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It's the most wonderful time of the year - Santalytics 2020 is here! This year, Santa's workshop needs the help of the Alteryx Community to help get back on track, so head over to the Group Hub for all the info to get started!
It starts by determining which quarter the Receipt and Payment dates are in(1st 2 joins). Then It generates intermediate records, one for each quarter. After sorting you end up with this
At this point I'm not sure what you want to do. You have the rate for each quarter and the total Quantity for the item. I didn't break down the quantity by quarter because for Item 2, you have 23 items but 30 quarters(See the Quantity Information container), meaning that you'd have fractional items or some quarters with 0 items.
How do you want to proceed? Is this to the point where you can proceed with the math? If not, let me know what the final results for each quarter should be and how you calculate them and I'll add that on to the workflow. Make sure you include details of how you calculate the results for the first and last quarters of each item, since these aren't full quarters
Many thanks. That worked beautifully post some minor modifications for a sample of the data. I am fine on the calculations so just did some and checked versus manual workings I had performed and all looks good.
I am going to run the whole data set through this workflow now.