Creating a formula field

[FinancialAnalyst1977]

I work at a financial institution and I am trying to write a report to track recoveries on charged-off accounts (deposits made after the charge-off date). However, my account history data table does not include charge-off date. I can find the charge-off date with the filter "transaction code = CO", but then it won't display any other transactions. \
How can I create a formula field along the lines of "Transaction Date where Transaction Code = CO"? Then I can use this field and display only history where transaction date > charge off date.

 

[lbass]

Insert a group on the account, person ID or whatever the field is you are evaluating for the presence of the transaction > charge off date.

Create a formula {@chgoffdt} like this in the field explorer:

if {accthist.transactioncode}="CO" then
{accthist.transactiondate}

Then go to report->selection formula->GROUP and enter:

{accthist.transactiondate} > maximum({@chgoffdt},{table.groupfield})

-LB

 

[FinancialAnalyst1977]

Thank you!!! I will try it out on Monday.