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Filtering View to Show Only Max Date Value for Each Category

Julkaisupäivä: Apr 30, 2025
Tehtävä
How to filter a text table to show only the latest date value for different categories.
Vaiheet

Step 1: Create calculated field

  1. Select Analysis > Create Calculated Field.
  2. In the Calculated Field dialog box, name the calculated field "Product Ordered Last".
  3. Enter the formula as below and click OK:
    {FIXED[Product Name]:MAX([Order Date])}

Step 2: Create the view

  1. Using the Superstore sample data (in the attached workbook), drag "Product Name" name to Rows.
  2. Right-click and drag "Order Date" to Rows and select the discrete value as desired (in this example, Year)
  3. Right-click and drag "Product Ordered Last" to Rows and select the discrete value as desired (in this example, Exact Date)
  4. Notice that the calculated field will show the last time a product was ordered.
Knowledge-artikkelin numero

001458251

Liitteet

Max Date Value.twbx

1202 KB

 
Ladataan
Salesforce Help | Article