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Alteryx Designer Desktop Discussions

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SOLVED

Amount Deduction by month

SH_94
11 - Bolide

Dear community,

 

I would like to ask how do we build the formula that able to give us the output as below : The amount will deduct the balance for each until it fully utilise it. The remaining unutilised month will be zero.

 

SH_94_0-1672025290723.png

 

SH_94_1-1672025305321.png

 

I have also attached the working file for your reference.

 

9 REPLIES 9
Qiu
21 - Polaris
21 - Polaris

@SH_94 
We use a combination of Running Total and Multi-Row Formula tool as below.

1226-SH_94.PNG

SH_94
11 - Bolide

Hi @Qiu ,

 

Thank you for the prompt response. May i know what is the function running total in this case?

 

 

Thanks again

Qiu
21 - Polaris
21 - Polaris

@SH_94 
It is a Tool that will calculate the cumulative summ for specified column.

Below is from the sample flow page.

1226-SH_94-A.PNG

SH_94
11 - Bolide

Hi @Qiu ,

 

The multi row formula may not be work if i have the data as below 

SH_94_0-1672033519632.png

 

Thank you.

 

Qiu
21 - Polaris
21 - Polaris

@SH_94 
Thank you for testing the flow.

Yes, for above case, since the "0" is not exsting, then [Balance] and [ RunTot_Quantity] for "0" row will be set to zero.

So instead of using "<" we should use "<=" instead.

1226-SH_94-r1.PNG

SH_94
11 - Bolide

Hi @Qiu ,

 

Thank for the update. Just curious why the formula does not work on the below figures: After i add the total together , it does not give the same amount 

SH_94_0-1672034497848.png

 

Qiu
21 - Polaris
21 - Polaris

@SH_94 
Like this ?

1226-SH_94-r2.PNG

 

SH_94
11 - Bolide

Hi @Qiu ,

 

The amount column is correct as per your screenshot. May i know how u derive it?

Qiu
21 - Polaris
21 - Polaris

@SH_94 
I only connected your new data to the revised workflow.

1226-SH_94-r3.PNG

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