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Nr of clients with a balance


I have a problem calculating how many clients we have each month that have a balance with us.

Simplified data is equal to: TransYearMonth, Client, TransAmount

With a date island GraphYearMonth I can get the nr of clients for a selected month like this:

=SUM(IF(AGGR(SUM({<TransYearMonth={"<=$(=ONLY(GraphYearMonth))"}>} TransAmount),Client)>0,1,0))

I can get the balance for each month / each client with this:


I get the nr of clients with balance for the first (???) month with this:


I can hard code one period like this:

=SUM(IF(AGGR(SUM({<TransYearMonth={"<=201304"}>} TransAmount),Client)>0,1,0))

Attached is a simple dummy data example file.

Any ideas on how to solve this?

Kind regards


1 Reply
Creator III
Creator III


i didn't understand ur requirement but i have done as per my understanding.PFA