Aging Buckets

[gannunziato]

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!

[tom_montpool · Accepted solution]

I think this does what you want...

[gannunziato]

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