Hello Team,
I have listed all my requirements, input data as well as expected output in attached excel. Please help.
Hi @BhatiaSakshi,
I think I'm very close to understanding the logic, but I have a couple of questions. From your data:
1. The last 2 columns of the Input data are both Balance Q3 2021 - is this a typo? Should the last column be Q4 2021?
2. My understanding is that the 1st quarter is the quarter that the workflow is run in, so currently it will be Q3 2020, as shown below.
3. For all other quarters I should ignore the entry date and just put the full amount in the 1st month of the quarter.
4. If the entry date falls within the first quarter, the full amount should be in the month of the entry date.
Your example Output shows that if the entry date is after the first quarter, the full amount should be in the last month of the first quarter - is this correct?
The example workflow attached has the logic implemented as described above, to match your example.
This could be achieved by creating the dates, followed by cross-tabbing.
If this solves your issue please mark the answer as correct, if not let me know! I've attached my workflow for you to download if needed.
Regards,
Jonathan
This should do it - you may have to tidy up the column names.
Hi @BhatiaSakshi , here is my solution to your post. I hope this helps.
Thanks.
Thank you so much for this....just one concern I need the period starting from month end of running date of workflow...for example If I run this workflow period should start from 31-July-20.
so only future periods should be captured.
Also amounts should get reflected in the period which ever comes first for that quarter. For eg. If I run this workflow next month periods should start from 30-Aug-20. and amount for that quarter will populate in that month for that quarter. (so amounts would come in the first month for that quarter)
Hope I am clear!!
Hello Jonathan/All,
I want to achieve something like this. Can you help.
This is created in excel.
The date for above are coming from one of the date column so we can get date from there. The main issue is this formatting in Alteryx as excel output.
Please help!
