Last In, First Out Logic

Question

Hi,

I'd like to trace deposits using the last in, first out (LIFO) approach. Essentially, I need to deplete the deposit amount with any subsequent withdrawals unless a new deposit comes in, and I'd deplete the new deposit first before returning back to the older deposits. I attached a sample dataset along with an example. Please note that I do not need the format of workflow output to mimic the example.

Please let me know if I can clarify anything. Thank you in advance for your help with this matter.

LIFO Dataset.xlsx

linlysergel · Answer

Hey @aband,

I think this is exactly what I need to help me track my inventory for Treasury Stock.  Thank you so, so much!

If anything pops up as I build it next week, I'll reach out.

Thanks again!

-L

aband · Answer

Hi @linlysergel,

I built the attached workflow for my LIFO analysis. Containers 297 & 298 can be set up as an iterative macro, but haven't gotten around to build it. Depending on the size of the data I run through, I'll copy those two containers to accommodate all the data.

Happy to answer any questions you may have.

Thanks!

LIFO Analysis.yxzp

linlysergel · Answer

Hey @aband,

Did you ever figure out a workflow for your LIFO scenario?  I'm trying to create something similar to what you described, but haven't found much in the community to help.

Fingers crossed!

-L