Issue in creating dynamic summary table where field name should change every month

Question

Hi Everyone ,

I am new to Alteryx and got my first project of creating summary ( Pivot table) attached the screenshot. I have a column "Posted Month" which consists different months like current month , current -1 , current -2. I need to create pivot where these values have to come in  fields. The challenge is to make these field name dynamic , currently join tool,sort tool and table tool hard code the column name value to June , July and August but when next month Input file will update and July , August and September month data will come then It will give error and incorrect result.

I want to make changes in workflow like that  it will every time create summary table for the months available in data instead of fixing the name of the month . I am attaching screenshot of workflow I created and output I want.

I would appreciate if anyone could help me with that. Many Thanks in advance.

Thanks & Regards,

Yashika

desired output.PNG

workflow.PNG

messi007 · Accepted Answer

@YashikaVaish,

I think you have to use a geniric column like M-3, M-2 and M-1

1- M-1

IF DateTimeDiff([End date], [Start Date],"Month")=1
then [Value]
else 0
endif

2-M-2

if DateTimeDiff([End date], [Start Date],"Month")=2
then [Value]
else 0
endif

After that you do your transpose on those column instead of the Aug, July which are note stable because they will change next run.

After that you can rename M-3, M-2, M-1 with the month in question (Have to think about renaming dynamically the column).

hope that Help!

Regards,