totals according to date

[aiashour82]

I created a report to show stock level and transactions. there are date, transaction, quantity and balance fields. the balance field show the total balance of the item at the moment. what I need is to show the balance at the transaction date.

 

[billmeye]

Go into design mode, select your Balance control, in the properties Data tab you will see Running Sum, set this to Over Group if you only want it to be specific to Group Detail or Over All if you want it to be for the entire report.

 

[aiashour82]

I tried this but it will sum the balance. what I need is to show what was the balance at the date of the transaction and not the current one.

 

[billmeye]

Is the balance at transaction date something you recorded in a table or calculate based on data in a table?

 

[aiashour82]

it is a calculated field based on the data in he table. it is calculated directly in the report.

 

[billmeye]

Could you give me an example of what you are looking for it to do. Is this calculating a total balance or is there a starting balance and you are subtracting transactions? Thanks.

 

[aiashour82]

example of what I have:

item - transactionNO - Qty - Balance - date

X - Receive 123 - 10 - 20 - 1-1-2001
X - Receive 456 - 10 - 20 - 2-1-2001

on "receive 123" I need the balance to be "10 only" which is the balance at the date of the transaction. LIKE THIS:

item transactionNO Qty Balance date

X - Receive 123 - 10 - 10 - 1-1-2001
X - Receive 456 - 10 - 20 - 2-1-2001

I hope this clarify things better.

 

[billmeye]

It looks like your Balance is a running sum of the QTY as long as you set your sort order to be by date ascending.