My Data looks like the following --
So I'm looking for a way that the agent name "System" gets group with the most recent Agent name that had the Approved Date timestamp ('Most Recent 'Approved Date').
My main problem is figuring out how to group the Agent Name "system" with the previous Agent Name.
this my attempt but it didn't work.
IF [ACCT_ID] = [ACCT_ID] and ISDATE ( {FIXED : MAX ( [Approved_Date] ) } ) THEN 'Agent_Name' END
This is the final goal that I'm trying to achieve -
This is just a small example . The original data contains thousands of ACCT IDs and Agent Names.
This is a Table Calc, so not sure how it'll play out with your real data, but see if this helps:
IF LAST()=0 THEN LOOKUP(ATTR([Agent Name]),-1)
ELSE ATTR([Agent Name]) END
Because you have multiple account ID's you'll probably want to right click that calc, select Edit Table Calc then use Specific Dimensions, then set the Table Calc to RESTART every Acct ID
