I'm trying to solve for running totals of Investment's out of the business at the end of each month.
This is a function of Money Invested, minus the amount of money which has been repaid to investors within that same month.
The problem is that all Investment values come from one Amount field. But the invested numbers come from one time line (Created At), while the amount repaid comes from another time line (Date Repaid).
So if I want to take running totals, this creates a problem as the data reads from either the created at time field or the Date Repaid time field. Is there a way I can merge the two time lines?
Any help would be much appreciated.
Thanks Ladies and Gents.
This article addresses the kind of problems you have
The two solutions both apply to your case. I am counting orders one by one. You change the count of orders to the amount of investments.
Or upload a sample data set, if you want a quick answer.