Choosing a specific number of previous entries in a pivot table

What I have is an Access form that links to an Excel document where I analyze the data, make it look nice, etc. The table has numerous entries with numerous different people. I have a few columns of this table in a pivot table for coworkers to look through the data more easily. What I want is the option to see only the previous X amount of entries. So say there are 10 entries about Sara, 12 about Tyler, and 9 about Jason, and the entries are in the order they were entered on the Access form, so they are not in order by name (the data is a lot more complex than this). What I would like is to have an option in the pivot table to have only the last 5 entries about Sara shown in the table. Can this be done? If so, how? I would prefer not to write any code but if it is necessary, can you be specific on how to do it?

Thank you for the help!

Cody

May 4th, 2015 11:45am

Excel 2010 with free PowerPivot Add-In.
Compatible with Office 2013 Pro Plus.
Show last 5 entries, by date.
No formulas, no code.
http://www.mediafire.com/view/s9g1j79px81lazi/05_04_15a.xlsx

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May 4th, 2015 11:48pm

That looks like exactly what I want! I just need to figure out how to actually use it.... Can it be coupled with PivotCharts/slicers?
May 5th, 2015 10:47pm

Excel 2013 Pro Plus (only)
With Slicer.
Adapted from an example on page 53 of the book
"Power Pivot Alchemy"
by Rob Collie and Bill Jelen.
Incredibly complex.
http://www.mediafire.com/view/9kr88r1f8pd7nnj/05_04_15c.xlsx

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May 6th, 2015 9:55pm

Hi codys21,

With the sample of Herbert Seidenberg, did you get the result?

And based on your description, you need to get the result with several conditions. If the sample of Herbert Seidenberg, you couldn't get the result. I suggest to use code, and you can post your issue to MSDN forum for excel. This might be another way to help you solve this issue.

The link of MSDN forum:

https://social.technet.microsoft.com/Forums/office/en-US/cf5379f9-b8b9-4166-8b46-f395fbcdc37e/getobject-not-picking-the-running-excel-files?forum=excel

Hope it's helpful.

Regards,

May 6th, 2015 10:04pm

Excel 2013 Pro Plus (only)
With Slicer.
Adapted from an example on page 53 of the book
"Power Pivot Alchemy"
by Rob Collie and Bill Jelen.
Incredibly complex.

Thank you for the response. This is definitely what I want, I just can't figure out how to use it. I am doing this on a work computer that has Office 2013 (which I won't have access too until tomorrow morning.) I am not sure if it is the Pro Plus version. I have attached a part of my spreadsheet, edited for privacy. The three most important slicers are Site, Supervisor, and Employee. Auditor, date, and two of the criteria also have slicers. Each column has 13 criteria (5 shown in example). I have another sheet with 13 pie charts with connected slicers that show the percentage of true vs false for each of the 13 criteria. Typically what is going to happen is a supervisor will filter by employee so that they are only looking at one employees statistics at a time. So what I want is to be able to use those pie charts, but only to have the last five entries (or a specific number chosen like in your example) from each person to be shown in the charts.

Apparently I cannot submit a picture until my account is verified. How do I verify my account?

Until then, the column headers in my spreadsheet are ID (from Access), Site (1 of 2 locations), Program, Employee, Auditor, Supervisor, Call Date, Score, Under 30 days (True/False), 13 criteria (all True/False), and a few other sections from the Access form which will not appear in any pivottables/pivotcharts.

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May 7th, 2015 11:33am

Excel 2013 Pro Plus (only)
With Slicer.
Adapted from an example on page 53 of the book
"Power Pivot Alchemy"
by Rob Collie and Bill Jelen.
Incredibly complex.

I still havent figured out how to use this. Could you possibly provide some more details on how this is done? I love the option to be able to choose how many of the previous days you see and it would be perfect if I could get it to work.
May 8th, 2015 11:22am

This is really advanced stuff.
First you have to know this book forwards and backwards:
"Microsoft Excel 2013, Building Data Models with Power Pivot"
by Alberto Ferrari and Marco Russo.
This took me about a year.
Then go to the next higher level by working all the examples
in the "Power Pivot Alchemy" book. Just another 6 months more.
As GuGuuMy warned, your additional requirements will require my example
to be elaborated to an unworkable degree.
An alternative is to share your minimally sanitized file.
Someone might do the work for you.

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May 8th, 2015 3:51pm

This is really advanced stuff.
First you have to know this book forwards and backwards:
"Microsoft Excel 2013, Building Data Models with Power Pivot"
by Alberto Ferrari and Marco Russo.
This took me about a year.
Then go to the next higher level by working all the examples
in the "Power Pivot Alchemy" book. Just another 6 months more.
As GuGuuMy warned, your additional requirements will require my example
to be elaborated to an unworkable degree.
An alternative is to share your minimally sanitized file.
Someone might do the work for you.

Wow that's quite a lot of work! What I did was just use the timeline slicer and right next to it added a pivottable count of how many entries are in that date range. It's not quite as simple as your example, but it's quick workable and the people who actually need to use it seem to like it thus far. I appreciate your help, though!
May 8th, 2015 7:33pm

This is really advanced stuff.
First you have to know this book forwards and backwards:
"Microsoft Excel 2013, Building Data Models with Power Pivot"
by Alberto Ferrari and Marco Russo.
This took me about a year.
Then go to the next higher level by working all the examples
in the "Power Pivot Alchemy" book. Just another 6 months more.
As GuGuuMy warned, your additional requirements will require my example
to be elaborated to an unworkable degree.
An alternative is to share your minimally sanitized file.
Someone might do the work for you.

Free Windows Admin Tool Kit Click here and download it now
May 8th, 2015 7:50pm

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