Current Quarter, Y/Y and Q/Q Sales

Question

I am new to Alteryx. I need to create the workflow with normalized Y/Y and Q/Q values. For example I need to compare the first 3 days of June 2021 to the Prior quarter which will be first 3 days of March and Prior Year will be first 3 days of June 2020. Attached is my workflow which has Month, Quarter and month day.

Thank you

AES Workflow.yxmd

dimps20 · Answer

I have attached Alteryx packaged file ('yxzp' extension). Thank you!

New Workflow.yxzp

shreyanshrathod · Answer

Hi @dimps20 ,

Data from files can not be shared with an 'yxmd' extension.

You will have to EXPORT the workflow into an ALteryx packaged file ('yxzp' extension).

Share that packaged file.

OR

Copy your sample data and paste it into TEXT INPUT tool and then you can share a normal Alteryx workflow.

Regards,

Shreyansh

dimps20 · Answer

I am sorry for not posting my workflow. and not be specific. I have attached it this time. I have two file types for each quarter. One is aggregate and other is non aggregate with month day. I need CQ, Previous Year and Previous Quarter sales. For example, if the Quarter includes months (May, June and July), I need whole May month sales and 3 business days sales for June month in CQ, same logic will apply for Previous Quarter which includes (Feb, March and April), it will include whole Feb month sales and 3 business days for March month and for Previous Year - whole May month and 3 business days sales for June month.

New Workflow.yxmd