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Overdue report for dashboard

  1. #1
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    Overdue report for dashboard

    Hi
    I wondered if anyone can help...

    I have a log of dates of mail outs in one worksheet, I need some form of reminder when to send the next one out on my dashboard on another worksheet which would tell me which are due this week and which ones are overdue. Ive attached a sample

    Thanks in advance

    Dave
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    Forum Expert Olly's Avatar
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    Re: Overdue report for dashboard

    You can use a couple of pivot tables, with the data in sheet [LOG] as the source.

    For 'Due' values, filter the 'Due Date' on "This Week"

    For Overdue, add a (hidden) 'Status' column, filtered to exclude "UPDATED", 0 and blanks.

    See attachment for worked example (in columns E:H).
    Attached Files Attached Files
    Last edited by Olly; 07-27-2017 at 08:30 AM.
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    Re: Overdue report for dashboard

    Thanks so much Olly, thats great and works a treat. Is there a way to sort the due columns in date order. I right clicked and selected sort but doesnt seem to work

    Dave

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    Re: Overdue report for dashboard

    They are in date order (ascending) ...
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    Re: Overdue report for dashboard

    Hi
    I added two new entries to the log the first has a dues date of 24/7/17 but appears at the bottom of the this week sort. The second had a overdue date of 6/4/17 but doesnt seem to appear in the overdue column. I have refreshed - see attached

    Any ideas?

    dave
    Attached Files Attached Files

  6. #6
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    Re: Overdue report for dashboard

    Okay - to sort by dates first, the date field needs to be the first Row field.

    And I've changed the filter on (hidden) row field 'Status', to "Does not begin with...", value "-".

    Updated attachment shows changes.
    Attached Files Attached Files

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