Date Filter - End of Month

Hi Team,

Please refer to the attached data.

How do I create a formula to select dates until last 2 months until end of month only.

Ex: In the above I want to filter out data for the months of Nov 22 and Dec 22. However, it should show all dates until Oct 2022. This should work based on current system month irrespective of the day in the month.

Thanks

SampleData.xlsx

Developer

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Accepted answers

PanPP

Hi @JDong

Below is a workflow attached that filters out 2 months from the current month.

The true anchor will have all dates up to Oct and including Oct.

The false anchor will have Nov/Dec.

Hope this helps, if it does please like this post and if it helps resolve your problem, mark it as a solution. If you have any other questions, please let us know.

Date Sample WF.yxmd

All comments

PanPP

Hi @JDong

I have uploaded a sample WF that gets the last 2 months.

Date Sample WF.yxmd

ShankerV

Hi @JDong

If I understand your requirement correctly, I have filtered the records from last 2 month start date and this current month end date.

Have displayed also OCT month dates, let me know if this filter holds good or if you have questions please let me know.

Can tweak my solution according to your need.

Date Filter - End of Month.yxmd

JDong

Thanks for the reply. I only need dates until Oct 2022...all dates starting Nov 1st till date should be removed.

Anyway this can be achieved as it also needs to be dynamic for every month change

ShankerV

Hi @JDong

Please find the result for only OCT 2022.

Date Filter - End of Month.yxmd

ShankerV

Hi @JDong

Yes, my solution will be always dynamic, if you run on Jan 2023, it will fetch the result for Nov 2022. i.e 2 months prior the current month you are running.

The below dynamic formula helps to do it.

Hope your issue is resolved. Feel free to mark helpful answers as a solution, so that future users with the same issue can find them easier!!!!

Many thanks

Shanker V

Date Filter - End of Month.yxmd

JDong

@ShankerV Sorry maybe I was not clear...I wish to see all of the data until Oct 2022, but remove data for last 2 months. So I do not want to see data for Nov 2022 and Dec 2022.

The solution you help shows data for only last 2 months I suppose ...thanks

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