I am trying to recreate historical balance by day. I have two tables : 1)Current balance table that provides today's balance and 2) a History table that contains historical transaction information.
Can someone help create a descending running balance by day for each account? I have attached mock data .
Thank you very much,
Solved! Go to Solution.
Here's another option that I think gets you the result your looking for - joins the sources by account, sorts by descending date, and then uses a Multi-Row formula to calculate the balance from prior day.
Let us know if either of these options don't line up with what you are trying to achieve! And if so, an example of your desired output would be helpful to narrow down the solution. Thanks!
Cheers,
NJ
Hi Nicole - It is very close to the desired output.. Is there any way I can stack the current balance above the previous day balance? lets pretend current balance is 4/19/2018
Account | Date | Trans Amount | Balance |
A | 4/19/2018 | 11081.15 | |
A | 4/18/2018 | 884 | 10197.15 |
A | 4/17/2018 | -37.59 | 10234.74 |
A | 4/16/2018 | -26.95 | 10261.69 |
A | 4/15/2018 | -8.08 | 10269.77 |
Thank you!!