2023: Week 10 - What's my Balance on this day?

 Challenge by: Jenny Martin

Data Source Bank's customers are thrilled with the developments from last week's challenge. However, they're not always the smartest... If a transaction isn't made on a particular day, how can the customer find out their balance? They filter the data and no values appear. Looks like we'll need to use a technique called scaffolding to ensure we have a row for each date in the dataset.


Our starting dataset is the same as the output for last week's challenge:


  • Input the data
  • Aggregate the data so we have a single balance for each day already in the dataset, for each account
  • Scaffold the data so each account has a row between 31st Jan and 14th Feb (hint)
  • Make sure new rows have a null in the Transaction Value field
  • Create a parameter so a particular date can be selected
  • Filter to just this date
  • Output the data - making it clear which date is being filtered to


Example output from 1st Feb:
***Updated 13.03***
  • 3 fields
    • Account Number
    • Balance
    • Transaction Value
  • 3000 rows (3001 including headers)
You can download all the output from here

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