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Having issues doing a Summarize tool for a unique situation

CDIns
8 - Asteroid

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:

 

ProductDateAmountUnits
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:

 
 
ProductDateAmountUnits
A07/01/2024510
A07/22/2024515
A07/24/2024520
A07/28/2024525

 

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: 

 

 
ProductDateAmountUnits
A07/28/20242025

 

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, 

2 REPLIES 2
alexnajm
18 - Pollux
18 - Pollux

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

OTrieger
12 - Quasar

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 

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