how to get the latest name from the Month

[Niru]

Hello All,

How to pull the latest name from the Risk Rating field. i need to update same name for all the months.

kindly help me.

Data:

_close_of_business_date	ID	Risk Rating
2020-10-31	116560	Heightened
2020-11-30	116560	Heightened
2020-12-31	116560	Expected
2021-01-21	116560	Expected

Expected Output:

_close_of_business_date	ID	Risk Rating	Latest_Risk Rating
2020-10-31	116560	Heightened	Expected
2020-11-30	116560	Heightened	Expected
2020-12-31	116560	Expected	Expected
2021-01-21	116560	Expected	Expected

Regards,

NK

[Emil_Kos]

Hi @Niru,

I have prepared a solution for you:

The output:

[JosephSerpis · Accepted solution]

Hi @Niru I would used a Summarize tool to get the max date and then using a combination of a Join tool and append field tools it should provide the output you require. I've mocked up an example let me know what you think?

[Niru]

@Emil_Kos  thanks for your reply 

With the below scenario current month i have two names from the Risk Rating i have to take height risk(Heightened ). Any Suggestions please. 

Data:

_close_of_business_date	Risk	ID	Risk Rating
2020-10-31	7937	101435	Expected
2020-10-31	7936	101435	Expected
2020-10-31	7938	101435	Expected
2020-11-30	7938	101435	Expected
2020-11-30	7936	101435	Expected
2020-11-30	7937	101435	Expected
2020-12-31	7938	101435	Heightened
2020-12-31	7937	101435	Expected
2020-12-31	7936	101435	Expected

Expected Output:

_close_of_business_date	Risk	ID	Latest_Risk Rating
2020-10-31	7937	101435	Heightened
2020-10-31	7936	101435	Heightened
2020-10-31	7938	101435	Heightened
2020-11-30	7938	101435	Heightened
2020-11-30	7936	101435	Heightened
2020-11-30	7937	101435	Heightened
2020-12-31	7938	101435	Heightened
2020-12-31	7937	101435	Heightened
2020-12-31	7936	101435	Heightened

Regards.,

NK

[Emil_Kos · Accepted solution]

Hi @Niru,

I have added an additional sort option:

If you have more rules that you need to take into consideration please let me know.

[Niru]

Thanks a lot this solution work for me 

[Niru]

@Emil_Kos  One more Quick doubt 

how can i know if status got changed from Last month, if changes i would like to display true or False.

Regards,

NK

[Emil_Kos]

Hi @Niru,

This wasn't so quick for me 😛 

What I am basically doing is I am changing if for the last day in the previous month we have the same statuses if for the current month. 

In order to do so I am using Concat function:

[Niru]

@Emil_Kos Thanks a Lot 

[Niru]

@Emil_Kos Thanks a lot for your workflow, Here i want to know is it possible to display Risk names change month. when i want changes Expected to Heightened. please suggest me.