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,
Hi @BrandonS4 - just confirming. Is this the output format, or the input?
@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.
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.
The raw data tab is my starting data. I will have to grab this data each month.
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.
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?
