Filter current month

gigi10

Hello,

Appreciate if you can help me because I am trying to filter the previous month data from 1 whole year data.

For example, this November, I need to pull the data from October only from column C.

And for the next month once I run the Alteryx in Dec, I need to get the Nov data only.

Please help. Thank you in advance

PS:

Here's the sample data set - how about when I run it again for Nov data, I need to manually change the filter to 11.

What I am trying to achieve is once I run the Alteryx from the production it will automatically pick up the month I needed. T

Thank you so much!

Company Code	Year	Month	name 1	name 2	volume	volume2	Year
PPPP	2022	01	1111111	NAME1	10	1	Oct-22
PPPP	2022	02	2222222	NAME2	2	3	Oct-22
PPPP	2022	10	3333333	NAME3	3	2	Oct-22
PPPP	2022	03	4444444	NAME4	626	1	Oct-22
PPPP	2022	05	5555555	NAME5	326	1	Oct-22
PPPP	2022	10	6666666	NAME6	62	561	Oct-22
PPPP	2022	10	7777777	NAME7	5	1	Oct-22

Date Time

Accepted answers

OllieClarke

Hey @gigi10

Lot's of solutions offered so far, my approach would be to use a filter tool with the following formula:

ToString([Year])+'-'+ToString([Month])
=
Left(DateTimeAdd(DateTimeToday(),-1,'month'),7)

This checks that the year and month (concatenated with a hyphen) are the same as the year and month of this day last month (e.g. "2022-10") for today's date.

Hope that helps,

Ollie

All comments

DenisZ

Do you have a complete dataset, a bit hard to see what the screenshot says.

However, it appears that column C is months, so you could extract some rows with a filter tool

[Month] = 10 for example.

ShankerV

Hi @gigi10

Yes, its possible.

Use the Formula tool or Date time tool to input the current date.

From the current date, you can derive the previous month.

Then use your existing workflow to do the necessary salutations,

Kindly accept this solution if it provided a solution to your question.

Many thanks

Shanker V

ShankerV

Hi @gigi10

Date time now tool

Output:

Many thanks

Shanker V

gigi10

Here's the sample data set - how about when I run it again for Nov data, I need to manually change the filter to 11.

What I am trying to achieve is once I run the Alteryx from the production it will automatically pick up the month I needed. T

Thank you so much!

Company Code	Year	Month	name 1	name 2	volume	volume2	Year
PPPP	2022	01	1111111	NAME1	10	1	Oct-22
PPPP	2022	02	2222222	NAME2	2	3	Oct-22
PPPP	2022	10	3333333	NAME3	3	2	Oct-22
PPPP	2022	03	4444444	NAME4	626	1	Oct-22
PPPP	2022	05	5555555	NAME5	326	1	Oct-22
PPPP	2022	10	6666666	NAME6	62	561	Oct-22
PPPP	2022	10	7777777	NAME7	5	1	Oct-22

ShankerV

Hi @gigi10

To apply the logic of identifying the previous month,

Output:

Many thanks

Shanker V

DenisZ

Unsure of what changes automatically, but does this solve the problem?

Months.yxmd

ShankerV

Hi @gigi10

From my solution, you can attach the existing workflow when it will change the input as previous month.

As it will depend on the workflow. Have gave the best generic solution which will fit all type of workflows.

I need the workflow so I can recommend where it needs to be edited to get the best outcome.

Let me know if I could help further more.

Many thanks

Shanker V

KrishnaChithrathil

@gigi10

how about this?

Filter current month.yxmd

gigi10

Can I see your formula please? Thank you so much!

ShankerV

Hi @gigi10

Please find another way to reach your solution.

Output:

Then filter your input to match this criteria and you can reach your desired output for every month dynamically.

Many thanks

Shanker V

ShankerV

Hi @gigi10

Step 1:

Step 2:

Step 3: This step helps to convert the previous month and year into the format which you have in the input dataset so that you can use the filter tool to filter all the records matching this criteria.

Kindly accept this solution if it provided a solution to your question.

Many thanks

Shanker V

gigi10

Can you show me the formula please? Thank you so much!

ShankerV

Hi @gigi10

Complete workflow.

Step 1:

Step 2:

Step 3:

Run the workflow.

Output:

Many thanks

Shanker V

gigi10

Hello Denis - thank you so much. Can I ask for your formula please?

OllieClarke

Hey @gigi10

Lot's of solutions offered so far, my approach would be to use a filter tool with the following formula:

ToString([Year])+'-'+ToString([Month])
=
Left(DateTimeAdd(DateTimeToday(),-1,'month'),7)

This checks that the year and month (concatenated with a hyphen) are the same as the year and month of this day last month (e.g. "2022-10") for today's date.

Hope that helps,

Ollie

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