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Matching amounts for SUM 0

stefaniadurdan
8 - Asteroid

Hello,

 

I have a complex scenario, in my opinion, where I need to highlight differently amounts which could be matched against each other to have their sum 0, but there can be multiple combinations. I tried to capture all of them in the examples below. The amounts are grouped by Cost type (Cost 1,2, etc), therefore amount of -100 from Cost 1 with amount of 100 from Cost 2 will not be a match. 

Examples of match (from same cost):

-123 with 123

500 with the following amounts: -250 and -250

-1000 with the following amounts: 900 and 100

 

They might not be necessarily one row after the other one, therefore Multi-row formula could not be used (in my opinion).

 

I have highlighted in colors the output just to be easier for you to follow my logic, how they have been matched. In the final output, I just need the "Matching pair" column to confirm whether a match has been found or not.

 

I am also not sure if this is possible to be done in Alteryx, I am trying to figure out a way and would highly appreciate your suggestions. Also partial solution is accepted (some rows still to be manually checked and confirm either they are a match or not.

 

stefaniadurdan_0-1663599454490.png

 

7 REPLIES 7
Emmanuel_G
13 - Pulsar

Hi @stefaniadurdan ,

 

Find attached the way of doing this.

 

Let me know if there is any issue and do not hesitate to mark this answer as solution if it helped.

 

Emmanuel_G_0-1663602894009.png

 

joshikalyani
8 - Asteroid

I also have similar question, i want to check if the amount is matching and resulting in zero

joshikalyani_0-1663606489581.png

If countif is 2 then i wanted to check how can i perrom sum for the 123 account

Emmanuel_G
13 - Pulsar

@joshikalyani Can you please share an excel file with input and desired output ?

joshikalyani
8 - Asteroid

@Emmanuel_G 

Added the excel, if account is matching and the amounts are rounding to 0, then i need such record

joshikalyani
8 - Asteroid

Attached file

Emmanuel_G
13 - Pulsar

@joshikalyani  Sorry but with this sample of data I can't quite understand what the problem is. Can you please provide some more data in excel?

joshikalyani
8 - Asteroid

If the amount of same account is matchoff to zero then need such record. Highlighted in yellow in sheet

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