

22 Encounter Birth Mother Identifiers SS/National ID
23 Encounter Birth Mother Identifiers Medical record

number
24 Encounter Birth Mother Identifiers Patient account

number
25 Encounter Birth Mother Identifiers Medicaid ID
26 Encounter Birth Mother Identifiers Medicare ID
27 Encounter Birth Mother Names Full
28 Encounter Birth Mother Names Honorific
29 Encounter Birth Mother Names First
30 Encounter Birth Mother Names Middle
31 Encounter Birth Mother Names Last
32 Encounter Birth Mother Names Suffix
33 Encounter Birth Mother Names Previous name
34 Encounter Birth Mother Mother's checkin date
35 Encounter Birth Mother Mother's checkin date

and time
36 Encounter Birth Mother Mother's discharge

date
37 Encounter Birth Mother Mother's discharge

date and time
38 Encounter Birth Baby's checkin date
39 Encounter Birth Baby's checin date

and time
40 Encounter Care path Phase Start date & time
41 Encounter Care path Phase End date & time
42 Encounter Care path Order Completion date &

time
43 Encounter Check-in
44 Encounter Check-in
45 Encounter Check-in Admitting Identifiers Master enterprise ID

Practitioner
Worksheet Guide

46 Encounter Check-in Admitting Identifiers SSN/National ID
Practitioner
47 Encounter Check-in Admitting Identifiers UPIN

Practitioner
48 Encounter Check-in Admitting Identifiers National provider ID

Practitioner
49 Encounter Check-in Admitting Identifiers Medicaid ID

Practitioner
50 Encounter Check-in Admitting Identifiers Medicare ID

Practitioner
51 Encounter Check-in Admitting Identifiers Entity-specific ID

Practitioner
52 Encounter Check-in Admitting Identifiers Full

Practitioner
53 Encounter Check-in Admitting Identifiers Previous

Practitioner
54 Encounter Check-in Previous discharge

date
55 Encounter Check-in Previous discharge

date and time
56 Encounter Classifications UB92/HCFA Occurrence start date

1500
Occurrence
57 Encounter Classifications UB92/HCFA Occurrence end date

1500
Occurrence
58 Encounter Clinical Principal Practitioner Master enterprise ID

Procedures identifiers
59 Encounter Clinical Principal Practitioner SSN/National ID

60 Encounter Clinical Principal Practitioner UPIN

61 Encounter Clinical Principal Practitioner National provider ID

62 Encounter Clinical Principal Practitioner Medicaid ID

63 Encounter Clinical Principal Practitioner Medicare ID

64 Encounter Clinical Principal Practitioner Entity-specific ID

Worksheet Guide

65 Encounter Clinical Principal Practitioner Full
66 Encounter Clinical Principal Practitioner Previous

67 Encounter Clinical Principal Timestamps Date

Procedures
68 Encounter Clinical Principal Timestamps Date and time

Procedures
69 Encounter Clinical Principal Timestamps Scheduled date

Procedures
70 Encounter Clinical Principal Timestamps Scheduled date &

Procedures time
71 Encounter Clinical Principal Timestamps Surgery Date

Procedures
72 Encounter Clinical Principal Timestamps Surgery Date & Time

Procedures
73 Encounter Clinical Secondary Practitioner Master enterprise ID

74 Encounter Clinical Secondary Practitioner SSN/National ID

75 Encounter Clinical Secondary Practitioner UPIN

76 Encounter Clinical Secondary Practitioner National provider ID

77 Encounter Clinical Secondary Practitioner Medicaid ID

78 Encounter Clinical Secondary Practitioner Medicare ID

79 Encounter Clinical Secondary Practitioner Entity-specific ID

80 Encounter Clinical Secondary Practitioner Full

81 Encounter Clinical Secondary Practitioner Previous

82 Encounter Clinical Secondary Timestamps Date

Procedures
83 Encounter Clinical Secondary Timestamps Date and time

Procedures
Worksheet Guide

84 Encounter Clinical Secondary Timestamps Scheduled date
Procedures
85 Encounter Clinical Secondary Timestamps Scheduled date &

