In tableau, How do I summarize the data on IDnum , but for each IDnum show the latest version of the name?

Question

I want to select the latest name of each IDnum.

Below is a sample of the data set

• IDnum Date Name Income
• A1 Jul-20 James $30;
• A1 Aug-20 James $10;
• A1 Sep-20 JamesSt $30;
• B1 Jul-20 AliceB $70;
• B1 Aug-20 Alice__Be $20;
• B1 Sep-20 AliceBet $10;

I want to summarize the data on IDnum , but for each IDnum show the latest version of the name

• A1 JamesSt $70;
• B1 AliceBet $100;

How can I do this in Tableau?calculated field?

Answer 1

See if this works:

IF DATE = {FIXED [IDnum]:MAX([Date])} THEN [Name] END