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How can i show latest period of sales in one column for consumers?

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Hello all,

 

Need your experise can you please help advise which of my steps may not be correct?

 

The user's requirement is to show in one column the latest month a consumer had a sales within a specific period.

(columns: consumer, sales organization, month of latest sales, amount)


These are the steps completed:

 

1. I've converted fiscper3 period from characteristic to key figure using formula variable.

   I used replace infoobject with key; how do you know if you should use attrib value instead?

 

2. Created a formula and used the formula variable.

    I tried exception aggregation either 'max' or 'last' trying reference document either fiscper3 or sales document

 

 

Result is it only shows the first period i place in my selection criteria (eg. 4 - 6 will output 4 in the column).

But when I drill down using period in my column, it shows the actual numbers in each period column (eg. 4 is seen under April, 5 - May, etc)

 

I've attached my screenshots for reference, really appreciate your help.

 

 

Thanks!

K


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