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SOLVED

Running Total Recalculation

vvei
6 - Meteoroid

Hi,

 

I would like to recalculate: 1. get the running balance for activities; 2. to recalculate the ending balance by adding beginning and activities for each group (A, B C...). I was using summarize tool but the accounts would not align as the original data.

 

The expected output column:

clipboard_image_1.png

 

Thank you in advance! 

 

3 REPLIES 3
BrandonB
Alteryx
Alteryx

Example workflow attached! The stream at the bottom is for creating the Output Recalculation column and the Record ID tool up front is used as the field that I join it back to the original data set on. 

 

output recalculation pic.png

DiganP
Alteryx Alumni (Retired)

@vvei Here's a screenshot of the workflow. I also went ahead and added a check if the beginning balance and Running Total matches up with the ending balance.

Dataset.PNG

 

Attached is the workflow! Does this work for you?

Digan
Alteryx
vvei
6 - Meteoroid

Thank you @BrandonB  and @DiganP ! They worked well! 

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