trying to get delta between data on 2 files

MikeFrancis1959

I have 2 inventory reports, one is from last week and one is from this week and I need to get the delta between the 2 weeks. The part that I am having difficulty with is that I have 2 projects from last week's and current week and not sure how to write the formula to get the delta from last week & current by project. Can someone look at my file and point me in the right direction?

Thanks,

Mike

weekly inventory delta.yxzp

Workflow

Accepted answers

ArnaldoSandoval

Hi @MikeFrancis1959

Thank you for the Excel files, certainly they helped a lot. Indeed the ways to compute the delta between the weeks is by using a join tool, the workflow now looks like this:

The resulting table includes two new columns Delta and Delta Descriptio, I modified your previous week Excel file by adding two projects (Comcast and AT&T) with Materials no present in the current week, just to verify that all possible combinations are covered by the workflow logic; although one is missing, it is when "Current Week increased" another Delta Description no appearing are when Projects appear or disapear on the current week, anyhow verify the workflow.

Packaging Workflows storyboard:

These are the screenshot to configure your workflow to include extra files when exporting-packaging:

Hope this helps,

Arnaldo

Weekly Inventory Delta's.yxzp

All comments

philipmannering

It's a little difficult to tell without the data (this wasn't packaged), but I would reckon you want to

a) Group by Project (as well as Material) in both Crosstab Tools.

b) Join (instead of Find Replace) on both Material and Project

... in order to compare by material and project.

MikeFrancis1959

Can you look at file again, it shows to be a package. I am not sure about using a join, I tried doing that earlier today when building it and it did not appear to look correct.

Mike

weekly inventory delta.yxzp

MikeFrancis1959

I attached a smaller packaged workbook.

Mike

weekly inventory delta.yxzp

ArnaldoSandoval

Hi @MikeFrancis1959

Just attach each Excel file individually, that would do, as an alternative Google "Alteryx package workflows" although I did not find a simple explanation on how to do it.

Arnaldo

MikeFrancis1959

Here are the 2 excel files, I am not sure why they did not load with the package file.

Mike

Weekly Inventory Report 8-16-23 - Copy.xlsx

Weekly Inventory Report 8-9-23 - Copy.xlsx

ArnaldoSandoval

Hi @MikeFrancis1959

Thank you for the Excel files, certainly they helped a lot. Indeed the ways to compute the delta between the weeks is by using a join tool, the workflow now looks like this:

Packaging Workflows storyboard:

These are the screenshot to configure your workflow to include extra files when exporting-packaging:

Hope this helps,

Arnaldo

Weekly Inventory Delta's.yxzp

ArnaldoSandoval

Hi @MikeFrancis1959

When you onpackage the attachment on your environment, it is likely you get an error message, as there are two files that were never received, but the workflows works fine.

Arnaldo

MikeFrancis1959

This works perfectly, thank you so much for helping me!

Mike

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