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Alteryx Designer Desktop Discussions

Find answers, ask questions, and share expertise about Alteryx Designer Desktop and Intelligence Suite.

Account mapping based on income statement

adamcarlson
アトム

I have two sets of data that I'm trying to bridge. I have a trial balance, and a completed income statement. Someone else assigned each of the accounts to a line item on the income statement, but I have no way of knowing which accounts are mapped to which line. Is there any way to use Alteryx to try to map the accounts to the income statement so that my calculated income statement would match the balances on the provided income statement?

3件の返信3
binu_acs
ポラリス

@adamcarlson would you be able to provide the input file and expected output file?

gaoa
ボリード

Interesting question would like to see the dataset as well.

adamcarlson
アトム

Sure, here' s what I'm looking at. All the accounts on the Trial Balance tab are grouped into 11 line items on the IS. I'm trying to populate column C on the Trial Balance tab. I've been able to assign some of the accounts manually but haven't made much progress on the larger line items.

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