split transactions

yasin

Hi All,

I"m working on credit card transaction big data file trying to find:

- split transaction for the same person for the same vendor total amount $3000.

- Purchase split between two cardholders for the same vendor total amount more than $6000.

I have attached sample data i work on.

I appreciate your help in advance

Thank you

Help

Accepted answers

benakesh

Hi @yasin ,

The wf includes summarize , join and some formula to extract transactions matching different rules.

split_transactions_1.yxmd

All comments

benakesh

Hi @yasin ,

There are no records to test your conditions in sample data .

I have used smaller amounts ( 200 and 400 ) for testing.

- split transaction for the same person for the same vendor total amount $3000. : Summarize by vendor and name . Use filter to check amount > 3000

- Purchase split between two cardholders for the same vendor total amount more than $6000. : Summarize by vendor and name. Join same data using vendor and filter to exclude same person . Calculate total and check if amount > 6000.

split_transactions.yxmd

yasin

Thank you for your response.

Would you please briefly explain the first solution and the second one please.

Thanks

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