Hi All,
Please help me to calculate sum of previous 12 months sales for each month. each row for every month should have sum of past 12 months sale.
'sum of PTD Movement' is coulmn where i need to calculated sum
Data set has below mentioned columns
Currently i'm using alteryx version 2018.3 Please suggest feasible solution.
Thanks,
Sunitha
Solved! Go to Solution.
Hi @Sunitha
You should be able to use a summarise tool:
- Group by Period, and
- SUM the PTD Movement field
Hope that helps
Andy
Hey @Sunitha
To echo what @andyuttley said, The Summarize tool will do the trick. I have built out a brief example for you. Feel free to pick around and tweak where necessary.
To get the Grand Total you will need to use another Summarize Tool.
Hope this helps!
Hi Nicholas,
let me rephrase sorry for confusion. each row for every month should have sum of past 12 months sale.
Hi @Sunitha
Ahh in that case you will follow up the Summarize with a Multi-Row Formula Tool. This will allow you to sum up the previous rows data. See attached workflow for an example.
Hey @Sunitha,
I recommend not adding the columns back in the summarize tool, being that this will no longer get you Sum Sales by period. You will now have multiple rows for each period. I would instead do something like the photo below. Pull back the information that you need by using a Find Replace or Join after the calculations have been made.
Hope this helps, if so please mark this answer a solution.
Thank you Nicholas.
is it possible to achieve something like this, so that i can consider all columns before summarize .