Hi All
I am trying to create a monthly recon where i want alteryx to pick opening balance of the current month from closing balance of last month (as can be seen below).
Which tool i can use to make this possible?
Thanks in Advance
Sana
Solved! Go to Solution.
hi @SanaUlBari
Please find the expected solution below.
Input was:
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Many thanks
Shanker V
Hi @SanaUlBari
The workflow is created to handle the future months scenarios too.
Tested with example below:
Input is:
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Many thanks
Shanker V
Hi @SanaUlBari
Step 1: Input tool
Step 2: Record ID tool
step 3:
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Many thanks
Shanker V
Hi @SanaUlBari
Step 4: Tile tool
Step 5: Sort
Step 6: Multi Row Formula
if [Particulars]="Opening" and [Tile_SequenceNum]>1
then [Row-1:Value]
else [Value]
endif
Feel free to mark the solution of the post which helped to resolve the issue, so similar issues faced by other community members in future can be helpful to refer the solution.
Many thanks
Shanker V
Hi @SanaUlBari
Step 7: Cross tab tool
Expected Result:
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Many thanks
Shanker V
Hi Shanker
Thanks so much for your help! I am just stuck on the last step where in Crosstab i cant see option to concatenate
Am i using the correct tool?
Thanks
Sana
@SanaUlBari the list of aggregations you'll see in the crosstab tool depends on the data type of the field you're looking to aggregate. You're seeing numerical functions so I can tell the field is numerical, whereas concatenate is applied to strings. If you want to concatenate you'll need to change the data type of that field pre-crosstab.
Thanks @jamesCharnley - This makes sense now