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I am trying to re-write a calculated field that relies on using the most recent bit of data from a column titled Ending Balance. This column has an entry for each month, but I only want to use the data from the most current month/year. Here is what the formula looks like now:
if month([DATE])= 9 then [ENDING BALANCE] else null end
The drawback for this calculated field is that I must create a new calculation each year, and then modifiy the calculation each month by changing the month to reflect the newest date. Ex. if month([DATE])=8 must be changed to if month([DATE])=9 when moving from August to September.
Any help is appreciated.