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Alteryx designer Discussions

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SOLVED

How to do an iterative sum in Alteryx?

Meteor

I am fairly new to Alteryx, but I am trying to figure out how to mimic a for-loop using some sort of iteration tool in Alteryx. Currently, I have a data set where I have a balance column and a date column, and the dates range from June 2014 to June 2019. I want to know the sum of the balance column between June 2014-June 2015, July 2014-July 2015, August 2014-August 2015 etc. until I reach my final sum between June 2018-June 2019.

 

Is there an easy way to do this? Any help is appreciated here!

Alteryx
Alteryx

@AmyL1 

 

Would it be a 12-month rolling window?  So for the period June 2014-June 2015 you'd want to sum up values from June 2014-May 2015 or include June 2015 as well making it 13 months? 

Alteryx
Alteryx

Either way, I've found a post with a very similar problem here. The easiest way to solve this would be to use one of the CReW Macros called Moving Summarize - you can download the whole pack here.

 

This is how it looks like

 

moving-summarize.png

Meteor

Thank you so much! This is exactly what I was looking for

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