Forum Discussion

Copper Contributor

Jan 22, 2020

Solved

How to identify the most recent transaction

Hello, I have a transaction table where serial numbers may be listed more than once if they were sold, returned and sold again. I need a way to create a column to identify the most recent transa...

excel

ChrisMendoza
Jan 22, 2020
szub_2 -

If you're willing to try Power Query this can easily be done. This post describes the method https://excelgorilla.com/power-bi/power-query/reach-underlying-rows-using-table-max/.

ChrisMendoza

Iron Contributor

Jan 22, 2020

szub_2 -

If you're willing to try Power Query this can easily be done. This post describes the method https://excelgorilla.com/power-bi/power-query/reach-underlying-rows-using-table-max/.

szub_2
Copper Contributor
Jan 22, 2020
ChrisMendoza,
Thank you for the reply. Would you be willing to provide a screen shot of how you did the grouping? I reviewed the post you provided and I am not getting the same result.

Thanks again.
- ChrisMendoza
  Iron Contributor
  Jan 22, 2020
  szub_2 -
  
  Sure thing.
  - szub_2
    Copper Contributor
    Jan 22, 2020
    ChrisMendoza,
    Thank you. I worked through this and now I am not sure this approach will work as I have seem to have a lot of duplicates for transactions on the same day for the same serial number in my data, which is what I was trying to avoid. I will definitely keep this approach in mind for other projects.
    
    Thanks for you assistance.