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Filtering with the Max() Function

Udgivelsesdato: Apr 7, 2026
Opgave

Adding a calculated field which contains MAX() in the formula to the Filters shelf.

Trin

Create a LOD calculation. For instance, to filter for Customers whose most recent purchase was on a specific date:

  1. Select Analysis > Create calculated field....
  2. In Name enter Most Recent Purchase and in Formula enter {FIXED [Customer Name]: Max([Order Date])}.
  3. Click OK.
  4. Ensure that Most Recent Purchase is in the Dimensions pane and not the Measures pane.
  5. Drag Most Recent Purchase to the Filters shelf.
  6. Select Month/Day/Year and select Next.
  7. Select the desired day and select OK.

 

Yderligere ressourcer
  • See attached packaged workbook for example of max(date) on the Filters shelf

 
Vidensartikelnummer

001458179

Vedhæftede filer

Filter on Max Date.twbx

961 KB

 
Indlæser
Salesforce Help | Article