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Hi all,
I have following table:
Customer | Month | Value | Performance | New Money |
A | 1 | 0 | 0% | 0 |
A | 2 | 50 | 0% | 50 |
A | 3 | 50 | 0% | 0 |
B | 1 | 10 | 0% | 0 |
B | 2 | 10 | 0% | 0 |
B | 3 | 0 | 0% | -10 |
C | 1 | 50 | 0% | 0 |
C | 2 | 55 | 10% | 0 |
These are Customers with Value (Deposit) and Performance. I need to findout where customer left their money, where it bring it to us.
Eg.
Customer A has a Value of null in jan but in Feb he has 50. So the target New Money is 50. In March it's 0
Customer B has a value of 10 in jan and feb so so New Money of Null. In March there is a value of 0. So New Money -10
Customer C has a Value of 50 in Jan and Performance 0-->New Money 0, in Feb Value of 50, but performance of 10% -->no new money (only Performance). In March he has Value of 60 and 0% performance. There he have now 5 New Money.
I Need now 2 the overall sum New Money over all months and in a table the overall sum by customer. Any idea?
Hello there,
One way is to use the peek function. Take a look at the attached qvf.
Hi
thanks for your input, but this is not working: The New Money is a value which has to be calculated. In your script you have it already.
Take a look at the section "Calc New Money" in the script. You will find the calculation there.