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Hi Alteryx Team
How do I gain an output in such a way that
Type should be the same(Right type - initial and Type - initial), as well as the Direction should be opposite (Right Direction - outgoing and Direction - incoming) then the Right Amount should add with the Amount (78+74 = 152)
If type is variation and doesn't have and Direction is Incoming or outgoing but doesn't have a link with a Right_Type Variation the Amount would be just 125
Input -
Name | Amount | Type | Direction | Right_Name | Right_Amount | Right_Type | Right_Direction |
ABC Co. | 78 | Initial | Incoming | ABC Co. | 74 | Initial | Outgoing |
ABC Co. | 125 | Variation | Incoming | ABC Co. | 74 | Initial | Outgoing |
Output -
There should be 2
Name | Amount | Type |
ABC Co. | 152 | Initial |
Name | Amount | Type |
ABC Co. | 125 | Variation |
Please Help
Hi @stevegeorge ,
I attached a workflow with the solution I came up with. I'm not sure I correctly understood all the conditions but If not, you can customise the conditions within the formula tool.
Don't hesitate if you have questions or need more details.
Have a great day !
Kind regards,
Jean-Baptiste
Hi @stevegeorge
I think that this can be achieved using a Formula tool and IF statements to build this logic.
It may require some adjustments as I am not sure if I fully understand your current problem, but the attached workflow should help with this.
Let me know if you have any questions
Thanks
Will