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How to calculate the next due date on a task

Steph23
7 - Meteor

Hi there! I'm trying to create a calendar dataset showing a list of tasks, their frequency (i.e. repeated monthly, quarterly, etc.) and looks at the latest date the item was complete (a manual field in the Excel file feeding Alteryx) and calculates the next due date for the item. I'm also looking for this "next date" calculation to take into account holidays and large events that may delay the item from taking place (a manual Excel file I'm keeping right now that lists all the dates to ignore).

 

For example, if a monthly report was last published on December 1, 2022, the "next date" field would show January 3, 2023 that would take into account Jan 2, 2023 being excluded because it's an observed holiday. 

 

Another example would be if a quarterly meeting took place on October 28, 2022, the "next date" field would look to a meeting list to see that the next meeting date is scheduled for January 30, 2023.

 

Does anyone have any ideas? Dates confuse the heck out of me in Alteryx, so I appreciate any and all the support from this community!! Happy New Year, everyone!

3 REPLIES 3
RogerS
Alteryx
Alteryx

Here is an iterative macro that allows you pass dates that need to be removed.  It will automatically remove weekends.  You will need to add a record ID and a placeholder date for next due date (this will be passed in the top).  The results will be in the top anchor.

RogerS
Alteryx
Alteryx

Please accept the macro as a solution if it resolves your issues.

Steph23
7 - Meteor

Thank you @RogerS. I'll try to use this macro for the portion of my question requiring to pass dates. Any thoughts on how to show the next date in the sequence i.e. next month's date or next quarter's date?

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