Provide a feature for datapages that allows the creation of a beginning and ending balance.
I have a datapage that produces a monthly statement. I am able to create an aggregate to display the total of items listed on the statement. But I'm not able to do a "Beginning balance" - the total either a) at the end of the prior month or b) the total of all items for that client prior to the monthly statement (these would be essentially the same, just different ways of getting the data).
What would be very useful is a type of aggregation field that can be constrained by date, or other field. Then I could use it to show a beginning balance.
I would like a
Anonymous
shared this idea
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Jan H
commented
Is this not possible usin SQL in calculated fields?
Something like this:
Beginning balance:
SELECT transactions FROM table WHERE period < nowperiod AND cust = [@custid]Transactions this period:
SELECT transactions from table WHERE period = nowperiod AND cust = [@custid]Outgoing balance:
Beginning balance + transactions this period. -
Accountability
commented
If I understand correctly, in principal, this would be like the following:
Description Debit Credit Balance
Starting Balance------- $10.00 $10.00
Purchase----------------------------- $2.00 $ 8.00
Purchase----------------------------- .50 $ 7.50
Deposit --------------------------------------------- $5.00 $12.50In principle, ability to have a running balance as opposed to just a total. This would be an extremely advantageous feature.