formula

Angela Hadley
Angela Hadley New Altair Community Member
edited March 1 in Community Q&A

Hi, I am trying to figure out how to write a formula based on between two numbers in a balance category. I need to balance total and also number of accounts total. I am not sure how to exactly write this. Any help would be appreciated. 

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Answers

  • Steve_Caiels
    Steve_Caiels
    Altair Employee
    edited March 1

    Hi Angela,

    I may need a screen shot showing how the data appears and what your desired results are to give a full answer.

    However, if this is a rolling balance over multiple records, then the Transform->Group may do what you need.

    From a table like this . . .

    image

    Select Transform->Group, and define it like this . . .

    image

    After renaming the fields, you should have a table like this . . .

    image

     

    Please let me know if this is close, or feel free to provide more details and I'll try again!

    Regards,

    Steve.

    EDIT - I guess Opening Balance would really be zero in this simple example, but the specific options would depend on your starting data.

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