Filtering previous three months based on current month

Question

I need to automate an excel model for a monthly recurring report where there's a column titled "Month" containing each calendar month in the form of a string (i.e. "JANUARY, FEBRUARY, MARCH..., etc.). So if the report is being pulled in March, it needs to filter for Dec., Jan., and Feb. I'm hoping I can somehow use the DateTimeMonth function or something to make this dynamic. How can I filter for these months (in String form) using the current date?

cplewis90 · Accepted Answer

Hello @jesseds2,

I believe the attached workflow will do what you are looking for. It takes the current date and gets the past 3 months and conve
rts them to a name string.