Procedures time
86 Encounter Clinical Secondary Timestamps Surgery Date

Procedures
87 Encounter Clinical Secondary Timestamps Surgery date & time

Procedures
88 Encounter Clinical Any Practitioner Master enterprise ID

89 Encounter Clinical Any Practitioner SSN/National ID

90 Encounter Clinical Any Practitioner UPIN

91 Encounter Clinical Any Practitioner National provider ID

92 Encounter Clinical Any Practitioner Medicaid ID

93 Encounter Clinical Any Practitioner Medicare ID

94 Encounter Clinical Any Practitioner Entity-specific ID

95 Encounter Clinical Any Practitioner Full

96 Encounter Clinical Any Practitioner Previous

97 Encounter Clinical Any Timestamps Date

Procedures
98 Encounter Clinical Any Timestamps Date and time

Procedures
99 Encounter Clinical Any Timestamps Scheduled date

Procedures
100 Encounter Clinical Any Timestamps Scheduled date &

Procedures time
101 Encounter Clinical Any Timestamps Surgery Date

Procedures
102 Encounter Clinical Any Timestamps Surgery date & time

Procedures
103 Encounter Discharge Discharge date
Worksheet Guide

104 Encounter Discharge Discharge date and
time
105 Encounter Guarantor Identifiers Master enterprise ID
106 Encounter Guarantor Identifiers SSN/National Id
107 Encounter Guarantor Identifiers Medicaid ID
108 Encounter Guarantor Identifiers Medicare ID
109 Encounter Guarantor Identifiers Source system code
110 Encounter Guarantor Identifiers Source system name
111 Encounter Guarantor Identifiers Source system code

and name
112 Encounter Guarantor Names Full
113 Encounter Guarantor Names Honorific
114 Encounter Guarantor Names First
115 Encounter Guarantor Names Middle
116 Encounter Guarantor Names Last
117 Encounter Guarantor Names Suffix
118 Encounter Guarantor Names Previous name
119 Encounter Patient Identifiers Master enterprise ID
120 Encounter Patient Identifiers SSN/National ID
121 Encounter Patient Identifiers Medical reconrd

number
122 Encounter Patient Identifiers Patient account

number
123 Encounter Patient Identifiers Medicaid ID
124 Encounter Patient Identifiers Medicare ID
125 Encounter Patient Identifiers Source system code
126 Encounter Patient Identifiers Source system code

and name
127 Encounter Patient Identifiers Full
128 Encounter Patient Names Honorific
129 Encounter Patient Names First
Worksheet Guide

130 Encounter Patient Names Middle
131 Encounter Patient Names Last
132 Encounter Patient Names Suffix
133 Encounter Patient Names Previous full name
134 Encounter Patient Demographics Age (all ages over 89

are reported as 90.
The calculation is
based on the current
year)
135 Encounter Patient Demographics Date of birth (all birth

dates more than 89
years ago are
reported as occurring
90 years ago on
January 1. For
example, if the
current date is 5-1-
2004 and the actual
date of birth is 2-1-
1908, then the
masked date of birth
will be reported as 1-
1-1914.
136 Encounter Patient Demographics Date of death
137 Encounter Patient Demographics Employer code
138 Encounter Patient Demographics Employer name
139 Encounter Patient Demographics Employer code &

name
140 Encounter Patient Address Home Street address
141 Encounter Patient Address Home City name
142 Encounter Patient Address Home ZIP code
143 Encounter Patient Address Home ZIP name
144 Encounter Patient Address Home ZIP Code and name
145 Encounter Patient Address Home ZIP - 5 digit base
146 Encounter Patient Address Home ZIP suffix
147 Encounter Patient Address Home County name
148 Encounter Patient Address Home County code
Worksheet Guide

149 Encounter Patient Address Home County code and
name
150 Encounter Patient Address Home Area code
151 Encounter Patient Address Home Telephone number
152 Encounter Patient Address Home Fax area code
153 Encounter Patient Address Home Fax number
154 Encounter Patient Address Home Census block group

code
155 Encounter Patient Address Home US Census tract code
156 Encounter Patient Address Home Metropolitan

