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RobMac14's avatar
RobMac14
Copper Contributor
Oct 08, 2021
Solved

Extracting the latest data

Hi

 

I need to construct a data set from a data dump out of an database that will be loaded onto a webportal.  At the moment, I have to do it manually, which is time consuming and I'm hoping that there are formulae within Excel that can help me speed this up.

 

In picture below is a sample data set on the left and what I need to extract is the latest entry for a client, their role in column C and present it a a new table/dataset.

 

The latest data is highlighted in gold and that's what I need extracting.  I'm aware that I could use the MAX function to select the latest date, but that only produces the date and not the name and category.

 

If anyone can offer some assistance on this I'd be grateful.

9 Replies

  • mathetes's avatar
    mathetes
    Gold Contributor

    RobMac14 

     

    If you have the latest version of Excel, you could use UNIQUE to get a list of unique clients, then FILTER to get the latest. Here's a video that explains those functions. https://www.youtube.com/watch?v=9I9DtFOVPIg

     

    Since you went to the trouble to create a sample file to create an image, I or somebody else could demonstrate the steps if you'd just attach the actual Excel file you created.

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