Hi Alteryx Team,
Kindly need your help to create the workflow as attached below, since im newby in Alteryx.
Current
| GL Amount |
1000 |
| 2500 |
| -2000 |
| -1500 |
Expected
| GL Amount | Incoming | Outgoing |
| 1000 | 1000 | |
| 2500 | 2500 | |
| -2000 | -2000 | |
| -1500 | -1500 |
Thank you.
Lydiea
Solved! Go to Solution.
Hi @Lydieatantra , I have created two approaches to get the desired output please refer to the screenshot and workflow attached.
Thanks
Hi @grazitti_sapna ,
May i raise the other question regarding my workflow ?
Actualy i need to summarize the data has been created before. I just want to show the decription for "NOT RECONCILE" items.
Please see my data below :
Current
| Description | Status | Name | Value | Source |
| payment 1 | RECONCILE | Incoming | 1000 | GL |
| payment 2 | NOT RECONCILE | Outgoing | -1500 | GL |
| payment 5 | NOT RECONCILE | Outgoing | -1000 | GL |
| payment 3 | NOT RECONCILE | Incoming | 2000 | GL |
| payment 4 | RECONCILE | Outgoing | -3000 | GL |
Expected
| Name | Status | Description | Value |
| Incoming | RECONCILE | 1000 | |
| Incoming | NOT RECONCILE | payment 3 | 2000 |
| Outgoing | RECONCILE | -3000 | |
| Outgoing | NOT RECONCILE | payment 2 | -1500 |
| Outgoing | NOT RECONCILE | payment 5 | -1000 |
| GL Movement | -2500 |
Hoping i can get the solution 😉
Thank you.
Lydiea
Hi @Lydieatantra ,
I have created workflow which just show the description for "NOT RECONCILE" items (as per your requirement.
Please find the below alteryx workflow.
Thanks
Hi @Lydieatantra , I have tried to work on it please refer to the workflow and attachment if this looks fine to you?
Thanks.
Hi @grazitti_sapna ,
Thank you for your help.
And how about if i want to add a new row to create the different from 2 rows.
The additional row is for [Different] = [Bank Movement] - [GL Movement]
Current
| Source | Name | Status | Value |
| Bank | Incoming | 2500 | |
| Bank | Outgoing | 500 | |
| Bank | Bank Movement | 2000 | |
| GL | Incoming | RECONCILE | 5000 |
| GL | Outgoing | RECONCILE | 1500 |
| GL | Outgoing | NOT RECONCILE | 500 |
| GL | Outgoing | NOT RECONCILE | 1000 |
| GL | GL Movement | 2000 |
Expected
| Source | Name | Status | Value |
| Bank | Incoming | 2500 | |
| Bank | Outgoing | 500 | |
| Bank | Bank Movement | 2000 | |
| GL | Incoming | RECONCILE | 5000 |
| GL | Outgoing | RECONCILE | 1500 |
| GL | Outgoing | NOT RECONCILE | 500 |
| GL | Outgoing | NOT RECONCILE | 1000 |
| GL | GL Movement | 2000 | |
| Different | Movement | - |
Thank you.
Lydiea
Hi @grazitti_sapna ,
From your workflow i see that you spesific put the amount of 0 in the formula.
What if the different has a different result amount, lets say 1000 or -1000.
Because to get the different amount is from [bank movement] - [GL movement].
Thank you.
Lydiea

