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Alteryx designer Discussions

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Aging Report for A/R


Hey Community,


I'm needing help one more time!


I'm working with a raw data sample trying to separate the A/R aging report into groups 1-30, 31-60, 91-120, 121-150 and 151-180. Previously, I was able to take the Raw Data (Raw Data attachment below) and create a pivot table showing just the "Days Late" and "Total Amount Due" in the pivot table. Once I did that, I was able to group them doing, "Group > Starting at: 1 | Ending at: 180 | By: 30", and it would generate a break down of the total amount due within each of those ranges (refer to Completed Data attachment; worksheet "pivot table"). I'm essentially trying to yield the same data in the pivot table worksheet and the 60-90 day worksheet, but instead of Excel, using Alteryx. In the raw data I'm using today's date as, 12/31/2021.


When I first attempted this, I did Input Data using my Raw data, then went to the Filtering command, but can't seem to figure out a way to run multiple filters. Again still new to this program, so I could already be messing up from the get-go. If you know how to do this, could you please provide the workflow showing me what steps you're taking so that I can mimic it?


Thanks in advance,



Hi @JUSTiiN 

The Summarize Tool is most similar to the pivot table function in Excel.

Check out Alteryx for Excel Users for other common excel functions.


@JUSTiiN I think you posted twice. Check out my reply on the other post. It has the workflow attached.


@DiganP, yes, sorry! I mistakenly posted this under another thread, but I guess it was corrected by someone? My apologies!