Find first & last date of a sale using Pivot tables [quick tip]

Posted on October 26th, 2016 in Pivot Tables & Charts - 13 comments

Here is a quick Pivot table tip. Let’s say your work at ACME inc. requires some fancy pants analysis of product sales. Imagine looking at below data & trying to find out the earliest & latest date for each product sale.

product-sale-data

Of course, we can concoct a version of MINIFS & MAXIFS to answer the question. But why bother, when you can answer the question with just a few clicks.

Pivot table to find first & last date of product sales

First create a pivot from the raw data, with products in row labels & date in the values area. We get this.

pivot-reprot-first-last-date-step1

Now, add date again to values area. Yes, you can do this. You can add same field multiple times to values area.

  1. show-values-by-pivot-tableRight click on the first date values and choose Summarize Values By > Min.
  2. Right click on the second date values and choose Summarize Values By > Max.
  3. Adjust value field settings to format the dates values as dates
  4. Viola, your report is ready.

first-last-date-of-sale-pivot-report

If you have sales data by other attributes (like store name, region or category), you can set up slicers to create the same report at different levels.

More pivot table tricks to up your game…

Pivot tables are incredibly fun to use and amazingly handy. Check out below tuts to get started.

 

 

Written by Chandoo
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13 Responses to “Find first & last date of a sale using Pivot tables [quick tip]”

  1. GraH says:

    The power of Pivot Tables is underestimated by many. This is again a nice example how it can facilitate your life.
    I also like the rank calculation, running totals or the possibility to filter on TOP X. Without mentioning calculated fields...
    In your list I noticed matching credits and debits. Going to read that for sure!

  2. Bhavani Seetal says:

    Great Tip!! Sir

    Thank You

  3. Gino says:

    Odd - I get a "We can't summarize this field with Min because it's not a supported calculation for Date data types." error message.

    Excel 2016 64bit.

    Any ideas why I get this error?

    many thanks!
    Gino

  4. Nikki says:

    This is just what I need and will be so helpful, thanks Chandoo.

    Awesome as usual!

  5. Steve says:

    I was just wondering how to get the first and last date for some donations and I remembered this tip. Saved me ages doing it using a more complicated approach!

    Thanks - for this and all the tips,
    Steve

  6. V S VENKATRAMAN says:

    Sirji

    Your explanation is awesome.... very useful tip as usual ....

    Regards

    Venkat

  7. Lalit Mohan says:

    Its awsome.
    Very nicely explained sir.

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