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Not applicable

Finding a list of last records

Hello everyone,

I have a question. How can I find the newest record for a list of contacts? I have the following data

CustA,CustB,CustC,

and so on...

CustA has brought 500 items over the last 6 years

CustB has brought 300 items over the last 6 years

CustC has brought 800 items over the last 6 years

and so on...

The fields are

Customer, Transaction Date, Transaction Year, Item.

What I would like to find out is a list of the last transaction a customer has made so that I can see they are a current customer or a customer which used to buy from us but no longer does.

Thank you in advance for any help possible

Mark

Tags (2)
1 Solution

Accepted Solutions
swuehl
Not applicable

Re: Finding a list of last records

Maybe like this:

Create a straight table chart with dimension Customer, then as expressions (whatever you want to display):

=Date(max([Transaction Date]))

=max([Transaction Year])

=FirstSortedValue(Item, -[Transaction Date])

I assumed that your Transaction Date has a numeric representation, like all dates created or interpreted correctly by QV.

Hope this helps,

Stefan

4 Replies
Gysbert_Wassenaar
Not applicable

Re: Finding a list of last records

You can probably use the firstsortedvalue. See here for two video tutorials explaning what the function does and how to use it.


talk is cheap, supply exceeds demand
swuehl
Not applicable

Re: Finding a list of last records

Maybe like this:

Create a straight table chart with dimension Customer, then as expressions (whatever you want to display):

=Date(max([Transaction Date]))

=max([Transaction Year])

=FirstSortedValue(Item, -[Transaction Date])

I assumed that your Transaction Date has a numeric representation, like all dates created or interpreted correctly by QV.

Hope this helps,

Stefan

Not applicable

Re: Finding a list of last records

Hello Gysbert Wassenaar,

Thank you for the link, Very helpful.

mark

Not applicable

Re: Finding a list of last records

Hello Swuehl,

Perfect, thanks a lot. Your help is highly appreciated

Mark