Dynamic Use request date from bookings data to pivot and filter only prior 12 months data

Hi Community,

I receive a sales order booking report, I'd like to build a usage pivot so I can dynamically use the request date from bookings data to pivot and filter only prior 12 months data, so this month (Feb-22) it looks from Feb-21 to Jan-22) then next month it's Mar-21 to Feb-22) and so on.

My Request Date is in column the data richiesta. and my customer Item # is in the column called CCN-Cod. Art. Cliente if they use one, the plant mfg part # is column Codice

I have attached sample data can anyone please advise how to filter out the data dynamically.

So I can pivot this into the bookings.

Any help is really appreciated. 😊

TIA

Karl.

Sample Data.xlsx

Workflow

Accepted answers

Hi @Karl_Spratt

Please find the updated workflow

Hope this helps : )

All comments

Hi @Karl_Spratt

Here is how you can do it.

Workflow:

Hope this helps : )

Hi atcodedog05,

Thank you, I am seeing some lines wen I run the WF which show Bookings in current month.

Their data richiesta is 01/02/2022 but they are coming on the true side of the filter, can you advise please.

Regards,

Karl.

Hi atcodedog05, Legend that worked. 👌😊

I wish I could write that myself, some knowledge.

Thanks you.

Karl.

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