Dynamic Date Range Filter

Hi Community,

I'm trying to get use a Dynamic Date Range Filter so I can pull the last 12 full months records when I run the WF, currently it's +4yrs data, and added to each month, for KPI's.

SO I'm trying to use the Filter tool with this formula. Can someone confirm if this is the best to use?

My Date Column was in String, so I parse into YYYY/MM and the converted to Date/Time using customer.. But all my data shows first day of the month, So I'm worried on day 20, if I use the formula [YYYY-MM] <= ToDate(DateTimeAdd(DateTimeToday(), -365, "days")) I'm soing to be missing data.

Can someone please advise?

TIA,

Karl.

Workflow

Accepted answers

BrandonB

Maybe use DateTimeFirstOfMonth() instead of DateTimeToday()? This would always pull the first of the month for your dynamic reference which I think fixes your issue.

Also, shouldn't it be [YYYY-MM] >= DateTimeAdd(DateTimeFirstOfMonth(), -12, "months") so that your date column passed through the true is always after the date from 12 months ago?

All comments

BrandonB

Maybe use DateTimeFirstOfMonth() instead of DateTimeToday()? This would always pull the first of the month for your dynamic reference which I think fixes your issue.

Also, shouldn't it be [YYYY-MM] >= DateTimeAdd(DateTimeFirstOfMonth(), -12, "months") so that your date column passed through the true is always after the date from 12 months ago?