split transactions

[yasin]

Hi All,

I"m working on credit card transaction big data file trying to find:

- split transaction for the same person for the same vendor total amount $3000.

- Purchase split between two cardholders for the same vendor total amount more than $6000.

I have attached sample data i work on.

I appreciate your help in advance

Thank you

[benakesh]

Hi @yasin ,

There are no  records  to test   your conditions  in sample data .  

I have used smaller amounts ( 200 and 400 )  for testing.

- split transaction for the same person for the same vendor total amount $3000.  : Summarize by vendor and name . Use filter to check amount >  3000

- Purchase split between two cardholders for the same vendor total amount more than $6000. : Summarize by vendor and name. Join same data using vendor and filter to exclude same person . Calculate total and check if amount > 6000.

[yasin]

Thank you for your response.

Would you please briefly explain the first solution and the second one please.

Thanks

[benakesh]

Hi @yasin ,

Added explanation/logic to  original message  .

[yasin]

I appreciate you.

[benakesh · Accepted solution]

Hi @yasin ,

The wf  includes  summarize , join and some formula to extract transactions matching different rules. 

[yasin]

THANK YOU. I  APPRECIATE YOUR HELP