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SOLVED

Aging Buckets

gannunziato
5 - Atom

HI,

 

Please see the attached database and help me create aging buckets using ClmPost Dt in ranges of 0-30 days, 31-60 days, 61-90 days, 91-180 days, 181-365 days, and 365+ days.

 

The date buckets should summarize by CfsRecBalAmt.

 

I tried using the bucket workflow from a previous post but could not get it to work as I had expected.

 

Thanks!

2 REPLIES 2
tom_montpool
12 - Quasar

I think this does what you want...

gannunziato
5 - Atom

Hi there,

 

Thanks again for your help.  I would like to designate October 31, 2017 as the date to begin aging rather than "today" without manual intervention (hard-coding the date).  Can I somehow use the date filter tool in conjunction with the workflow?

 

I tried a few methods but no luck.

 

Thanks

 

 

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