SOLVED

Help to find running cummulative balance of account

Iron Contributor

Hi,

 

I have a bunch of data which contains an opening balance, then account movement. I need to find the running balance for each account, so then i can find the % of movement of each account.

 

I have attached an excel with the data, can someone please assist?

 

Thank you kindly for any assistance.

 

Thanks,

2 Replies
best response confirmed by calof1 (Iron Contributor)
Solution

Hi @calof1

 

 First, I add two columns 1 is S.no and 2nd is S.no and Holder id.I solve your problem using a Pivot Table.

2nd column I made using concatenate from s.no and Holder Id. Then I Use Pivot Table.

If this solution is correct then provide feedback.

HIi@Vinit_Joshi

 

Thank you for your assistance, much appreciated.

 

Works well for my needs.

 

Thanks,

1 best response

Accepted Solutions
best response confirmed by calof1 (Iron Contributor)
Solution

Hi @calof1

 

 First, I add two columns 1 is S.no and 2nd is S.no and Holder id.I solve your problem using a Pivot Table.

2nd column I made using concatenate from s.no and Holder Id. Then I Use Pivot Table.

If this solution is correct then provide feedback.

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