Extract Newest Case Update and Paste in New Sheet

krisalis903

New Member
Joined
Feb 22, 2023
Messages
3
Office Version
  1. 365
Platform
  1. Windows
Hello, I'm still fairly new to using Excel and Access and I have some data that I'm not quite sure how to transform. Essentially what I have here is a data dump of all active Salesforce cases including last modified dates. I need to be able to analyze the latest modified date for all our open cases. I think if I can somehow automatically copy the row with the newest last modified date for each case and paste that into a new sheet, I'd at least have something I can work with. However I am open to ideas. Any thoughts on how to clean this up? The sheet is thousands of lines long, but I've created a mini sheet with just a portion so you can see what I'm working with.

Sample Data.xlsx
ABCDEFG
1Case NumberAgeStatusDate/Time OpenedIRL AGECase Last Modified AliasCase Comment Last Modified Date
2024997625723Pending Agent/Seller Response6/29/2022 2:02 AM238.45vmeht8/7/2022 11:39 PM
3024997625723Pending Agent/Seller Response6/29/2022 2:02 AM238.45vmeht11/9/2022 2:43 PM
4024997625723Pending Agent/Seller Response6/29/2022 2:02 AM238.45vmeht11/10/2022 11:40 PM
5024997625723Pending Agent/Seller Response6/29/2022 2:02 AM238.45vmeht8/4/2022 5:40 PM
6024997625723Pending Agent/Seller Response6/29/2022 2:02 AM238.45vmeht11/4/2022 12:46 AM
7024997625723Pending Agent/Seller Response6/29/2022 2:02 AM238.45vmeht7/15/2022 3:14 AM
8024997625723Pending Agent/Seller Response6/29/2022 2:02 AM238.45vmeht1/19/2023 6:48 PM
9024997625723Pending Agent/Seller Response6/29/2022 2:02 AM238.45vmeht2/8/2023 11:48 PM
10024997625723Pending Agent/Seller Response6/29/2022 2:02 AM238.45vmeht12/13/2022 4:24 PM
11024997625723Pending Agent/Seller Response6/29/2022 2:02 AM238.45vmeht12/13/2022 4:32 PM
12024997625723Pending Agent/Seller Response6/29/2022 2:02 AM238.45vmeht12/26/2022 4:21 AM
13028052572069Pending Agent/Seller Response11/28/2022 6:25 AM86.22vmeht1/27/2023 3:57 PM
14028052572069Pending Agent/Seller Response11/28/2022 6:25 AM86.22vmeht1/28/2023 3:20 AM
15028052572069Pending Agent/Seller Response11/28/2022 6:25 AM86.22vmeht12/9/2022 10:02 PM
16028052572069Pending Agent/Seller Response11/28/2022 6:25 AM86.22vmeht12/9/2022 12:24 PM
17028052572069Pending Agent/Seller Response11/28/2022 6:25 AM86.22vmeht12/17/2022 5:42 PM
18028052572069Pending Agent/Seller Response11/28/2022 6:25 AM86.22vmeht12/20/2022 4:47 AM
19028052572069Pending Agent/Seller Response11/28/2022 6:25 AM86.22vmeht12/26/2022 12:52 AM
20028074482046Pending Agent/Seller Response11/29/2022 6:11 AM85.23vmeht2/16/2023 5:42 PM
21028074482046Pending Agent/Seller Response11/29/2022 6:11 AM85.23vmeht2/17/2023 3:22 AM
22028074482046Pending Agent/Seller Response11/29/2022 6:11 AM85.23vmeht2/20/2023 9:58 PM
23028074482046Pending Agent/Seller Response11/29/2022 6:11 AM85.23vmeht1/25/2023 2:57 PM
24028074482046Pending Agent/Seller Response11/29/2022 6:11 AM85.23vmeht1/12/2023 8:13 PM
25028074482046Pending Agent/Seller Response11/29/2022 6:11 AM85.23vmeht12/9/2022 10:08 PM
26028074482046Pending Agent/Seller Response11/29/2022 6:11 AM85.23vmeht12/9/2022 12:22 PM
27025553414923Pending Agent/Seller Response8/1/2022 9:35 AM205.14mwill2/13/2023 12:12 PM
28025553414923Pending Agent/Seller Response8/1/2022 9:35 AM205.14mwill8/10/2022 4:42 PM
29025553414923Pending Agent/Seller Response8/1/2022 9:35 AM205.14mwill9/2/2022 1:07 PM
30025553414923Pending Agent/Seller Response8/1/2022 9:35 AM205.14mwill9/8/2022 3:42 PM
31025553414923Pending Agent/Seller Response8/1/2022 9:35 AM205.14mwill10/13/2022 12:13 PM
32025553414923Pending Agent/Seller Response8/1/2022 9:35 AM205.14mwill11/10/2022 12:57 PM
33025553414923Pending Agent/Seller Response8/1/2022 9:35 AM205.14mwill8/5/2022 11:15 AM
34025553414923Pending Agent/Seller Response8/1/2022 9:35 AM205.14mwill1/10/2023 1:26 PM
35025553414923Pending Agent/Seller Response8/1/2022 9:35 AM205.14mwill12/14/2022 1:39 PM
36025553414923Pending Agent/Seller Response8/1/2022 9:35 AM205.14mwill12/16/2022 8:02 AM
37025553414923Pending Agent/Seller Response8/1/2022 9:35 AM205.14mwill12/16/2022 1:30 PM
OPEN SEO Content Cases with Las
 

Excel Facts

Enter current date or time
Ctrl+: enters current time. Ctrl+; enters current date. Use Ctrl+: Ctrl+; Enter for current date & time.
With Power Query, group by case number to find max date/time

Power Query:
let
    Source = Excel.CurrentWorkbook(){[Name="Table1"]}[Content],
    #"Grouped Rows" = Table.Group(Source, {"Case Number"}, {{"Latest Update", each List.Max([Case Comment Last Modified Date]), type datetime}})
in
    #"Grouped Rows"

Case NumberLatest Update
24997622/8/2023 23:48
28052571/28/2023 3:20
28074482/20/2023 21:58
25553412/13/2023 12:12
 
Upvote 0
Solution
Wow! That worked perfectly, thank you! I've never dabbled in Power Query before, but now I'm intrigued and will have to learn more. Thank you again :)
 

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Upvote 0
check out the books in MrE's bookstore. The one by Ken Puls and Miguel Escobar is really very good.
 
Upvote 1
Found it. I think it's exactly what I need! I've been fumbling around in Power BI for the past 8 months and i've done some learning modules here and there, but I could definitely use more resources. I'm glad this one covers both Power Query in Excel and Power BI. Thanks for the rec!
 
Upvote 0

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