1 Reply Latest reply on Jan 19, 2012 12:10 PM by philmodjunk

    Want a proper running  balance

    ShaikhAtta1238

      Title

      Want a proper running  balance

      Post

      Hello and thanks in advance!

       

      I want a proper running balance, this is what i want, actually i am running a simple (Balance = Target-Target Achieved) formula which updates the values in all the workplans as the same which was given in the last record. For example The March 2012 workplan target records are showing in the January 2012, although this is not what i want.

       

      January 2012

      Activity-----------Target--------Target Achieved----------Balance

      Rugby              10                2                                   8

      Soccer              20                5                                   15

      Baseball           12                3                                  9

       

      Feburary 2012

      Activity-----------Target--------Target Achieved----------Balance

      Rugby              8                2                                   6

      Soccer              15               5                                  10

      Baseball           9                3                                   6

       

      March 2012

      Activity-----------Target--------Target Achieved----------Balance

      Rugby              6                   1                                   5

      Soccer              10                  2                                  8

      Baseball           6                    2                                  4

       

       

      Hope fully you got my point. 

        • 1. Re: Want a proper running  balance
          philmodjunk

          Do you want to add a running balance to the above report?

          Such that you get these figures for the first 6 records?

          January 2012

          8
          23 (8 + 15)
          32 (23 + 9)

          Feburary 2012

          6 (balance starts over)
          16 ( 10 + 6 )
          22 ( 16 + 6 )

          If so, and assuming that each row of data in your example represents one record..

          Define a field of type summary and specify that it compute the total of Balance. Specify that this be a running total and then select "Restart Summary with each sorted group" and select the date field shown in your sub headings as the "when sorted by" field.