How to use Concat, Filter, and Last in one formula retrieving data from a SP list?

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Posted on by LugenG

107

Hi guys. Apologies if I started an unnecessary thread.

I please need some help on this. I've got this formula which works great (thanks to you all):

Concat(Filter(CWAS_AdvisorActivityTracker;MyProfile.DisplayName=Advisor.DisplayName);'No. of Appointments made';"")

However, now when I have 2 of the same users or Advisors in my scenario, with 2 different values for the 'No. of Appointments made', the formula places both values right next to each other in a Text Label.

I want the Last value to display, so I'm thinking I need to add in Last to the above formula, but just not show where? I've played around, but I'm not getting this right, so I'm turning to you guys for some help, please?

Example:

Date

12 Feb 2024

18 Feb 2024

Advisor

Jack

No of Appointments made

I want 6 to be displayed, the last entered value. Currently, its displaying as 76 (placing the 2 values right next to each other).

PS. It'll be a bonus if I can figure out how to display the value based on the date selected for Jack, but I think that's going to take me too long to struggle and try and figure out, so for now, getting the Last value to display would do the job.

Thanks in advance.

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WarrenBelz 153,073 Most Valuable Professional on at

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Hi @LugenG ,

If you simply want to see the latest record

Concat( LookUp( Sort( CWAS_AdvisorActivityTracker; ID; SortOrder.Descending ); MyProfile.DisplayName = Advisor.DisplayName ); 'No. of Appointments made'; "" )

but I am not sure that is what you are doing here.

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SpongYe 5,616 Super User 2025 Season 2 on at

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Hi @LugenG

I would suggest to use the LookUp function because you only need 1 record. The LookUp function finds the first record in a table that satisfies a formula. Use LookUp to find a single record that matches one or more criteria.

With the Sort function you can sort it to you specific needs.

LookUp( Sort( CWAS_AdvisorActivityTracker; Date; // sorting on the most recent date SortOrder.Descending ) MyProfile.DisplayName=Advisor.DisplayName ).'No. of Appointments made'

If you have any questions or feedback, please let me know. Have a great day! 😊

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LugenG 107 on at

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Thanks for your help guys. Apologies for this.

Yes, I only want 1 record/value to show.

I basically want to see the last value in the No of Appointments made column based on the Advisor column and the WeekStart column in my SP list.
Advisor is a person column.
WeekStart is a date column.
No. of Appointments made is a number column.

Formula must look for the value in the 'No of Appointments made' column that matches the most recent date in the WeekStart column and the user in the Advisor column.

Hope my explanations helps a little? I tried both those formula's but it does not seem to be working.

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LugenG 107 on at

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Got it working, thanks guys, appreciated

The below worked 100%

LookUp(Sort(CWAS_AdvisorActivityTracker;WeekStart;SortOrder.Descending);MyProfile.DisplayName=Advisor.DisplayName).'No. of Appointments made'

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SpongYe 5,616 Super User 2025 Season 2 on at

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Good to see that it worked.

I see, I forget a ; in my code.

Good luck further.

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LugenG 107 on at

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No worries, your advice helped me a lot + at least I got to struggle and learn a little bit more 🙂

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