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"if creation date = today then use as actual if creation date = today - 7 use as budget"

Leandro-Dllula
6 - Meteoroid

Hi everyone, I have a report that I pull on a weekly basis, and today's report will be the budget for next week actuals, and so on.

 

As the report have the same name when I pull it out (and I'm trying to make it as automatic as possible) I was thinking on using the Directory tool to pull the creation date and do a calculation based on that information, but I'm not quite sure on how to construct the workflow. the basic formula would be something like the subject: "if creation date = today then use as actual if creation date = today - 7 use as budget"

 

Has anyone had this problem in the past that might be able to help me out?

 

Thanks in advance

3 REPLIES 3
binu_acs
21 - Polaris

@Leandro-Dllula in your formula if creation date = today then use as actual if creation date = today - 7 use as budget", can you explain what are the actual and budget variables?

Leandro-Dllula
6 - Meteoroid

so the report has a column "Actuals" and "Budget", for each week for the next 6 months. Today, the information in the column "03/01/2023 - Budget" is the one I use as reference for next week, when I run the report again, I will take the information from "03/01/2023 - Actuals" and I will compare that. Hope that clarifys it

binu_acs
21 - Polaris

@Leandro-Dllula would you be able to provide a sample input file with the columns you mentioned?

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