Hello all,
I'm trying to determine the best way to capture details for records that only meet a certain criteria in my data set and having some trouble getting there.
I'm trying to find instances of records where a specific location (Provider) is the final attempted outreach on a particular case. For example our data would look something like this:
In this scenario I'd only want to count record ABC123 with Attempt ID# 2, and again on DEF567 with Attempt ID# 7
Any suggestions on how I'd capture those with a calculated field or some other solution?
Try this calculated field:
Last Sent to Provider
// Get the last attempt sent to value and check if it is Provider.
IF [Attempt ID#] = {FIXED [Record ID]: MAX([Attempt ID#])} AND [Attempt Sent To] = "Provider" THEN
"Keep"
ELSE
"Exclude"
END
Then use this as a filter, keeping only "Keep" values.
See attached.
