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rodolfoag
Contributor III
Contributor III

Balance Table based on transfer Table

Hi Qlik experts, I have account Table with creation MonthYear. Also I have all transfers of this account by date.

I would like to create a Balance by MonthYear Table based on transfers.

Example:

Account:

AccountNumber  CreationMonthYear

0001         jul/2017

0002         sep/2017

Transfers:

AccountNumber    TransferMonthYear        TransferValue

0001                      sep/2017                           1000

0001                      nov/2017                         2000

0002                      jan/2018                          5000

What I would like to create:

AccountNumber      BalanceMonthYear         BalanceValue

0001                        jul/2017                             0

0001                        aug/2017                           0

0001                        sep/2017                           1000     

0001                        oct/2017                            1000

0001                        nov/2017                           3000

0001                        dec/2017                           3000

0001                        jan/2018                            3000

0001                        feb/2018                            3000

0002                        sep/2017                           0     

0002                        oct/2017                            0

0002                        nov/2017                           0

0002                        dec/2017                           0

0002                        jan/2018                            5000

0002                        feb/2018                            5000


let's suppose my monthyear base goes until feb/2018



RS



1 Solution

Accepted Solutions
olivierrobin
Specialist III
Specialist III

hello

i would

create a calendar table with all the monts

join that table to account (so you have all combinations of accounts and months)

left join this table with transfers

View solution in original post

1 Reply
olivierrobin
Specialist III
Specialist III

hello

i would

create a calendar table with all the monts

join that table to account (so you have all combinations of accounts and months)

left join this table with transfers

View solution in original post