topic running account balance in QlikView

running account balance

Tue, 28 Jul 2009 18:22:24 GMT

Hello there,

How can the following example in excel be replicated in Qlikview? I have the month and Transaction Columns and I am trying to create the balance column. This is in a pivot table or a straight table. Trying to do this in the front end and not while reading the data in loading script.

Thanks in advance

running account balance

Tue, 28 Jul 2009 18:43:26 GMT

Hi,

You can get the balance by using expression "sum(Transaction)" and selecting the "Full Accumulation" option for this expression from chart properties.

Thanks

Amit

running account balance

Tue, 28 Jul 2009 18:56:28 GMT

My accumulation option is greyed out. Why is that?

running account balance

Tue, 28 Jul 2009 19:27:23 GMT

Because you've got pivot table, not straight table.

running account balance

Tue, 28 Jul 2009 19:55:34 GMT

True and correct. Thank you. Unfortunatelly I am missing the data where transaction is zero. That is when there is no transaction in a month, the month is missing. Also when selecting a month with no transactions no balance is shown. What I need is exactly how it is shown in the excel picture if possible.

Thanks again.

running account balance

Tue, 28 Jul 2009 20:00:22 GMT

Got everything to work as I needed. I had a copy of another straight table, and it had some flags altered. After I changed the suppress zero values, it worked. Thanks again