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I am relatively new to Qlik and have the following data set
Header 1 | Header 2 | Header 3 | Header 4 | Header 5 | Header 6 | |
---|---|---|---|---|---|---|
Beginning balance | transaction date | Month | Debit | Credit | Ending Balance | |
100 | 1/10/2017 | Jan | 10 | 90 | ||
90 | 1/13/2017 | Jan | 30 | 120 | ||
120 | 1/26/2017 | Jan | 100 | 220 |
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
=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)
Tri this
Sum(TOTAL heading4)
=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)