topic Re: Running total/Running Balance in App Development

Running total/Running Balance

john_tremper — Sat, 16 Nov 2024 21:35:30 GMT

Happy New Year!

I am trying to create a report that shows the running total/balance as shown below and not having much luck. A search on running total/balance will bring many results, not of which worked for me. I have tried setting up a field in the script and it still does not work. I have tried rangesum(), above(), rownno(total), and still unsuccessful. Does anyone have a fool proof way of getting what's shown below? It would be so easy to do in excel or SQL. Thanks in advance!

CusNo	Customer	Total Sales	Running Balance
1	abc	5	5
2	def	8	13
3	ghi	3	16

Re: Running total/Running Balance

jwjackso — Wed, 16 Jan 2019 22:29:18 GMT

I tried this,

=RangeSum(Above(Total RangeSum(TotalSales),0,RowNo(Total)))

Found here:

https://community.qlik.com/t5/New-to-QlikView/Running-Total-in-a-graph/td-p/1030658

Re: Running total/Running Balance

john_tremper — Thu, 17 Jan 2019 16:57:23 GMT

Hi JW,

Thanks for the reply. I had already tried this one. It just chugs away and times out.

Re: Running total/Running Balance

jwjackso — Thu, 17 Jan 2019 20:15:13 GMT

In a straight table, the "Running Balance" would be column(2). Try

=If(RowNo(Total) = 1,Column(1),Column(1) + Above(Total Column(2),1))

This would only aggregate 2 rows for every row instead of all the rows above the current row.