Forecasting in Alteryx - Multi-Row tool help needed!

[Analyst323]

I'm trying to figure out how to put a running calculation together in Alteryx. 

In the example above, we are expecting a 1% growth YoY. Data is based on our FY24 Budget so for FY25 the calculation would be 1358545.278899 * 1.01 which gets me 1372130.7316877

For FY26 the calculation needs to be 1372130.7316877 * 1.01 
etc.

I'm assuming the multi-formula tool would be the one to use but I'm not sure how to write this one out. Any help would be appreciated.

[PhilipMannering · Accepted solution]

Hey @Analyst323 

It is the multi-row formula. Something like this should work,

[Analyst323]

Hi @PhilipMannering,

Amazing, thanks, that worked...To add to that - I need the running calc to "reset" once the Account Category and Balancing Unit changes. 

I was thinking it would be something like this
if isnull([Row-1:Budget]) and [Row-1:Account Category]=[Account Category] and ([Row-1:Balancing Unit]=[Balancing Unit])
then [FY24 Budget]
else [Row-1:Budget]
endif * ([Rate]+1)

But that doesn't appear to work.

[PhilipMannering · Accepted solution]

Try using the same formula that I have but checking the fields you want to 'reset' by or 'Group by'. see screenshot...

[PhilipMannering · Accepted solution]

Attaching the workflow...

[Analyst323]

Thank you, that worked!