5 Replies Latest reply on May 24, 2020 10:08 AM by Jim Dehner

    Prep  - formula to use most current value in field

    Loren Gardner

      I'm working with a list of loans, where as more months data is added via union I'm getting multiple customer names for a single customer ID. 

      Group and replace based on common characters works pretty well, but it misses one key change -  When someone's name changes significantly, like a last name change.

       

      I'm wondering if I can use a formula or calculated field in Prep to use the customer name associated with the max of it's as of date?

       

      In the attached example, "jen smith" changes to "jen Lebowski" on 2/28.  With 12 months of actual data loaded, there are too many of these to manually manage.