Having a running total displayed

Hansie · 06-19-2021 09:53 AM

Good day

How can I have a running total. I have a wallet and when showing the list of transactions, I would like to have a column that shows the running balance based on the transaction.

Thank you

Marc_Dillon

I recommend for you to review how some of the inventory management sample apps are setup.

https://www.appsheet.com/SampleApps

Hansie

Thanks @Marc_Dillon

I checked out and none have a running total.

I am looking for something like this :

DATE      DESCRIPTION        VALUE      BALANCE
1/1          ABC              10           10
5/1          XYZ              -2            8
...

Thank you

Marc_Dillon

Ahh, I understand you now. See, it’s always better to include screenshots in your posts.

You should set an App Formula for the [Balance] column, that sums up all [Value] amounts for all the rows that are before the current row. In most cases, “before” can be obtained by comparing the _Rownumber, however for a more robust solution, you can also use timestamps.

Douglas_English

the formula for my column [balance] is [_thisrow_before].[balance]+[amount] and it doesn't work

Mika777

There is no solution?

Mika777

Solved.

Step 1:
In View Options, Sort By:
[Data] (descending)
[_RowNumber] (descending)
Step 2:
In Virtual Column insert below expression:
SUM(
Select(
Moviments[Quantity],
(and(
[Id Product] = [_THISROW].[Id Product],
[Date] <= [_THISROW].[Data]
))))
-
SUM(
Select(
Moviments[Quantity],
(and(
[Id Product] = [_THISROW].[Id Product],
[Date] = [_THISROW].[Date],
[_RowNumber]>[_THISROW].[_RowNumber]
))))