1 Reply Latest reply on Oct 19, 2017 5:50 AM by Jim Dehner

    Trying to use just the latest date for the current month

    John Trainor

      I have a source data set with end of month data for the last twelve months and all days for the current month.  I want to create a visual of the sum of deposits on the latest day of the current month and the latest day of the end of each prior quarter. 

       

      I created a worksheet showing Year and Quarter.  But it sums the deposit data for all of October (The current quarter).  I want only to have the value for the deposits for Oct 18 (The latest date as of this query), Sep 29, Jun 30,... See attached