Running total

[praneshsapmm]

Dear Community ,

I have this requirement of using running total . 

Group By Text
Text	Amount	Comment
A	100	Matching
B	200	Not Matching
C	300	Matching
A	-100	Matching
B	200	Not Matching
C	-300	Matching

I would like to comment the rows if they are leading to zero by using Running total .

Any help . Thanks .

[wdavis]

Hi @praneshsapmm 

I have attached a workflow which should help you with this.

Using the Summarize Tool to create the Running Total. You can then use the Join Tool to join the summed amount back to the original dataset. Then finally use a Formula Tool to create an IF statement which will apply the comments.

Let me know if this works for you!

Kind Regards

Will

[praneshsapmm]

Hello ,

Thanks for the answer. 

But i would like to do this by running total tool .

Because if i use summerize tool , rows adding upto zero will be suppressed and cannot be commented as shown below : 

Group By Text
Text	Amount	Comment
A	100	Matching
A	-100	Matching
B	200	Not Matching
C	-300	Matching
A	-100	Not Matching
A	-300	Not Matching

[grossal]

Hi @praneshsapmm,

would this work for you?

Workflow attached. Let me know what you think.

Best

Alex

[praneshsapmm]

Hello ,

Thankyou . It works for the example i shared . But fails for below data which is actuals . Can you help . 

Thanks

Group By Text
Text		Amount	Comment
A	Jan	258.5	Matching
A	Feb	258.5	Matching
A	Feb	-258.5	Matching
A	Feb	258.5	Matching
A	Mar	-258.5	Matching
A	Apr	-258.5	Matching
A	June	258.5	Non Matching

[grossal]

Can you explain why it should match in Row 2?

Row 2 creates a running total of 517 -> Not Matching and this starts the error line ...

[praneshsapmm]

From a running total tool perspective it is cumulatively summing to zero untill April so for me all are technically matching untill April for given text . For June again it is not zero. So it is not matching . 

Sorry i have not explained this in detail earlier. 

[grossal]

Maybe I am missing something, but for me a Running Total looks like this:

Do you want to find the last 0 and declare all values above as "Matching" and all below as "Non Matching" or what is the exact goal? I am a bit confused to be honest.

[praneshsapmm]

Yes you are right . I want all the rows including "0" and above it to another tab for analysis . Hence iam commenting as 'Matching' or whatever . others to 'Non Matching' . 

Hope this clarifies

[grossal · Accepted solution]

I think I finally got it (or at least I hope so :D)! Let's try this:

Workflow Sample attached. Let me know if this works!

Best

Alex