Create Ageing Bucket

Thankunu

Hi All,

I have a data set it comprises Purchase Order Number,  Purchase Order date, Purchase Amount etc. Now I have to Calculate the Ageing bucket and the amount into thouse Buckets. So I have to Create Such Fields Like-

1. (0-30) Days: Which is the day Differnt Between Today's Date And PO Date and PO Amount on those Buckets
2. (31-60) Days: Which is the day Differnt Between Today's Date And PO Date and PO Amount on those Buckets

How I can do that? Can anybody guide me. I am atatching my data As well

Data.xlsx

Joe_Lipski

Hi @Thankunu you need to use a formula tool with the formula: DateTimeDiff(DATETIMENOW(), [PO Date],"day") to work out the differece between today's date and the PO date

You can then bucket these groups using different methods, i suggest looking at the Tile tool.

Once bucketed you can use the Summarize tool to calculate the value within each bucket.

Let me know if you need anymore help and I can attach a workflow.

Good luck,

Joe