Alteryx Designer Desktop Discussions
Find answers, ask questions, and share expertise about Alteryx Designer Desktop and Intelligence Suite.
This is kind of a pain.
I need to compare two multi-year plans to see how last year's projections stack up to this year's plan. Sample workflow attached.
The desired format is awkward and proving difficult.
About the data:
The data comes in from different sources. Last year's plan is broken into 2 inputs. This year's plan combines them into one.
(Yes, the labels are a bit different, but you will see the data is consistent.)
There are two categories (D and P). If PROJ,is null then ID LINE is the unique ID. If PROJ is not null, then PROJ ID is the unique ID.
PBR is the plan year. BY is the place in the plan (B+0=BY1 and can be ignored). BY is date agnostic FY is derived from BY and the year of the plan and corresponds to real world dates (at least the year and month, the day helps in charting). BY2, BY3.... can be ignored.
QUESTION/DESIRED FORMAT
The source data comes in a data down format. I need to summarize 2022 entries against select corresponding 2021 years.
| PBR | ID LINE | ID PROJ | PY (from (2022) | BY1 (From 2021) | CY (from 2022) | BY2 (from 2021) | BY1 (from 2022) | DIFFER (of 2 preceding columns) |
| 2022 | 506N-0152-A | 12341423 | 13412 | 14124 | 124213 | 984213 | -4646 | |
| 2022 | 1506N-0152-Q | 48 | 48 | 48 | 48 | 36 | -12 |
