Is there a way to find out what was the highest ba...
# administrationa
Amit Ahuja
02/05/2020, 1:29 PMIs there a way to find out what was the highest balance for an account in 2019? Additionally would be nice to know on what date this happened.
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Jacob Jackson
02/05/2020, 10:29 PMI used the below formula to calculate a running total on Customer Balances. You can manipulate it
Jacob Jackson
02/05/2020, 10:37 PMsum/* comment */ (CASE WHEN {recordType} = 'customerpayment' THEN ({amount} *-1) ELSE {amount} END) OVER(PARTITION BY {name} ORDER BY {trandate} ROWS BETWEEN UNBOUNDED PRECEDING AND CURRENT ROW)
Jacob Jackson
02/05/2020, 10:38 PMyou can probably do a grouping and then maximium option to get the highest balance. I'm not sure how to go about finding the specific date for that balance though
Jacob Jackson
02/05/2020, 10:39 PMps. the comment part is necessary to have included. its a work around
a
Amit Ahuja
02/07/2020, 12:39 AMThanks @Jacob Jackson - appreciate your response. I’m not familiar with some of the syntax so curious to try it out