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??
