How to pick latest date in the file when the standard date is not met

[mhtomines]

Hi Team,

Need your help, on my filter tool my current logic is:

For a normal run - Get Previous day or if it's Monday get last Friday data

if the normal date run is not me, alteryx should get the latest date on the file.

For example: I'm running the report current date August 1 and the date range of my file is date July 26 to 28, since it's not previous day or and run on a Tuesday, I want to get the latest date which is July 28 instead.

[caltang]

Can you give us some sample datasets and also your expected output? You are using two scenarios -> Normal run and the alternative is....? 

[binuacs]

@mhtomines In your use case use the summarise tool to take the max date and append using the Append Tool. Write the formula if dates are not meeting your normal criteria then use the MAX Date from the summarise tool

[mhtomines]

Hi @caltang 

Here is my sample data, I want to get the latest date with client details if normal run criteria is not met

account_no	client_name	first_billing_date
111111	A	7/27/2023 0:00
222222	B	7/27/2023 0:00
333333	C	7/27/2023 0:00
444444	D	7/27/2023 0:00
555555	e	7/28/2023 0:00
666666	f	7/28/2023 0:00
777777	g	7/28/2023 0:00
888888	h	7/28/2023 0:00
999999	i	7/28/2023 0:00
1111110	j	7/28/2023 0:00
1222221	k	7/26/2023 0:00
1333332	l	7/31/2023 0:00
1444443	m	7/31/2023 0:00

[binuacs]

@mhtomines What is the expected result based on your input file? 

[mhtomines]

@binuacs the expected for normal run - should output 7/31

but if ever it's not met and 7/28 is the latest data then it should output 7/28

[binuacs]

@mhtomines Let me know if the attached workflow works for you