Sum up to a date using Set Analysis in a Chart Table - need help please!
I have a table of credit and debit movements for monthly periods and I need a balance column.
I tried originally with an If statement which works find to give the total movements within that period, but because the EndOfPeriod is a dimension in the table, this will not show an accumulated balance over a whole year.
I'm pretty sure Set Analysis should be able to answer my questions but I can't figure out how to make it work. I've tried the below (and a few variations on a theme) but have come up with nothing that gives me what I need.
But with about 50 account codes and transaction dates ranging from March 2010 to April 2012. I need to show an end of period balance, for each period and for each account code, that is a sum of credits-debits from March 2010 until the end of period date.
I can get a total balance using ALL or I can get an end of period balance that just calculates movement within a period, what I am missing is the end of period balance that goes from March 2010 to the end of period.