If specific month

Question

Hi -

I would like to convert a date field to fiscal period, which requires me to increase any date in Nov + Dec to a year later. I am not sure of what formula would do this "If month=11 or month=12  then year+1"

PeriodFiscal11/1/201811/1/201912/1/201812/1/20191/1/20191/1/20192/1/20192/1/20193/1/20193/1/2019

thanks!

jdunkerley79 · Accepted Answer

Assuming that the dates are in Alteryx format (yyyy-mm-dd) then using a Formula tool to make the Fiscal column:

IF DateTimeMonth([Period])>10 THEN DATETIMEADD([Period],12,"months") ELSE [Period] ENDIF

should work.

atcodedog05 · Accepted Answer

Hi @jenner85

Here is a workflow for the task.

Output:

Workflow:

Hope this helps 🙂

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