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Alteryx Designer Desktop Discussions

Find answers, ask questions, and share expertise about Alteryx Designer Desktop and Intelligence Suite.

Setting off payments with outstanding balance with certain criteria

Abin_Abraham
5 - Atom
‎09-22-2023 06:26 AM

I have a data set with invoices raised on different customers and the payments received subsequently. I need to set off the payment received in month X with Invoice raised in month X or Month X-1 and the netted off amount should appear as balance for the invoice. Sample input file and the required out put file is attached.

 

 

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caltang
17 - Castor
17 - Castor
‎09-22-2023 10:33 PM

The logic isn't too clear, how are the instances of Month X and Month X-1 accounted for?

Calvin Tang
Alteryx ACE
https://www.linkedin.com/in/calvintangkw/
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