sum wrt previous outstanding amount and month current amount

0 votes
Hi i want to create column wrt balance to be paid wrt to previous month i.e the previous month outstanding amount and current month amount. How to do this? if my previous amount to be paid is 4000 and only 3000 is paid then 1000 should be added to this month amount to be paid.
Jun 6, 2019 in Tableau by keerthi
348 views

1 answer to this question.

0 votes

Hi Keerthi,

I used a similar data to show whether the day has reached sales for day or else added to next day to show the demo.

The below code is for finding the amount to be paid after adding previous balance - To be paid

IF ISNULL(ZN(SUM([AMT PAID])) - LOOKUP(ZN(SUM([AMT PAID]) - [AMT TO BE PAID]), -1)) THEN [AMT TO BE PAID] ELSE ZN(SUM([AMT PAID])) - LOOKUP(ZN(SUM([AMT PAID]) - [AMT TO BE PAID]), -1) END

Use below code to find the amount balance that is paid in the next step - balance

[To be paid] - SUM([Sales])

A simple demo image for your problem - 

Hope this helps you!

answered Jun 6, 2019 by Cherukuri
• 33,010 points

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