Dynamic Quarterly YoY comparison

[pokhan27]

Hi Expert

I have trying to have dynamic Quarterly YoY comparison . scenario is given below

for example: 

id	region	20-Feb	Mar-20	Apr-20	May-20	Jun-20	Jul-20	Feb-21	Mar-21	Apr-21	May-21	Jun-21	Jul-20
1	xyz	11000	15000	15000	23000	12000	9000	11000	15000	11000	12000	13000	14000

in above case i am doing qtd comparison. if i am in may 2021 and doing Quarterly YoY comparison i want to have the value as "Q1-2020+Q2-2020+May2020" i don't want entire q3 data. similarly i want to make this comparison dynamically like on june it will be "Q1-2020+Q2-2020+May2020+June2020" and in july it will be "Q1-2020+Q2-2020+Q3-2020"  and so on. can we do that in alteryx. 

[atcodedog05]

Hi @pokhan27 

If you first do the fiscal months mapping first and use the above on the fiscal months it should work.

Hope this helps : )

[atcodedog05]

Hi @pokhan27 

I have mapped the fiscal year and month as you mentioned nov-oct and processed the workflow. Please take a look into it.

Workflow:

Hope this helps : )

[pokhan27]

THank you , i have reached to this point

but

i am asking for same period comparison.

like if i am doing May 2021 data analysis and i am in the middle of the third quarter than i am comparing  "Q1_2021+Q2_2021+May2021" Vs "Q1_2020+Q2_2020+May 2020"

[apathetichell]

I believe the below is what you are looking for. The description of it as a quarterly analysis is off as you are looking for month to month comparison FY over FY. This provides that and will dynamically work with any future months or years.

[atcodedog05 · Accepted solution]

Hi @pokhan27 

Got it running total on months based on fiscal year.

Workflow:

May2020 = Q1 2020 + Q2 2020+May2020 (Fiscial calendar)

Hope this helps : )

[pokhan27 · Accepted solution]

Jst wondering Why the month and fiscal month is different

like below

[atcodedog05]

Hi @pokhan27 

That's because Nov in actual is 11th month but in fiscal year its 1st month. Isnt that the correct understanding? 

[pokhan27]

oh yeah make sense

[apathetichell]

I think both @atcodedog05 and I have workable solutions for you - so check them out and mark them correct or let us know what we need to do to improve them...

But yeah - for situations where FY and calendar year differ - using date time add to extract key info help in automation....

[atcodedog05]

Hi @pokhan27 

Happy to help : )

Just a general suggestion you need to mark the replies which helped you as solution 🙂