Can I add a formula for dates, then append the dates to existing header columns? For exampe, if column A is 3/31/2021 (from database), make Col. B header to be "As of FYE 3/31/2021", Col. C to add 6 months from the Col. A date to "Amount as of 9/30/2021", and Col. D to add 12 months from the Col. A date to "Remaining by 3/31/2022"? I have to generate this report every month. It would be great to change Col. D date in red, but it's not a big deal. The screenshot is how I want the final report to look like. I'm very new to Alteryx, thank you for this community and experts out there.
Hi @NBTC ,
I used the following formula in conjunction with the Cross Tab tool.
if [RowCount]=1 then 'Year End'
elseif [RowCount]=2 then 'As of FYE '+[Year End]
elseif [RowCount]=3 then 'Amount as of '+
ToDate(DateTimeAdd([Year End],6,'month'))
elseif [RowCount]=4 then 'Remaining by '+ToDate(DateTimeAdd([Year End],12,'month'))
else null()
endif
Attached is workflow to showcase the same. Hope you can build on this.
Best,
Jagdeesh