Statistical Area
(MSA)
157 Encounter Patient Address Mailing Street address
158 Encounter Patient Address Mailing City name
159 Encounter Patient Address Mailing ZIP code
160 Encounter Patient Address Mailing ZIP name
161 Encounter Patient Address Mailing ZIP Code and name
162 Encounter Patient Address Mailing ZIP - 5 digit base
163 Encounter Patient Address Mailing ZIP suffix
164 Encounter Patient Address Mailing County name
165 Encounter Patient Address Mailing County code
166 Encounter Patient Address Mailing County code and

name
167 Encounter Patient Address Mailing Area code
168 Encounter Patient Address Mailing Telephone number
169 Encounter Patient Address Mailing Fax area code
170 Encounter Patient Address Mailing Fax number
171 Encounter Patient Address Mailing Census block group

code
172 Encounter Patient Address Mailing US Census tract code
Worksheet Guide

173 Encounter Patient Address Mailing Metropolitan
Statistical Area
(MSA)
174 Encounter Payors Code
175 Encounter Payors Name
176 Encounter Payors Code and name
177 Encounter Payors Contract code
178 Encounter Payors Health Code

coverage plan
179 Encounter Payors Health Name

coverage plan
180 Encounter Payors Health Code and name

coverage plan
181 Encounter Payors Contract Modeling

payor code
182 Encounter Payors Group code
183 Encounter Payors Insured Identifiers Master enterprise ID
184 Encounter Payors Insured Identifiers SSN/National ID
185 Encounter Payors Insured Identifiers Medicaid ID
186 Encounter Payors Insured Identifiers Medicare ID
187 Encounter Payors Insured Identifiers Insured's ID number
188 Encounter Payors Insured Identifiers Insured's source

system code

system name

sytem code and
name
191 Encounter Payors Insured Names Full
192 Encounter Payors Insured Names Honorific
193 Encounter Payors Insured Names First
194 Encounter Payors Insured Names Middle
195 Encounter Payors Insured Names Last
Worksheet Guide

196 Encounter Payors Insured Names Suffix
197 Encounter Payors Insured Names Previous name
198 Encounter Payors Interface Contract Expected payment

information Modeling contract
199 Encounter Payors Interface Contract Mod payment 1




203 Encounter Payors Interface Contract Insurance company -

information Modeling payor
204 Encounter Payors Interface Contract Insurance company -

information Modeling Health plan
205 Encounter Practitioners Any Identifiers Master enterprise ID

practitioner
206 Encounter Practitioners Any Identifiers SSN/National ID

practitioner
207 Encounter Practitioners Any Identifiers UPIN

practitioner
208 Encounter Practitioners Any Identifiers National provider ID

practitioner
209 Encounter Practitioners Any Identifiers Medicaid ID

practitioner
210 Encounter Practitioners Any Identifiers Medicare ID

practitioner
211 Encounter Practitioners Any Identifiers Entity-specific ID

practitioner
212 Encounter Practitioners Any Names Full name

practitioner
213 Encounter Practitioners Any Names Previous name

practitioner
214 Encounter Practitioners Admitting Identifiers Master enterprise ID
215 Encounter Practitioners Admitting Identifiers SSN/National ID
216 Encounter Practitioners Admitting Identifiers UPIN
Worksheet Guide

