I am trying to filter a pivot table to display the very first record within a field. I am trying to get the first invoice number for a customer. As of now, I am getting multiple records, and have been unable to set some sort of filter to only get the first invoice. My data is organized in a tabular format, and the invoice number is a field in my main fact table.
In the chart below, for example, I would only want to see one InvoiceNumber for each STORE A, STORE B, and STORE C; it would be the oldest InvoiceNumber for the customer (so, it would be the first invoice for the customer).
Any thoughts on how to filter this data to get this result?
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In the chart below, for example, I would only want to see one InvoiceNumber for each STORE A, STORE B, and STORE C; it would be the oldest InvoiceNumber for the customer (so, it would be the first invoice for the customer).
Any thoughts on how to filter this data to get this result?
Customer Name (No.) | Sales Rep Name | InvoiceNumber | First Sale Date | OrderNumber | CustomerPO | Invoice Date |
STORE A | TH | 12345 | 1/1/13 | 0001 | 12 | 1/3/13 |
STORE A | TH | 23456 | 1/1/13 | 0002 | 23 | 1/29/13 |
STORE B | LK | 34567 | 2/7/14 | 0003 | 34 | 2/8/14 |
STORE B | LK | 45678 | 2/7/14 | 0004 | 45 | 2/22/14 |
STORE B | LK | 56789 | 2/7/14 | 0005 | 56 | 2/28/14 |
STORE C | RS | 67890 | 3/8/14 | 0006 | 67 | 3/9/14 |
STORE C | RS | 78901 | 3/8/14 | 0007 | 78 | 3/15/14 |
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