Automate tick box and Your result type is not a number or a date.

Hi Aimee! 

re: Do you have any ideas on how can I automate this? without doing the manual ticking?

To do this, check out this example base.  The idea is to create another table, link the relevant records to it (thereby grouping them together as needed), use `MAX(values)` to find the latest date, and then use a lookup and a formula field to bring it back to your original table and to find the record with the latest date

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re: The main goal of this formula is to not include those records that are blank or zeros. Is there any missing from the formula that I have set up?
 
If you'd like the field to not show anything at all when it's not the latestValDate, try changing your formula to:

Thank you Adam,

It worked! There's only 1 thing remaining.

There are 2 same latest valuation dates, which means it will get the amounts of these dates.

Is there any way just to get the higher amount?

Here's my current setup:

Is there any conditions that I need to add on this part?

Hmm, instead of a lookup, could you try using a rollup with `MAX(values)`?  That should give you the highest value

Here's the catch on the bank vals tab = The formula you shared earlier worked it won't add the 0 amounts anymore.

When I do the roll-up on the properties it is giving me the highest amount when I do the`MAX(values)`.(which I need)

But - on this roll up the $0 is showing again, is there anything that I missed on this part?

Here's the current roll up:

Could I get a screenshot of a view that shows the "latestVal Amount copy" field with all of the records linked to this record that's showing the $0 in the rollup please?