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Display Latest Transaction details of a Customer

Hi,

I have a report where I display the Customer Data with latest Transaction Date

For ex:

Existing Data

Cust_Num Name Txn_Date
1 A 01-Jan-19
1 A 01-Mar-19
2 B 01-Jan-19
2 B 01-Jan-19
2 B 01-Sep-19

Data to be displayed

Cust_Num Name Txn_Date
1 A 01-Mar-19
2 B 01-Sep-19

Please suggest some method to achieve this.

Am using Tabular Report, Incorta Version 4.2.12

 


 

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  • Hi,

     

    Try this:

    1.Create an aggregate insight

    2.Add Cust_num and Name in Grouping Dimension

    3.Add transaction Date in Measures section

    4. select aggregation as "MAX".

     

    This should do.

     

    Thanks and let me know how it goes.

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