Need to build logic at Row level data 1

[ChallaSreenivasula]

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 individually

For better understanding, please see the data below.

Name	Date	Transaction	Requirement	Comments
Bird	01-01-2022	200	Not used in 3 months	NO Negative value in the next months
Bird	10-05-2022	-50	NA
Cool	02-01-2022	300	used in 3 months	Negative value before 3 months i.e., -30
Cool	03-02-2022	-30	NA
Cool	03-03-2022	500	Not used in 3 months	No negative value in the next 3 months
Cool	03-07-2022	-100	NA
Rama	02-03-2022	1000	used in 3 months	Negative value before 3 months i.e.,-50
Rama	03-03-2022	200	used in 3 months	Negative value before 3 months i.e.,-50
Rama	03-05-2022	-50	NA
Rama	03-07-2022	-100	NA
Rama	03-10-2022	10	Not used in 3 months	No negative value in the next 3 months
Rama	03-11-2023	-20	NA
Main	01-01-2020	5000	Not used in 3 months	No negative value in the next 3 months
Main	01-02-2020	100	Not used in 3 months	No negative value in the next 3 months
Main	02-05-2021	-50	NA
Main	02-07-2021	-100	NA
Main	02-02-2022	-500	NA
Main	02-03-2022	-50	NA
Main	02-04-2023	400	Not used in 3 months	No negative value in the next 3 months

Any suggestions is greatly appreciated.

Thanks

[geraldo]

@ChallaSreenivasula 

an workflow example

[ChallaSreenivasula]

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.

Bird	01-01-2022	200	Not used in 3 months	NO Negative value in the next months
Bird	10-05-2022	-50	NA

Cool	02-01-2022	300	used in 3 months	Negative value before 3 months i.e., -30
Cool	03-02-2022	-30	NA
Cool	03-03-2022	500	Not used in 3 months	No negative value in the next 3 months
Cool	03-07-2022	-100	NA

Rama	02-03-2022	1000	used in 3 months	Negative value before 3 months i.e.,-50
Rama	03-03-2022	200	used in 3 months	Negative value before 3 months i.e.,-50
Rama	03-05-2022	-50	NA
Rama	03-07-2022	-100	NA
Rama	03-10-2022	10	Not used in 3 months	No negative value in the next 3 months
Rama	03-11-2023	-20	NA

Main	01-01-2020	5000	Not used in 3 months	No negative value in the next 3 months
Main	01-02-2020	100	Not used in 3 months	No negative value in the next 3 months
Main	02-05-2021	-50	NA
Main	02-07-2021	-100	NA
Main	02-02-2022	-500	NA
Main	02-03-2022	-50	NA
Main	02-04-2023	400	Not used in 3 months	No negative value in the next 3 months