NRF (National Retail Federation) - Building a 4-5-4 Calendar

[MatthewBr]

Has anyone used Alteryx to develop a Retail 4-5-4 Calendar. 

Input (Text File)

Year: 2021

Start Date: 2021-01-31

End Date: 2022-01-29 

I wanted to be able to use those 3 input data points to develop a 4-5-4 calendar for use within a workflow.  I will need the following information:

Year

Period

Week in Year

Week in Month

See attached for a downloaded excel version in calendar view.  I prefer to not download every year. I want to build on the fly. 

I am pretty sure that the follow tools will be used - Generate Rows and multi-field formulas.

Thanks in advance.

[kelsey_kincaid]

Hi @MatthewBr -

You are on the right track! You can use a combination of Generate Rows and Multi-Row Formulas to accomplish this. I have attached an example here.

[mceleavey]

Hi @MatthewBr ,

You are correct sir!

I've built this to use the tile tool to determine the period on a 4 way equal split, but you can remove this and just have a text input tool (or an app) to input the period start dates and join accordingly, then simply fill in the blanks.

Hope this helps,

M.

[MatthewBr]

@mceleavey  - Close but not 100% = For example. The first row - is 2021-01-31  in theory yes it's part of January but in the retail calendar this is the first day of February.   Plus the week in year I noted that its week 1 is 2021-01-31 thru 2021-02-06 and week 2 2021-02-07 thru 2021-02-13.,  

Period 1 - Dates 2021-01-31 thru 2021-02-27

Period 2 - Dates 2021-02-28 thru 2021-04-03

Period 3 - Dates 2021-04-04 to 2021-05-01

Period 4 2021-05-02 to 2021-05-29

Period 5 2021-05-30 to 2021-07-03

Period 6 2021-07-04 to 2021-07-31

Period 7 2021-08-01 to 2021-08-28

Period 8 2021-08-29 to 2021-10-02

Period 9 2021-10-03 to 2021-10-30

Period 10  2021-10-31 to 2021-11-27

Period 11 2021-11-28 thru 2022-01-01

Period 12 2022-01-02 thru 2022-01-29

[RolandSchubert]

Hi @MatthewBr ,

Generate Rows and Multi-Row Formula will work for you.

First step is to generate all dates using the Generate Rows tool. You can use a Formula tool to find the week in year. The Multi-Row Formula is needed to find the month and the week in month. Used the number of days to create the 4-5-4 split.

Let me know if it works for you.

Best,

Roland 

[mceleavey · Accepted solution]

@MatthewBr . sorry the tiles were actually the quarters, that's what I was talking about 🙂

I've attached the amended calendar now:

This should now include the correct off-set.

Hope this helps,

M.