2023: Week 10 - What's my Balance on this day?

 Challenge by: Jenny Martin

Data Source Bank's customers are thrilled with the developments from last week's challenge. However, they're not always the smartest... If a transaction isn't made on a particular day, how can the customer find out their balance? They filter the data and no values appear. Looks like we'll need to use a technique called scaffolding to ensure we have a row for each date in the dataset.

Input

Our starting dataset is the same as the output for last week's challenge:

Requirements

  • Input the data
  • Aggregate the data so we have a single balance for each day already in the dataset, for each account
  • Scaffold the data so each account has a row between 31st Jan and 14th Feb (hint)
  • Make sure new rows have a null in the Transaction Value field
  • Create a parameter so a particular date can be selected
  • Filter to just this date
  • Output the data - making it clear which date is being filtered to

Output

Example output from 1st Feb:
***Updated 13.03***
  • 3 fields
    • Account Number
    • Balance
    • Transaction Value
  • 3000 rows (3001 including headers)
You can download all the output from here

After you finish the challenge make sure to fill in the participation tracker, then share your solution on Twitter using #PreppinData and tagging @Datajedininja, @JennyMartinDS14 & @TomProwse1

You can also post your solution on the Tableau Forum where we have a Preppin' Data community page. Post your solutions and ask questions if you need any help! 

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