Hi all…I've been using Alteryx 2019.3.5.17947 for about a week so I'm fairly new but have used other tools like Tableau. I've been reading articles for several days trying to find an answer to my dilemma with no luck. I also looked at several tools including the running total tool and the multi row tool but neither seems to be correct.
Here's my issue - We have a process that requires adding 6 months of order totals after the 'max date' for each customer. The Data looks like the example below. There are over 1K customers and 1 M rows. I've provided an example of what the final output should be. I think I can figure out how to summarize the results once I figure out how to sum six months of order totals after the max date. Any help is appreciated.
Solved! Go to Solution.
How about filtering on Order Date >= Max Date and then summing grouped by customer?
Hi TonyA. The customer can only receive credit for six months of orders after the max date.
Hello @marcmiller ,
I added you the two ways to get both of your results:
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Regards
Thanks TonyA… that worked!
Hello @afv2688 … thanks so much for responding. I found another solution that worked so I haven't had a chance to try your recommendation as yet. I've been curious about the multi-row formula tool so I'm going to try your recommendation later as well.