I have a Table for my checking acc't and a sub-summary Part which summarizes records by each Month and I need to bring forward data from the previous month: (ps: don't have 2016 data except Dec's End Bal = 14,694.33)
Beginning Balance: (Ending Balance from the previous Month)
Debits: (Transfers out)
Ending Balance: (Current Month's Balance)
I have the flwg Fields associated with the preceding needs:
n_start_bal Number Auto-enter Data (Starting Bal 14,694.33)
c_balance Calculate n_start_bal + n_credit + n_debit
s_running_total Summary Tot of c_balance (running w/ restart), sorted by Bank::cDateSort
c_start_bal_less_s_run_tot Calc Unstored, = n_start_bal - s_running _total (Running Balance
cMonthSort Calc Let ( [ dt = ( d_date) ;
dy = Day ( dt ) ;
m = Month ( dt ) ] ;
Date ( m - ( dy < 0 ) ; 1 ;
Year ( d_date ) )
) // let
All are successful except retrieving the prior Month's 'Ending Balance'.
I've made attempts with several Functions, e. g., Case, ExecuteSQL, GetSummary, If, Let, to no avail. I get error-msgs about missing Operators, etc. I tried modifying philmodjunk"s successful cMonthSort to access prior Month's data, but get errors I don't know how to correct.
How can I bring forward the prior Month's 'Ending Balance' Field and have it entered in the current Month's 'Beginning Balance' Field?