Creating a workflow that would automatically create 2 monthly outputs

[jameil900]

I would like to create a workflow that would be able to produce 2 outputs - Data for the upcoming months and data for the previous month. For example at Dec 1st produce sales for november and forecasted sales. I tried using the filter feature but that would mean that you would have to manually go in and change the month. Is there a formula that I could use to always understand the month that would be prior and subsequent?

[cmcclellan]

You can use DateTimeToday() to get today's date or :

DateTimeTrim(DateTimeToday(),'month')

to get the start of the month, then use that in a calculation to determine this month/last month

[danilang]

To add to @cmcclellan's post,

Use DateTimeAdd([monthstart], -1,"Months") to get the start of the previous month.

Dan