We are celebrating the 10-year anniversary of the Alteryx Community! Learn more and join in on the fun here.
Start Free Trial

Alteryx Designer Desktop Discussions

Find answers, ask questions, and share expertise about Alteryx Designer Desktop and Intelligence Suite.

Renaming output files to reflect Past Quarter and Year if necessary

CGadbury
7 - Meteor

Does anyone have a good solution on how to update a formula to show Q4-24 if we run it in January of 2025?  We run this workflow at the beginning of the quarter and can't seem to figure out a good formula to accomplish when the year changes.

3 REPLIES 3
binuacs
21 - Polaris

@CGadbury so you want to show the previous quarter when you run each time?

image.png

CGadbury
7 - Meteor

Yes which is easy when you are in the current year that you are pulling But say you have running it in January of 2025 but need it to say Q4-24.  I need it in one formula because I am using it to name excel templates 

binuacs
21 - Polaris

@CGadbury one formula

IIF(CEIL(DateTimeMonth([Date])/ 3) = 1,'Q4-'+toString(DateTimeYear(DateTimeAdd([Date],-1,'Year'))), 'Q'+toString(CEIL(DateTimeMonth([Date])/ 3)-1)+'-'+toString(DateTimeYear(DateTimeAdd([Date],0,'Year'))))

 

Labels
Top Solution Authors