topic Re: Cloud Quest #21: Quarterly Profit Margins in Cloud Quests

Cloud Quest #21: Quarterly Profit Margins

AYXAcademy — Mon, 12 May 2025 23:13:02 GMT

Hi Community,

We posted the solution JSON file to Cloud Quest #20. Check it out and let us know what you think! Send suggestions to academy@alteryx.com or leave a comment below!

Let’s dive into this week's quest!

Download the provided JSON file containing your starting data and workflow files.
Upload the provided Cloud Quest 21 Start.json file into your Analytics Cloud library.
All necessary datasets are contained within Text Input tools in the workflow.

For more detailed instructions on how to import and export Designer Cloud workflow files, check out the pinned article Cloud Quest Submission Process Update.

Scenario:

For this week’s Cloud Quest, your task is to create a workflow that identifies the quarter in which your company achieves the highest profit margin with its clients. However, quarters are not defined in the traditional calendar sense. In this case, quarters are based on the length of a customer’s relationship with your company.

For example, if Customer A’s first contract started on 4/1/2018, the company defines Q1 for this client as starting on 4/1/2018, Q2 on 7/1/2018, Q5 on 4/1/2019, Q9 on 4/1/2020, and so on.

If Customer B’s first contract began on 7/1/2015, then Q1 for them would start on 7/1/2015, Q2 would start on 10/1/2015, etc.

Therefore, Q1 for Customer A begins 4/1/2018, and Q1 for Customer B begins 7/1/2015, even though these dates are years apart and occur at different times of the year.

Your objective is to determine which quarter has the highest profit margin for your clients. If you need assistance with the cost and revenue calculations, a hint is provided.

All contract data contained in the Contracts Input Data tool start on either 1/1, 4/1, 7/1, or 10/1.
Cost data is contained in the Cost Input Data Tool.

Hint: To calculate the profit percentage, you need to find the total revenue and total costs for each client during that quarter. For example, the quarterly profit percentage for Q5 includes all revenue and costs for every client during their fifth quarter with your company.

Important Formulas to Know:

Cost = Order Volume * Per Unit Production Cost

Revenue = Quarterly Premium + (Per Unit Fee for Customers * Order Volume)

Quarterly Profit Margin = (Total Quarterly Revenue – Total Quarterly Cost) / Total Quarterly Revenue

Note: We have noticed some unpredictable behavior in Designer Cloud when using the Round() function. Your Margin Percentage result may appear slightly different from the solution output.

A combination of the Summarize, Join, DateTime, Parse, and various Preparation tools should solve your problem, but not necessarily in this sequence.

If you find yourself struggling with any of the tasks, feel free to explore these interactive lessons in Alteryx Academy for guidance:

Once you have completed your quest, go back to your Analytics Cloud library.

Download your workflow solution file.
Include your JSON file and a screenshot of your workflow as attachments to your comment.

Here’s to a successful quest!

Re: Cloud Quest 21: Quarterly Profit Margins

JeffF — Wed, 13 Nov 2024 19:19:07 GMT

Re: Cloud Quest 21: Quarterly Profit Margins

AkimasaKajitani — Thu, 14 Nov 2024 10:20:47 GMT

My solution!

Re: Cloud Quest 21: Quarterly Profit Margins

Qiu — Fri, 15 Nov 2024 01:44:24 GMT

I believe the Group Function in RecordID tool is newly added. I like it.

Re: Cloud Quest 21: Quarterly Profit Margins

patrick_digan — Fri, 15 Nov 2024 12:54:22 GMT

Re: Cloud Quest 21: Quarterly Profit Margins

alexnajm — Mon, 18 Nov 2024 15:23:39 GMT

Done!

Re: Cloud Quest 21: Quarterly Profit Margins

ggruccio — Mon, 18 Nov 2024 18:02:15 GMT

Fun challenge!!! I may have found the easy way to do it...

...multi row formula by quarter

Re: Cloud Quest 21: Quarterly Profit Margins

RWvanLeeuwen — Tue, 19 Nov 2024 09:51:14 GMT

Re: Cloud Quest #21: Quarterly Profit Margins

geoff_zath — Thu, 21 Nov 2024 22:55:24 GMT

Re: Cloud Quest #21: Quarterly Profit Margins

JoachimCaronTIL — Fri, 03 Jan 2025 12:23:29 GMT

Here is my solution

Re: Cloud Quest #21: Quarterly Profit Margins

Carolyn — Thu, 16 Jan 2025 20:50:33 GMT

Solved!

Re: Cloud Quest #21: Quarterly Profit Margins

Shelbey — Mon, 07 Apr 2025 17:39:48 GMT

Re: Cloud Quest #21: Quarterly Profit Margins

bradshaw — Tue, 10 Jun 2025 12:55:16 GMT

Re: Cloud Quest #21: Quarterly Profit Margins

Erin — Sat, 26 Jul 2025 01:58:28 GMT

Re: Cloud Quest #21: Quarterly Profit Margins

mkeiffer — Mon, 28 Jul 2025 01:19:59 GMT

Here is 21!

Re: Cloud Quest #21: Quarterly Profit Margins

mirzaglamocak_alteryx — Fri, 01 Aug 2025 19:29:24 GMT

Re: Cloud Quest #21: Quarterly Profit Margins

RolandSchubert — Thu, 04 Sep 2025 13:49:13 GMT

Re: Cloud Quest #21: Quarterly Profit Margins

SGolnik — Wed, 22 Oct 2025 12:01:16 GMT

Another one done!

Re: Cloud Quest #21: Quarterly Profit Margins

Jammin_Jay — Fri, 23 Jan 2026 12:51:28 GMT

Re: Cloud Quest #21: Quarterly Profit Margins

RebekaMazuchova — Mon, 23 Feb 2026 14:21:26 GMT