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Running totals sum all amounts

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javedi

Technical User
Apr 30, 2007
196
GB
Hi Guys,

I have written a report which is totalling on all amounts, but i need it to tell only me the outstandingBalance for each CustomerID. The customerID is suppresssed and in cases where it shows on multiple occasions the running totals are not summed correctly.

Is there a way where i can show in a formula only the outstandingbalance for each customerID?

Thanks
 
Create a variable that only contains outstanding balance facts (If ... Then ... else 0)
Create the running sum directly to the right of this variable and use a reset on customerID.

Wonder what you mean by 'multiple occasions' ...

Ties Blom

 
Thanks blom0344. I'll give it a try and get back to you.
 
Hi

I tried this and was unable to write the formula. Can you be at bit more simple?

Thanks
 
You mention 'multiple occasions' for certain customer ID's
I suspect something wrong there, cause there should always be at most 1 outstanding balance for each customer.
You should look into the SQL generated.

Ties Blom

 
Sounds like you need running sums that have been reset for each customer?

Steve Krandel
Intuit
 
Hi Steve,

How do i reset the value for each customers?

Cheers
 
You know how to use help on BO functions? It is all there:

Code:
=RunningSum(<measure>;<customerID)

which should reset the running sum for each new CustomerID value.

Ties Blom

 
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