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Continued Contributor
Continued Contributor

Re: Find Latest Transaction Date for Each Customer in Quickbooks

@Sean Just started working on this today - getting ready to try. 🙂 Thanks for the suggestion!

~heathernicoale
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Continued Contributor
Continued Contributor

Re: Find Latest Transaction Date for Each Customer in Quickbooks

@Sean - I think that last solution may have worked! 🙂 

 

I'm getting with the Sales Manager to double check the data, but from the looks of it - it looks correct!! 😄 

 

THANKS!!!!

 

EDIT. 🙂 It's correct!!!  @Sean

 

THANK YOU SO MUCH! Now- I understand what I did, but I'm not exactly sure WHY it worked. Did separating them take care of some underlying filter? That's what I had originally perceived to be the problem is because of the structure it was causing some filtering underneath that I couldn't see right away.

 

Thoughts?

~heathernicoale
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Community Champion
Community Champion

Re: Find Latest Transaction Date for Each Customer in Quickbooks

@heathernicole Great! Glad you got it working!

 

As far as why it was not working - I don't know - your guess is as good as mine?

 

I really thought everything suggested in this post should have worked (including the Query Editor Group By)

 

I personally use the Measure I suggested - and my setup is prettry much same as yours... so go figure...

 

Highlighted
Helper II
Helper II

Re: Find Latest Transaction Date for Each Customer

Last date worked for me! I've been looking for the solution for a few hours now and finally stumbled upon this. I added 

Last Date = LASTDATE(Visits_Data[Date])

 

to a "New Column" so that i could use this data in a "Stacked Column Sheet" to show the last visit date on a job.

 

Thanks again!

Highlighted
Helper I
Helper I

Re: Find Latest Transaction Date for Each Customer

How can I rank the dates in ascending order? 

Highlighted
Frequent Visitor

Re: Find Latest Transaction Date for Each Customer

What if I need to create a column with last transaction date for each customer? LASTDATE('Sales'[OrderDate]) will give only a single date for all customers. Am I right?

 

For Example:

Mathew - 12/03/ 2019

John - 09/ 07/ 2018

Raju - 08/ 08/ 2019  etc

 

I tried:

CALCULATE(LASTDATE(SDimProCltDept[Admission]), SDimProCltDept[ClientSK] = Clients[ClientSK])

 

but throwing an error

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