1 Reply Latest reply on Oct 12, 2018 3:38 PM by Jonathan Brough

    Balance

    Yevgeniy Des

      Hi. I'm Yevgeniy. I need your help. Could you please tell me how to do it?

       

      I have this date

       

      DateID AccountSumID transaction
      03/01/181001001
      04/01/18200-502
      08/02/18100203
      08/02/18200504
      08/03/18100-1005
      08/03/18200306
      05/04/18100-507
      05/04/18200-608
      11/04/182001009

       

      I would like to do follow

      April

      ID Account

      opened

      turnover

      closed

      "+""-"
      10020-50-30
      20030100-6070

       

      When I choose April (but, I have an opportunity to choose any period).

       

      Opened - sum all transactions until the end of march 2018

      Turnover - sum "+" - sum for april "+"

      Turnover - sum "-" - sum for april "-"

      Closed- sum all transactions until the end of april 2018

       

      Is it possible to create formula id     (account 100 - id account 200)/2?

       

      Thanks a lot!

      BR,
      Yevgeniy

        • 1. Re: Balance
          Jonathan Brough

          Hi Yevgeniy,

          You can use a Quick calculation for this, specifically the 'Running Total' calculation.

          See attached, which required the following:

          1. Dragging in another Sum(Sales) calculation

          2. Applying a Running Total quick calculation

           

          3. Dragging Account to columns (or you could set up as a filter instead)

           

           

          The Both Calculations sheet required setting up with Measure Names and Measure Values so as to see in two columns.

          Start up another thread to advise on that topic, or check out this link: Measure Names and Measure Values

           

          Hope this helps.

          Jonathan