Email/Formula Help

[hoye]

Hello all,

My goal is to include the month and year, which are two columns in my data set, in my email output, so regardless of when the workflow is ran, the recipients of the email can see what month and year the data applies to.

Here is a snippet of what the data set looks like:

The only issue, is I filter out any of the rows with a year or a month (using year is null), I do this so the email can only display the two totals. 

Here is that filter, before I get my chart I want to display:

Could I use a formula before the filter, to pull just the Month and Year, and include it somewhere in the email? or how would I go about doing this, with eventually filtering out the month and year for the table.

Thank you so much to whoever is willing to help!

-e

[FinnCharlton · Accepted solution]

Hi @hoye, this is how I'd go about it:

Hope it helps!

[hoye]

This helped, so now I have those two columns in my table, which I hope to take out for the email, but how do I go about including a line in report text (which goes in an email) in a sentence such as... This data is from Jul 2023. Pulling Jul and 2023 from what I just did?

Thank you so much for your help

[FinnCharlton · Accepted solution]

@hoye , you can use the 'Available Fields' section in the Report Text tool...

...To write something like this...

...To give a result like this: