Urgent help required for converting months in columns with numeric values to aggregating

[surendrasharma880]

Hi Community members,

I have a situation where I need a conditional statement  and help as follows

Condition 1

if department = "Electronics" then we need a total current month + 2 month  (Eg: we are in May then the formula shoud detect May and add columns May$ + June$ +July$ ). When we are in June it should add  starting from June.

Condition 2

if deparment = "Groceries" then add current month + 1 month 

We need to use the columns for with Jan $, Feb $ and so on for aggregation. 

Can some one please advise how should we start this and how will the workflow know which is the current month.

Please help. I have attached the excel

[deviseetharaman · Accepted solution]

Hi Surendra,

Please check if this solution works for you.

I have tried getting the current month and used a formula tool for calculation.

You may include/exclude the columns you need using the SELECT tool.

Attached the alteryx workflow.

Please do let me know if it helps!

[surendrasharma880]

HI deviseetharaman,

This is awesome !!

It works like magic now 🙂

I was thiniking of Transpose and CRoss tab and got carries away by that.

You are awesome and made my day 🙂

Cheers

Surendra

[surendrasharma880]

One more thing I need to understand is that in November we have not added the months. We need to use the column Aloocation year.  This column has  information for year 2020 ad 2021 

That means that in November it should be November + December + January (2021)

and for december it will be December + (January 2021) + February (2021)

Please advise

Surendra