Good morning,
I am hoping that someone could help me out. For the below data set, i need to be able to find my daily cash balance (sum function) and also my monthly average balance. I have daily data for multiple years, so i would need to build something dynamic that could do that. Any ideas/suggestions would be highly appreciated!
Daily Sum
| Date | Daily Sum |
| 3/1/20 | $ 7.00 |
| 3/2/20 | $ 7.50 |
| 3/3/20 | $ 16.23 |
| 3/4/20 | $ 7.35 |
Monthly Average
| Date | Monthly Avg |
| Mar-20 | $ 9.52 |
Data
| Name | Date | Cash |
| Alan | 3/1/20 | $ 2.50 |
| Bob | 3/1/20 | $ 3.25 |
| Mark | 3/1/20 | $ 1.25 |
| Alan | 3/2/20 | $ 0.75 |
| Bob | 3/2/20 | $ 1.75 |
| Mark | 3/2/20 | $ 5.00 |
| Alan | 3/3/20 | $ 4.35 |
| Bob | 3/3/20 | $ 3.99 |
| Mark | 3/3/20 | $ 7.89 |
| Alan | 3/4/20 | $ 0.25 |
| Bob | 3/4/20 | $ 4.10 |
| Mark | 3/4/20 | $ 3.00 |
