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Alteryx Designer Desktop Discussions

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SOLVED

Dynamic Select Prior 12 Months

jsamstad
7 - Meteor

Hello! Is there a way to incorporate a date table so that I can dynamically select the prior twelve periods given the today is in the most recent period (202403) ? The table is cut short given the table limitation in the message, but imagine the columns go past 202307.

 

Thanks in advance!

 

 

Class ID202403202402202401202312202311202310202309202308202307
123105151052010520
45651050530101010
5 REPLIES 5
BrandonB
Alteryx
Alteryx
 

I like to transpose, parse out the month, and use a Sample tool for the first 12 records grouping by the ID column, and then crosstab back. Workflow is attached, but I think this is a relatively elegant solution without many tools. Technically you don't even need the parse out the month, but I did so just in case you needed to do additional adjustments. For example, you could use a sort tool after the formula to ensure that the months are in ascending order just in case your columns aren't ordered as they are now. 

 

 

Dynamic selection.png

jsamstad
7 - Meteor

Nice! I adapted it as there are periods in front of the current period which I failed to mention. Thank you!

BrandonB
Alteryx
Alteryx

Awesome glad to help!

SPetrie
12 - Quasar

A dynamic select tool with formulas may also work for you.

DateTimeParse([Name]+"01","%Y%m%d") >= datetimeadd(DateTimeFirstOfMonth(),-12,"months") or [Name]="Class ID"

dynamic select.PNG

jsamstad
7 - Meteor

That is slick!

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