Identifying the current version of a Quote based on recent Revision number

[AJ]

Hello,

Attached is an Excel file illustrating the data that I want to create an Alteryx flow to it. The file has two tabs, the Original dataset sample, and the Expected results tabs.

What I'm trying to implement is to identify the Products that are in the most recent version of the Quote. Some Quotes have 1, 2, or more revisions.

Please let me know if you have any questions

[binuacs]

@AJ are you expecting duplicate records in your expected output 

[RolandSchubert · Accepted solution]

Hi @AJ ,

the fist step is to find the last revision for each quote / invoice number. You can use a a Summarize tool for that, group by Quote and find the max of revision. Then you can use a Join tool  to select only the last revision (join by quote, invoice and max revision -> J anchor returns only row for last revision. 

Let me know if it works for you.

Best,

Roland

[AJ]

Hi there,

Yes, they can.

Thnk you for looking into this:)

[AJ]

Awesome Roland,

Thank you so much for all your help :)