Selecting the max date and then 3 months from the max date

Question

Hi Team,

Hope you are well. I need help.

I would like to extract the data with considering 3 months from the max date. Is there any formula to do this please? ideally 3 month has be to dynamic in the sense in future there should be possibility to extract last 4 or 6 month as well.

Please find attached the input and the output desired.

Thanks

S

input_maxv.xlsx

output_maxv.xlsx

atcodedog05 · Accepted Answer

Hi @sriniprad08

Here is how you can do it.

Workflow:

1. Using formula tool to convert month to alteryx date.

2. Using summarize tool to get max date.

3. Using append tool to add months column and max date to main date.

4. Using filter tool to filter 3 months from max date.

Hope this helps : )

Christina_H · Accepted Answer

Here's my version.  Update the sample tool to change the number of months included.  It will take the max 3 months that exist in the data.