Need to build logic at Row level data 1

Question

Hi Experts,

Please find my requirement below.

IF mange value < 0 then "NA"

else if value > 0 and any Negative transaction in the next 3 months then "Used in 3 months" else "Unused in the next 3 months" .Condition :1 We should see data for each user individuallyFor better understanding, please see the data below.NameDateTransactionRequirementCommentsBird01-01-2022200Not used in 3 monthsNO Negative value in the next monthsBird10-05-2022-50NA Cool02-01-2022300used in 3 monthsNegative value before 3 months i.e., -30Cool03-02-2022-30NA Cool03-03-2022500Not used in 3 monthsNo negative value in the next 3 monthsCool03-07-2022-100NA Rama02-03-20221000used in 3 monthsNegative value before 3 months i.e.,-50Rama03-03-2022200used in 3 monthsNegative value before 3 months i.e.,-50Rama03-05-2022-50NA Rama03-07-2022-100NA Rama03-10-202210Not used in 3 monthsNo negative value in the next 3 monthsRama03-11-2023-20NA Main01-01-20205000Not used in 3 monthsNo negative value in the next 3 monthsMain01-02-2020100Not used in 3 monthsNo negative value in the next 3 monthsMain02-05-2021-50NA Main02-07-2021-100NA Main02-02-2022-500NA Main02-03-2022-50NA Main02-04-2023400Not used in 3 monthsNo negative value in the next 3 months

Any suggestions is greatly appreciated.

Thanks

Req 1.xlsx

ChallaSreenivasula · Answer

I have given the Output as well as in the "Requirement" column. Basically there are few conditions: 1. If Transaction amount <= 0 then "NA" 2. If Transaction amount >0 and for every positive value we need to search for negative value for the same name range and check if the date diff between 2 dates <3 months then "USED in 3 months" else "Unused within 3 months" or 3.If transaction amount >0 and no negative values for that name range or have a negative value but the date diff between two dates is > 3months then "Unused in 3 months" I hope you will get a better clarity now, please check the data below for your reference. Bird01-01-2022200Not used in 3 monthsNO Negative value in the next monthsBird10-05-2022-50NA Cool02-01-2022300used in 3 monthsNegative value before 3 months i.e., -30Cool03-02-2022-30NA Cool03-03-2022500Not used in 3 monthsNo negative value in the next 3 monthsCool03-07-2022-100NA Rama02-03-20221000used in 3 monthsNegative value before 3 months i.e.,-50Rama03-03-2022200used in 3 monthsNegative value before 3 months i.e.,-50Rama03-05-2022-50NA Rama03-07-2022-100NA Rama03-10-202210Not used in 3 monthsNo negative value in the next 3 monthsRama03-11-2023-20NA Main01-01-20205000Not used in 3 monthsNo negative value in the next 3 monthsMain01-02-2020100Not used in 3 monthsNo negative value in the next 3 monthsMain02-05-2021-50NA Main02-07-2021-100NA Main02-02-2022-500NA Main02-03-2022-50NA Main02-04-2023400Not used in 3 monthsNo negative value in the next 3 months Req 1.xlsx

geraldo · Answer

@ChallaSreenivasula

an workflow example

req1.yxmd