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More elegant way to summarise records based on condition .

  • 1.  More elegant way to summarise records based on condition .

    Posted 11 days ago
    Edited by Gunsham Lakhiani 10 days ago

    We assign product wise relationship manager to our clients , data looks like

    SalesRep | Department | Company  | Default

    Tom | Footwear | Walmart | Yes
    John | Bags | Walmart |Yes

    When a relationship manager changes , a new sales rep is assigned .

    SalesRep | Department | Company  | Default

    Nancy | Bags | Walmart |Yes
    Tom | Footwear | Walmart | Yes
    John | Bags | Walmart |NO


    Using Max Record ID / Summarized view/ Formula based on Department(hardcoded) , I'm able to determine who's the latest sales manager . I hope I'm clear 

    I got the technique from this thread .

    is there a more elegant way to do this without hardcoding ?



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    Gunsham Lakhiani
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  • 2.  RE: More elegant way to summarise records based on condition .

    Posted 7 days ago
    Gunsham,

    Without knowing much more, I would solve this by creating a Changes or a Histories type table. You could then have an automation trigger off of one of these fields being modified, and push all four items to your other table. With a relationship in place as well, you'd see a running history of what changes were made and when they occurred.

    If this doesn't solve your need, please provide further details and I'll be happy to help further.

    Eric

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    Eric Mohlman
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  • 3.  RE: More elegant way to summarise records based on condition .

    Posted 5 days ago
    Eric,
    Thank you this is in fact the behaviour I wanted to achieve . Very Very elegant indeed. 

    Cheers

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    Gunsham Lakhiani
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