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SUBMIT YOUR IDEAThank you, @NicoleJohnson! This was a great practice for batch macro for me.
I followed a similar approach for batch macro as in the solution provided - this seemed to be a straightforward approach to me.
Workflow:
Batch macro:
I forgot to attach my macro, so sorry. Here it is i addition to my earlier submission:
Please note due to securing setting when uploading data from my work PC, I just used 'Placeholder' text in macro input - you can update that to the data set fields - just fyi :) Thanks,
My Avg Daily Balance is off....still not sure why, but while I was looking - I discovered a new (to me) formula!
DateTimeTrim([Date],"lastofmonth")
Embarrassing how I was calculating the last of month before. Did you know there's also a formula to calculate the quarter? I really need to read the documentation more often. haha