217 Encounter Practitioners Admitting Identifiers National provider ID
218 Encounter Practitioners Admitting Identifiers Medicaid ID
219 Encounter Practitioners Admitting Identifiers Medicare ID
220 Encounter Practitioners Admitting Identifiers Entity-specific ID
221 Encounter Practitioners Admitting Identifiers Full name
222 Encounter Practitioners Admitting Identifiers Previous name
223 Encounter Practitioners Physician of Identifiers Master enterprise ID

record
224 Encounter Practitioners Physician of Identifiers SSN/National ID

record
225 Encounter Practitioners Physician of Identifiers UPIN

record
226 Encounter Practitioners Physician of Identifiers National provider ID

record
227 Encounter Practitioners Physician of Identifiers Medicaid ID

record
228 Encounter Practitioners Physician of Identifiers Medicare ID

record
229 Encounter Practitioners Physician of Identifiers Entity-specific ID

record
230 Encounter Practitioners Physician of Identifiers Full name

record
231 Encounter Practitioners Physician of Identifiers Previous name

record
232 Encounter Practitioners Referring Identifiers Master enterprise ID
233 Encounter Practitioners Referring Identifiers SSN/National ID
234 Encounter Practitioners Referring Identifiers UPIN
235 Encounter Practitioners Referring Identifiers National provider ID
236 Encounter Practitioners Referring Identifiers Medicaid ID
237 Encounter Practitioners Referring Identifiers Medicare ID
238 Encounter Practitioners Referring Identifiers Entity-specific ID
239 Encounter Practitioners Referring Names Full name
240 Encounter Practitioners Referring Names Previous name
Worksheet Guide

241 Encounter Practitioners Other Identifiers Master enterprise ID
encounter
practitioner
242 Encounter Practitioners Other Identifiers SSN/National ID

encounter
practitioner
243 Encounter Practitioners Other Identifiers UPIN

encounter
practitioner
244 Encounter Practitioners Other Identifiers National provider ID

encounter
practitioner
245 Encounter Practitioners Other Identifiers Medicaid ID

encounter
practitioner
246 Encounter Practitioners Other Identifiers Medicare ID

encounter
practitioner
247 Encounter Practitioners Other Identifiers Entity-specific ID

encounter
practitioner
248 Encounter Practitioners Other Names Full name

encounter
practitioner
249 Encounter Practitioners Other Names Previous name

encounter
practitioner
250 Encounter Practitioners Clinical Practioner Master enterprise ID

procedures identifiers
251 Encounter Practitioners Clinical Practioner SSN/National ID

252 Encounter Practitioners Clinical Practioner UPIN

253 Encounter Practitioners Clinical Practioner National provider ID

254 Encounter Practitioners Clinical Practioner Medicaid ID

255 Encounter Practitioners Clinical Practioner Medicare ID

256 Encounter Practitioners Clinical Practioner Entity-specific ID

Worksheet Guide

257 Encounter Practitioners Clinical Practioner Full name
procedures names
258 Encounter Practitioners Clinical Practioner Previous name

procedures names
259 Encounter Practitioners Ordering Identifiers Master enterprise ID

service item
practitioner
260 Encounter Practitioners Ordering Identifiers SSN/National ID

service item
practitioner
261 Encounter Practitioners Ordering Identifiers UPIN

service item
practitioner
262 Encounter Practitioners Ordering Identifiers National provider ID

service item
practitioner
263 Encounter Practitioners Ordering Identifiers Medicaid ID

service item
practitioner
264 Encounter Practitioners Ordering Identifiers Medicare ID

service item
practitioner
265 Encounter Practitioners Ordering Identifiers Entity-specific ID

service item
practitioner
266 Encounter Practitioners Ordering Names Full name

service item
practitioner
267 Encounter Practitioners Ordering Names Previous name

service item
practitioner
268 Encounter Practitioners Other service Identifiers Master enterprise ID

item
practitioner
269 Encounter Practitioners Other service Identifiers SSN/National ID

item
practitioner
270 Encounter Practitioners Other service Identifiers UPIN

item
practitioner
Worksheet Guide

271 Encounter Practitioners Other service Identifiers National provider ID
item
practitioner
272 Encounter Practitioners Other service Identifiers Medicaid ID

item
practitioner
273 Encounter Practitioners Other service Identifiers Medicare ID

item
practitioner
274 Encounter Practitioners Other service Identifiers Entity-specific ID

item
practitioner
275 Encounter Practitioners Other service Names Full name

item
practitioner
276 Encounter Practitioners Other service Names Previous name

item
practitioner
277 Encounter Service item Ordering Identifiers Master enterprise ID

