Is there a way to determine what changed between two summaries?

[#1]

In other words, on one date, the total of loans is 1,000 and the next it's 2,500. Is there a way to determine the details of what changed in between: balance changes, paid off loans, new loans?  I'd like a list of the loans that changed and what the change was.

[antoniotiman]

Hi Julia,

may be like this

Table:
LOAD
    "Date",
    Acct#,
    Balance,
    Status
FROM [lib://276335]
(html, codepage is 28591, embedded labels, table is @1);

LOAD *,AutoNumber(Date) as Count,
If(Acct# = Previous([Acct#]), Balance - Previous(Balance), Balance) as [Balance Change],
If([Acct#]=Previous([Acct#]),
If(Status='Paid Off','Paid Off',Pick(Match(-1,Balance-Previous(Balance)=0,Balance-Previous(Balance)>0,
Balance-Previous(Balance)<0),'No Change','Balance Increase','Balance Reduction')),'New Acct') as Type
Resident Table
Order by Acct#,Date;
Drop Table Table;

Regards,

Antonio