Automating/managing dynamic tools to calculate monthly statistics for a year

Question

Can anyone provide a tutorial or basic concept guide for how to build a process for a monthly statistic over a year, or unknown period of time, without making a month filter and duplicating the logic for every month in the reporting period? The concept, which I believe is possible, would use one set of logic tools and some-form of flow manager to run through the calculation for a dynamically generated list of variables, in this case months, and then storing each monthly figure into a table for export. This is to use in reporting flows that will be migrated to Alteryx Server for scheduling automation.  Thanks, in advance, for any guidance!

AndrewSu · Answer

@NickKierstead , you can use DateTime functions and input these into a Filter tool so that they resolve at runtime and offer dynamic filtering of date data.

For example, Datetimenow() provides the date in ISO format at the time the workflow is run.

See the this link for more information on DateTime functions: https://help.alteryx.com/20221/designer/datetime-functions

You can use this concept of a dynamic date-time filter to ensure that the scheduled workflow runs on Server will always capture the right data and for the given duration/time period and output to the desired location/file.

If you had an example of a workflow and the desired output, I could provide further assistance.

See the attached workflow as an example.

Hopefully this provides some guidance on how you might tackle your use case.

If this resolves your issue, please mark this post as the solution so that other's in the community can benefit from our collaboration.

Thanks.

for NickKierstead.yxmd