Convert monthly data to quarterly data (by fiscal quarters)

Question

Hello,

Can you please help convert the monthly revenue data into quarterly data? I do not want to un-pivot the data since my dataset captures the revenue run-out for multiple years and my dataset contains multiple customers. Also, in this dataset, the fiscal year starts from July and ends in June.

Here is how the input data looks and the desired output I am trying to get to. Could you please help build an Alteryx WF for this? Ideally, I would want to use as minimal tools as possible and make the solution as fail-proof as possible.

Thank you so much, in advance!

Sample Revenue Data.xlsx

AncientPandaman · Answer

1st thought is dynamic rename, but since Quater is remain, then need not that much of tools.

it original have select tool after input. to rename the customer. I merged it with second select tool for less tool. 😂

select tool do most the things. 😀  (note: if data have "," like "1,000" please use formula tool.)

transpose and crosstab.yxmd

binu_acs · Answer

@mutyam One way of doing this

Transpose_260223.yxzp

Transpose_260223.yxmd