Choose current month, plus last two months

[irvinsotelo]

Hi Alteryx Community, 

I'm new to Alteryx and have started to use the program to automate a couple of function. I'm looking to create the following rule, but I'm stuck. Hopefully, you're able to help!

I need to come up with a rule to look at the current month (October 2021) and the last two months (August & September 2021) and only look at those records. 

Start Date
2021-10-01
2021-10-01
2021-10-01
2021-09-01
2021-09-01
2021-08-01
2021-08-01
2021-01-01
2021-02-01

This would have to be automatically picked on a monthly basis. In other words, in November of 2021, it would have to look at November, October & September 2021 records. 

Thank you!

[AZuc]

@irvinsotelo see if it helps

[csmith11]

Datetimeformat([Start Date],"%m-%Y") in
(
Datetimeformat(DateTimeToday(),"%m-%Y"),
Datetimeformat(Datetimeadd(DateTimeToday(),-1,"Month"),"%m-%Y"),
Datetimeformat(Datetimeadd(DateTimeToday(),-2,"Month"),"%m-%Y")
)

[csmith11 · Accepted solution]

The attached example uses the formula from below:

Datetimeformat([Start Date],"%m-%Y") in
(
Datetimeformat(DateTimeToday(),"%m-%Y"),
Datetimeformat(Datetimeadd(DateTimeToday(),-1,"Month"),"%m-%Y"),
Datetimeformat(Datetimeadd(DateTimeToday(),-2,"Month"),"%m-%Y")
)

The formula checks for each record whether the Start Date's Month and Year are found in the dynamic list:

Today's Month-Year,

Last Month's Month-Year,

2 Months Prior Month-Year.

Please let me know if you have any questions.

[irvinsotelo]

This worked!!!! Thank you very much @csmith11