Would you use a Pivat Table or some other form of Reporting the below data?

**rhett7660** · 02-03-2016, 08:30 PM

Hello,

Looking through some of the examples on this site, I setup a spreadsheet with the following:

Columns Headers:
Goal Type
Initiative
Target Completion Date
Assigned To
Entry Date
Status Update

I have a macro that allows me to click a button and you can insert a new data entry line.

Now keep in mind there is no numbers outside of the dates.

On the first sheet, I have something called an Executive Summary. Here is where I would like to have the last 2-3 entry's to show up for each of the tabs. Basically an over view of what is going on. Each tab is updated by the different areas that report to the main area.

The thought is to have them update there respective tab, and the main manager can get an overview of what is going on with the recent updates.

So, should I just do a "=cell" for each of the columns and that show up on the main page, or is there something else I can setup that will achieve what I am trying to do.

Thanks in advance.

**FDibbins** · 02-03-2016, 09:37 PM

Hard to say without seeing a sample of what you are working with, upload a small (clean) sample workbook (not a pic) of what you are working with, and what your expected outcome would look like.

**rhett7660** · 02-04-2016, 11:02 AM

StatusUpdateTemplate.xlsm

Here you go. I am thinking I would use just the "=Cell" type of idea to carry over from each tab. Since I am able to add a new line and that new line is row 6. But I have uploaded what I am working on.

Thank you again.

**rhett7660** · 02-04-2016, 11:54 AM

I am actually taking this part and starting another thread as to not con volute this one.

**FDibbins** · 02-04-2016, 01:21 PM

Here is an example of what I would use for this - assuming that your latest date (and 1 or 2 before that - your choice) is what you want.

Summary C12=INDEX('Unit 1 2016'!A:A,MATCH(LARGE('Unit 1 2016'!$C:$C,1),'Unit 1 2016'!$C:$C,0))
copied across

The BOLDED part is where it picks the latest date. Change that to 2 for the 2nd latest etc. Also, you will need to adjust the formatting to suite

**rhett7660** · 02-04-2016, 01:52 PM

Originally Posted by FDibbins

Here is an example of what I would use for this - assuming that your latest date (and 1 or 2 before that - your choice) is what you want.

Summary C12=INDEX('Unit 1 2016'!A:A,MATCH(LARGE('Unit 1 2016'!$C:$C,1),'Unit 1 2016'!$C:$C,0))
copied across

The BOLDED part is where it picks the latest date. Change that to 2 for the 2nd latest etc. Also, you will need to adjust the formatting to suite

Would this be used to capture all six fields or would I need to update this one for each of the six fields? I am assuming all six fields, but I wanted to make sure just in case I was wrong. Also, if I do update this one for each of the six fields. You mention it is pulling off the last entry date in column C, will I see a conflict if I use this same formula for each of the six fields?

Thank you again.

**rhett7660** · 02-05-2016, 03:30 PM

Originally Posted by FDibbins

Here is an example of what I would use for this - assuming that your latest date (and 1 or 2 before that - your choice) is what you want.

Summary C12=INDEX('Unit 1 2016'!A:A,MATCH(LARGE('Unit 1 2016'!$C:$C,1),'Unit 1 2016'!$C:$C,0))
copied across

The BOLDED part is where it picks the latest date. Change that to 2 for the 2nd latest etc. Also, you will need to adjust the formatting to suite

Well I hope I did this correctly. I basically used your example and updated the bold letters. It seems to be working.

=INDEX('Unit 1 2016'!A:A,MATCH(LARGE('Unit 1 2016'!$C:$C,1),'Unit 1 2016'!$C:$C,0))

**rhett7660** · 02-05-2016, 06:21 PM

Ok, found an issue, if I have two entry's for two different projects, but they are on the same day, I am getting a duplicate number 1 and 2. Any suggestions?

Would you use a Pivat Table or some other form of Reporting the below data?

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