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Hi Community
After a couple of days without success I have decided to wave the white flag and ask for help. I have calculate the monthly YTD portion for each record in my table. My aim is to allocate a monthly expense balance based on the YTD portion calculated for each transaction/record in the table below and I want to do this in the script. The result should be as below. I am struggling to achieve this in Qlik. I can get to the YTD portion by customer by month but the problem is that that doesn't add to a integer as the previous months drop off. I think the only way to avoid this is to have a YTD portion for each month in a separate field as below. I wonder if the "peek" or "previous" functions could achieve this? Any feedback will be appreciated. App attached. !
Sorted this, finally !