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SOLVED

Tile applied to date

Coriel-11
6 - Meteoroid

Is there a simple way to do this. I'm trying to use the tile function to group by financial year.

 

So Col A has the date of sale (in DateTime format).

I'm wanting to use "Tile" or something similar so I can just put in the last day of each financial year and it will put those into bins e.g.

 

Sale Date

Start DateTimeF.Yr
31-03-2021 00:0020/21
30-03-2020 00:0019/20
03-10-2018 00:0018/19
01-08-2017 00:0017/18
04-04-2017 00:0016/17

where the last day of the financial year is 31st July

 

It feels like a job for tile, but is there a simple way to do it without having to use lots of steps (negating the use of the tile tool)?

 

Thanks,

Matt

3 REPLIES 3
Ben_H
11 - Bolide

Hi @Coriel-11,

 

It's not particularly clever but I'd just use generate rows to create a full list of all dates each financial year and join on to that.

 

Ben_H_1-1617804902282.png

Ben_H_2-1617804928206.png

 

Regards,

 

Ben

 

 

echuong1
Alteryx Alumni (Retired)

Another alternative is to use a Formula tool.

 

I first converted the values to proper date format. I then used a conditional statement to check to see if the date was before or after 7/31. Depending on the date, I either added or subtracted a year.

 

echuong1_1-1617805191152.png

 

 

Coriel-11
6 - Meteoroid

Thank you both for your help with this. Drawing on your ideas I did it a slightly different way in the end and made it into a macros so I can use it again.

Coriel-11_0-1617870070967.png

On reflection I'm not sure it's as neat as your solutions, but it didn't seem that way when I started and I learnt a bunch of stuff doing it so thank you.

 

 

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