Filter to most recent budget version

[jdbustamantec]

Hi

I have a table with budget versions by line item data for multiple projects

example project

Each category code name item have a budget revision number (example of a category code name item below)

I need a formula to filter old budget revision numbers except the last one (in the example it would be budget revision 3).

The last budget revision number will be different for each project in the table so I need to make sure the formula is always picking up the latest record instead of a fixed number. Any ideas?

Thanks

[MeganBowers · Accepted solution]

Hi @jdbustamantec ,

You could use a sort tool and sort on Category Code Name ascending, and then Budget Version Number descending. Then, use a sample tool to select the first row, selecting the group by column to be the Category Code Name. This way, it will pull the first record for each Category Code Name, which will be the record with the highest budget revision number (due to the sorting done before hand).