Add Date Filter to Logic within Table - Earlier

Question

Hi,&nbsp;I am so close to getting the correct result I want.&nbsp;Can I just put a filter on this to get the correct Associated Date @ Account #2 with the Cost Source in this Calculated Column?&nbsp;Here is my Calculated Column. It has the Cost Source in the right rows, but just I need the correct Cost Source Data associated with that Account #2 and Date.&nbsp;Thanks for the Help!&nbsp;&nbsp;New column = &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; maxx(filter(MonthlyFinancials,&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; MonthlyFinancials[da_Uid] = earlier(MonthlyFinancials[da2_Uid]) ),&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; MonthlyFinancials[CostsSource])&nbsp;

amitchandak · Answer

TBoat , what is the date logic you want? As of neither it is sum or max. 
&nbsp;
The information you have provided is not making the problem clear to me. Can you please explain with an example. Appreciate your Kudos.

tboat · Answer

Hi amitchandak Thanks for your help with this.

I watched your video and tried to create the calculated column like you did in the video and it gave me a circular error. I Think there has to be a filter with the Date or some other reference Account ID to get the correct Months data associated with that cost.

Here is a sample dataset. Hopefully you can help me find a solution to get the Sales & Costs lined up so I can get the Gross Margin % at the detailed Account Level. In this example I want the C/S Co 26' Cost to be on the New-Co 263 line so I can get the % GM with that Associated sale. The 34.5% should be on the New-Co 263 Line. The Sales Line item data has that Account #2 which references the Cost line item I think this should be easy to reference?

Thanks again for all your Help!! 🙂

https://achillesanalytics15-my.sharepoint.com/:u:/g/personal/trevor_achilles-analytics_com/ERT1L5Erg2ZEv0-uw0j0UJQBxP7t_YQLVqFQmgHOqZK2WQ?e=OdtYqX

tboat · Answer

amitchandak&nbsp;&nbsp;Sorry, if that link above didnt work. This should:&nbsp;https://achillesanalytics15-my.sharepoint.com/:u:/g/personal/trevor_achilles-analytics_com/ERT1L5Erg2ZEv0-uw0j0UJQBxP7t_YQLVqFQmgHOqZK2WQ?e=RKCFcR&nbsp;

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Add Date Filter to Logic within Table - Earlier

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