Hello Team,
I have listed all my requirements, input data as well as expected output in attached excel. Please help.
Solved! Go to Solution.
Hi @BhatiaSakshi,
You said you wanted to only see months >= date you ran the workflow? i.e. running the workflow today you'd see 2020-07-31 onwards, nothing prior to July?
Regards,
Jonathan
The tile tool and formula tool after it ensures that the amount is always included in the 1st month, regardless whether it’s julu August or September, for instance.
Please look into my query.
Hi @BhatiaSakshi,
I think I'm very close to understanding the logic, but I have a couple of questions. From your data:
1. The last 2 columns of the Input data are both Balance Q3 2021 - is this a typo? Should the last column be Q4 2021?
2. My understanding is that the 1st quarter is the quarter that the workflow is run in, so currently it will be Q3 2020, as shown below.
3. For all other quarters I should ignore the entry date and just put the full amount in the 1st month of the quarter.
4. If the entry date falls within the first quarter, the full amount should be in the month of the entry date.
Your example Output shows that if the entry date is after the first quarter, the full amount should be in the last month of the first quarter - is this correct?
The example workflow attached has the logic implemented as described above, to match your example.
Thank You so much David!! It worked
Great help
Hi David, Can I ask you a quick thing in this workflow.
If not only in first quarter but for all quarters I need to consider the entry date. For Eg. If entry date is "04-28-20" amount will go in 04-30-20" and all remaining numbers in last month of quarter.
What additional step you will add?
Hi @BhatiaSakshi,
In the attached version, the rules are:
for all months prior to entry date, the value is 0
where month = month of entry date, show full value
if entry date < quarter, show full value in 1st month of quarter
Is this what you're looking for?