AcctViewer

[nmicoud]

Hi,

I would like to add a "Progressive balance" column (not sure of translation...) in AcctViewer.

Here is an example :

DR CR Pr. balance
Line 1 100 0 100
Line 2 50 0 150
Line 3 0 80 70
[...]

It is equals to progressive balance of previous line + current line debit - current line credit.

Is it possible to calculate this inside AcctViewer ?

Regards,

Nicolas

[tbayen]

To calculate such a "progressive balance" in SQL you need a recursive approach. Use the "WITH RECURSIVE" clause in a view. There is an example at http://www.postgresql.org/docs/8.4/stat ... -with.html

[nmicoud]

Hi Thomas,
thanks for the link, will have a look ; hoping i could find equivalence for oracle

[tbayen]

Sorry - I did not think about using other databases than postgres.

This link seems to address the problem. It is in german but there is not much text between the example code. You should be able to understand and run it: http://martinpreiss.blogspot.com/2010/0 ... hnung.html

[globalqss]

Usually that's called a running total.

Unless the request is to be used all the time - I would simply export to excel (little button on bottom-right of AcctViewer) and create the formula there.

Regards,

Carlos Ruiz

[nmicoud]

@Thomas : thanks for the updated link, will have a look
@Carlos : thanks for the correct term ; exporting to excel is not an option ; they don't want to do a lot of clicks to obtain them. If if is too slow, will try to use Jasper

Those running totals are not used elsewhere ?

Nicolas

[globalqss]

Nicolas, running total is implemented on "Statement of Accounts" - that's done using a temporary table and filling it with java.

Regards,

Carlos Ruiz

[nmicoud]

I did not know that, thanks for the tip.

Regards,

Nicolas

[red1]

Sometime in 2004 during Compiere times, in the Financial Statements module, I did play around with something sort of 'Accumulative Periods' where you set the control to '-1' for up to last period and '0' to up to present period. Wonder if this is similar to your case.