Forecasting in Alteryx - Multi-Row tool help needed!

I'm trying to figure out how to put a running calculation together in Alteryx.

In the example above, we are expecting a 1% growth YoY. Data is based on our FY24 Budget so for FY25 the calculation would be 1358545.278899 * 1.01 which gets me 1372130.7316877

For FY26 the calculation needs to be 1372130.7316877 * 1.01
etc.

I'm assuming the multi-formula tool would be the one to use but I'm not sure how to write this one out. Any help would be appreciated.

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Accepted answers

philipmannering

Hey @Analyst323

It is the multi-row formula. Something like this should work,

One pct growth.yxmd

philipmannering

Try using the same formula that I have but checking the fields you want to 'reset' by or 'Group by'. see screenshot...

philipmannering

Attaching the workflow...

One pct growth.yxmd

All comments

philipmannering

Hey @Analyst323

It is the multi-row formula. Something like this should work,

One pct growth.yxmd

Analyst323

Hi @PhilipMannering,

Amazing, thanks, that worked...To add to that - I need the running calc to "reset" once the Account Category and Balancing Unit changes.

I was thinking it would be something like this
if isnull([Row-1:Budget]) and [Row-1:Account Category]=[Account Category] and ([Row-1:Balancing Unit]=[Balancing Unit])
then [FY24 Budget]
else [Row-1:Budget]
endif * ([Rate]+1)

But that doesn't appear to work.

philipmannering

Try using the same formula that I have but checking the fields you want to 'reset' by or 'Group by'. see screenshot...

philipmannering

Attaching the workflow...

One pct growth.yxmd

Analyst323

Thank you, that worked!

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