Need help in getting Prv Year Demand Unit Data Logic

TE271203

Hi everyone,

I’m trying to build a Prior Year (PY) Demand Units logic in Alteryx, but my use case is a bit different from standard YoY calculations.

Data Structure

• Data is snapshot-based (not transactional)

• Example snapshots:

  • Mar 7, 2026 → Current Year (CY)

  • Mar 1, 2025 → Prior Year (PY)

• Each snapshot contains:

  • Historical Demand (past weeks)

  • Backlog + SA Units (future weeks)

Requirement

For each snapshot, demand is calculated as:

• If Fiscal Week < Snapshot Week → use Historical Demand

• Else → use Backlog + SA Units

Then:

• CY should use 2026 snapshot

• PY should use 2025 snapshot

• Both should align on Fiscal Month/Week for comparison

Challenge

• PY cannot be calculated using simple Date - 1 year logic

• Because:

  • Data is stored per snapshot

  • Future values differ per snapshot

• I need to:

  1. Join or align snapshots (CY vs PY)

  2. Apply the same conditional logic

  3. Output aligned CY vs PY demand

Question

What is the best approach in Alteryx to:

• Align two snapshots (current vs prior year)?

• Apply conditional logic based on snapshot week?

• Ensure proper week/month alignment for reporting?

Would this be best handled using:

• Multi-Row Formula?

• Self-join on relative week?

• Or a different approach?

Any guidance or workflow examples would be really helpful.

I am currently trying to solve this in Tableau using LOOKUP but facing alignment issues.

Thanks in advance!

OTrieger

@TE271203 
If the data comes from different sources/files you will need a tool that can join data, some of the options will be to use Find and Replace or Join Tools to align the data.