NEED HELP!! | Make workflow dynamic | Update values based on month/quarter of the year.

Question

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 , @dataguyW , @ncrlelia please help!! Data and Calendar, Alteryx.xlsx

danilang · Answer

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

dataguyW · Answer

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))

ncrlelia · Answer

Hi @RajatK,

Please see attached my suggested solution.

Hope it helps.

Cheers,

Lelia

Workflow.yxmd