How to perform/approach an last in first out Iteration using a defined value

Question

Hi All, good day.

I want to perform an iteration using the insurance credit limit starting from the oldest account receivable bucket toward the future due bucket.

For example, the insurance credit limit for The ABC Brick Store is 1500, i would like to perform the iteration starting from Due>60 days and moving left to future due. The iteration will stop when either conditions are met: (1)Insurance limit are filled up (2) Total is less than Insurance credit limit, and they will create new column to keep the iterated values in it.

I've watched countless videos such as macro iteration etc but couldn't identify the method to approach this.

Would greatly appreciate the help on this. Thank you!!!

Perform Iteration using insurance credit limit amount.xlsx

Qiu · Answer

@Thomas 
Let me try, hehe

if [Row-1:Flag] = "OK"

-->Upper row of current row is not reach limit

then if [Flag] = "Over"

--> If current row reach limit

then [Insurance Credit limit]-[Row-1:RunTot_Value]

-->  The difference (remaining credit goes to current row)

else [Value]

-->  if current flag still is ok, the can assign the credit

endif

else 0

--> If upper row is already "Over" meaning no more credit to assign, then give zero

endif

Thomas · Answer

Hi Qiu,

Thank you! The running total tool is great!

Could you help to elaborate/explain the usage of these codes:

if [Row-1:Flag] = "OK" then if [Flag] = "Over" then [Insurance Credit limit]-[Row-1:RunTot_Value] else [Value] endif else 0 endif

Qiu · Answer

@Thomas 
I think an interation might be necessary here, and we can use the running total tool.

I have attached a sample flow and note that I did not go for the exact output format as your requirement.
I believe it can be managed on your end.

The last two columns are the data you need as output.

1017-Thomas.yxmd