Ageing

Hi All,

I have the following data:

ID	Name	Country Name	Today's Date
7623	Kane	A	8-Feb
8936	Parma	A	8-Feb
7729	Francis	Y	8-Feb
5591	Jenny	M	8-Feb
1933	Alice	C	8-Feb
4729	Beth	B	8-Feb

I have added the last column, 'Today's date'. But that also needs to be created on Alteryx.

After creating that column, what I need to do is give an ageing category to the records: >30 days and <30 days

This data has to be run every month and then after reconciliation, some records will be left and they would appear again in the next month's data.

For example, if ID 7729 in the above data appears again in the next month's data, it should have an ageing category against it.

How can we do this in Alteryx?

Tips and Tricks

Transformation

Accepted answers

caltang

Here's a sample way to achieve what you want:

My 2 cents would be to make sure you track your snapshot dates for your raw data for when you do your ageing analysis. Otherwise things get messy. If you have an internal system generation date, that would be a more consistent date than what you are asking for.

For Dheeru28.yxmd

All comments

jdminton

You can use DateTimeDiff([Field1]),DateTimeNow() ,"days") to calculate the number of days between a date in your data and today. With the number of days, you could use a formula tool or the tile tool to bucket the days. It's not clear why you would add today's date to your data, though. Can you explain if you are adding today's date for this calculation or adding the date so that the date the data is added is saved in the data?

Wesley Mendonca

Hi!

You can use DateTimeNow() to record in your field "Today´s Date" and create another field with a formula: 'Date Range - days'

if DateTimeDiff(DateTimeNow(),[Today&acute;s Date],'Days') > 30 then '>30 days' ELSE '<30 days' ENDIF

So you are going to have a field to control this range.

caltang

Here's a sample way to achieve what you want:

For Dheeru28.yxmd

aatalai

technically it should

if DateTimeDiff(DateTimeNow(),[Today´s Date],'Days') > 30 then '>30 days' ELSE '<=30 days' ENDIF

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