YTD addition given month colums

[mestra28]

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.

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?

[Yoshiro_Fujimori]

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

Output type1

Output type2

[mestra28]

@Yoshiro_Fujimori Thank you!