Trying to separate data in Excel from trades 5 days and trades

Question

Hi all,

I am having difficulty on a workflow in Alteryx that I'm trying to separate the "age" columns between greater than 5 days at the top, and less than 5 days at the bottom. I have attached both a sample of what I'm trying to get out of the workflow, as well as the alteryx package in progress.

This is a daily email I'm looking to build, and the idea is to have the excel save dynamically with a new file name each day with the date in question, as well as to send an email with the contents of the attachment in the email body and excel attachment posted on the email.

Happy to clarify and would greatly appreciate the help!

EOD Recon Alteryx Updated.yxzp

NConsolidate_Recon_EOD_Summary_02-10-2026.xlsx

sardarh · Answer

Hi,

I still need all of the age dates to be populated- but I just need them to be separated. Would your proposal work in that case?

OTrieger · Answer

@sardarh 
You can create a flag indicating if a date is +5 -5 from a specific given date. Just make sure that your Trade Date field is in a date format. Now all just add a filter to remove any row that is not flagged and you left with the required lines.