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Alteryx designer Discussions

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

Using Ending Balance from Previous Workflow as Beginning Balance in Current Workflow

Meteor

Hi,

I've created a workflow that loads the first month's beginning balance and activity, and then generates the ending balance. What I'd like to do is use the ending balance from that workflow as the beginning balance in the next workflow for the following month. What's the best way to achieve this?

 

Thanks,

Johnny

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Comet

It sounds like developing an "iterative macro" might be a solution -- see this article for a description of how these work. 

Nebula
Nebula

Hi @johnnykoung 

 

Start out by storing your initial values in a database, either Alteryx .yxdb, SQL, or even a permanent .csv file along with a start date. Set up your workflow to read your initial values from this database, filtering for the most recent records. Process the values and write out the results to the db with a new time stamp .  The next month when you run your workflow the process will repeat.  Appending the results back into the db gives you an audit trail as well.

 

Dan

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