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Some finance processes in the tax world require you to monitor the balance of various accounts over time. The problem is, just like your personal bank account there isn’t always a change in balance every day. Meaning if you were to plot this data on a graph there would be gaps in the information for which there was no change. The way to solve this in Alteryx comes in two steps, first we need to identify exactly what dates are missing data and create rows for them in our dataset. Then we need to run calculations on this data to determine what the balance should be on the days that had no change.
The Visual Layout tool which we showed off at the Inspire Product Keynote will be shipping in the Lab in 11.3! Check out this article to get a rundown on the new tool and where to submit your feedback.