Interface tools to allow user to select month/year or quarter data summaries

[wjam2908]

Hi, does anyone know of any sample workflows (preferably for beginners) or guides that would assist me in creating a user interface to allow selection of either monthly or quarterly data lists and summary.

Based upon an in touch date, I need to be able to advise on either a monthly or quarterly basis, whether an 'in touch' took place, and if it did so what the young person's main activity was and accommodation status.   I also need to be able to provide numbers of in touch, activity, accommodation per month, quarter.

I have already established the in touch, month, quarter, year, month/year, most recent in month and most recent in quarter but I think I might be going in the wrong direction?

I have attached a sample dataset  and any advice would be much appreciated. 

thanks in advance, Wendy

[HomesickSurfer · Accepted solution]

Hi @wjam2908 

Here you go.

This allows selection of individual or multiple months as per your defined [Month/Year] field.

See below and attached workflow.

If it works for you, please share, 'Like' and/or 'Accept as Solution'.

[atcodedog05]

Hi @wjam2908 

Here are few resources which might be helpful to you for this usecase.

https://community.alteryx.com/t5/Interactive-Lessons/Implementing-Conditional-Routing/ta-p/243117

https://community.alteryx.com/t5/Interactive-Lessons/tkb-p/interactive-lessons/label-name/Creating%2...

Hope this helps : )

[wjam2908]

Thank you so much for taking the time to do this.  I'm trying to open the workflow but it only allows me to open the questions dialogue box? sorry it's probably something i'm doing wrong but I do appreciate your help

[HomesickSurfer]

Hi @wjam2908 

Its an analytical app hence showing the interface upon open.

Within Designer, use File | Open Workflow | Browse...to view the canvas.

[wjam2908]

thank you so much!