Opposite of running total

[shravanvijayaprasad]

I think this might be simple but I'm not able to figure this out. I have a data set with the running totals and I want to get the periodic numbers

Before:

Year	Quarter	Amount
2018	Q1	10
2018	Q2	40
2018	Q3	80
2018	Q4	90
2019	Q1	100
2019	Q2	400
2019	Q3	800
2019	Q4	900

After:

Year	Quarter	Amount	Amount_Periodic
2018	Q1	10	10
2018	Q2	40	30
2018	Q3	80	40
2018	Q4	90	10
2019	Q1	100	100
2019	Q2	400	300
2019	Q3	800	400
2019	Q4	900	100

Could someone please help me with a workflow for the same? Thanks

[fmvizcaino]

Hi @shravanvijayaprasad ,

This should do it.

Take a look and let me know if this makes sense to you.

Best,

Fernando Vizcaino

[CharlieS · Accepted solution]

Hi @shravanvijayaprasad 

This can be done with a Multi Row Formula tool.

https://help.alteryx.com/current/MultiRowFormula.htm 

Check out the attached workflow to see it in action in this scenario. Let me know if you have any questions.

[JosephSerpis]

Hi @shravanvijayaprasad I mocked up a workflow let me know what you think?

[shravanvijayaprasad]

I do like this solution but what if it isn't ordered in the exact way I had given and Q1 is followed by Q3 and then Q2 and so on.

Thanks,

[shravanvijayaprasad]

@CharlieS There is an issue when you move from Q4 2018 to Q1 2019. Q1 2019 in my data starts afresh. Thanks though.

Another question is what happens if the data isn't ordered, is the only way to order the data and then do the same?

[CharlieS · Accepted solution]

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@shravanvijayaprasad wrote:

@CharlieS There is an issue when you move from Q4 2018 to Q1 2019. Q1 2019 in my data starts afresh. Thanks though.

Another question is what happens if the data isn't ordered, is the only way to order the data and then do the same?

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Ah yes, The Multi Row Formula tool has an optional "Group By" setting for that. I selected "Year" in this case and we're good to go.

If the records are out of order, use a Sort tool to get things arranged before the periodic calculation. I have applied both these changes in the attached workflow.