practitioner
278 Encounter Service item Ordering Identifiers SSN/National ID

practitioner
279 Encounter Service item Ordering Identifiers UPIN

practitioner
280 Encounter Service item Ordering Identifiers National provider ID

practitioner
281 Encounter Service item Ordering Identifiers Medicaid ID

practitioner
282 Encounter Service item Ordering Identifiers Medicare ID

practitioner
283 Encounter Service item Ordering Identifiers Entity-specific ID

practitioner
284 Encounter Service item Ordering Names Full name

practitioner
285 Encounter Service item Ordering Names Previous name

practitioner
286 Encounter Service item Other Identifiers Master enterprise ID

practitioner
287 Encounter Service item Other Identifiers SSN/National ID

practitioner
Worksheet Guide

288 Encounter Service item Other Identifiers UPIN
practitioner
289 Encounter Service item Other Identifiers National provider ID

practitioner
290 Encounter Service item Other Identifiers Medicaid ID

practitioner
291 Encounter Service item Other Identifiers Medicare ID

practitioner
292 Encounter Service item Other Identifiers Entity-specific ID

practitioner
293 Encounter Service item Other Names Full name

practitioner
294 Encounter Service item Other Names Previous name

practitioner
295 Encounter Service item Results Date
296 Encounter Service item Results Date and time
297 Encounter Service item Timestamps Date of service
298 Encounter Service item Timestamps Date and time of

service
299 Encounter Service item Timestamps Date ordered
300 Encounter Service item Timestamps Date and time

ordered
301 Encounter Service item Timestamps Date completed
302 Encounter Service item Timestamps Date and time

completed
303 Encounter Service item Timestamps Date posted
304 Encounter Service item Timestamps Date and time posted
305 Encounter Events Category
306 Encounter Events Name
307 Encounter Events Date
308 Encounter Cross Category

Encounter
Events
309 Encounter Cross Name

Encounter
Events
Worksheet Guide

310 Encounter Cross Date
Encounter
Events
311 Encounter Phases Phase Study Phase Name Phase Start

Definition
Name
312 Encounter Phases Phase Study Phase Name Phase End

Definition
Name
Worksheet Guide
Appendix B - Data Available to be Masked Payroll Data
Payroll Data
Category Hierarchy Hierarchy Hierarch Hierarchy Data or Function

Group 1 Group 2 y Group Group 4
3
1 Payroll Employee Code
2 Payroll Employee Name
3 Payroll Employee Code and Name
4 Payroll Employee Social Security Number
Worksheet Guide
Appendix B - Data Available to be Masked Practitioner Data
Practitioner Data

1 Practitioners Identifiers Master Enterprise ID
2 Practitioners Identifiers SSN/National ID
3 Practitioners Identifiers UPIN
4 Practitioners Identifiers National Provider ID
5 Practitioners Identifiers Medicaid ID
6 Practitioners Identifiers Medicare ID
7 Practitioners Identifiers Entity-specific ID
8 Practitioners Name Full
9 Practitioners Name Honorific
10 Practitioners Name First
11 Practitioners Name Middle
12 Practitioners Name Last
13 Practitioners Name Suffix
14 Practitioners Name Previous full name
Worksheet Guide
Appendix B - Data Available to be Masked Person Data
Person Data

1 Person Identifiers Master enterprise ID
2 Person Identifiers SSN/National ID
3 Person Identifiers Medicaid ID
4 Person Identifiers Medicare ID
5 Person Identifiers Source system code
6 Person Identifiers Source system name
7 Person Identifiers Source system code

and name
8 Person Name Full
9 Person Name Honorific
10 Person Name First
11 Person Name Middle
12 Person Name Last
13 Person Name Suffix
14 Person Name Previous full name
15 Person Demographics Date of birth
16 Person Demographics Date of death
17 Person Demographics Employer code
18 Person Demographics Employer name
19 Person Demographics Employer code & name
20 Person Address Home Street address
21 Person Address Home City name
22 Person Address Home ZIP code
23 Person Address Home ZIP name
24 Person Address Home ZIP Code and Name
25 Person Address Home ZIP - 5 digit base
26 Person Address Home ZIP suffix
Worksheet Guide

