Greetings
The ask is to replicate the logic in this excel table in Alteryx. The way I have the workflow I'm running into errors because the field does not yet exist,
The field that I'm having trouble replicating is Lbr Assoc WIP formula "Payroll+CO" - "Lbr Assoc Inv"
the calculation for these two fields
"Payroll+CO"= "Payroll Labor Mo"- "Lbr Assoc WIP" from previous month (achieved with multirow formula)
"Lbr Assoc WIP"=[Payroll+CO]-[Lbr Assoc Inv]
The issue that I'm running to is that in order to get the "Payroll+CO" need to have the "Lbr Assoc WIP" from previous month and in order to get "Lbr Assoc WIP" I need to have "Payroll+CO"
In excel they are easily formulated "Payroll+CO"=F3+I2 & "Lbr Assoc WIP"=G3-H3
Attached is a screenshot of my failed attempt and how I was attempting to accomplish this.
Month Year Invoiced Mo WIP % com Inv Built in Mo Payroll Labor Mo Payroll+CO Lbr Assoc Inv Lbr Assoc WIP
22-12 $17,952 $1,467
23-01 $68,238 $17,952 $68,238 $6,844 $8,311 $6,580 $1,731
23-02 $62,604 $17,952 $62,604 $4,686 $6,417 $4,987 $1,430
Any recommendations or ways of doing this would be greatly appreciated. I know it has to be doable I'm just no seeing how.
@BAvitia23
It will be much better if you can provide a sample data in Excel with the formulas. 😁
Just added it