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derekma19
Frequent Visitor

Populate two columns in one table (max date and max value) from other table (1:N relationship)

Hi, I'm having some issues to do what I've mentioned on the above and would like to know if anyone can bring some light on what I'm doing wrong.

 

I have two tables:

  • [Table_Details]: Bank movements for all users
  • [Table_User] : List of users

I want to put in [Table_User] two columns with the latest date of the movement for the user and the value for this date. For example, if having this:

[Table_Details]

UserMovementValue
A101/Nov/2022$500
A101/Oct/2022$600
A208/Nov/2022$250
A207/Nov/2022$700
A302/Oct/2022$400
A309/Oct/2022$125

 

I should get this for columns [Last Movement] and [Last Value]

UserNameLast MovementLast Value
A1XXXX01/Nov/2022$500
A2YYYY08/Nov/2022$250
A3ZZZZ09/Oct/2022$125

 

I've been able to create the relationship in Dataverse [1:Many] but not sure how to progress. I've tried:

  • Formula in column: First/Last are not Functions I can use
  • Calculated column: Not able to find how to find the max date
  • Roll up column: I've able to create the Roll up with Max Date but It is not populating anything. Not sure how to get the value for [Last Value] based on that
  • Lookup column: I think I can use this to find the value based on Max Date and the user type but I wasn't able to configure it. 

Any help is much appreciated.

 

 

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