Pull in Current & Prior Month's Data Using Interface Tool
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Hi everyone,
I'm trying to find the best way to accomplish the following:
- The user identifies the "Current Month" using the Interface tool
- Isolates the "Current Month" and "Prior Month"
For example, if I select February 2019, I want it to pull in February 2019's data for the "Current Month" and January 2019's data for the "Prior Month".
I'm not sure the order in which I need to do everything, which is why I believe I'm having problems. Any assistance would be greatly appreciated.
Thanks!
-T
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The .csv file in your workflow is not included when you just attached the .yxmd file. I suggest exporting the workflow (Options>Export Workflow) to include this file, or use a Text Input tool to replicate the fields and values of this file so that we can better help with formulas.
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Hi @CharlieS,
So I've been working with the workflow you helped me build, but I have a follow-up question I'm hoping you can help me with.
The workflow you helped me to create uses the Interface tools to identify the current & prior months. I'm wondering if there is any way that we can change the header row for the current & prior months so that they can be uniform for the "% Change" formula (see that attached example)? Then, at the end of my workflow, I'll want to convert them back to the actual months (for reporting purposes).
Is there any way that I can accomplish this? Any assistance would be greatly appreciated.
Thanks!
