Pivot (Ageing bracket) and Percentage Calculation

Hi Community,

I would like to build the workflow with the following condition and below is the screenshot of the data needed.

1. Pivot the total amount per invoice to get full amount for each invoice

2. Based on the full amount and number of days ( Final Date - Initial Date) obtained, pivot it to become the table as shown below.

3. Based on the total amount obtained , calculate the percentage for each invoice.

May i know how you guys will build the workflow to ensure all the data are captured. Appreciate if you can the working of alteryx for this.

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Accepted answers

clmc9601

Hi @SH_94,

Does this workflow produce the output you'd like?

Screen Shot 2021-03-05 at 9.50.17 PM.png

If your brackets and invoice data will be coming from the same file, you can separate them based on record id with select records or with a filter tool. I hope this helps!

ageing brackets.yxmd

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clmc9601

Hi @SH_94,

Does this workflow produce the output you'd like?

Screen Shot 2021-03-05 at 9.50.17 PM.png

If your brackets and invoice data will be coming from the same file, you can separate them based on record id with select records or with a filter tool. I hope this helps!

ageing brackets.yxmd

SH_94

Hi @ clmc9601,

Thank you for your time.

As i quite new to the Alteryx , some of the functions i not sure where to click it and how to use it.

Could you briefly explain how to use these tools and where can i find it for the items that circled in black 1 ,2 and 3 screenshot below?

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