2 Replies Latest reply on Nov 14, 2018 8:46 AM by Jim Dehner

# Find maximum value for a customer

We have a table with customer names and numbers. Each customer number is unique, but each name can have multiple customer numbers. We assign each customer "name" a risk limit, or the most they can owe us at any one time. The issue arises in that while each of the customer names has a risk level applied, the individual customer numbers may or may not. In some cases they may have the same name, but each account number may be assigned a different risk limit

How would I apply the highest risk level to each name? so for "apple" the risk level would be 3000 and for tomato it would be 2000.

• ###### 1. Re: Find maximum value for a customer

Hey Jeff,

{Fixed Name:Max(Risk Level)}

Try this calculated filed.

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• ###### 2. Re: Find maximum value for a customer

this will return the max risk value by name

your data brings in the risk value as a string so I had to convert it to a number using INT  if you bring the value in as a number (or recast it to a number) you would leave the INT out of the formula

BTW you would want the risk as a number if you plan to do a difference between the value and the balance

Jim

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