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Having issues doing a Summarize tool for a unique situation
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CDIns
8 - Asteroid
‎08-13-2024
08:46 AM
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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,
Solved! Go to Solution.
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2 REPLIES 2
alexnajm
18 - Pollux
‎08-13-2024
08:48 AM
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Instead of summing on Units, do a Max function in your Summarize tool!
OTrieger
12 - Quasar
‎08-13-2024
09:02 AM
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