Multiple Transactions Date and Status - Obtaining the last one

[Former Member]

I am trying to obtain the last transaction from an customer decision based on the last decision date and therefore obtain the last decision status. However when I add the fields of the decision status it brings duplicate transactions from the same customer, bings all the transaction description along with the corresponding date/time.

Example

Decision Status Decision Date/Time

Record 12345 - Denied May 1, 2009

Condition May 2, 2009

Approved May 3, 2009

In this case I only want the customer 1235 - Approved - May 3, 2009

Any recommendations?

[Former Member]

it might be easier to answer the question with a better understanding of the undelying table structure.

Are all of these transactions stored on the same database table? Or are you joining multiple tables together?

You could use the grouping option that the other member has outlined and then use a custom manual running total to total up only the line items you're interested in... but it might be a better solution to elimiate the line items you don't want all together from the report.

[Former Member]

Yes, I am joining two SQL tables

[Former Member]

If you have group inserted in the report on Customer field then go to report>selection formulas>group-->write the condition like this

=maximum(,)

This brings the last data for each customer.

Regards,

Raghavendra

[Former Member]

Raghavendra:

Thanks for the help. However, now I get the last transaction date date for each of the decision status. I still need on a total basisis the total amount or customers that are in the status which have the finals date on it. I need based on the final status date hown many customers are withing each decision status stage

John, Approved May19 2009

Dan, Approved May 20 2009

Tim, Declined April 2 2009

[Former Member]

You can try inserting a summary in the group footer like count(,{grouped field}) whichgives the count for each group. For grand total insert count() in report footer.

Hope this helps!

Raghavendra

[Former Member]

Raghavendra:

I still do not get it.

Here it's the format that I am looking to biuld.

$200,000

Application taken $340,557

Approve Subecto To $281,300

Approve Subject to $172,000

Approved $71,500

Cancelled $740,000

Closed $29,940

Closing Officer $103,200

Committee Underwriting $97,044

Dispatch $281,600

Downloaded Automatic $140,885

HMDA $70,522

IN PROCESS $217,869

Incomplete $144,210

Initial contact $721,800

Legal Problem $149,000

Payoff $122,092

Post Closing $483,000

Process $134,518

RCV MC $217,869

Received $250,000

Received MC $172,975

Return Closing $125,753

RETURN PRO $217,869

Return to Post Closing $131,257

Return to Process $132,554

Return to Underwriter $108,109

Shipping $111,935

Sold $117,826

Submitted $325,815

Takeover $16,500

To Closing $97,044

To Insurance $131,257

To Manager $104,850

TO UNDERWR $217,869

Underwriter $65,000

It's giving me the last customer based on the last decision date. I am very closed. All I need is the total amount and customers on each decision status based on the last decision date, because if not then I get duplicates.

Thanks