Forum Discussion

AndyT410's avatar
AndyT410
Brass Contributor
Apr 19, 2023
Solved

Combine multiple results in to 1 row

Hi, I have a table with rep contacts on different product topics on different days to the same customer as below which are on different rows dependent on the date. Is there a formula that I could us...
Formulas and Functions
  • Lorenzo's avatar
    Lorenzo
    Apr 26, 2023

    AndyT410 

    Glad this helped. If after checking the PivotTable it does what you expect please mark the solution (can help people who Search) - Thanks and nice EOD

peiyezhu's avatar
peiyezhu
Bronze Contributor
Apr 24, 2023
If possible,upload your Excel file with dummy data.
AndyT410's avatar
AndyT410
Brass Contributor
Apr 25, 2023
Attached 🙂
  • Lorenzo's avatar
    Lorenzo
    Silver Contributor
    Apr 25, 2023

    AndyT410 - Clatifications please:

    #1 Data in sheet 'Import'?

    #2 Expected in sheet 'Result'?

    • AndyT410's avatar
      AndyT410
      Brass Contributor
      Apr 26, 2023
      The data in Import is a list of rep visits by date and the products they discussed. In that form it's unusable as I needed to show all interactions per customer by product.
      The data in the Results sheet is the most recent contact per customer on every product that has been discussed. This can then be filtered by product, account, and last contact both oldest to newest and newest to oldest.
      • Lorenzo's avatar
        Lorenzo
        Silver Contributor
        Apr 26, 2023

        Hi AndyT410 

         

        This doesn't well answer my questions (might be my fault) so let's see if the attached Power Query approach goes in the right direction

        - Table 'Import' is the content of your 'Import' sheet formatted as Table

        - Table 'Result' reflects what I understood in terms of expected result

         

        Let me know where I missed something/what's wrong

Resources