In Alteryx is it possible to identify recurring transaction?
If a transaction with same Client ID, Category, Transaction Year, Transaction Day and same amount in Withdrawal/ Deposit, with similar transaction description (only difference is transaction id attached) and difference in Transaction Month, then it should be classified as recurring transaction.
In following example, only Record ID 2 and 3 should be identified.
Record ID | Client ID | Category | Transaction Description | Withdrawal | Deposit | Transaction Year | Transaction Month | Transaction Day |
1 | 1 | Cash | Cash Deposit N0035898 | 500 | 2017 | 1 | 12 | |
2 | 1 | Cheque | Cheque 789098 | 1000 | 2017 | 2 | 12 | |
3 | 1 | Cheque | Cheque 789209 | 1000 | 2017 | 3 | 12 | |
4 | 2 | Cash | Cash Deposit N0048927 | 500 | 2017 | 4 | 12 | |
5 | 2 | Cash | Cash Deposit N0049005 | 600 | 2017 | 4 | 23 | |
6 | 2 | Cash | Cash Deposit N0050112 | 600 | 2017 | 5 | 24 | |
7 | 2 | Cheque | Cheque 789789 | 1000 | 2017 | 5 | 23 |
Thanks.
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