Account Reconciliation - get the total value of multiple transactions to match one payment

Question

Hello Alteryx Community,

I am new to Alteryx. I get stuck when I create workflow to match multiple transactions with one payment.

Is there any tool or formula can help to identify the total value of payrun 1-4 = payment 1, payrun 5-7 = payment 2? Then the output would be the rows which can't match with payment.

Thanks

Book1.xlsx

ShankerV · Answer

Hi @EmilyXu0101

Please find the expected output.

Note: The workflow used to achieve the solution is attached which can be downloaded to see how the solution works.

If you believe your problem has been resolved. Please mark helpful answers as a solution so that future users with the same problem can find them more easily!!!!

Many thanks

Shanker V

Account Reconciliation - get the total value of multiple transactions to match one payment.yxmd