How to get only one record with timestamp among multiple records in SF report?

[former_member120162]

Dear,

We are working on some reports in Successfactors, need to list the latest education record for users. But seems in the 'table' report in Successfactors, if a user has multiple education records (with different completion date), it will list all record for the user.

We tried with the formula and setup of the report, but could not find a way to list only the latest record for a user (the latest date). Is there any exper can help on this?

Assume other customers should have same needs, very often we need to get a record for a user with multiple record, but not easy to get this done in SF report.

Great thanks in advance,

[Angie_Pullano]

Hi Li,

Depending on the way your data is set up, if your records are effective dated, you could filter for 12/31/9999 as the effective end date.

In Canvas report, you would be able to apply a field comparison filter to look for the larger/most recent value. This may require duplication of the entity and updating the date options to show all values for the duplicate entity, then using calculated columns and filters to reduce down to only the latest record. Please note that "enable distinct" is not an option in Canvas reports, so you may have multiple lines with duplicate data with this method, that can then be reduced to single line once exported to Excel.

Hope this helps!

Angie

[former_member120162]

Thanks Angie. Let us try first digest and understand your solution 🙂 in fact for each record (Education info) it has a start date and end date in two columns, just need to figure out a way to get the latest record with the nearst start date..

[jessicachesnu]

I have a similar question. I need to refine a table report to only report the most recently entered record for multiple objects. Is there a Refine Filters rule that will do that for each "Date Entered" field so I can get only a single row of data for each person?