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Contributor III

## Date On Which an Employee Attained a Cumulative Sum Goal?

Hey guys.  I have a ton of transactional credit card data.  I need to determine the Date on which a given Employee/Vendor combination achieved \$5000 in charges using the load script.

For example, if Jeff charges \$1000 to Microsoft on the first day of every month starting on January 1st, I'd want to know that he totaled \$5000 with Microsoft on May 1st.

Any wisdom on this would be very much appreciated.

Labels (3)

• ### Script

3 Replies
MVP

would you be able to share sample data with expected output?

Contributor III

Thanks for the reply!  Ultimately, the 5K_Flag column in this example is what I want to produce.  It is a flag that tells me that an Employee has reached \$5K with a Vendor for the year, and flags every transaction after that point.

 Date Employee Vendor Amount Running Employee/Vendor Total 5K_Flag 1/1/2020 Jeff Microsoft \$       500.00 \$                                    500.00 1/1/2020 Jeff Microsoft \$       250.00 \$                                    750.00 2/15/2020 Jeff Microsoft \$     1,250.00 \$                                 2,000.00 3/20/2020 Jeff Microsoft \$       400.00 \$                                 2,400.00 3/31/2020 Jeff Microsoft \$       500.00 \$                                 2,900.00 4/13/2020 Jeff Microsoft \$       750.00 \$                                 3,650.00 5/1/2020 Jeff Microsoft \$     1,500.00 \$                                 5,150.00 X 5/5/2020 Jeff Microsoft \$         50.00 \$                                 5,200.00 X 1/1/2020 Matt Oracle \$     3,000.00 \$                                 3,000.00 2/3/2020 Matt Oracle \$     3,000.00 \$                                 6,000.00 X 3/1/2020 Matt Oracle \$     3,000.00 \$                                 9,000.00 X
MVP

below

``````Data:
"Date",
Employee,
Vendor,
Amount,
"Running Employee/Vendor Total"
FROM [lib://Qlik]
(html, utf8, embedded labels, table is @1);
​
Final: