Transaction Analysis

Question

Hi all. I have a transaction dataset with the following fields: member ID (repeated per transaction), transaction amount, date, and whether this is a monthly or yearly payment. I'd like to output the data in a way such that I have all unique members as a column, each month as a column, and then the value each member has paid for that month as the value in the monthly columns.

For example, if member 1 paid 120 and is tagged as "yearly" in 01/15/2022, I'd like the monthly columns to show 10 for each month from 01/2022 through 12/2022. If member 2 paid 15 and is tagged as "monthly" in 02/17/2022 I'm trying to get this to show just 15 within that month. I'm having trouble getting the workflow set up as I am a new Alteryx user. Does anyone have any suggestions?

kapaal · Answer

Sure. An example data row is as follows:

Member 1 | 12/10/2022 | $120 | Year

Member 2 | 10/22/2022 | $10 | Month

I've created monthly columns for all the relevant dates and what I'd like to do is allocate the yearly members across the full year. So in this instance, member 1 should show $10 in 12/22, 1/23, 2/23, and so on. Does this help?

Prometheus · Answer

@kapaal Could you please post some sample data so it's easier to see what you're talking about?