Sum/Count values over for a rolling n period

SamThomas

Hi 

I have a report that has heavily relied upon excel up until now, where I am trying to migrate to Alteryx. I have converted 90% of this process but am on the final hurdle and was wondering if anyone could assist. 

I have a data sheet that I need to summarise on a monthly rolling basis. 

In the data sheet, there are 30 sites. Each site will be given a 1 or 0 for each day based on whether or not if performed well. 

I need to summarise these values on a rolling monthly basis to see, each week, which sites are not performing. I hope that makes sense, please refer to my data examples if not. 

My question is, how do I replicate this in Alteryx / or is there a better way to do it. Thanks in advance. 

Sample Data v2.xlsx

Sample Data current solution.xlsx

mceleavey

Hi @SamThomas ,

I'm not sure which totals you want so I've built something that give you totals by week, from which you can roll up to Month and Year.

One stream gives you the standalone total for the week (if you want to roll it up simply remove the week from the sum tool, then the month if you want it by year), the other gives the same but as a running total.

I hope this helps,

M.

rolling totals_mceleavey.yxmd