Running Balance | Outside Applied Filter

Question

Greetings Community, I'm trying to build a Calculation Named "Balance", wherein it needs to consider Transaction Amounts outside the applied Date Filter since it is running total.

I was wondering what is the possibility using inbuilt functions? Because I need Date Filter to show only filtered transactions but this calculation should consider data from before the Transaction Date.

Thank You.

Vismay Barot · Answer

Thank You @Bhaskar Konar for your kind response, I've defined Balance as a Running Total on Oracle SQL Level.

But now the problem is, how do I show the Balance Value of Latest Date of particular Account, I tried using this "Last" but seems disabled:

And also tried using formula but errors out:

Basically, I'm not intending to use Transaction Date in the Visual, just simply want to show the Balance for the Latest Transaction Date Row.

Please let me know how this can be overcome.

Thank You.

Bhaskar Konar · Answer

https://community.oracle.com/products/oracleanalytics/discussion/24493/running-balance-outside-applied-filter

Hi @Vismay Barot,

Yes, you are correct. Ideally you need to define a calculated measure as per your requirement which you can use as a readymade column in your analysis and while defining the measure, need to set the aggregation level, associated dimensions etc. in such a way that it'll bypass the report level filters.

It might be bit tricky. for example the report has filter for a week where as the measure is showing data for month etc.

Please find below the Oracle document of available functions within OAC:

https://docs.oracle.com/en/cloud/paas/analytics-cloud/acubi/functions.html

Hope this help.

Cheers,