Formula to update value when newer dates are added


I have a master data sheet where all of my formulas and data live. This sheet feeds into our financial dashboard and I'd like the formulas to be working efficiently so I don't have to go in and constantly update them.

I want to create a formula in my master data sheet that searches for the most recent date in my AR Tracking sheet and returns the corresponding Actual Percent value on the master data sheet. I have tried a few combinations of INDEX, MATCH, MAX but I cannot get it right. I want to create this formula once and it automatically updates anytime I update the AR Tracking sheet. Is this possible?

The snippet below is the AR Tracking sheet.



  • Bassam Khalil
    Bassam Khalil ✭✭✭✭✭✭

    Hi @Jen Scott 

    Hope you are fine, please try the following formula:

    1- Recent Total AR =VALUE(JOIN(COLLECT([Total AR]:[Total AR], Date:Date, MAX(Date:Date))))

    2- Recent Percent =VALUE(JOIN(COLLECT([Actual Percent]:[Actual Percent], Date:Date, MAX(Date:Date))))

    the following screenshot show the sample:

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