Hi all,
I have read a number of postings, but can't find this exact scenario or I am simply too thick to recognize it! I'm a newbie so go easy on me, but something that I feel should be easy I just can't do... I'm going to the experts.
I am trying to automate a report for one of my account managers, who creates this report for their client. I am trying to get the output as close to his format as it is today... can certainly be flexible.
May data looks like this:
| Account Number | Name | Date | Income |
12345 | Jennings | 01/15/2020 | -41,554.91 |
| 12345 | Jennings | 03/19/2020 | -43,490.78 |
| 34567 | Walker | 01/15/2020 | -562.64 |
| 34567 | Walker | 03/19/2020 | -501.89 |
| 98765 | Adams | 01/15/2020 | -5,211.59 |
| 98765 | Adams | 02/13/2020 | -19,373.03 |
I need my output to look like this:
| Account Number | Account Name | Entry Date | Income |
| 12345 | Jennings | 01/15/2020 | -41,554.91 |
| 12345 | Jennings | 02/13/2020 | -153,591.66 |
| 12345 Total | | | -195,146.57 |
| 34567 | Walker | 01/15/2020 | -562.64 |
| 34567 | Walker | 03/19/2020 | -501.89 |
| 34567 Total | | | -1,064.53 |
| 98765 | Adams | 01/15/2020 | -5,211.59 |
| 98765 | Adams | 02/13/2020 | -19,373.03 |
| 98765 Total | | | -24,584.62 |
| | | | |
I appreciate the help!!
Andy
