topic Re: Ending Balance Sum by Month in QlikView

Ending Balance Sum by Month

Anonymous — Sat, 21 Oct 2017 01:42:20 GMT

I am relatively new to Qlik and have the following data set

I want to chart the ending balance for Jan and months following but instead of 220 I end up with 430.

Not sure of the right way to sum this. Any advise is greatly appreciated.

Thank you

Anil_Babu_Samineni — Sun, 22 Oct 2017 15:35:35 GMT

Tri this

Sum(TOTAL heading4)

vvira1316 — Sun, 22 Oct 2017 17:50:43 GMT

=Sum({<Month, [transaction date]>}[Beginning balance]) + Sum({<Month, [transaction date]>}Credit) -Sum({<Month, [transaction date]>}Debit)

Month may not be required, try following

=Sum({<[transaction date]>}[Beginning balance]) + Sum({<[transaction date]>}Credit) -Sum({<[transaction date]>}Debit)