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rlhardin
Creator
Creator

Ending Balance Sum by Month

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

Header 1Header 2Header 3Header 4Header 5Header 6
Beginning balancetransaction dateMonthDebit CreditEnding Balance
1001/10/2017Jan1090
901/13/2017Jan30120
1201/26/2017Jan100220

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

1 Solution

Accepted Solutions
vvira1316
Specialist II
Specialist II

=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)

View solution in original post

2 Replies
Anil_Babu_Samineni

Tri this

Sum(TOTAL heading4)

Before develop something, think If placed (The Right information | To the right people | At the Right time | In the Right place | With the Right context)
vvira1316
Specialist II
Specialist II

=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)

View solution in original post