How to make Dynamic Monthly filter

Question

Hello All,

I have a Workflow that I used to run every month, before running it every first time I have to update the month filter with the current month. I know it is just a few seconds job to update the filter, but I am looking for the solution - is there any way I can automate this or add any drop-down within the filter so that I just select the month and run the data. Please assist.

atcodedog05 · Answer

Hi @Learner09

This resource might be helpful to you on approach you are looking for https://community.alteryx.com/t5/Interactive-Lessons/Using-Analytic-Applications/ta-p/243106#done

Learner09 · Answer

@atcodedog05 Thank you for the reply, but Is there any way I can add a list of the month or add any drop-down and select month as per need?

I have below a list of months and the formate is standard

JAN-FY21
FEB-FY21
MAR-FY21
APR-FY21
MAY-FY21
JUN-FY'21
JUL-FY21
AUG-FY21
SEP-FY21
OCT-FY21
NOV-FY21
DEC-FY21

atcodedog05 · Answer

Hi @Learner09

You can use filter like below to check for current month where i am checking is date's month same as today's month

DateTimeMonth([Date])==DateTimeMonth(DateTimeToday())

Workflow:

Hope this helps 🙂

current month.yxmd