Filter last 12 months of data

I have 2 datasets :-

Dataset 1: Is survey data with survey_date

Dataset 2: Is call center data with call logs and it's date (call_date).

While merging 2 datasets based on user_id I want to filter call logs only prior to survey_date i.e join and filter call log data of last 12 months where call_date <= survey_date.

Any pointers will be highly appreciated.

Best

Pooja

Date Time

Accepted answers

atcodedog05

Hi @Analytics_Pooja

Here is how you can do it.

Workflow:

1. Joining on user id.

2. Finding months duration between survey date and call date.

3. Filtering where duration is less than or equal to 12.

Hope this helps 🙂

12 months.yxmd

All comments

shreyanshrathod

Hi @Analytics_Pooja ,

Based on your description, I don't see any difficulty in achieving the mentioned result.

You first have to JOIN datasets based on User_id and then FIlter based on the criteria.

Unfortunately, Alteryx only has the option of '=' operator while joining.

It would be helpful if you could share a dummy I/O requirement.

Regards,

Shreyansh

Analytics_Pooja

Here is the I/O requirements :

last 2 highlighted rows are not included in the output as the call_date is not within range of 12 months of the survey_date of Feb 01, 2020.

atcodedog05

Hi @Analytics_Pooja

Can you provide this as an excel file. We will be happy to help 🙂

Analytics_Pooja

Please find attached.

Best

pooja

sample_workbook.xlsx

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