Running Balance with Custom Functions

[ralph.nusser]

To show a Running Balance of a sorted portal without scripting was not possible with FileMaker 6. The Troi Number Plugin solved this problem. Is it possible to solve this problem now with a custom function?

The function is very handy for reconciliation of a bank account (Debit/Credit => balance).

[RalphL]

Assuming that the sort is by date, and the portal relationship is ID = ID, could you use the sum function with a self relationship in the related file

ID = ID

and date => date?

[RalphL]

If anyone is interested I put together a little demo based on my previous post on this.

[bruceR]

Nice demo but it doesn't work if there are multiple items on one date.

[RalphL]

Your right, missed that but it is an easy fix. In Line Iterms create a calculated text field Date_Line_Number = GetAsText ( Order_Date ) & " " & Line_Number. Use this in the relationship in place of date.

[RalphL]

I have changed the calculation again. I am now using Date_Line_Number = GetAsText ( GetAsNumber ( Order_Date ) & " " & Line_Number fro the key in the relationship.

[ralph.nusser]

Ray Cologon has another example of Running Balance:

[color:blue]Running Balance Example

Read the discussion at:

[color:blue] Discussion Ray Cologon about Running Balance ;)

[RalphL]

I am uploading another copy of my file. The ony change is the name. I removed the spaces.

RunningTotal1.fp7.zip