Having issues doing a Summarize tool for a unique situation

[CDIns]

I essentially have two datasets that I am trying to extract information from one and append to the other. For example, In my 'Sales' report, I have a record that looks like this:

Product	Date	Amount	Units
A		20

I need to population the date and the ending units for the month using my transactional level data set that looks like this:

Product	Date	Amount	Units
A	07/01/2024	5	10
A	07/22/2024	5	15
A	07/24/2024	5	20
A	07/28/2024	5	25

basically a transaction report, however, the Units column is a running total. I'd like to be be able to summarize this data set into the following: 

Product	Date	Amount	Units
A	07/28/2024	20	25

grouping by product for the total amount of sales with the ending units balance with the last date populated.

Any ideas how to achieve? 

thank you in advance, 

[alexnajm · Accepted solution]

Instead of summing on Units, do a Max function in your Summarize tool!

[OTrieger · Accepted solution]

Hi @CDIns 

You will need to set the Summarize Tool As follow:
Group by Product
Last Date
Sum Amount
Max Unit as mentioned by @alexnajm