Multi-Row Formula - Calculating running balances based on values of row above

[PhongVo]

Hoping someone could please help me with the multi-row formula to calculate the balances based on the credit and debit activity and the given balance at the above row. Also "referencing" to account and "weekending". Please see attached picture

[TonyA · Accepted solution]

MultiRow formulas reference other values by row using relative notation (Row-1, Row+1, etc.) They reference by column using the field name (Account, Weekending, etc.).

So the formula for Balance becomes:  [Row-1:Balance] + [Credit] - [Debit]

We do need to add a condition to make sure we don't replace the balance values that already exist. As far as referencing Account or Weekending, we would use the same notation with the appropriate column name.

I've attached an example that uses your data to calculate the balances. There are two techniques shown. In the first, I group by Account and calculate the value if the current value is null. In the second, I directly reference the Account and keep the current value of balance if the Account has changed from the previous row.

[PhongVo]

Thanks TonyA, it works perfectly