Hello guys!
I'm in the process of creating an Alteryx workflow to identify prior period transactions within my current filing period data. (Ex: I'm viewing Jan 2025 data, but need to identify loads prior to that date.) I used the union tool to combine 3 spreadsheets with the same data (just different entities) to compare to our Avalara export of transactions that were filed last filing period. I then used the joining tool to join all 4 spreadsheets together. Now I'm stuck trying to figure out a formula to identify the prior period loads within the data. Any guesses??
Add in the Data Input tool the File name, that might help you recognize from where the data came.
@Deniqua11 can you upload some sample files and expected output to understand your use case better?