Entering data to SharePoint list based on Months

[swapsingh2712]

Hello All,

I need to create an alteryx workflow which will pull the data from the database. Now I've a query to pull the records, but in the workflow a copy of the data will be loaded for the current month, and all future months.

For example -  I've 20 records in the database. If the workflow is running in June, data should be populated for June – November (6 months forward). There would be 20 records for each month. Only difference would be the month.

And If I'm running the workflow in July, It should delete the data for June month and populate the data from July to December ( 6 months)

Please advise

[CarliE]

@swapsingh2712 

You can do something like this:

Create a month field based off of the date field -- DateTimeMonth([DateField])] and then filter for the month that is greater than or equal to the month of today and less than or equal to 5 months out -- 

[Month]>= DateTimeMonth(DateTimeToday()) and [Month]<=DateTimeMonth(DateTimeToday())+5

If you dont want to create a new column of month you can also just do this in the filter in one shot:

DateTimeMonth([DateField])>= DateTimeMonth(DateTimeToday()) and DateTimeMonth([DateField])<=DateTimeMonth(DateTimeToday())+5

Based off of the month of today (June)

Here is the output of my true set:

Here is my false set:

After that, you can use the Sharepoint List output tool to delete the list in sharepoint and append.

If this solution was helpful, please mark this as a solution to help other members on the community out!

Thanks

[CarliE · Accepted solution]

@swapsingh2712,

Checking in to make sure this is a viable solution for you