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Create maximum date field that looks at all transactions

  • 1.  Create maximum date field that looks at all transactions

    Posted 08-21-2017 15:26
    I know this must be simple and I have been trying different things based on other suggestions, but I am struggling with it. 

    I have a transaction log that gets updated each business day. One of the field is the transaction date, which can be 1-3 days prior to the current date. I would like a field in my transactions table that displays the maximum transaction date that exists in the table for all transactions. 

    I have been playing with summary fields, but I haven't been able to get it to work right. Any assistance would be greatly appreciated.


  • 2.  RE: Create maximum date field that looks at all transactions

    Posted 08-21-2017 15:42
    Do you really mean the maximum date for ALL transactions, or the maximum date for all transactions for a given Parent record.


  • 3.  RE: Create maximum date field that looks at all transactions

    Posted 08-21-2017 16:06
    I do mean for all transactions. I have been able to generate the max for parent record, but that is not what I need.


  • 4.  RE: Create maximum date field that looks at all transactions

    Posted 08-21-2017 16:38
    To get the global maximum, make a new table called Maximum Transaction Date.
    Make a single record.  It will be Record ID# 1.

    In the transactions tale make a formula numeric field called [Link to Max Transactions Date (=1)], and give it a formula of 1.

    Use that field as the reference field on the right side of a new relationship to that Max table and make a Summary of the Maximum date and look that up down to all detail records.


  • 5.  RE: Create maximum date field that looks at all transactions

    Posted 08-21-2017 18:15
    That solved it, thank you very much!