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SOLVED

If Then based on day of month to identify Fiscal Month

Max
5 - Atom

I apologize in advance as I am obviously new to Alteryx.  I searched the forum and could not figure out the solution.

 

Our fiscal months end on the 28th.  I simply want to create a column that contains "Y" if it is the current fiscal month or "No" if not.

 

I know this is incorrect as it is for a calendar month"

 

'IF [Fiscal Month]=DateTimeToday()
THEN "Yes"
ELSE "No"
Endif'

8 REPLIES 8
Luke_C
17 - Castor
17 - Castor

Can you share some sample data? Inputs & expected output? I believe your current formula's syntax is correct, but depending on what data is in '[Fiscal Month]' it may not work correctly at all.

Max
5 - Atom

 

Thank you for the prompt response.,  Not sure if this is what you mean?

 

 

 

aScheduled Month2.PNG

aScheduled Month.PNG

terry10
12 - Quasar

@Max 

 

if DateTimeFormat([DateTimeNow],"%d") <28
then "Y"
else "N"
Endif

Emmanuel_G
13 - Pulsar

Hi @Max 

 

No need to apologize. 🙂

 

Do you want something like this ? ( has been designed to say whether or not we are in the month of your closing. )

 

Screenshoot and attached workflow below

Emmanuel_G_0-1657904802963.png

 

 

Max
5 - Atom

Thank you but does this account for the Fiscal Month Ending on the 28th of each month?

Emmanuel_G
13 - Pulsar

@Max 

 

Whatever the month, the comparison will be made with respect to the day of the date.

 

So whatever the month, we will always take the value of the current day (12 if it is January 12 for example) and as it is different from 28, the status is "No".

 

Is this what you wanted?

Luke_C
17 - Castor
17 - Castor

@Max It would be helpful if you provide your sample data in excel or table format (not a screenshot), as well as what you expect each record's result to be. 

Max
5 - Atom

Will provide more information go-forward.

 

Thank you everyone!  

 

Have a nice weekend.

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