Show the selected field Max date Value

[princyal]

Hi,

I have Fund field and Assets Field .When i  select Date field  i want the  fund field max date and sum(Assets).

eg :

suppose i select fund 3 i want the max date of 30/11/19 sum(Assets)

i attached my sample data

please help any one as soon as possible

thank you

[Rodj]

Unfortunately your sample data isn't attached as far as I can see, but from what I can tell of what you are looking to do I would calculate the max date for each fund in the load script as a separate table.

Load 

max(Fund Date) as fund_max_date,

Fund

Resident <your loaded table>

group by Fund;

I'm guessing a bit though, as it's not totally clear what you are after so if you could provide that example data it would be good.  Hope it helps anyway.

Rod

[princyal]

i attche my sample data

[Rodj]

I'm not sure I'm properly understanding what you want to do, but I think maybe you want the max date and the sum(Assets) in the one table? It's hard to tell from your sample data as there's only one record per fund, is that truly representative of what your data is like? The date 30/11/19 you mention isn't the max date in your sample data and it isn't the date that correlates with Fund 3 (which is 30/09/19) so I'm confused as to what you want to do.

You might try two simple measures: sum(Assets) and Max(Report_Date). 

If you want the max date across all of the records you can use: Max(total Report_Date)

If you have more than one record per fund you can use the Aggr function.

[princyal]

hi ,

thanks for helping me,

I briefly explained the requirement please check the attached file.

please replay as soon as possible bcz this requirement i need to  complete today only.

Thank You

[sunny_talwar]

Which object are you looking to see this in? KPI or some kind of chart?

[princyal]

KPI

[sunny_talwar]

One more question... what happens if Fund 4 was there on 30/6/19 and 30/9/19 also? How would the output change then?

Check No	Report_Date	Fund	Assets
125	30/6/19	Fund 1	8,000
120	30/6/19	Fund 4	2,000
122	30/9/19	Fund 2	10,000
133	30/9/19	Fund 3	7,000
139	30/9/19	Fund 4	4,000
250	30/11/19	Fund 4	10,000
542	30/11/19	Fund 5	15,000
265	30/12/19	Fund 4	5,000
330	30/12/19	Fund 5	5,000

[princyal]

the current  requirement is what i mentioned that only and 

The max report date should be  <= today()

[sunny_talwar]

Not sure I follow?