PLEASE HELP - Assign a Flag to a maximum date in a month.

[tarunIMDG]

I am trying to create a field "EOM Flags" that tags the maximum date as 1 in a month for which the payments were made.  For ex - if there are 3 payment dates in a period then tag 1 to maximum date and tag 0 to the other dates (see screenshot attached).

[WSDATA]

See if this helps.  

The upfront parts are not needed, just creating a data set that looked something like yours.

The Summarize groups by "Period" and finds max of the Payment data.  It will return the latest date for each month.

Join that back to the original data set and union the items that did not match.  

Finally clean up the nulls with a formula.

Hope it helps!

[flying008 · Accepted solution]

@tarunIMDG 

Dear, pls see that. 

Maybe you need sort by [Pay Date] first to process.