Generate rows from beginning of Reporting Year to Current Reporting Month

[DRA2353]

Hi All,

I'm new to Alteryx and I'm having a difficult time completing what I thought was a pretty simple task. Reporting year always starts December of the previous year. The reporting month is always two months prior to current month. Can you please suggest a way to generate the target rows shown below?

Source Data :

Current Date	Start Date	Reporting Month Year	Start of Reporting Year
10/17/2018	10/1/2018	8/1/2018	2017-12-01

Target:

Current Date	Start Date	Reporting Month Year	Start of Reporting Year	Reporting Quarter
10/17/2018	10/1/2018	2018-08-01	2017-12-01	2017Q4
10/17/2018	10/1/2018	2018-08-01	2018-01-01	2018Q1
10/17/2018	10/1/2018	2018-08-01	2018-02-01	2018Q1
10/17/2018	10/1/2018	2018-08-01	2018-03-01	2018Q1
10/17/2018	10/1/2018	2018-08-01	2018-04-01	2018Q2
10/17/2018	10/1/2018	2018-08-01	2018-05-01	2018Q2
10/17/2018	10/1/2018	2018-08-01	2018-06-01	2018Q2
10/17/2018	10/1/2018	2018-08-01	2018-07-01	2018Q3
10/17/2018	10/1/2018	2018-08-01	2018-08-01	2018Q3

Thanks!

[jdunkerley79 · Accepted solution]

You need a couple of tools to do this.

Use a generate rows tool to make month entries for each month

Then a formula tool to construct the quarter description.

Sample attached.

[DRA2353]

Awesome! Thank you so much.