Hi All,
I am creating a dashboard for balances which might have opened up on any date but keep on clearing up with time and hence the total open balances keep changing. For the dashboard however, I need a trend showing cumulative balances on a daily basis at each day end. Attaching an example for data that is needed, highlighted in yellow is the output required from the data.
Thanks in advance!
Hi @Henna Gilotra
you have a variation of the 2 date problem - you have 2 independent calendar dates that you need to bring together on a common calendar (and in your real data there will be gaps in the dates)
it is usually done with a scaffold - not difficult but several steps
see https://jimdehner2.blogspot.com/2019/12/use-scaffold-to-solve-2-date-problem.html for how to use the scaffold - not the same problem but once the data are on the same calendar you and add or subtract values based on the scaffold date
Jim
