Multi row formula - how to calculate previous row

Question

Hello,

I have a complex data which I tried to create a sample of below - it looks odd but it has all columns I need for the output.

Essentially I have a field called EW_SO which when I roll up to a level of File date (3 different dates) I'd like to calculate the previous EW_SO. Sounds simple but I am unable to figure it out.

Expected outcome

DA_FileDateSum_EW_SOSum_EW_Prevous_SO31-10-23                     410,559                                 4,37428-04-23                          4,374                        1,697,09031-10-22                1,697,090                                          -

Random sample.xlsx

Random sample.yxmd

RadkaLloyd · Answer

Hiya, thank you so much for your help, I have tried to get my head around it, but it seems that it only works if the records ID is in view. Sorry I'm not very advanced in Alteryx so I use summary tools to see that data best, you'll see 2 summary tools one with and without the Record ID. I need to be drilling through the data by Manager of Beneficiary so I had to pass all the data through the select tool, and it makes it a bit more complicated - for me :-)

Random sample v01.yxmd

cpet13 · Answer

Hi @RadkaLloyd , I believe this will get you what you need. In essence, you create a recordID field, create a column for the previous record, find the previous record's sum, then join it back together. Attached is how that works.

Random sample.yxmd