Ageing method (summary of balance report)

PassION_es

Hello,

We have a report of balances with dates.  We want to generate an output summary where dates are converted to the following:

0 to 6 mos.

6 mos. To 1 year

over 1 yr but not over 2 yrs

over 2 yrs but not over 3 yrs

and so on and so forth

Can Alteryx dynamically identify and assign the ageing of each month without relying on the mapping/guide in the attached file?? Assuming the report generated is for the last reporting month (January 2025).  Kindly refer to the dummy input and output.

Thank you in advance.

ageing (tabular report).xlsx

davidskaife

Hi @PassION_es 

This should work for you:

Couple of points to note -

Ensure you tick Option 6 on the Input Tool (first row contains data) to get the headers in as data

You'll need a 'Reporting Date' field to come in, so it can calculate the dates

Using Dynamic Rename tool to add in the new column names

You can of course rename the headers to whatever you need!

Dynamic Date Buckets.yxmd