Dynamic Formula to retrieve Date and Price automatically following being the Latest

Trying to create a Dynamic Workflow to update prices automatically every year, derived FinancialYearStart and FinancialYearEnd using Formula Tool.
Can a condition be created keeping these in mind :-
1. Filter every STARTDATE greater than FinancialYearEnd. (This can be done easily using Filter Tool).
2. Check if the StartDate introduced is before the Start of the Financial Year or Post the Financial Year Start.
3. If introduced prior to FinancialYearStart Start then pick the Maximum value available in STARTDATE (ONLY IN THE SCENARIO WHEN STARTDATE is neither equal nor greater than FINANCIALYEARSTART)
4. Check if new price has been introduced in the Middle of the Year, if yes then only retrieve the StartDates greater or equal to FinancialYearStart.

(I have tried using this summarise tool but that way it wont be Dynamic, and will have to update workflow everyyear.)

Screenshot 2024-08-02 165755.png

Workflow

Macros

Dynamic Processing

Preparation

Accepted answers

CoG

Are you looking for something like this?

Sample Workflow.yxmd

All comments

cjaneczko

Can you provide an example of the desired outcome in a table? Step 3 mentions StartPrice, but there is no StartPrice in the example. Same with New Price in step 4. That also isn't in the example. All of the dates in the example are also less than the FinancialYearStart can you provide an example of what you want it to look like if the date is after the FinancialYearStart?

Also what determines the middle of the year? June/July? May - August?

MudgilNiket

My Bad, I meant STARTDATE not STARTPRICE, by Midd of the year I mean, if there is a new StartDate introduced like a new price being introduced on 1st June.

Expected Output - I want Alteryx to give me StartDate and Price of all the months that are equal or greater than FinancialYearStart if the condition does not fulfill then I want it to give me the Maximum value of the StartDate prior to the Financia;YearStart.

CoG

Are you looking for something like this?

Sample Workflow.yxmd

MudgilNiket

Thanks for sharing this solution, works great for me, tried with multiple scenarios as well.
Cheers!

Quick Links

This months top contributors

FláviaB 262

JORGE4900 235

caltang 177

DanM 167

IraWatt 157