I have a report that I created in Alteryx but need help creating a new column within the report to produce a new "Report Amount" column. There are certain "Accounts" in the report that have amounts in the "Debit" column and others with amounts in the "Credit" column. I would like to have a formula to create a new "Report Amount" column based off of some criteria. I've put the information in the attached report but here is what I'm trying to do.
If the Account column = one of the below and there is an amount in Credit column then use Credit amount, otherwise put the negative Debit amount in the new "Report Amount" column.
1. HFM_CbCUnRelRevenue
2. HFM_CbCRelRevenue
3. HFM_CbC_EBIT
4. HFM_CbC_Capital
5. HFM_CbC_RE
If the Account column = one of the below and there is an amount in Debit column then use Debit amount, otherwise put the negative Credit amount in the new "Report Amount" column.
1. HFM_CbC_TotalTax
2. HFM_CBC_CurrentProvisionTotal
3. HFM_CbC_TangAssets
Hi @adamscy
How's this? Looks like the data now has 0s instead of nulls so had to adjust for that. Maybe that was the issue all along?
Yes this worked. Thank you!