Ability to recall a column in the previous or next row. Something like: previous (ColumnName 3) or next (ColumnName 4). This would very useful to avoid going back and forth to Excel. Thanks, Dave
Can you give me an example where this would be useful? Ideally a simple example input dataset and what you want to transform it into.
Please see attached use case and source CSV file.EDT Invoice Payment Example.csv (491 Bytes)
running-total.transform (1.9 KB)
The solution provided works fine if all records are for the same customer. The goal is to get a running balance by customer (sorted by Customer then Date). So the solution provided does not reset the balance to zero when switching to a new customer. See attached screenshot for clarity and revised Transform.running-total revised by DRV.transform (2.2 KB)
Ok, that is more tricky.
You could use a PIvot or Unique to total by user (multiplying one of the columns by -1 first and adding them) but it would’t show you a running total.
You could Filter by user and show a running total, but you would need to know the ids of all the users first.
You can do a Spread to put one user per column, but you would need to add a separate Total column for each user. See:
running-total2.transform (3.0 KB)
I would appreciate anything you can do. I would use this transform on a daily basis. I can get by over the next few weeks without it so do not feel rushed. Please let me know if I can help in any way.
A further small change, associating a global variable for each column, would allow still more common transformations, such as justifying text … etc.
Even better. I thought a more modest implementation might fit in with your time constraints. That’s all.
Great to hear you are working on the best solution.
I hope to start on this and a few other features in the next few weeks.
@Vann This would be a simple way to solve your problem, wouldn’t it?
I need to think a bit more about the field names and tooltips, so that it isn’t confusing for people who just want a single running total.
Yes, this should work. I will give it a go.
Give me a few hours to create a snapshot release.
@Vann Here is a snapshot release for Windows that has the extra By option in the Total transform. Let me know if it works ok for you.
This functionality worked flawlessly. I was able to achieve approximately 90% of my desired result. I still needed to go to Excel to complete the job with references to other rows (ie Balances for a Customer Record). It will be great when the new referencing other table values will be complete. Good Job.
As a Mac user, I’m not feeling the love on this latest powerful update.