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I took a stab at the balance sheet, using a join and summarize tool. Workflow is attached as a package--I just did three of the month columns. Hopefully, you can use that as a template for the income sheet process as well.
hi @MeganDibble ,thanks for taking time to check my topic. I already know how to create a workflow with the output you provided.
What I need is how to have it presented the way it looks like in my file provided. As you can see, there are totals in each of the type of GL account on the first and second column and a Grand Total at the bottom.
Yes. It is possible to generate report same as above formatting however, As you can see, we can apply filter in pivot table in excel which is not possible via Alteryx. Alteryx report is static report with no dynamic filters.
Below is the snapshot of the report we can generate using Alteryx. Let me know if this is what you are looking for?
hi @Amol_Telore , in relation to the above report generated, i would also want to have a 3 columns for the current , prior month, as well as their increase and decrease. In this case, the last reporting date is July, so can Alteryx pick up this as the current, while the prior will be June. and the difference between the two months will be the increase/decrease. They may look like this, to be located after the POC column: