The Alteryx Community is a finalist in three 2026 CMX Awards! Help us win Customer Support Community, Most Engaged Community, and User Group Program of the Year - vote now! (it only takes about 2 minutes) before January 9.
ACT NOW: The Alteryx team will be retiring support for Community account recovery and Community email-change requests Early 2026. Make sure to check your account preferences in my.alteryx.com to make sure you have filled out your security questions. Learn more here
community Alteryx IO MyAlteryx
alteryx Community
Search
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
Close
Start Free Trial

Alteryx Designer Desktop Discussions

Find answers, ask questions, and share expertise about Alteryx Designer Desktop and Intelligence Suite.
SOLVED

YTD (cumulative) data to MTD data

ROHANPACH
7 - Meteor
‎06-23-2021 10:42 PM

Hello experts

 

I have large data sets in a cumulative way like different files on YTD basis. So for example - multiple files for Jan YTD, Feb YTD and so on.

 

By Union tool I can make 1 file since the structure of all the files will be same. How do I get the data for individual months and probably automate this for future months as well? 

 

Request your help on this!

 

Alteryx issue.xlsx
Alteryx issue solution.xlsx
Labels:
Reply
0 Likes

Accepted SolutionSolved! Go to Solution.

12 REPLIES 12
RolandSchubert
16 - Nebula
16 - Nebula
‎06-24-2021 08:59 AM

Missed that step ... if only periods with amount != 0 are provided, you have to create these missing "empty" periods.

 

2021-06-24_17-57-57.jpg 

 

I added the first step, should work now as expected.  Give it a try.

YTD_to_Monthly.yxmd
Reply
0 Likes
ROHANPACH
7 - Meteor
‎06-24-2021 09:10 AM

@RolandSchubert Perfect! Many thanks!

Reply
0 Likes
nlevinson
5 - Atom
‎09-21-2021 01:17 PM

why do you use isnull in the formula? 

Reply
0 Likes
Labels
Top Solution Authors
View All