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MAT (Moving annual total) and Calendar year calculation

Achint
7 - Meteor

HI All, Its been a couple of weeks that i've started working on Alteryx and require assistance in dynamically calculating MAT (Moving annual total) and Calendar year. This request should be quite common in data analysis although i wasnt able to find a proper solution to this in the community

 

Please find below example of dataset which needs to be used along with screenshot of data:

 

MAT:

We are provided with Quarter data for each year using which we should find the MAT value like:

Example 1 : If we calculate MAT Q4 2020, it should be the sum of 4 previous quarters starting from  Q4 2020 i.e Q4 2020, Q3 2020, Q2 2020, Q1 2020.

Example 2 : If we calculate MAT Q3 2020, it should be the sum of 4 previous quarters starting from  Q3 2020 i.e Q3 2020, Q2 2020, Q1 2020, Q4 2019.

Calendar Year:

Example 1 : If we calculate 2020, it should be the sum of all 4 quarters of that year i.e Q4 2020, Q3 2020, Q2 2020, Q1 2020.

Example 2 : If we calculate 2019, it should be the sum of all 4 quarters of that year i.e Q4 2019, Q3 2019, Q2 2019, Q1 2019.

 

Achint_0-1682585968565.png

 

The columns highlighted in Green above are available in dataset, while the Yellow highlighted are to be created. I want to try create it dynamically wherein for MAT or Year calculation, the formula would directly pick the quarters involved/required for that calculation. The quarter data is available column wise.

We would like to get excel input from the user on which MAT/Year he/she needs data for and parametrize it in calculation thus making it dynamic

 

Please note the abbreviation used for column names (Quarter, MAT, Year) will remain same.

 

Looking forward to hear from you. Thank you in advance!

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