Running Total

[Anonymous]

I have a pivot table in which I have debits and credits.  At the beginning of the year, there is a beginning balance of $600,000.  I want to be able to see in the pivot by date how this total changes based on the debits and credits.  In my expression for Running Total, I have the following:  If (FACTTYPE = 'CHARGEOFF',600000- Sum(CHARGEOFFAMOUNT)).  I also need to add when FACTTYPE = RECOVERY  as well.

All suggestions welcomed. 

Thanks!

Temeika

[Anonymous]

I appreciate all of the suggestions.  I am trying all of them.  I will post the results shortly.

[Anonymous · Accepted solution]

Thanks everyone for your help.  I finally got my running total expression to work.  Here is my expression:

Balance-RangeSum(Above(TOTAL Column(1) - Column(2), 0, NoOfRows(TOTAL)))

I created a field in my script to hold the starting Balance of $600,000.

[#4]

Hi!!,

I need to add one dimesion like Credit Area and need to evaluate balance Credit Area wise in the table.

With ur expression its work perfect for the single Credit Area. My requirement is User can select multiple Credit Areas for the Account and Balance can be calculated.

I am able to get the opening balance Credit Area wise but to calculate date wise balance Its not working.

Like in your case Fact type.

Kindly suggest.

Regards,

Nitin