Current Month Balance/Prior Month Balance Starting by specific data field

Question

Hello! I am trying to create a workflow that uses the last month's [Current Ending Balance] as the next month's [Prior Month Ending Balance] that is specific to the [Tax/Internal Order] field. I have an example of what the amounts would look like. The [Current Ending Balance] = [Prior Month Ending Balance] + [Current Month Activity] for that specific [Tax/Internal Order].

Thanks!

Current equals Prior Balance.xlsx

binu_acs · Answer

@myerkate16 Similar to @IraWatt method

Current_PriorBalance_20_05.yxmd

IraWatt · Answer

Hey @myerkate16,

From my understanding you want to create the [Current Ending Balance] column for each tax order.

To achieve this I used the multi row formula selected the previous rows current end balance and grouped on tax order. Hope that makes sense.

Last month.yxmd