Every month we accumulate accounting data from our balance sheet into one application with only one table and no relationships. 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.). From there we put the most recent metrics on tiles in the new dashboard (using the gas gauge report). 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, for example, the July figures have not yet been entered, which is common since it takes a couple of weeks to close the books. If I used that method, it would try and fetch the record created from 7/31, which will be null since it does not yet exist. I need some way for QB to simply 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...
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Keith Hendrick
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