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Hi,

I have data based on customers and need to display the customer data based on latest month flag even if we select historical month period(if the flag is different than current month).

Currently i am using below formula,

I have attached the workbook for the reference.

 

Customer Name display based on latest flag for historical period selection

so the out put is ,

pastedImage_3.png

pastedImage_4.png

 

Here, for the month of Apr 2019 as per the logic it is fine for the "customer id 26" . But if i select the month as feb 2019 need to display still as "undisclosed name"

cold you please help on this to get the correct result .

 

Thanks in Advance !

Regards,

Kavi

2 answers
  1. Apr 27, 2020, 8:41 AM

    Hi,try this

     

    【Customer Name dislpay】:

     

    if ISNULL([Gdpr]) or { FIXED [Customer ID]: MAX(IF [Date]={ FIXED [Customer ID]:MAX([Date])}then [Gdpr] END) }

    = 'Y'

    THEN [Customer Name]

    ELSE 'Undisclosed Name' end

    Hi,try this 【Customer Name dislpay】: if ISNULL([Gdpr]) or { FIXED [Customer ID]: MAX(IF [Date]={ FIXED [Customer ID]:MAX([Date])}then [Gdpr] END) } = 'Y' THEN [Customer Name]ELSE 'Undisclosed Name' en

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