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Alteryx Designer Desktop Discussions

Find answers, ask questions, and share expertise about Alteryx Designer Desktop and Intelligence Suite.

Dynamic Rolling back 3 months from the Current month

shivanand612
7 - Meteor
‎07-18-2023 11:01 AM

Hi All,

 

I have data set that I need to take the number based on the month.

EX: if the current month is June'23 then  I need a data from Octo'22 to Mar23 and Data should always start from the Oct month. if the new year starts (jan24) then Data should capture for the Octo23 month(Rolling back 3month)

 

Below is the data set 

Data Set
DateSaleSales Persons
10-01-20224538814
11-01-20222352536
12-01-20223064993
01-01-20235931311
02-01-20233474075
03-01-20234907416
04-01-20235509274
05-01-20236604011
06-01-20235271525
07-01-20234780251
08-01-20235883028
09-01-20236340189
10-01-20232548661
11-01-20232491959
12-01-20235609749
01-01-20242369079
02-01-20245347932
03-01-20243306650
04-01-20249285166
05-01-20248619878
06-01-20248319988
07-01-20243653934
08-01-20243706451
09-01-20242491950
10-01-20245609766
11-01-20242369078
12-01-20245347988

 

Result that I need 

 

Data SetResult
DateSaleSales PersonsCurrent PeriodAvg Headcount
10-01-20224538814  
11-01-20222352536  
12-01-20223064993  
01-01-20235931311  
02-01-20233474075  
03-01-20234907416  
04-01-20235509274  
05-01-20236604011 AVERAGE(Oct'22 to Mar23)
06-01-202352715255271540.83333333
07-01-20234780251  
08-01-20235883028  
09-01-20236340189  
10-01-20232548661  
11-01-20232491959  
12-01-20235609749 AVERAGE(Oct'23)
01-01-202423690792369061
02-01-20245347932  
03-01-20243306650  
04-01-20249285166  
05-01-20248619878  
06-01-20248319988  
07-01-20243653934  
08-01-20243706451  
09-01-20242491950  
10-01-20245609766  
11-01-20242369078  
12-01-20245347988  

 

Thank you

 

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3 REPLIES 3
geraldo
13 - Pulsar
‎07-18-2023 11:39 AM

@shivanand612 

 


these 2 months that you put in the sample can understand and apply the formula, but the other months feb, mar, apr .. how is the calculation?

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shivanand612
7 - Meteor
‎07-18-2023 12:14 PM

Hi geraldo,

 

below is the example for Feb, Mar and April

12-01-20235609749   
01-01-202423690792369061AVERAGE(Oct'23)
02-01-202453479325347960AVERAGE(Oct'23&Nov'23)
03-01-202433066503306656.33333333AVERAGE(Oct'23, Nov'23 and Dec'23)
04-01-202492851669285162AVERAGE(Oct'23, Nov'23,Dec'23&Jan'24)

 

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geraldo
13 - Pulsar
‎07-18-2023 12:47 PM

@shivanand612 

 

an workflow example

I left months 11 and 12 for you to analyze in the multrow tool

rolling.JPG

 

Dynamicrolling.yxmd
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