Summarize Tool - finding total of users and total spent PER month

soulton

Hi,

I am trying to figure out the # of users who spent over a certain amount per month. I need to display the cardholder’s name, the total amount spent during the month, and the month for all who spent more than 10K per month. I am not sure why I am having such a hard time with this one. If anyone could review my workflow and assist I would be so appreciative! I am guessing it is something to do with the summarize tool to figure out the total, but the output I have been getting is not quite right.
(New here)

transactionsinFY.yxmd

sampleyeardata - Copy.csv

Yoshiro_Fujimori

Hi @soulton ,

I do not check all of your workflow, but here are some tips.

Workflow

Formula

"First day of the month" would be handy to group data with month.

Transaction Month =

DateTimeTrim(

  DateTimeParse([Transaction Date],"%m/%d/%Y"),

  "firstofmonth")

To format number to string, "ToString" function is useful.

Formatted Amount = "$" + ToString([Sum_Amount], 2, 1)

Output(amount spend during the month)

Output(spent more then 10K)

I hope this may be of some help. Good luck.

transactionsinFY(1).yxmd