How to find Latest Value / Count based on latest Date?

[bomberchia]

Hi Guys, have a problem that would like to seek help with using measure based on the sample data below:

I have a csv file appended on daily basis with audit activities for the agent's calling campaigns.

Would like some help to write out measure(s) on the table below:

1. Segregate the calling list out by getting the latest unique counts of the completion code
2. I could expand it further by seeing codes tagged based on "Latest" date in the CSV file consumed.
3. the counts of the completion code will increase should the agent call more customers and it should only reflect the latest / max date values and counts.

Much appreciated if some guidance can be shared.

 

[Crystalyzer]

Is this what you're looking for?

Book6
	A	B	C	D	E	F
1	Date	Calling_List	Contact_ID	Agent_Name	Completion_Tag
2	8/10/2021	MASTERCARD CALLING	1110	PETER	CALL BACK LATER
3	8/13/2021	MASTERCARD CALLING	1110	PETER	PENDING DOCUMENTS
4	8/13/2021	MASTERCARD CALLING	1110	PETER	SIGNED UP
5	7/20/2021	AMEX CALLING	2220	JANE	CALL BACK LATER
6	7/21/2021	AMEX CALLING	2220	JANE	PENDING DOCUMENTS
7	8/13/2021	AMEX CALLING	2220	JANE	NO ANSWER
8
9
10
11
12
13
14	Calling_List	Agent_Name	SIGNED UP	NO ANSWER	CALL BACK LATER	PENDING DOCUMENTS
15	MASTERCARD CALLING	PETER	1	0	0	1
16	AMEX CALLING	JANE	0	1	0	0
17
Sheet1

Cell Formulas
Range	Formula
C15:F16	C15	=COUNTIFS($A$2:$A$7,"=" & TODAY(),$B$2:$B$7,"="& $A15,$D$2:$D$7,"="& $B15,$E$2:$E$7,"="& C$14)

 

[Crystalyzer]

Updated to include ALL dates and a field to enter the date you want

Book6
	A	B	C	D	E	F
1	Date	Calling_List	Contact_ID	Agent_Name	Completion_Tag
2	8/10/2021	MASTERCARD CALLING	1110	PETER	CALL BACK LATER
3	8/13/2021	MASTERCARD CALLING	1110	PETER	PENDING DOCUMENTS
4	8/13/2021	MASTERCARD CALLING	1110	PETER	SIGNED UP
5	7/20/2021	AMEX CALLING	2220	JANE	CALL BACK LATER
6	7/21/2021	AMEX CALLING	2220	JANE	PENDING DOCUMENTS
7	8/13/2021	AMEX CALLING	2220	JANE	NO ANSWER
8
9
10
11		As of Date	Include All Dates
12		8/13/2021	FALSE	<==Change to TRUE for Totals for all dates
13
14	Calling_List	Agent_Name	SIGNED UP	NO ANSWER	CALL BACK LATER	PENDING DOCUMENTS
15	MASTERCARD CALLING	PETER	1	0	0	1
16	AMEX CALLING	JANE	0	1	0	0
Sheet1

Cell Formulas
Range	Formula
C15:F16	C15	=IF($C$12,COUNTIFS($B$2:$B$7,"="& $A15,$D$2:$D$7,"="& $B15,$E$2:$E$7,"="& C$14),COUNTIFS($A$2:$A$7,"=" & $B$12,$B$2:$B$7,"="& $A15,$D$2:$D$7,"="& $B15,$E$2:$E$7,"="& C$14))