I have monthly report of account info with a Report Period of Jan 2020, Feb 2020 etc. (representing end of month snapshot)
I have another table that keeps a history of overrides to those accounts, including override type (A, B,C) and date of override. these overrides can occur from zero to n number of times a month, so not necessarily every month.
I need to be able to show the current override type for a given report period selection.
If no selection is made, the latest override would be shown, if a selection is made, the max override date and value within that selection would be shown in my pivot table.
Account table (includes report date, but date is not in pivot) Solution must respect Report Date selection
If no selection is made, max values are shown from history