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YTD addition given month colums

mestra28
6 - Meteoroid

Hi Everyone,

 

I am trying to create a YTD(Year to Date) column but I need to use prior month's results. In this instance we are in May, so I pulled in April as the month. Capture1.PNG

 

However, my data is set up so that every month has it's own column. My question is how can I create a new column with a formula so that if the month is "04"(April) it would add Jan-Apr columns(same as if the month is "10" it?

Capture2.PNG

2 REPLIES 2
Yoshiro_Fujimori
15 - Aurora

Hi @mestra28 ,

 

I would transpose the table so that it has [Month] and [Value] in column (instead of many specific months columns),

because it makes easy for Alteryx to deal with this kind of time-series data.

 

To learn about Transpose and Cross Tab tools, this interactive lesson is recommended.

https://community.alteryx.com/t5/Interactive-Lessons/Changing-Data-Layouts/ta-p/82876

Good luck.

 

Workflow

Yoshiro_Fujimori_0-1684621773817.png

Output type1

Yoshiro_Fujimori_1-1684621924465.png

Output type2

Yoshiro_Fujimori_2-1684621995086.png

 

mestra28
6 - Meteoroid

@Yoshiro_Fujimori Thank you!

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