Creating a Beginning and Ending Balance Schedule

[justinirizarry]

Hi Everyone,

I am trying to create a classic beginning and ending balance table to show running totals.

I am starting with new units and canceled units, and need to add a beginning balance and ending balance column, where "Beginning Balance" = the previous row's ending balance, and where "Ending Balance" = "Beginning Balance + New Units - Canceled Units"

I started by using the multi-row formula, but ending up going in a loop because I could never set the first row's beginning balance to zero.

Attached is what I currently show in Alteryx (in the tab named Alteryx) and what I want to get to (titled Goal).

Any and all help would be greatly appreciated!

[KaneG · Accepted solution]

You're on the right track with the Multi-Row Formula Tool. I would set the End Balance first 

[Row-1: End Balance] + [New Subs] - [Cancelled Subs]

The Beginning Balance is just for decoration.

[justinirizarry]

Thank you!