I am looking for the latest date of service for EACH customer. The sort
feature does not work because it may return multiple dates of service for
client A before listing the latest date of service for client B.
You can set up your name and date list as a VLOOKUP table, and sort it
decending on the date column, then assuming your list was in A and B, you
could type a name in C1 and put this in D1
1. Use a Pivot table. Drag the Customers to the ROW; drag the dates of
service to the DATA area and select MAX for the function (right click on the
Data field, select Field Settings, and then MAX).
2. a. Data/Sort: First by Column A (ascending) and then by Column B.
Then
b. Data/Subtotals: For each change in Customers, use the MAX function.
c. In the extreme left margin, you will see some very small numbers 1, 2 and
3. If you click on the 2, this should hide all except the subtotals.
I have never used a pivot table so I am trying suggestion #2 first:
I am able to do the data sort, but am not sure how to do the “For each
change in Customers, use the MAX function". How would I dinstinguish the
change in customer? Could you give me an example formula? Thanks
I have never used a pivot table so I am trying suggestion #2 first:
I am able to do the data sort, but am not sure how to do the “For each
change in Customers, use the MAX function". How would I dinstinguish the
change in customer? Could you give me an example formula? Thanks
"Data/Subtotals" as I wrote in my previous post is a shortcut notation. It
means to select the Data menu from the top line in Excel; and then select
Subtotals from the List that drops down (just as you did in order to get to the
Sort option).
Once you do that, a dialog box will open with the options I mentioned.
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