Wednesday 18 November 2015

How to get the Latest Transaction date for each customer?

Here I'm creating 2 reports , one report is to show Normal Report, another one is to show Calculated Report. Hence adding those 2 reports to Dashboard, which will show Latest Order customer wise.

1st Report (Calculated Report)
1) Create a Calculation 
Name: Max Date
Syntax: window_max(Max([Order_Date]))

2) Add fields [Customer_Name], [Order_ID]  to Row Shelf, drag Calculated field into Text Label

2nd Report (Normal Report)

1) Create a Report using  [Customer_Name], [Order_ID], [Order_Date].

Create a dashboard by dragging the above reports onto Dashboard.

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