If you use the Running Total command on your raw data, the raw data will be destroyed in the process of calculating the running total. We recommend that you avoid this problem by creating an extra field to hold the running total. You can use the Morph Field Dialog to copy the data into the field, and then use the Running Total command without disturbing the original raw data.
Let’s take a look at how to balance a checkbook using the Running Total command. Start with an empty Balance field, and use the Morph Field command to calculate the how much the balance changes for each line (by subtracting Debit from Credit).
Now use Running Total to calculate the balance after each transaction.
You’ll need to repeat these steps when new transactions are added, or existing transactions changed. This process can be automated with a procedure.
field Balance
formulafill Credit-Debit
runningtotal
See Procedures for more information on creating procedures.
See Also
History
Version | Status | Notes |
10.0 | No Change | Carried over from Panorama 6.0 |