Quarterly data based on run date

[mystasz]

Hi Community,

I have this problem I can't seem to solve. 

"Run Date 1212023' tab:

- Data is run on 12/1/2023 and outputs a persons hours worked by quarter and year 

"Run Date 01012024' tab:

- Same data is run again 01/01/2024 and outputs a persons hours worked by quarter and year (2 of the highlighted quarterly hours changed)

"Expected Output" 

- If the hours changed, I need the difference from the last run which is applied to column "DifferenceFromLastRun"

- If the hours changed and the run date is not within the same quarter as "Quarter" "Year", it needs to be moved to the current quarter. 

- In this example Q1 2023 changed from 2194.67 to 3000 with a difference of 805.33. This difference should be displayed in current quarter, based on run date (Q1 2024). Also, Q4 2023 changed from 1462.3 to 1500 with a difference of 37.7. This difference should also be displayed in current quarter (Q1 2024). 

- Hypothetical situation but if a persons hours were 200 on run date March 30 marked as Q1 2024 then changed to 250 on run date April 30 but also marked as Q1 2024, the difference of 50 should be moved to Q2 2024.  

[CoG · Accepted solution]

I believe this will accomplish what you're looking for. It's a pretty simple workflow with Join Tool and Formula Tool to calculate all of your new columns:

[mystasz]

That made it seem much easier than what I was making it to be... thank you!