Creating workflow for multiple tabs interlinked data

[vshetty7]

So attached is the sample data which i need to create in Alteryx. Output needed - as reflecting in monthly report tab and monthly pivot also needed.

I tried but getting stuck in two areas. 1.)  After that pivot not able to perform a selective sum 2) Once done how to link the result of that into the third tab (monthly report). Appreciate your assistance.

[Yoshiro_Fujimori · Accepted solution]

Hi @vshetty7 ,

Here is one way to do it. I hope it works.

As the summary conditions need to be defined one by one, you would need to filter and summarize for each.

Workflow

[vshetty7]

Many Thanks @Yoshiro_Fujimori. This should work for me. Like the way you used the custom filter by that formula and the apend tool. I was trying to do it from join tool but was not able to progress and had many steps. Thanks again.