Running balance of a numbered list

Is it possible to get the running balance of a numbered list? my numbered list is a daily cash transactio and i need a line item taht will get the running balance per transaction.

Thanks!

Accepted answers

Ana22

Hi @rob_marshall @usman.zia

I was able to solve my issue using the RANKCUMULATE function. Thank you all for your help! 🙂

Regards,

Ana

All comments

usman.zia

Hi @Ana22

Assuming the list has a top level such as 'Total' etc.

Create 'Count' line item which is dimensioned by the list you want to count, Number format, formula is 1

Create a module with a line item 'Count Summary' and no dimensions, number format.

Add this formula to 'Count Summary' line item:

Max('Count'[MAX:Total],0)

I hope this helps.

Thanks,

Usman

Ana22

Hi @usman.zia ,

Thanks for replying. I tried the formula you suggested but got the attached error. As you can see on my screenshot, I need to get the running balance. I need to be be able to get the cumulative value of #1 and #2 on my example so that I get the correct running balance.

Thanks for your help! 🙂

Thanks,

Ana

error_numbered_list_46939.PNG

usman.zia

Hi @Ana22

My apologies the formula should be: Max('Count'[SELECT: Total],0).

Please do let me know if this works for you.

Thanks,

Usman

Ana22

Hi @usman.zia ,

It's still not working. Result is showing zero. Any other suggestions?

Thanks,

Ana

usman.zia

Hi @Ana22

It could be to do with the summary method? for that line item or instead of 'SELECT' you could try nesting the 'SUM'.

I hoppe this helps.

Thanks,

Usman

rob_marshall

@Ana22 ,

Please follow the pictures below. As stated above, create a count line item with it defaulted to 1 (summary is turned on).

In another module, without dimensionality, create a line item pointing to the Count line item in the above picture.

Hope this helps,

Rob

Ana22

Hi @rob_marshall @usman.zia

I was able to solve my issue using the RANKCUMULATE function. Thank you all for your help! 🙂

Regards,

Ana

Quick Links

Can you help?

Unanswered questions

Anaplan NUX Waterfall Chart - Ending Totals from 0
Is there any way to have the last item of the waterfall be a running total that starts from 0 and shows the net of the previous waterfall components? I'm using line items here, would just want the Ending NAV to always start at 0
Issue with Anaplan tab in Salesforce
I have installed the Anaplan app in Salesforce, but have been receiving an error. In the Anaplan part it asks for you to contact support, but does not provide any details into how to do this, just raising a ticket in the portal? WOuld be great to have more information.…
Data Integration to Fluence workspace
Hello Everyone, I am seeking guidance on how I could create a workflow process in Fluence consolidation workspace, using the ADO import task. Does anybody know what kind of information I need to fill in these fields? I have watched the ADO training but only explains the data transformation and integration within Anaplan…