I cannot retrieve Prior Month Data

Hello

This is my first time posting a question and I'm quite new to the Alteryx world, so forgive me if I'm being very thick! Please see table of data attached. I am having an absolute brain melt today. I need to retrieve the prior month data from this list - based upon the latest record - 1. So it can be on the RM Version column or the Cut Off Date.

I need the Run_Total, Forecast_Margin and Forecast_Margin% Columns.

I have managed to bring out the 1st and the latest by using min and max in Summary, but how do I find the max - 1?

Any help would be much appreciated

Thanks

LornaB

Prior Month query.xlsx

Workflow

Date Time

Accepted answers

Emil_Kos

Hi @LornaB74,

Please see my workflow attachted:

Please mark as a solution if this is helpful!

One month Prev.yxmd

All comments

Emil_Kos

Hi @LornaB74,

You need to use this formula in order to achieve your goal:

DateTimeAdd([Cut Off Date],-1,'month')

Please mark as a solution if this is helpful.

Good luck!

Prev month.yxmd

LornaB74

Hiya, thank you for this.

This returns the previous month date, but I need to return the values of the other columns as a value based upon the prior month date, does that make sense?

Output.yxdb

Qiu

@LornaB74
If I understand your intention correctly.

1109-LornaB74.yxzp

LornaB74

Thank you Qiu

This would work equally as well as the other solution! That's fantastic, thank you

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