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Hey @Kirstyp
Welcome to the community, and congratulations on your first post!
Are you able to provide some sample data to work through - that would really help to get you back on track as soon as possible?
Here's a reference that may help: https://community.alteryx.com/t5/Welcome-to-the-Alteryx-Community/Posting-for-fastest-possible-solut...
it is possible to fill in data-gaps like you're referring to (we've used Generate Rows, or also joins in some cases) and when we can look at some sample data, it should be possible to get the solution you need.
Cheers
Sean
Hey Kristy - I must apologise, but the attachment seems to have dropped off again - I've checked with both Chrome & Edge to be sure.
Would you mind checking if you can see your attachments on your two queries?
Hey @Kirstyp!
Can you please try attaching your actual workflow, not just the snippets in the Word doc? Will help so we don't have to try to guess at your formulas & configurations... you should be able to attach the workflow you've prepared so far the same way you were able to attach the Excel sample & Word doc, using the "Choose Files" options at the bottom of your response... once I can see the workflow you're starting with, I should be able to provide some suggestions for modifications that will give you the calcs you're looking for! Thanks!
Cheers,
NJ
Okay, so I was able to borrow pieces of the other workflow that we worked on to achieve what I think you're trying to do... essentially determining which Fiscal Year & Fiscal Month a client was active in, and then summarizing accordingly. Take a look at the attached, let me know if those numbers look in line with what you were expecting to see? Hope this helps! And I always like it when a segment of a workflow can be borrowed again... I'm all about reusing the stuff that works!
NOTE: While testing out some of my ideas, I discovered that you might have some "bad" data in there related to dates that are after today's date (later in 2017), and then in a couple cases it appears to be a case of transposition, as there were at least two records with ending dates in 2107 instead of 2017... so you might want to take a look at your data and run a few checks to make sure your dates are entered correctly in the original data in the first place. :)
Cheers!
NJ