Need Help on Calculation

[RaviPM10]

Hi All,

Very new to Alteryx and struggling to build some calculations.

I am trying to build a workflow which is tracking a stock performance for QTD & YTD

Each Month a new record will be added to the Input File & it should calculate recent month QTD & YTD return paste it to respective tab along with BMV & EMV.

Attached Raw file along with output which I'm looking out

Thank you for your help in advance

[RaviPM10]

Hi @patrick_mcauliffe I'tried that way however its only showing 06/30 and I would need 05/31 & 04/30 along with June data.

[RaviPM10]

@patrick_mcauliffe Just checking have you got chance to look onto how to filter last quarter data in file in a dynamic way.

[patrick_mcauliffe]

Hey @RaviPM10, sorry I was out for a bit.  Did you figure this out?

As long as the dates you have in Excel are the correct dates for each period this should work fine.

If not, then what region is your Excel set to?
File --> Options --> Regional Format Settings