Hello,
I want to reduce the reserve we have for certain months. But since the months always change this needs to be dynamic. I want to make it so that if we get claims in April it will reduce the April reserve, then if April reserve is less than 0 it will reduce the reserve of the previous month and then if that month also has a zero balance then reduce from the next, and so on....
I have attached a sample workflow that I have so far. I am stuck on the logic of creating the formula for reducing previous month's reserves if less than 0 since the column headers always change. We need to keep track of each month's reserve balance.
Solved! Go to Solution.
Hi @markalves - This sounds like a use case for an Iterative Macro:
- https://community.alteryx.com/t5/Interactive-Lessons/tkb-p/interactive-lessons/label-name/Macros
- https://community.alteryx.com/t5/Videos/Build-Your-First-Iterative-Macro/td-p/55565
Hi @markalves!
I set out to build a interative macro to help you. When I looked closer at your sample data, I saw an easier solution!
Let's give this a try:
The provided sample dataset was very small, but this should be a dynamic solution no matter how many parts # and months you have. Will you hook this up to your real data and let us know if it does the trick?
Thanks,
Deb
This worked perfectly. Thank you so much.
You're welcome! Glad it helped!
It turns out that the workflow does not work if there are more than 2 months of reserve. If there is 3 months then it adds more reserve than I originally had. I have uploaded your workflow with the addition of another month of reserve. How can we solve this? 100+100+100-120 should = 180 but in the workflow it equals 260.