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How to use pivot table to pull out most recent data with unique ID?

  1. #1
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    How to use pivot table to pull out most recent data with unique ID?

    I have customer IDs, date, and purchase amounts. I would like a pivot table that would pull out a customer ID and the purchase amount for the latest date. I can't seem to figure this out using pivot table.

    Here's an example of my table

    ID Date Purchase
    1 Jan 2009 $1000
    2 Feb 2010 $1500
    3 Feb 2010 $500
    2 Jan 2011 $1800
    3 Feb 2012 $600
    3 Oct 2013 $1000
    1 Apr 2014 $500

    Based on the table above, I would like to extract 3 items for each of the customer ID and the most recent date and purchases. From the example above, it would be

    1 Apr 2014 $500
    2 Jan 2011 $1800
    3 Oct 2013 $1000

    How can I do this in a pivot table?

  2. #2
    Registered User
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    01-07-2013
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    Excel 2007
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    Re: How to use pivot table to pull out most recent data with unique ID?

    Its quite simple... Can you please send the file.

  3. #3
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    Re: How to use pivot table to pull out most recent data with unique ID?

    Or create a column in source WS to determine the latest purchase for each customer and add this to your pivot table.

  4. #4
    Valued Forum Contributor Miroslav R.'s Avatar
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    05-16-2013
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    NMnV, Slovakia
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    Re: How to use pivot table to pull out most recent data with unique ID?

    Hi there,
    try it without pivot:

    ID in col A
    Date in col B
    Amount in col C

    ID for result is for this case in cell E2

    Formula: copy to clipboard
    Please Login or Register  to view this content.

    Note that this is array formula (Ctrl+Shift+Enter).

    Book3.xlsx

    Hope it helps
    Regards
    Miroslav R.

    (If You like my solutions, feel free to add reputation.)

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