Dynamic date filter?

[SanoopCS]

Hi, Thanks in advance for your help. My doubt is described below.

For example: There is a source excel file with one sheet, the sheet has transaction related details with various fields, one of the field name is "Date" and it contains all the dates from January till July of 2023 in YYYY-MM-DD format. Now, the ask is we need to pull each month's transaction related data from the source file and put that into a new tab in the Output excel file. So, for each month we will have a new tab in the same output excel file and we need to name the tabs as Jan, Feb, Mar etc.Also, this has to be automated i.e. as the source file will be appended with next month's data, we need a way to automate this process.

[FrederikE]

Hey @SanoopCS,

You can use the DateTimeMonth(dt) formula to extract the Month out of the date and save it as a separate field.

Afterwards, you can use this field to specify the sheet name in the output tool (pic.). 

 

See the atached WF.

[SanoopCS]

Thank you.