YTD date range selector

[mszpot89]

I'm trying to get date selector interface for my end users so they will be able to define YTD date range on their side (1-OCT up to first day of month)

The issue I have is how to setup the expression part so it would be captured by interface buttons.

[patrick_mcauliffe]

For the most part it looks like you have it set up correctly - just maybe some extra tools.

I would just use a single Date interface tool, connected to one and only Filter tool. 

If it is always going to be YTD then you could use a formula like this:

[Date]>=(ToString(DateTimeYear('2018-01-01'))+'-01-01')
And
[Date]<DateTimeTrim('2018-01-01','month')

Have the Update tool replace 2018-01-01 with the date coming in from the Date Interface tool.

[mszpot89]

@patrick_mcauliffe - you file is not working, could you re-send ?

[mszpot89]

I made some edits but still no success.

[patrick_mcauliffe]

@mszpot89  

I've attached a new one which is much more simplified.

You'll have to save first, then right click --> edit to see how it works and build off of it.

[mszpot89]

Great thanks @patrick_mcauliffe but still user needs to check both dates at his end.

[patrick_mcauliffe · Accepted solution]

@mszpot89  Again, you'll probably have to modify this to suit your specific need; but attached is how I would do it if you want the user to be able to select both start and end months.

[mszpot89]

@patrick_mcauliffe I did one litle edit ;)

If I wanted 10-1-2017 to 12-1-2017 range the workflow returns 11-1-2017 to 12-1-2017, this is how I accommodated it:

[Month]>=DateTimeAdd('2018-01-01',-1,'month')
And
[Month]<DateTimeTrim('2018-02-01','month')

[patrick_mcauliffe]

@mszpot89

Looks like that's happening because the formula is time stamp specific.

Try this formula instead:

[Month]>DateTimeAdd(DateTimeTrim('2018-01-01','month'),-1,'day')
And
[Month]<DateTimeTrim('2018-02-01','month')

[mszpot89]

This works as well @patrick_mcauliffe

[Month]>=DateTimeAdd('2018-01-01',-1,'month')
And
[Month]<DateTimeTrim('2018-02-01','month')