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Sum valuesintegration account values
Hello, I'm having trouble adding up the totals in a chart of accounts. In the chart of accounts, I have integration accounts (DR), intermediate accounts (GA) and transaction accounts (GM), the tra...
Seems you have relevant information to build a ragged parent-child hiearchy. Essentially you'll need to build your table into this structure instead:
Follow Imke's guide on how to transform your table and you should be good to go:
As long as you have the proper Chart of Accounts (CoA) hierarchy, you should be able to aggregate and get the sum at each level. Also, you may want to use a matrix visual instead.
Can you share a sample of your CoA table?