Fetching previous month dates dynamically

Question

Hi, I am working on a workflow wherein I need to fetch data from one of the columns only for previous month dates every month as it’s monthly process.

Any help on how i can do this.

attaching Screenshot of column for your reference where i need to fetch data from “Journal Header Name” column.

DanielG · Answer

@ikarimi  - you can just do a filter on the date field that is DateTimeYear([DateField]) = DateTimeYear(DateTimeToday())

That way it will only pull dates for this year.

ikarimi · Answer

Hey! How to apply same for YTD?

DanielG · Answer

@Tid14 Just use the date breakdown from the RegEx tool to filter for 11 in the Month output column.  Please note that in the Regex you would want to change the outputs to integer instead of string so any filter on Month and/or Year worked with greater than, less than, equals, or whatever combination you need.

That will work for ad-hoc data pulls and the original post will be more dynamic where you can schedule it to run monthly to always pull prior months information.  Obviously though my workflow is very simplistic just to get the point across.  😀

Hope this helps.