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Want a simple running balance

Featured Replies

  • Newbies

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.

It would help to know what data you have to start with. I am guessing the actual figures are summaries of individual activities? But where do you keep the target numbers (9 values in your example, one for each activity/month combination)?

  • Author
  • Newbies

basically i want a simple running balance for each of my months.

currently if a record is updated in the latest month it also updates all the previous months records, this is not what i want. I want the previous months records to be static just like a bank balance sheet.

Sorry, I am afraid you'll need to elaborate more - perhaps post a sample file that has the data and explain what results you expect.

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