2 Replies Latest reply on Mar 30, 2018 1:36 PM by Ashvin Veligandla

    Ending and Beginning balances

    Ashvin Veligandla

      Has anybody come across a solution that takes the ending balance (Sum) from one year and uses it as the starting point (Beginning balance) for the  next year?

       

      I am looking for the following:

       

      1. How can introuduce a new row into this data table called Beginning balance

      2. How can add the sum from the previous column and show that balance as the next year's beginning balance. I have read through First(), Last(), Index(), Window_SUM, etc,


      Any help is appreciated!

       

       

       

      AccountCategory2015 $$2016 $$2017 $$
      1234AA - Beginning Balance1012080
      BB50-10100
      CC2010-50
      DD40-40-50
      Account TotalsEE - Ending balances$120$8080

       

      Thanks