Current Month and Prior

[Srawat]

Hi,

Can we have a any tool or condition formula with the help of write current month or prior month. Whenever  latest month come treat as a current month and rest all in prior month. Please refer below examples screen shot.

Thanks,

[IraWatt · Accepted solution]

Hey @Srawat,

Assuming your columns are ordered you could use a formula like this:

IF [Field1] = "Latest month" THEN "Current" ELSEIF !Contains([Field2], "closing") AND !IsEmpty([Field2]) THEN "Prior" ELSE NULL() ENDIF

It checks if its the latest month if yes use "Current" If the date column is empty and does not contain closing then "Prior" else leave the row empty .

The community has some quick and easy videos on formulas and the Formula Tool here https://community.alteryx.com/t5/Interactive-Lessons/tkb-p/interactive-lessons/label-name/Writing%20...

Any questions or issues please ask

Ira Watt
Technical Consultant
Watt@Bulien.com 

[binuacs]

@Srawat Just to confirm your data look like the above? Also if you are closing in August the current month should be Jun which is 2 months less than August.

[binuacs · Accepted solution]

@Srawat One way of doing this, this is method is dynamic.