Running sum that includes the beginning balance in the first recor

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  • Start date Start date
G

Guest

Developing a report that shows credits and debits and balances. Trying to
use running sum to do this. However, I need the first record to include the
beginning balance in its total. From then on would be a running sum. I
calculate the beginning balace based on the date given. How can I do this?
 
Assuming you have a running sum in a text box named "txtBalRunSum", could
you use another text box with a control source like:
=txtBeginBalance + txtBalRunSum
 
Example:

Beginning Balance (end of the previous month) is calcuated to be $40,

Sales Date Debit/Credit Balance

2/1 30 70
2/2 -20 50
2/3 40 90
 
Where is the previous balance calculated? If we don't know if it is a
separate query, subreport, memory variable, field in the report,... how can
we be expected to tell you how to use it?
 
These are reports that show monthly results. Based on the date given, I DSUM
the credits and debits up to the last day of the previous month. I add this
DSUM to the Initial Balance to get the Begin Balance.

It looks that, as you suggested, I can use running sum:

=txtBeginBalance + txtBalRunSum
 
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