Keeping inventory for each group item

[Nevi1211]

Hi all, 

I have a problem I haven't managed to solve yet.

I have an inventory to keep track of for a given set of items. I found a way to get it using transpose and multi row formula but can't get Alteryx to differentiate between each item.

Here is an example of the table that I have to work with. I'm trying to get the 2 yellow columns. Inventory get opening + transactions column added cumulatively for each item code.

Closing is the position at then end when everything has been added.

ITEM CODE	Transactions	ORDER DATE	opening	Inventory	Closing
XXX	100	04/04/2022	0	100	200
XXX	150	27/05/2022	0	250	200
XXX	50	29/06/2022	0	200	200
YYY	200	04/04/2022	1000	1200	1100
YYY	-150	04/05/2022	1000	1050	1100
YYY	-50	17/06/2022	1000	1000	1100
YYY	100	29/06/2022	1000	1100	1100

Any help would be very appreciated.

Many thanks,

Nev

[ChrisTX]

Take a look at the Running Total tool. 

Or you can use two Summarize tools, both with a Group by on Item Code. The first Summarize would capture the First value for Opening.  The second Summarize would calculate the Sum of Transactions.  Then Join the two Summarize results together and calculate Opening minus Inventory.

If you post your sample data as a table, not an image, it's easier to help mock up an example workflow.

Chris

[Nevi1211]

Hi Chris,

Thanks for your reply. I just edited my post with a table. I will try your solution now and let you know.