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Extracting reports from a website based medical records system, refining the data, and consolidating it in a sheet

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Navigating a web-based medical records system to extract and consolidate reports can seem daunting, especially for those new to Excel. However, with your experience in R and Python, you're well-equipped to tackle this challenge. Start by learning how to automate the login process using Selenium to streamline report generation. Once you've downloaded "Report A1," "Report B1," and "Report C2," focus on transforming and analyzing the data within those files.

Hi, I am hoping someone can point me in the right direction. I know this is a loaded question, but even if you are able to help me understand what features I can use to make some of this happen, I'd really appreciate it! Thank you in advance!

I am fairly new at excel but have some experience with R and python for data analysis. I have thought of a bit of a workflow but I am happy to clarify more!

I need to do the following:

  1. From a website that hosts a cloud based medical charting system that is behind a username and password, I need to log in, navigate to a certain webpage, have certain buttons and items "clicked" to generate an excel report.
  2. Download that report. Let's call it "Report A1"
  3. In a similar fashion, download other reports. Let's call them "Report B1" and "Report C2".
  4. Open each report, do some data transformation and analysis, and put all the data from report A, B, and C it into a new sheet in a certain format.

I would love to know: What are the steps and systems I need to learn to make this happen? I know this might end up being a long project but I'm willing to learn and spend some time.

Problems I anticipate:

Potential problem #1: Logging in to actually get the data from the website that houses the electronic medical charting system. A while back I was semi successful in writing a python script with selenium if I remember correctly, to 'click' the right things and get report A, but it was tough and finicky. If this isn't possible I can manually download the reports and put them in a folder.

Potential problem #2: The name of the report will change but will always contain certain phrases, such as Report type B will always be named "Report B1" or "Report B2" or "Report B3" etc. So while name of the report may change I can perhaps stick them all in a folder and when importing 'filter' them based on a name.)

I know this is a loaded question, but please point me in the right direction! Thank you!

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