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How to accumulate value in rows with given conditions and return value in each row?

gc-804
7 - Meteor

Hello,

I want to insert a Formula to accumulate the Amount for the same Member in the same Company and return the calculation result in each row. See example below. If the same Member changed to a different Company in any given period, the accumulation starts from 0 in the new Company. The expected results are placed in column "Accumulated".

gc804_1-1661984645265.png

 

Could anyone help with this scenario without using macros?

 

Thank you in advance.

 

4 REPLIES 4
DataNath
17 - Castor

Hey @gc-804, whilst this could be done with a Multi-Row Formula, the quickest way is to actually just use the Running Total tool. Within the configuration, you can set what you want this grouped by i.e. when to reset. The following gets you your desired output:

 

DataNath_0-1661986127500.png

Qiu
21 - Polaris
21 - Polaris

@gc-804 
The Running Total tool is exactly for this purpose. 😁

0901-gc-804.PNG

gc-804
7 - Meteor

This worked exactly the way I want. Thank you both so much for your help!!

Qiu
21 - Polaris
21 - Polaris

@gc-804 

Thank you for your feedback and good to know it works.

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