I have a scenario where a customer only wants the most recent invoices analysed in a data set. So a data dump comes in from QuickBooks - clean up is fine. How can I set it up so that it only picks up the most recently dated invoice (or possibly invoices) from a customer for the next step? I have tried grouping and column from examples and had a look at the conditional column. I've also had a look at the pivot tables option...any pointers would be most appreciated..thank you.
Hi Anne,
You were on the right track with the grouping. See attached.
Mynda
At least I was in the ballpark 🙂 So from the PQ menu, what should I choose? Then I'll have a go myself.. The Expanded option is not available in my version of PQ ..this is great..thank you so much!
Hi Anne,
Not sure what you mean by 'The expanded option is not available...'/
Anyway, to get the latest dates create a copy of the first query and select the name column > group by. New column name is Date, operation is Max and Column is Date. Then you can merge this query using join kind Left Outer with your first query and expand the Invoice Number and Amount.
If you work through the attached file it will show you all of the steps I took.
Mynda
Went back again and figured it out 🙂 Thank you.
