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Alteryx designer Discussions

Find answers, ask questions, and share expertise about Alteryx Designer.

Aging Report for A/R

Meteoroid

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,

JUSTiiN

Alteryx
Alteryx

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.

Alteryx
Alteryx

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

 

https://community.alteryx.com/t5/Alteryx-Designer-Discussions/Aging-Report-for-A-R-Data/td-p/479437

Digan
Alteryx
Meteoroid

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

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