Multi-row for YTD
Options
- Subscribe to RSS Feed
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Mute
- Printer Friendly Page
sharmilaj
7 - Meteor
‎07-27-2023
12:01 AM
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Notify Moderator
Hi all,
This is the my data
DATE | AMOUNT |
31/08/2021 | 100 |
31/10/2021 | 500 |
30/04/2021 | 300 |
Using multi row function need to create YTD column and do amount sum from start of the first month.
Output required
DATE | AMOUNT | YTD (amount * remaining months in year) |
31/08/2021 | 100 | 100*4=400 |
31/10/2021 | 500 | 500*2=1000 |
30/04/2021 | 300 | 300*8=2400 |
kindly help build the flow using multi row function
Labels:
- Labels:
- Data Investigation
- Salesforce
4 REPLIES 4
17 - Castor
‎07-27-2023
12:30 AM
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Notify Moderator
What is the logic behind YTD * just amount? It doesn't make sense.
Can you provide some more sample data + explanation?
Calvin Tang
Alteryx ACE
https://www.linkedin.com/in/calvintangkw/
Alteryx ACE
https://www.linkedin.com/in/calvintangkw/
17 - Castor
‎07-27-2023
01:09 AM
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Notify Moderator
Hi @sharmilaj I mocked up an approach which achieves you desired output however uses datetime functions rather than a multi-row tool.
flying008
15 - Aurora
‎07-27-2023
01:36 AM
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Notify Moderator
Hi, @sharmilaj
Maybe you can try is :
[AMOUNT] * (12- DateTimeMonth(TODATETIME(DateTimeParse([DATE],'%d/%m/%Y'))))
17 - Castor
‎07-27-2023
08:11 AM
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Notify Moderator
@sharmilaj I see that you’ve included the remaining months of the year as a requirement. I think @flying008 ‘s solution is a more efficient way.
Calvin Tang
Alteryx ACE
https://www.linkedin.com/in/calvintangkw/
Alteryx ACE
https://www.linkedin.com/in/calvintangkw/
