Group By Month

[MarekRe]

Hi

I have two columns - Date (YYYY-MM-DD) and Sales.

What I want to do is to group (summarize) sales by Month. How can I do this in Alteryx? I have tried many things and looked for the answer on the group, but no luck..

This should be really simple.

thanks

[echuong1]

You'd need to create another column for Month that is derived from your Date, and then use that as a Group By in the Summarize tool.

See below and attached for an example.

Hope this helps!

[MarekRe]

thank you @echuong1 

can you help me to get this column in the YYYY-MM format?

[echuong1]

You can use the DateTime tool within the Parse palette to convert your fields to alteryx recognized dates.

[szade1 · Accepted solution]

Hi @MarekRe ,

Once you get the date field from DateTime tool, you can format it as you like.

for ex: formula - DateTimeFormat([DateTime_Out], "%Y_%m") will give you the date in YYYY_MM format.

Hope it helps!

Thanks,

S.

[MarekRe]

I didn't find a way to select the desired output. With this tool, I can only select the desired input. Never mind, answer from @szade1 solved the issue. Thank you for trying.