How do I post the running balance of mulitple records?

[NicholasWieland]

If I have a table with the following fields.

Item - Date - Balance and Running_balance

149P 5/1/2008 $6500
149P 5/20/2008 $-2000
149P 6/1/2008 $-3000
$1500 is the total and can accomplish this in my grid but I need to write some code to go through each "Item" and order by "Date" take the
"balance" for record 1 and post to the "Running_balance" then on the second same record for item 149P post the Running_balance of the record before/above it plus the records Balance and post to the Running_Balance?

Can anyone point me in the right directions thanks much

Nicholas

[Keith Hubert]

Re: How do I post the running balance of mulitple records?

Hi Nicholas,

Have you looked at the Operations, Summarize and Post?

These two combined have proved very powerful in extracting selected values and then posting them to another table.

[Tom Cone Jr]

Re: How do I post the running balance of mulitple records?

Nicholas, permit me to ask a couple of clarifying questions.

1) you've posted to the desktop forum for A5v9. Are you asking a Web App Server question? In desktop apps "grids" are called "browses". If you're really talking WAS then you've posted to the wrong forum.

2) When you say "post" to a field do you mean "assign"? I ask because we have "Post" field rules and "Post" operations in A5v9. When you say you want to "Post" something it suggests either a field rule or operation. Is that what you meant? I think it unlikely since the field you want to change is in the same table, and the post field rule and post operations are designed to take field values from one table and "post" them in a second. But your use of the term "post" creates confusion, and responses like Keith's.

And now for a wild guess:

If you're really talking about assigning a computed "running balance" figure to a field in a column of an embedded browse object on a form, then turn to Dr. Wayne's book, "Xbasic for Everyone". He has a step by step example that shows you how to do this in the context of a checkbook application. Assigning the field value as records are entered is only part of what you need. You should anticipate changes and deletions in previously entered records also. These would affect the current balance of course. Dr. Wayne's example handles all of this. Recommended.

[NicholasWieland]

Re: How do I post the running balance of mulitple records?

Tom and Keith,

Thanks, I thought questions about general Alpha should be in here but you are right I am working with a web app, however this is a xbasic question I think.

Tom I have used the operations feature to pull records from 3 different tables into the table I am talking about, yes it works great. However once the data is in the Item_total table I need to run something that will add all records for the item(multiple same items) and by the date field and take the balance of the 1st record add to the field running balance then on the second record for that "SAME ITEM" take the prevouis running balance and add it to that records balance and post the results into the runnning balance field for the 2nd record and so on until the record for that item is done.

Keith were do I find that book?

Thanks
Nicholas

[Keith Hubert]

Re: How do I post the running balance of mulitple records?

Hi Nicholas,

The book that Tom referred to "XBasic for Everyone" may still be available from

https://www.alphasoftware.com/shop/i...asp?PRODID=597

I trust you have understood what Tom was explaining to you.

[Tom Cone Jr]

Re: How do I post the running balance of mulitple records?

I thought questions about general Alpha should be in here but you are right I am working with a web app, however this is a xbasic question I think.

Nope. If you look more closely you'll see that the forums are grouped by type and you've chose the forum for A5v9 that deals with desktop apps. Your question will get better exposure if you post to the web app server forum that corresponds to the version you're using.

[Peter.Greulich]

Re: How do I post the running balance of mulitple records?

THowever once the data is in the Item_total table I need to run something that will add all records for the item(multiple same items) and by the date field and take the balance of the 1st record add to the field running balance then on the second record for that "SAME ITEM" take the prevouis running balance and add it to that records balance and post the results into the runnning balance field for the 2nd record and so on until the record for that item is done.

Sounds like you have a cumulative total (what you call "balance"), and a running balance. Be that as it may, Tom is right. Peter Wayne's Xbasic for everyone gives detailed step by step instructions to do what you want - and take into account making modifications on the fly, after the fact.

P.S. I can see why you posted your xbasic question here. One gets far more responses in this forum than the relatively low-activity WAS forum(s).