@v-jianboli-msft thank you to willing to help
Basically first I'd like to replicate balance sheet from building it out of General Ledger table. Created simplified data with the opening balance issue as following:
We started the table (because of switched ERP) from closing balance of each account on 31th Dec 2021 and would like to have cumulative closings for each month of 2022. From this example data,
account 10001 balance for
January is 50000+200-8000=42200 and for
February its 50000+200-8000+200-8000=34400.
For account 10002 respectively,
January 25000-500+1400=25900 and
Based on shown replicated balance sheet elements I'd like to build ratio measures, for example account 10001 divided by 10002:
and be able to use the ratios in chart timeline to show trend.
Can you give me a hint what steps and logic needs to be used to solve it when the starting point is shown general ledger type of source data?
Really appreciate for the guidlines