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,
This could be achieved by creating the dates, followed by cross-tabbing.
If this solves your issue please mark the answer as correct, if not let me know! I've attached my workflow for you to download if needed.
Regards,
Jonathan
Thank you so much for this....just one concern I need the period starting from month end of running date of workflow...for example If I run this workflow period should start from 31-July-20.
so only future periods should be captured.
Also amounts should get reflected in the period which ever comes first for that quarter. For eg. If I run this workflow next month periods should start from 30-Aug-20. and amount for that quarter will populate in that month for that quarter. (so amounts would come in the first month for that quarter)
Hope I am clear!!
Hi @BhatiaSakshi,
I've updated my workflow to solve the additions you had:
If this solves your issue please mark the answer as correct, if not let me know! I've attached my workflow for you to download if needed.
Regards,
Jonathan
Regards,
Jonathan
Hi David, I cant see the entry date adjustment for first quarter in attached workflow.