Data Manipulation - Debit/Credit Logic

kkkim

Hi, Alteryx experts!

I am trying to find a way to manipulate the data to output credit/debit results.

So data will look something like this:

Client Name	Sale Date	Item Bought	Amount Bought	Item Sold	Amount Sold
John Smith	1-Jan	Socks	400	Hats	-100
John Smith	1-Jan	Hats	100	Socks	-450
John Smith	1-Jan	Shirt	20	Shoes	-10
John Smith	1-Jan	Shoes	50	Shirt	-20

I would need to output something like this:

Client Name	Sale Date	Socks	Hats
John Smith	1-Jan	400	100
John Smith	1-Jan	-450	-100
		-50	0
Client Name	Sale Date	Shirt	Shoes
John Smith	1-Jan	20	50
John Smith	1-Jan	-20	-10
		0	40

Any thoughts on how to accomplish this? Would I use Transpose/Cross Tab?

Thank you so much for your help in advance!

grazitti_sapna

@kkkim , here is another way of doing this. Please let me know if you liked my solution. I simply used the field info tool to get fields to data rows.

Thanks!!

header_to_rows.yxmd