Hello and happy 2025! Been a while…
I’d like to raise a basic concept that I think would be a value-add in both Reports and Rules / Data Designer: being able to set a filter criteria for MAX or MIN of a Numeric or Date field. While we can perform these aggregations when other data is added to Group By (in Reports) it feels like the process for identifying the MAX or MIN or a particular field and then fetching that data in Rules could be simplified with something like this…
The impact of a filter like this should be that only data from records reflecting the MAX of the filtered field would enter the fetch / report. If multiple records share the same value, which is identified as the MIN/MAX, it is reasonable that the results should contain all of those records.
Doing this in Rules would eliminate the 3-step “Min/Max Loop” workaround, flattening the work to be done and eliminating what I think is a common stumbling point for newer admins.
Doing this in Reports would give us a more flexible way to manipulate data without forcing us to use a particular aggregation in the Show Me / Group By config, allowing for more deliberate visualization and customization of the end result.