Month over Month Compare with Cumulative Totals

[BrandonS4]

I am trying to do a month over month comparison of general ledger balances.  I need to do a month over month comparison along with cumulative totals.  I have attached an example.  How can I accomplish this in Alteryx?

Thanks,

[morr-co]

Hi @BrandonS4  - just confirming. Is this the output format, or the input?

[BrandonS4]

@morr-co This is actually my output data.  Each month I will run the raw data and need to compare it to the previous month.

[morr-co]

Gotcha. Is it possible to share a sample of the input data file? That would make it more straightforward to understand which manipulations are needed.

[BrandonS4]

The raw data tab is my starting data.  I will have to grab this data each month.

[morr-co]

Here is an example of how you could calculate the month over month delta using a Multi-Row Formula tool. You may need to do some type of conversion to get the month into a numeric format. For example, IIF([Month] = "June", 6, [Month]). From here, you could manipulate the format to yield the final output.

[BrandonS4]

This will work.  How can I go about having my output be grouped as a running total?  For example, I want July and August together then August and September together and so on.  Is that possible?

[morr-co]

It's a good question. I've attached a mock up of how you could "hard code" the output. However, you would need to build upon it to accommodate for each set of months. A more dynamic solution would use an iterative macro to loop through the months but you may not need that.

[grazitti_sapna]

Hi @BrandonS4, I have also prepared a solution for you if it helps.

Please refer to the workflow attached.

Thanks.