Dynamic month: Sum Values

Hello to everyone.

I´m working on a Workflow in order to get the total information of the last month.

For now, I was able to do it manually, but my goal is that the workflow can do it automatically without human intervention.

In the workflow you can see two browser, the first one is with the output that I need, the second one is when I tried to use a formula to get the last month from this database but the numbers don’t match and I can´t understand why (maybe the formula is wrong)

Thank you.

total_example.yxmd

test_table_E.xlsx

Workflow

Datasets

Developer

Input

Reporting

Output

Date Time

Help

Dynamic Processing

Accepted answers

davidskaife

Hi @neromerob

All 1,487 records are being tagged as June 2022 so it's totalling them up; try the attached instead:

I've made the assumption you're ONLY wanting the month prior to the current month? Edited the formula and added in a filter

total_example_DS.yxmd

All comments

SPetrie

You did a calculation to figure out the previous month and year, but I done see where you ever filtered out the other months before doing your calculations so its inflating your numbers.

Add in the filter tool and I think you should be good.

datetimeformat([month],"%B") = [Previous_Month] and datetimeformat([month],"%Y") = [Previous_MonthYear]

davidskaife

Hi @neromerob

All 1,487 records are being tagged as June 2022 so it's totalling them up; try the attached instead:

I've made the assumption you're ONLY wanting the month prior to the current month? Edited the formula and added in a filter

total_example_DS.yxmd

Christine_Assaad

Hi @neromerob

I added a formula to the filter tool w/o changing the way the dates are coming thru. See below container CA.

Dynamic month.yxzp

binu_acs

@neromerob one way of doing this dynamically. you need add the below custom condition in the filter tool

//Filtres all the dates based on the current month
DateTimePArse([month],'%Y-%m-%d') <= DateTimeFirstOfMonth()
AND

//taking the previous month records only
ToDate(DateTimeParse([month],'%Y-%m-%d')) = ToDate(DateTimeAdd(DateTimeAdd(DateTimeToday(),-1,'month'),-DateTimeDay(DateTimeToday())+1,'Day'))

total_example.yxzp

neromerob

Thank you @davidskaife @binu_acs @christine_assaad and @SPetrie for your time, I think is working.

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