Alteryx Designer Desktop Discussions
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Hello everyone, I've been spinning my wheels on this problem for waaay too long. Basically I'm trying to build a workflow which adds a column to my original data set. Let's call this column "Netting". My goal is to match each pair of debits and credits to each other so they net out to exactly zero. My problem arise when the debit and credit counts are not the same, for example in rows 1 to 3, we have 2 debits and 1 credit amount. Only 2 of those should be flagged as "Yes" in the netting column, while the extra debit should be either null or "No".
If anyone can help me with this it would be greatly appreciated. I've attached a workflow to help visualize what the current population looks like. I do have instances in my population which have 10 debits and 7 credits for example, so I only neet 7 of those debits to be flagged and all of the credits.
Thanks in advance!
Solved! Go to Solution.
The green column would be the desired output from my workflow
Doesn't quite work after I add in more rows. For example for account 1234, I included 4 debits and 1 credit and ran it again and this is what I ended up with. It should only be pairing the same amount of debits to the credits for each respective account.
Still doesn't quite work. I believe the issue is that you're sorting by value and deducting it from the row before it. The problem starts if you have 2+ consecutive credits followed by 2+ debits. Please refer to the updated workflow and screenshot, since I added an additional row for account # 1234 to explain this issue
Hi, sorry for the delayed response. So in theory it should work, but when I apply it to my population it seems to be working for some, but not all.
I've attached a new workflow with an expanded population of 60 for demonstration. Sorry for the headache, but my entire work is being held up by this, so your help has been a lifeline here.
