How to Calculate Current Month Fields Using Previous Month Data with Multi-Field Formula

[BhaktiU]

Hi,

Hello Alteryx Community,

I have a use case where I generate five columns every month based on the current month. Column A contains multiple account numbers, and the data for Column A and the column with the current month's header comes from a separate file.

I need to calculate some fields in the current month's columns by referring to the previous month's columns. I'm trying to use the Multi-Field Formula tool to achieve this, but I'm unsure how to dynamically reference the previous month's column within the formula.

Here's a brief overview of my data setup:

Columns are named by month e.g.,

Feb 2025

(Jan 2025 Principal + Interest) + Feb 2025

Interest on Feb

Round Interest

Feb Principal + Interest

I want to calculate the fields by formulas as per the input file

Could someone guide me on how to set up the Multi-Field Formula tool for this purpose, or suggest an alternative approach if necessary?

Thank you for your help!

[OTrieger · Accepted solution]

@BhaktiU 
I guess the main challenge here that month names will change so you cannot use these headers. What you can do using Field Info tool is getting the list of headers then add RecordID and by using Dynamic Rename tool change the names to the RecordID then apply a Multi Field Tool, on the new headers, which will be static from month to month, get the calculation done and then use another Dynamic Rename tool to return the original headers.

[BhaktiU]

Hi,

Thank you so much. it worked with a little tweak as per my solution.