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Formulas with Unknown field

Meteor

Hi everyone,

 

The current data we have consists of project ID and start Dates as Fields followed by revenues generated from each project on a monthly basis.

 

The input data adds a field every month to display the revenue generated from this month.

 

The issue is that as part of the dynamic forecast I am doing, I would like to use the new fields added every month and use formulas on these. Let's say for simplicity that expected revenue for June 2020= average (March 2020, April 2020, May 2020). Obviously, next month, july 2020= average( April 2020, May 2020, June 2020) and so on....

 

I am still fairly new to Alteryx, so any help would be appreciated!

 

Thanks a lot guys 

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Alteryx Certified Partner
Alteryx Certified Partner

Hi @Joy1 ,

 

my first idea would be to use the Transpose tool to convert the columns to rows and the Multi-Row Formula tool to calculate the averages for the last 3 month. I attached a sample workflow. What do you think?

 

Best,

 

Roland

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Alteryx Certified Partner
Alteryx Certified Partner

Hello @Joy1,

 

The best way to do this would be to transpose the data and then join it together again to your original file. Take care to not take the id values (lets say nothing that has to do with the actual values)

 

Untitled.png

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Regards

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Meteor
 
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Meteor

Hi, 

 

Unfortunately, this does not solve the dynamic aspect of the question.

 

Thanks for your help though

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Meteor

Thanks a lot! 

 

Unfortunately, even though it does answer the simplified version of the problem I gave, It seems to be a bit annoying for more complex equations/ math manipulations.

 

Thanks again for taking the time to help

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Alteryx Certified Partner
Alteryx Certified Partner

Hello @Joy1,

 

You could perform more complex formulas and analysis depending on your needs, but we would need to know what you want.

 

Regards

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