Find an opening balance

[#1]

I need to sum all transactions which took place prior to the current year in the starting balance column of the attached example application but only If the project has a transaction amount in the current year. If no transaction is present in the current year then the starting balance should be 0. The field should be dynamic so if a previous year is selected the same rules will follow.

Thank you for your help

[Gysbert_Wassenaar · Accepted solution]

See attached qvw

[#3]

Thank you! What a genius solution.

I had to alter the expression ever so slightly to get exactly what was required

altered from:

( {< ProjectCode= p( {<TransactionYear={$(=max(TransactionYear))}>} ),TransactionYear={$(=max(TransactionYear)-1)}>}TransactionAmount)

To:

( {< ProjectCode= p( {<TransactionYear={$(=max(TransactionYear))}>} ),TransactionYear={ "< $(=max(TransactionYear)-1)" }>}TransactionAmount)