Sum transactions for multiple rows and with multiple criteria

[Rumanais]

Hello,

I was hoping someone could help me find a solution of this specific problem that I am trying to solve using Alteryx Designer.

I am attaching a spreadsheet with 3 account examples.  

 Goal: The highlighted transaction amounts (TX_AM) where the transaction dates are less or equal  (<=) to the TERM_DT should add up to the MISC_AM for the account.

I have created a record ID for each account. The ACCT_NB, TRMNT_DT & MISC_AM are the same for all records for each account. 

I would appreciate any help!

Thank you

[JaeLim]

Hi @Rumanais,

If I understand what you are trying to do correctly, a combination of running total and formula tool should get you where you need to! Please refer my solution below. 

Hope this helps!

[atcodedog05]

Hi @Rumanais 

You can achieve this using Reporting tools like below

Output:

Hope this helps : )

[Rumanais]

Hi JaeLim,

Thank you so much for your quick and very helpful response.

Your solution was almost right on! I just had to update the formula to rename the output values. However, as I was proceeding with my work, I realized I needed this workflow to do a little more, particularly when the logic is not being met and needs to be further reviewed.

I could add some more formula tool to achieve what I needed to do, but I wanted to run it by you to see, if there is a better way of doing it!

I am adding the updated spreadsheet with the desired output ("Ideal output" column) along with the output your workflow provided. I have also added some additional note for further clarify the need within the spreadsheet/dateset file.

Thank you so much!

[Rumanais]

Hello atcodedog05,

Thank you for your response!

I actually needed to sum the transactions amount based on the criteria I mentioned in my earlier post.

Hope this helps.