Every month we accumulate certain accounting data from our balance sheet. We only generate one record per month, and each record contains only a few fields of information plus four common accounting metrics (Current Ratio, Quick Ratio, etc.). This application only has one table and no relationships. I would like to take the most recent metrics and put them on tiles in the new dashboard. This is done via a gas gauge report, but how can I filter the report to only take the metrics from the most recent (highest Accounting Date) record?
I thought about something as simple as filtering the date created for the previous month, but that would not work because the July figures have not yet been entered, which is common since it takes a couple of weeks to close the books. So, if I used that method, it would get the record created from 7/1 - 7/31, which will be null since it does not yet exist. I need some way for QB to choose the record with the highest 'Accounting Date' value (not Date Created). In my little example, that would be the 6/30/21 record. This should be easy, but I've drawn a blank.
------------------------------
Keith Hendrick
------------------------------