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Dynamic Quarterly YoY comparison

pokhan27
8 - Asteroid

Hi Expert

I have trying to have dynamic Quarterly YoY comparison . scenario is given below

 

for example: 

idregion20-FebMar-20Apr-20May-20Jun-20Jul-20Feb-21Mar-21Apr-21May-21Jun-21Jul-20
1xyz11000150001500023000120009000110001500011000120001300014000


in above case i am doing qtd comparison. if i am in may 2021 and doing Quarterly YoY comparison i want to have the value as "
Q1-2020+Q2-2020+May2020" i don't want entire q3 data. similarly i want to make this comparison dynamically like on june it will be "Q1-2020+Q2-2020+May2020+June2020" and in july it will be "Q1-2020+Q2-2020+Q3-2020"  and so on. can we do that in alteryx. 

 

20 REPLIES 20
atcodedog05
22 - Nova
22 - Nova

Hi @pokhan27 

 

If you first do the fiscal months mapping first and use the above on the fiscal months it should work.

 

Hope this helps : )

atcodedog05
22 - Nova
22 - Nova

Hi @pokhan27 

 

I have mapped the fiscal year and month as you mentioned nov-oct and processed the workflow. Please take a look into it.

 

Workflow:

atcodedog05_0-1627493752198.png

 

Hope this helps : )

 

pokhan27
8 - Asteroid

THank you , i have reached to this point

but

i am asking for same period comparison.

like if i am doing May 2021 data analysis and i am in the middle of the third quarter than i am comparing  "Q1_2021+Q2_2021+May2021" Vs "Q1_2020+Q2_2020+May 2020"

 

 

apathetichell
18 - Pollux

I believe the below is what you are looking for. The description of it as a quarterly analysis is off as you are looking for month to month comparison FY over FY. This provides that and will dynamically work with any future months or years.

atcodedog05
22 - Nova
22 - Nova

Hi @pokhan27 

 

Got it running total on months based on fiscal year.

 

Workflow:

atcodedog05_0-1627540426339.png

 

May2020 = Q1 2020 + Q2 2020+May2020 (Fiscial calendar)

 

Hope this helps : )

pokhan27
8 - Asteroid

Jst wondering Why the month and fiscal month is different

 

like below

pokhan27_0-1627565871946.png

 

atcodedog05
22 - Nova
22 - Nova

Hi @pokhan27 

 

That's because Nov in actual is 11th month but in fiscal year its 1st month. Isnt that the correct understanding? 

pokhan27
8 - Asteroid

oh yeah make sense

apathetichell
18 - Pollux

I think both @atcodedog05 and I have workable solutions for you - so check them out and mark them correct or let us know what we need to do to improve them...

 

But yeah - for situations where FY and calendar year differ - using date time add to extract key info help in automation....

atcodedog05
22 - Nova
22 - Nova

Hi @pokhan27 

 

Happy to help : )

 

Just a general suggestion you need to mark the replies which helped you as solution 🙂

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