finding previous day record

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Gaz Maw
Gaz Maw Member
edited December 2023 in General

Hi,

I have a file of daily transactions where I find details of the latest record using Max date.

How can I find details of the previous days' transaction in order to compare it to the latest day?

I need to find out when a particular value for an account has changed from one day to the next - sometimes it doesn't change but I'm only interested when it does.

Record ID Date Bal Amount

10008 15 Aug 2021 13528.37

10008 16 Aug 2021 13440.28

10008 17 Aug 2021 13440.28


In the scenario above I would be interested in identifying the change between 15th and 16th Aug but not 16th and 17th Aug

Any help would be appreciated.

Thanks

Answers

  • Josh Boxer
    Josh Boxer Administrator
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    Hi Gaz

    (deleted my previous comment)

    image.png
    1. filter for latest data and inverse filter for previous on Date column
    2. sort previous data newest to oldest



    image.png

    Then add a Transform step with an Advanced Function to Subtract Amount from PrevAmount and flag where not zero

  • Gaz Maw
    Gaz Maw Member
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    Thanks for this Josh, much appreciated.

    I will have a try and then flag progress - seems very logical.

  • Gaz Maw
    Gaz Maw Member
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    Sorry, this one didn't work but your subsequent resolution to my issue did (posted as another issue).

    Many thanks

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