I receive a report that breaks down accounts weekly balances but rolls the data so the sheet contains historical data as well. How do I systematically select the block of most recent data? Below is an example of the structure I am working with and I would only want to work with the 9/22/22 data in this case.
9/1/2022 | |||
Name | Category | ID | Value |
John | a | 1 | 10 |
Nick | b | 2 | 20 |
Adam | c | 3 | 15 |
Steve | d | 4 | 3 |
9/8/2022 | |||
Name | Category | ID | Value |
John | a | 1 | 8 |
Nick | b | 2 | 14 |
Adam | c | 3 | 98 |
Steve | d | 4 | 22 |
9/15/2022 | |||
Name | Category | ID | Value |
John | a | 1 | 46 |
Nick | b | 2 | 84 |
Adam | c | 3 | 37 |
Steve | d | 4 | 98 |
Walt | c | 5 | 1 |
9/22/2022 | |||
Name | Category | ID | Value |
John | a | 1 | 41 |
Nick | b | 2 | 75 |
Adam | c | 3 | 34 |
Steve | d | 4 | 82 |
Walt | c | 5 | 64 |
Solved! Go to Solution.
Hello @nhanney
You could do something like the attached!
Please like and mark this post as resolved if it provided the answer to your question.
Hope this helps!
Rogers workflow does exactly what you needed. To get the max date automatically, instead of using the filter he put in there, use a summarize to get the max date and join back to the data set
Please let us know if you have any questions!