Create Ageing Bucket

[Thankunu]

Hi All,

I have a data set it comprises Purchase Order Number,  Purchase Order date, Purchase Amount etc. Now I have to Calculate the Ageing bucket and the amount into thouse Buckets. So I have to Create Such Fields Like-

1. (0-30) Days: Which is the day Differnt Between Today's Date And PO Date and PO Amount on those Buckets
2. (31-60) Days: Which is the day Differnt Between Today's Date And PO Date and PO Amount on those Buckets

How I can do that? Can anybody guide me. I am atatching my data As well

[Joe_Lipski · Accepted solution]

Hi @Thankunu you need to use a formula tool with the formula: DateTimeDiff(DATETIMENOW(), [PO Date],"day") to work out the differece between today's date and the PO date

You can then bucket these groups using different methods, i suggest looking at the Tile tool.

Once bucketed you can use the Summarize tool to calculate the value within each bucket.

Let me know if you need anymore help and I can attach a workflow.

Good luck,

Joe

[danielbrun2]

Hi,

Joe beat me to it. I have attached a workflow, which I think is prettey close to what Joe suggested.

Best,

Daniel

[Thankunu]

Hi @joe_lipski , I appritiate you prompt reply. I think I got your idea, it would be very nice if I can get the workflow. Thanks in advance.

Regards,

Rakesh Paul

[Joe_Lipski]

Exactly what I was thinking @danielbrun2! 

[danielbrun2]

Good minds think alike @Joe_Lipski

[Thankunu]

Hi @joe_lipski, @danielbrun, I was looking for a solution like this in my attached sheet. Please find the atatched sheet for your reference. Here Input is the file which I will load in my workflow and Output sheet is my desired output.

Regards,

Rakesh Paul

[danielbrun2 · Accepted solution]

See attached. There are no orders in group 1 and 2 though.

Best regards,

Daniel

[Thankunu]

Bingo!, Thanks @danielbrun. It worked