I have a table that has among other fields , OWNER, DATE OF MEETING, DISCOUNT. It has several different owners who I have met at different dates and given different discounts.
I want to create a view that will show me only the OWNER and the last DISCOUNT I gave them at the most recent DATE OF MEETING. Nothing else.
I have tried to create a column with formula MAX(DATE). Didn’t work. I also tried to group the records by owner then apply a Max, but I may have done it wrong because it did not work either. A
Any assistance with a solution would be greatly appreciated.
Hey @Tendi_Muchenje, I’ve set something up here that should do what you’re looking for. It needs OWNER to be its own table so that we can use rollups to get the most recent date to feed it back into the original table though
- Have the records linked to the correct
- In the
Owners table, create a rollup field on the
Date value from
Table 1 with the formula
- This will give us the most recent entry date
Table 1, create a lookup field to pull over the most recent entry date from the
- Use a formula field to check the
Date value against the most recent date pulled in via step 3
- Use the output of that formula field for your filter!
Welcome to the community, @Tendi_Muchenje!
I show how to do this in this episode of the BuiltOnAir podcast: