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Sum Values Having Max Date

With this data:

Date, Name, Value

1/1/12, Bob, 3

1/1/12, Bob, 4

3/1/10, Bob, 5

2/1/12, Jane, 1

2/1/12, Jane, 1

1/1/10, Jane, 5

I only need to return the sum of the values for each name, for only the max date for each name.  So in this scenario, the result would be:

1/1/12, Bob, 7

2/1/12, Jane, 2

Can someone please let me know what the max, sum, aggr formula (or any formula) for computing the correct sum's?

Thanks very much!

1 Solution

Accepted Solutions
Specialist II

Does this work? Can probably be amended to set analysis if you prefer.

=sum(Value*if(Date=aggr(nodistinct max(Date), Name),1,0))

flipside

11 Replies
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Author

With Name as a dimention, try:

sum({\$<Date={'\$(=max(Date))'}>} Value)

Regards!

Not applicable
Author

Thanks, thats the right idea, but this solution only returns the max of all the dates:

2/1/12, Jane, 2

in this case.

I need the max of the dates per each person.

Not applicable
Author

Hi,

You can try using a Pivot table with the expression

sum({\$<Date={'\$(=max(Date))'}>} Value)

and Name as the dimension in the table.

Hope that helps.

Regards,

-Khaled.

Not applicable
Author

Thanks.  I am using a Straight Table, although a Pivot Table has the same issue.  Using this formla will return the max of ALL the dates.  I need to aggr the dates by the Name so I can sum up the Value for each name using only the max date for each Name.

It's close but not quite there.

Specialist III

Try the following which gives the result desired by you.

Temp:

load * Inline [

Date, Name, Value

1/1/12, Bob, 3

1/1/12, Bob, 4

3/1/10, Bob, 5

2/1/12, Jane, 1

2/1/12, Jane, 1

1/1/10, Jane, 5

];

Temp2:

NoConcatenate

load Date, Name, Sum(Value) as Value2 Resident Temp group by Date,Name;

Drop Table Temp;

Data:

, FirstSortedValue(Date,-Date) as MaxDate

, FirstSortedValue(Value2,-Date) as MaxValue

Resident Temp2 Group By Name;

Drop Table Temp2;

Not applicable
Author

Thanks.

Specialist II

Does this work? Can probably be amended to set analysis if you prefer.

=sum(Value*if(Date=aggr(nodistinct max(Date), Name),1,0))

flipside

Not applicable
Author

DING DING DING DING!!!  Thank you, perfect!   You win.

(Please let me know if you are open to questions offline that you can bill your time for.)

Thanks much,

Richard

Specialist II

Cheers Richard, just test it thoroughly because (to be honest) I kind of stumbled on the NODISTINCT keyword solution for this one.

For small problems like this, there's plenty of help on here for free!  I don't do the whole invoicing malarky at the moment, anyway.

flipside