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

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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.

 

 

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One Response to “How to compare two Excel sheets using VLOOKUP? [FREE Template]”

  1. Danny says:

    Maybe I missed it, but this method doesn't include data from James that isn't contained in Sara's data.

    I added a new sheet, and named the ranges for Sara and James.

    Maybe something like:
    B2: =SORT(UNIQUE(VSTACK(SaraCust, JamesCust)))
    C2: =XLOOKUP(B2#,SaraCust,SaraPaid,"Missing")
    D2: =XLOOKUP(B2#,JamesCust, JamesPaid,"Missing")
    E2: =IF(ISERROR(C2#+D2#),"Missing",IF(C2#=D2#,"Yes","No"))

    Then we can still do similar conditional formatting. But this will pull in data missing from Sara's sheet as well.

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