Combining Two Rows

[Jonabaldwin]

Hello,

I am still learning Alteryx and I was hoping someone could help me on how to get the desired output.

Input:

Start Date        End Date          Amt         Name

01/01/2024      01/31/2024         5             Sam

01/01/2024      01/31/2024         6             Sam

02/01/2024      12/31/2024         2             Sam

Criteria:

Jan=enter the amount if its greater than or equal to 01/01/2024 and less than or equal to 01/31/2024 and end date is greater than or equal to 01/31/2024

Feb= enter the amount if its greater than or equal to 01/01/2024 and less than or equal to 02/28/2024 and end date is greater than or equal to 02/28/2024

Expected Output should be:

Name       Jan         Feb

Sam          11           2

But I am getting this

Start Date            End Date           Amt           Name

01/01/2024          01/31/2024         11              Sam

02/01/2024           12/31/2024         2               Sam

I would greatly appreciate any help. Thank you.

[apathetichell · Accepted solution]

convert to dates -> use a date time tool - use formula to extract the 3 digit month - using datetimeformat([datefield,"%b") use cross tab- name is a key field, your 3 digit month code is the new header/amt is your value use sum as your strategy.

[Swathi · Accepted solution]

Hey there, 

Here is the workflow to tackle this. 

I hope you find it helpful. Please mark it as a solution if you are happy , It would help rest understand it is resolved.