Spend Allocation over # of Years based on Start Date

Question

Hello -

I'm trying to allocate spend based on the start date, number of months and how much spend hits each year. To make matters worse I'd ideally like to use my fiscal calendar. Columns Est Fiscal Spend by Year is what I'm looking to create as calculated fields. Is there a formula I can make in Alteryx to quickly calculate this for me like there is in Excel cause I'm stuck at the moment.

AlteryxTrev · Accepted Answer

You can probably make it work with a variation of this formula: DateTimeDiff(dt1,dt2,u)

dt1 and dt2 are the start and end dates such as the last day of a given year and your effective date.

u is the unit type that you are trying to count between these days. For this instance, you would likely want to use "days" in this spot.

Good luck!

OTrieger · Accepted Answer

@bebrown 
Replicating Excel formulas might be very challenging thing. Some of the excel formulas have a very complex calculations running in the background and to be able to replicate it you will know what is the exact calculation., and some are very simple, such as average, sum which are more trivial.

Alteryx tried to find solution to it with Summarize Tool you have there some special formulas however you do not have all the formulas that you have in excel.

So as long as you know how to calculate what you want then you can create it with formula tool.