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Custom dynamic date filters in pivot tables

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    Custom dynamic date filters in pivot tables

    I am very new to pivot tables but some searching through forums still didn't give me any answers.

    Capture.JPG

    My spreadsheet has pivot tables that sort through a data dump from our asset management software that tracks reported defects. My goal is to have this pivot table only display rows with a date first reported that is two months or older. However using the predefined Date Filters I can only show values from last month, which does not show anything earlier or I can select Before... which only works with specified dates and returns a "This isn't a valid date" error if I try and use standard Excel logic like =EDATE(TODAY(), -2)

    Capture.JPG

    Hopefully I am just missing something simple but any help would be great

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    Re: Custom dynamic date filters in pivot tables

    Hi Joe,

    How about using an Advanced Filter on your data and doing a Pivot of the result? Or, using VBA might be another method. See the attached where I've used your formula as a criteria for an Advanced Filter. I made up my own data....

    PT using Advanced Filter 2 months ago.xlsm
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    Re: Custom dynamic date filters in pivot tables

    Quote Originally Posted by MarvinP View Post
    Hi Joe,

    How about using an Advanced Filter on your data and doing a Pivot of the result? Or, using VBA might be another method. See the attached where I've used your formula as a criteria for an Advanced Filter. I made up my own data....

    Attachment 651819
    This is where I start to run into issues, is there a way to have an advanced filter run automatically? The current process is to copy several dumps of raw data from our asset management software onto a separate work sheet and simply refresh all pivot tables (this is a rather large report with ~40 tables) and it has to be run within an hour of the meeting to get the most current data. Plus this is handled by our admin assistant who is not overly skilled with Excel so I am trying to make things as simple and automated as possible to help relieve some of the stress off them.

    The next issue lies with VBA, it is currently blocked by admin and will be a very drawn out process to get the approval I need to use it which I am not overly against at this stage, as long as it saves hassle in the long run. The next issue is remembering back to how to actually use it

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    Forum Guru MarvinP's Avatar
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    Re: Custom dynamic date filters in pivot tables

    OK Joe,

    To deal with a variable amount of original data you need DNRs which is Dynamic Named Ranges. They will expand or contract based on the amount of data downloaded. Then the Criteria area looks to be static. The Pivot Table just needs to be refreshed based on the output which is another DNR. No VBA needed just a little training on how to do Advanced Filters and then Refresh Pivots.

    https://www.ozgrid.com/Excel/DynamicRanges.htm

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