2 Replies Latest reply on Jul 23, 2017 1:51 AM by Daniel Price

    Aggregating values for only first instance of unique ID

    Daniel Price

      I have an issue where we aggregate data and balances on records (loans) over various points in time, leaving us with multiple records over different periods of time. I'm trying to aggregate the values of the most recent iteration of each unique ID. I have attached a sample (including the required end result). I'm assuming I'm looking for some combination of a lookup function and... something else? I've done a bit of research and found some similar posts but nothing that I could tailor to fit my use case.

       

      Any help that can be provided would be greatly appreciated. Thanks!

       

      -Dan