Filter data from a dataset

Hi,

Can you guide me how to reach the output for below scenarios. Assume I've previous 10 years of data in excel file where I need latest 4 years.

Case 1:
If StartDate < 15th day of any month (for example - 11.02.2019) then consider the previous month as latest month, I've to consider 4 years of data from the period of 01.02.2015 to 31.01.2019.

Case 2:
If the StartDate >= 15 days in a month (for example - 16.02.2019) then consider that month as the latest month, 4 years of data need to consider for an period of 01.03.2015 to 16.02.2019 (only this 16 days need to consider as one month).

Workflow

Datasets

Dynamic Processing

Data Investigation

Accepted answers

Hi All, Thanks for the help.

I've got the logic and developed the workflow.

Filtering_Data.yxmd

All comments

This is how I would do it:

1. Convert [StartDate] to a date type field

2. Define [period start] and [period end] based on your conditions

3. Use a filter to select dates between [period start] and [period end]

date period start and end.png

period start and end.yxmd

Where does [StartDate] come from ?

So , yes, you can do this, but it would depend on what your data is like .... can you post some sample records ?

patrick_mcauliffe

What have you tried so far?

I might be misunderstanding, but it seems that you'd be able to use a few short formulas or series of filters.

It depends on how you want to use it within the workflow and what your data looks like, but here's the general idea I came up with.

(all below assume date format of YYYY-MM-dd)

Start by identifying the day of month in a new field:

dayOfMonth = DateTimeDay(StartDate)

Create a condition or new field to use next (or nest the above into this):

LatestMonth =

If

dayOfMonth <15

then

DateTimeAdd( ToString(DateTimeYear(StartDate)) + '-' + PadLeft(ToString(DateTimeMonth(StartDate)),2,'0') + '-01' , -1 , 'month')

else

StartDate

endif

I'm using Alteryx 10.5, hence I do not have Datetimeday function in alteryx 10.5

Start Date is a column in my date and I've to select max of StartDate

Hi All, Thanks for the help.

I've got the logic and developed the workflow.

Filtering_Data.yxmd

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