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Rollup based on max date in source table

  • February 20, 2022
  • 2 replies
  • 26 views

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I have 2 tables…

Companies
CompanyID, CompanyName, ContractIDs

Contracts
ContractID, ContractTitle, EffectiveDate, ExpirationDate, CompanyID

They’re linked together via the final field in each table where 1 Company can have multiple Contracts.

I want to create a field in the Companies table to display the ContractTitle of the most recent contract but am struggling to find a solution using Rollups. Of course, I can add a field to Companies using a Rollup that takes the MAX(ExpirationDate) to at least give the latest contract expiry, but I can’t find a way to use that expiry to bring back the single ContractTitle field with that expiry per Company.

Appreciate any thoughts at all on whether this is possible!

Best answer by ScottWorld

I cover this process step-by-step in this video podcast:

2 replies

ScottWorld
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  • Genius
  • 9815 replies
  • Answer
  • February 20, 2022

I cover this process step-by-step in this video podcast:


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  • Author
  • Inspiring
  • 14 replies
  • February 21, 2022

Thank you that worked perfectly - also learnt about View sections by accident which sound very useful!