Hi All,
I am new to Alteryx and need some help with my project. Listing the scenario and details below:
The data looks something like this (also, attaching the file here):
Calculations or checks are made based on the quarter of the year/month of the year, as below:
As shown above, the check 1 comprises ~> if K2<= Sum of Apr-21, May-21 and Jun-21. In the next quarter, it would be changed/updated to check of ~> L2<= summation of Jul-21, Aug-21 and Sep-21.
{L2 is currently empty/blank since, no we haven't reached the end of the quarter yet).
This can easily be done in Excel, however, since I'm new to Alteryx, could you please suggest a way on how I could do this dynamically. For now, I've used a Formula Tool and hard-coded the values.
Attaching the data and the client's fiscal year calendar for your reference.
Kindly help me with the solution and a humble request to attach the package/workflow, so I could get a clarity on how to go about it.
Thank you in advance!!
@atcodedog05 , @VictorLeonis , @john_watkins , @ncrlelia please help!!
Hi @RajatK
Attached is a workflow that I think accomplishes a lot of what you are looking for. I recommend getting comfortable with the Transpose and Cross Tab tools for something like this. They allow you to pivot your data to make period comparisons much easier. I wasn't exactly sure where the check formula would go for Q2 but here is what my result currently looks like:
I keep seeing a recurring thing here in the community where data sets are used while in an "Excel" column format. Often the answer is much easier when you convert to a row/database format for your data. Create a field that is useful as either Q1, Q2, etc. or YYYY-Qx format and sum that way grouping on your new field or doing a calc or however you wish to tackle it.
ToString(Ceil(ToNumber(DateTimeFormat([Date],'%m'))/3))
Hi @RajatK
If you've already started on a solution and have a partial workflow, please include it as well as your sample data. Most of the time it's easier to fix an existing workflow than create a new one.
Dan