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Sum values by date

TormentMaker
8 - Asteroid

Hello all, hope everyone's okay!

Today i got a problem and hope someone can help me with that.

I have an database with some values separated by client and date (Like, Bob  |  2500  |  01-01-2022), but my value field should be the sum of his whole debt until that month, so i would like to know how to sum the value of each one of the date with the last months

TormentMaker_0-1673275145966.png

 

 

Something like this

5 REPLIES 5
binuacs
20 - Arcturus

@TormentMaker Are you looking for something like below 

 

binuacs_1-1673275285120.png

 

 

 

JamesCharnley
13 - Pulsar

hi @TormentMaker,

 

The Running Sum tool will do what you want here. All you'll have to do first is create columns for whatever you want to group by. So if it's Name and some kind of date, you'd just need to parse the month and then Group by Name and your desired date in the Running Sum Tool, choosing to total 'Value'.

 

JamesCharnley_0-1673275219241.png

 

DavidSkaife
13 - Pulsar

Hi @TormentMaker 

 

The Running Total tool will do this for you with ease:

 

DavidSkaife_0-1673275165212.png

 

Simply group by Name and create running total on value:

 

DavidSkaife_1-1673275200558.png

 

Felipe_Ribeir0
16 - Nebula

Hi @TormentMaker 

 

Another way of doing this:

 

Felipe_Ribeir0_0-1673275397522.png

 

ShankerV
17 - Castor

Hi @TormentMaker 

 

The best tool to get the solution is Running total tool.

 

Note: Use Group By on Name

ShankerV_0-1673275444402.png

 

 

Many thanks

Shanker V

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