How to subtract the payment from the Bill amount if stacked onto each other in Alteryx
This is the sample Raw Data i have
Transaction | Amount | Type |
1 | 1000 | Invoice 1 |
2 | 1000 | Payment |
3 | 1221 | Invoice 1 |
4 | 1221 | Payment |
5 | 254 | Invoice 1 |
6 | 100 | Invoice 2 |
7 | 354 | Payment |
8 | 544 | Invoice 1 |
9 | 544 | Payment |
And this is the desired output i want which subtract all the Invoice amount from the Payment amount.
Transaction | Amount | Type |
1 | 1000 | Invoice |
2 | 1000 | Payment |
0 | ||
3 | 1221.5 | Invoice |
4 | 1221 | Payment |
0.5 | ||
5 | 254 | Invoice |
6 | 100 | Invoice |
7 | 354 | Payment |
0 | ||
8 | 544 | Invoice |
9 | 544 | Payment |
0 |
Solved! Go to Solution.
payment can also be multiple times so in that case i need to subtract the summation of all the payment from summation of all the respective invoice amount which stacked above the Payments.
Let me Know if you find out
looking out for similar output
With Input
Description | 8901687006 | Total |
Ending Balance as Per Cash Sheet | 16886.9 | 16886.9 |
Ending Balance As per Bank | 16886.9 | 16886.9 |
Output
Description | 8901687006 | Total |
Ending Balance as Per Cash Sheet | 16886.9 | 16886.9 |
Ending Balance As per Bank | 16886.9 | 16886.9 |
Discrepancy | 0 | 0 |
This can be accomplished by combining the power of a few tools, namely Formula Tool, Summarize Tool, and Union! There is some separate setup that must be implemented before those tools will work for you, but that's not too complicated (as can be seen below):
Hope this helps and Happy Solving!
Can you please look into my issue
Manu thanks @CoG for the solution