Aging Buckets

HI,

Please see the attached database and help me create aging buckets using ClmPost Dt in ranges of 0-30 days, 31-60 days, 61-90 days, 91-180 days, 181-365 days, and 365+ days.

The date buckets should summarize by CfsRecBalAmt.

I tried using the bucket workflow from a previous post but could not get it to work as I had expected.

Thanks!

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I think this does what you want...

AgingBuckets.yxmd

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I think this does what you want...

AgingBuckets.yxmd

Hi there,

Thanks again for your help. I would like to designate October 31, 2017 as the date to begin aging rather than "today" without manual intervention (hard-coding the date). Can I somehow use the date filter tool in conjunction with the workflow?

I tried a few methods but no luck.

Thanks

AgingBuckets.yxmd

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