27 Person Address Home County name
28 Person Address Home County code
29 Person Address Home County code and name
30 Person Address Home Area code
31 Person Address Home Telephone number
32 Person Address Home Fax area code
33 Person Address Home Fax number
34 Person Address Home Census block group

code
35 Person Address Home US Census tract code
36 Person Address Home Metropolitan Statistical

Area (MSA)
37 Person Address Mailing Street Address
38 Person Address Mailing City name
39 Person Address Mailing ZIP code
40 Person Address Mailing ZIP name
41 Person Address Mailing ZIP Code and Name
42 Person Address Mailing ZIP - 5 digit base
43 Person Address Mailing ZIP suffix
44 Person Address Mailing County name
45 Person Address Mailing County code
46 Person Address Mailing County code and name
47 Person Address Mailing Area code
48 Person Address Mailing Telephone number
49 Person Address Mailing Fax area code
50 Person Address Mailing Fax number
51 Person Address Mailing Census block group

code
52 Person Address Mailing US Census tract code
Worksheet Guide

53 Person Address Mailing Metropolitan Statistical
Area (MSA)
Worksheet Guide

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Horizon Performance Manager

Product and version

Chapter 1 - Introduction to Worksheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1

Chapter 2 - Worksheet Definition Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1

Chapter 3 - Grouping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1

Chapter 4 - Sampling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1

Chapter 5 - Building a Worksheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1

Chapter 6 - Using Worksheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1

Chapter 7 - Exporting Worksheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1

Chapter 8 - Job Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1

Chapter 9 - Batch Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-1

Chapter 10 - Sharing & Distributing Worksheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-1

Appendix A - Worksheet Templates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-1

Appendix B - Data Available to be Masked . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-1

The worksheet is one of Horizon Performance Manager's most comprehensive

Planning the Worksheet

Worksheet Limits: When planning a worksheet, be aware of the following

Libraries and Folders

Using Custom Objects in Worksheet

• Use the Custom Object Manager option in Horizon Performance Manager to

Worksheet Data Selection and Qualification

Alternatively, since a worksheet definition can be used to create many

Brief Overview of Worksheet Data Selection and Qualification

Note: The default logical is And.

Editing Data Selection Criteria

• To change the And/Or operator - An And/Or operator is always associated

• To change a relational operator - Select the expression that includes the

Select Expression to Edit

Using Encounter Date Variables in Qualifications

The Encounter Service Item Summary option in Horizon Performance Manager

De-Identifying Worksheet Data

De-identifying, or masking, data included in a worksheet changes the attributes

Identifying Data to Mask

The Worksheet Definition Editor enables you to specify how a worksheet is

Selecting or Creating a Worksheet

Defining Rows and Drill Levels

Distributed Worksheet Options

If you intend to distribute your worksheet, it is helpful to check your worksheet

Brief Overview of Defining Rows and Drill Levels

1 Click on a drill level (e.g., Drill Level 1) to create or modify a row.

Defining an Entire Drill Level

Using Periodic Drills

Using Month as a Drill Level Definition

Scenario A: Develop a report indicating monthly budget to actual variance dollars

Budget Actual Variance

Cardiac Services 1983980 2065401 -81421

1001 Cardiac Surgery 400000 500000 -100000

Radiological Services 344622 343867 755

2001 Radiology 168999 167542 1457

2002 Radiation Therapy 175623 176325 -702

September 1799895 1759911 39984

October 1852273 1835999 16274

November 1866722 1867253 -531

December 1912754 1902563 10191

January 1922555 2011354 -88799

February 1899155 1911753 -12598

March 2003301 2003702 -401

April 2017559 2018000 -441

May 2017562 2008520 9042

June 2006546 2009875 -3329

Additional behavior to note when using Month as a drill level definition

Using Month and Fiscal Year as a Drill Level Definition

Scenario B: Generate a monthly report indicating Revenue and Expense Dollars